Latest Institutional Transactions on Oracle Corp (ORCL)
This table provides information on the latest institutional transactions involving Oracle Corp (ORCL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.06% |
$165 - $192
|
1.81K
$285K
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
60+ 2.75% |
$9.92K - $11.5K
|
2.24K
$352K
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-427- 20.69% |
$70.6K - $82.2K
|
1.64K
$257K
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-1.4K- 49.49% |
$231K - $268K
|
1.42K
$224K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
240+ 12.45% |
$39.7K - $46.2K
|
2.17K
$341K
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
21+ 0.47% |
$3.47K - $4.04K
|
4.48K
$704K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
400New |
$66.2K - $77K
|
400
$62.9K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
48+ 1.52% |
$7.94K - $9.24K
|
3.21K
$504K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
76+ 5.95% |
$12.6K - $14.6K
|
1.35K
$213K
|
|
Jan 17, 2025
Q4 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-2.1K- 4.53% |
$347K - $404K
|
44.3K
$6.96M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 5.66% |
$49.6K - $57.7K
|
5K
$787K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-30- 8.11% |
$4.96K - $5.77K
|
340
$53.5K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-83- 5.62% |
$13.7K - $16K
|
1.39K
$219K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20- 1.48% |
$3.31K - $3.85K
|
1.33K
$209K
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
12KNew |
$1.98M - $2.3M
|
12K
$1.88M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
61+ 3.11% |
$10.1K - $11.7K
|
2.02K
$318K
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
39New |
$6.45K - $7.5K
|
39
$6.13K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-115- 2.01% |
$19K - $22.1K
|
5.61K
$882K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
PUT |
-2.5K- 17.61% |
$414K - $481K
|
11.7K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-277- 4.37% |
$45.8K - $53.3K
|
6.07K
$954K
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.95KNew |
$487K - $567K
|
2.95K
$463K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.5KNew |
$247K - $288K
|
1.5K
$235K
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-100- 2.86% |
$16.5K - $19.2K
|
3.4K
$535K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-238- 13.33% |
$39.4K - $45.8K
|
1.55K
$243K
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5- 0.07% |
$827 - $962
|
7.26K
$1.14M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-50- 1.21% |
$8.27K - $9.62K
|
4.07K
$640K
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
294+ 0.05% |
$48.6K - $56.6K
|
580K
$91.2M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1- 0.06% |
$165 - $192
|
1.56K
$246K
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
53+ 4.25% |
$8.77K - $10.2K
|
1.3K
$204K
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
56+ 3.74% |
$9.26K - $10.8K
|
1.55K
$244K
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-100- 1.28% |
$16.5K - $19.2K
|
7.7K
$1.21M
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
120New |
$19.8K - $23.1K
|
120
$18.9K
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-137- 9.45% |
$22.7K - $26.4K
|
1.31K
$206K
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-700- 0.88% |
$116K - $135K
|
79.2K
$12.5M
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3KNew |
$496K - $577K
|
3K
$472K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
482New |
$79.7K - $92.8K
|
482
$75.8K
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-300- 1.5% |
$49.6K - $57.7K
|
19.7K
$3.1M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.42KNew |
$236K - $274K
|
1.42K
$224K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.88K+ 10.53% |
$477K - $555K
|
30.3K
$4.76M
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-300- 16.34% |
$49.6K - $57.7K
|
1.54K
$241K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.32K+ 15.94% |
$384K - $447K
|
16.9K
$2.66M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.28K- 66.13% |
$212K - $246K
|
655
$103K
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
386+ 1.59% |
$63.8K - $74.3K
|
24.7K
$3.89M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
559+ 16.31% |
$92.5K - $108K
|
3.99K
$627K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.97K+ 51.31% |
$1.15M - $1.34M
|
20.6K
$3.23M
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-520- 7.96% |
$86K - $100K
|
6.01K
$945K
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-1.31K- 5.27% |
$216K - $252K
|
23.5K
$3.69M
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
292+ 144.55% |
$48.3K - $56.2K
|
494
$77.7K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.42% |
$1.16K - $1.35K
|
1.67K
$262K
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-25- 1.57% |
$4.14K - $4.81K
|
1.57K
$247K
|