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 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
39K+ 2255.72% |
$6.45M - $7.51M
|
40.8K
$6.41M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-500- 26.39% |
$82.7K - $96.2K
|
1.4K
$219K
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
34+ 2.41% |
$5.62K - $6.54K
|
1.44K
$227K
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.53KNew |
$252K - $294K
|
1.53K
$240K
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-67- 3.09% |
$11.1K - $12.9K
|
2.1K
$330K
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-153- 1.93% |
$25.3K - $29.4K
|
7.77K
$1.22M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
400+ 3.69% |
$66.2K - $77K
|
11.3K
$1.77M
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
912+ 66.23% |
$151K - $175K
|
2.29K
$360K
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.5KNew |
$248K - $288K
|
1.5K
$236K
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-3.66K- 2.25% |
$605K - $704K
|
159K
$25M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
87+ 89.69% |
$14.4K - $16.7K
|
184
$28.9K
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.48KNew |
$245K - $285K
|
1.48K
$233K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
120+ 2.05% |
$19.8K - $23.1K
|
5.99K
$941K
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
25+ 0.13% |
$4.14K - $4.81K
|
19.5K
$3.06M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-177- 3.15% |
$29.3K - $34.1K
|
5.44K
$855K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.14% |
$331 - $385
|
1.39K
$219K
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-1.39K- 0.82% |
$230K - $268K
|
169K
$26.6M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.9KNew |
$480K - $558K
|
2.9K
$456K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
14+ 0.98% |
$2.32K - $2.69K
|
1.45K
$227K
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.03KNew |
$335K - $390K
|
2.03K
$318K
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.09% |
$496 - $577
|
3.31K
$520K
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
46+ 3.26% |
$7.61K - $8.85K
|
1.46K
$229K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
41+ 3.15% |
$6.78K - $7.89K
|
1.34K
$211K
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
200+ 5.72% |
$33.1K - $38.5K
|
3.7K
$581K
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.65KNew |
$273K - $318K
|
1.65K
$259K
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
28+ 1.95% |
$4.63K - $5.39K
|
1.46K
$230K
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-225- 0.61% |
$37.2K - $43.3K
|
36.7K
$5.77M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$165 - $192
|
1.85K
$291K
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
35+ 1.55% |
$5.79K - $6.74K
|
2.29K
$361K
|
|
Jan 10, 2025
Q4 2024
|
Caledonia Investments PLC
|
SELL
|
- |
-92K- 12.12% |
$15.2M - $17.7M
|
667K
$105M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
4.8K+ 100.0% |
$794K - $924K
|
9.6K
$1.51M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.72KNew |
$450K - $524K
|
2.72K
$428K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$165 - $192
|
1.58K
$248K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
326+ 14.18% |
$53.9K - $62.7K
|
2.63K
$413K
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
14KNew |
$2.32M - $2.7M
|
14K
$2.21M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
22+ 1.5% |
$3.64K - $4.23K
|
1.49K
$233K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.18KNew |
$1.52M - $1.77M
|
9.18K
$1.44M
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-125- 1.29% |
$20.7K - $24.1K
|
9.59K
$1.51M
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-989K- 48.75% |
$164M - $190M
|
1.04M
$163M
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-69K- 17.23% |
$11.4M - $13.3M
|
332K
$52.1M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-100- 3.5% |
$16.5K - $19.2K
|
2.76K
$433K
|
|
Jan 02, 2025
Q4 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
9.72KNew |
$1.61M - $1.87M
|
9.72K
$1.53M
|
|
Q3 2024 | |||||||
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
13.5K+ 13.41% |
$1.7M - $2.3M
|
114K
$18M
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
160K+ 1.47% |
$20.2M - $27.3M
|
11M
$1.74B
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-5.35K- 1.01% |
$673K - $911K
|
522K
$82.1M
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-131- 2.02% |
$16.5K - $22.3K
|
6.34K
$997K
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-242- 5.68% |
$30.5K - $41.2K
|
4.02K
$632K
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-250- 14.51% |
$31.5K - $42.6K
|
1.47K
$232K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.21KNew |
$404K - $546K
|
3.21K
$504K
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.31KNew |
$165K - $223K
|
1.31K
$206K
|