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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.77K- 3.0% |
$293K - $341K
|
57.3K
$14.5M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-784- 1.79% |
$130K - $151K
|
43.1K
$10.9M
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-410- 10.26% |
$67.8K - $78.9K
|
3.59K
$910K
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$480K - $558K
|
2.9K
$736K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-604- 11.45% |
$99.9K - $116K
|
4.67K
$1.19M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14- 0.05% |
$2.32K - $2.69K
|
31K
$7.87M
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4K- 39.41% |
$662K - $770K
|
6.15K
$1.56M
|
|
Feb 04, 2025
Q4 2024
|
Robeco Schweiz Ag
|
SELL
|
- |
-54.2K- 89.59% |
$8.97M - $10.4M
|
6.3K
$1.6M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-105- 3.46% |
$17.4K - $20.2K
|
2.93K
$743K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
697+ 4.87% |
$115K - $134K
|
15K
$3.81M
|
|
Feb 03, 2025
Q4 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$844K - $981K
|
5.1K
$1.29M
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
12.7KNew |
$2.1M - $2.44M
|
12.7K
$3.22M
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-935- 1.41% |
$155K - $180K
|
65.3K
$16.6M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
133New |
$22K - $25.6K
|
133
$33.8K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.67K+ 3.16% |
$1.6M - $1.86M
|
316K
$80.2M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
199+ 12.25% |
$32.9K - $38.3K
|
1.82K
$463K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.88K+ 18.98% |
$476K - $554K
|
18.1K
$4.58M
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-2.01K- 7.49% |
$332K - $387K
|
24.8K
$6.3M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-822- 23.23% |
$136K - $158K
|
2.72K
$689K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
615+ 15.69% |
$102K - $118K
|
4.53K
$1.15M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.86KNew |
$473K - $550K
|
2.86K
$726K
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
6.56KNew |
$1.09M - $1.26M
|
6.56K
$1.67M
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-1.04K- 25.8% |
$172K - $201K
|
3K
$761K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
48+ 0.15% |
$7.94K - $9.24K
|
32K
$8.11M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$827 - $962
|
5
$1.27K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
120+ 129.03% |
$19.8K - $23.1K
|
213
$54.1K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
83.3KNew |
$13.8M - $16M
|
83.3K
$21.2M
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
2.49K+ 6.6% |
$412K - $479K
|
40.2K
$10.2M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.46% |
$331 - $385
|
437
$111K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.04K- 3.54% |
$337K - $392K
|
55.6K
$14.1M
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
944+ 43.74% |
$156K - $182K
|
3.1K
$787K
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-23- 0.9% |
$3.8K - $4.43K
|
2.52K
$639K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
13.8KNew |
$2.29M - $2.66M
|
13.8K
$3.51M
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
5.02K+ 30.63% |
$830K - $965K
|
21.4K
$5.43M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.75KNew |
$289K - $336K
|
1.75K
$443K
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-700- 10.45% |
$116K - $135K
|
6K
$1.52M
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
87+ 0.53% |
$14.4K - $16.7K
|
16.4K
$4.16M
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
15.9K+ 111.59% |
$2.62M - $3.05M
|
30.1K
$7.63M
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
16.4KNew |
$2.72M - $3.16M
|
16.4K
$4.17M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
25+ 1.54% |
$4.14K - $4.81K
|
1.64K
$417K
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
300New |
$49.6K - $57.7K
|
300
$76.2K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15+ 31.25% |
$2.48K - $2.89K
|
63
$16K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
275New |
$45.5K - $52.9K
|
275
$69.8K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
43+ 1.36% |
$7.11K - $8.27K
|
3.22K
$816K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-75- 5.73% |
$12.4K - $14.4K
|
1.23K
$313K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.48KNew |
$245K - $285K
|
1.48K
$376K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.74KNew |
$784K - $912K
|
4.74K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
121+ 6.52% |
$20K - $23.3K
|
1.98K
$502K
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
1.97KNew |
$326K - $380K
|
1.97K
$501K
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
108KNew |
$17.8M - $20.7M
|
108K
$27.3M
|