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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-595- 10.71% |
$73.1K - $130K
|
4.96K
$1.14M
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
42.5K+ 1219.39% |
$5.21M - $9.28M
|
45.9K
$10.5M
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.07KNew |
$132K - $234K
|
1.07K
$246K
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-46- 2.71% |
$5.65K - $10.1K
|
1.65K
$379K
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
103+ 4.69% |
$12.7K - $22.5K
|
2.3K
$527K
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-92- 3.78% |
$11.3K - $20.1K
|
2.34K
$537K
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-275- 6.01% |
$33.8K - $60.1K
|
4.3K
$987K
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
110+ 0.93% |
$13.5K - $24K
|
11.9K
$2.73M
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
29+ 0.41% |
$3.56K - $6.34K
|
7.18K
$1.65M
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
80+ 0.48% |
$9.83K - $17.5K
|
16.6K
$3.81M
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
813+ 21.23% |
$99.9K - $178K
|
4.64K
$1.06M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-856- 3.22% |
$105K - $187K
|
25.8K
$5.9M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
145+ 6.73% |
$17.8K - $31.7K
|
2.3K
$528K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.71KNew |
$210K - $375K
|
1.71K
$393K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-672- 4.26% |
$82.5K - $147K
|
15.1K
$3.46M
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
17.3KNew |
$2.13M - $3.79M
|
17.3K
$3.98M
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-11.7K- 10.12% |
$1.43M - $2.55M
|
104K
$23.8M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.1K+ 34.8% |
$1.48M - $2.64M
|
46.8K
$10.7M
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
19+ 0.22% |
$2.33K - $4.15K
|
8.68K
$1.99M
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
123+ 7.49% |
$15.1K - $26.9K
|
1.77K
$405K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 0.94% |
$983 - $1.75K
|
845
$194K
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-42- 1.54% |
$5.16K - $9.18K
|
2.69K
$617K
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$123 - $219
|
2.01K
$462K
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.89K+ 6.79% |
$232K - $414K
|
29.8K
$6.82M
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2+ 0.14% |
$246 - $437
|
1.44K
$331K
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6+ 0.12% |
$737 - $1.31K
|
4.87K
$1.12M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13K- 5.61% |
$1.59M - $2.83M
|
218K
$50M
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
25+ 0.28% |
$3.07K - $5.47K
|
8.84K
$2.03M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-38.1K- 49.36% |
$4.68M - $8.34M
|
39.1K
$8.97M
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
953New |
$117K - $208K
|
953
$219K
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-541- 2.8% |
$66.4K - $118K
|
18.8K
$4.3M
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
97+ 1.37% |
$11.9K - $21.2K
|
7.17K
$1.64M
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-626- 2.3% |
$76.9K - $137K
|
26.6K
$6.1M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-316- 3.19% |
$38.8K - $69.1K
|
9.59K
$2.2M
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-555- 0.66% |
$68.2K - $121K
|
83.5K
$19.1M
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-662- 8.84% |
$81.3K - $145K
|
6.82K
$1.56M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
12K+ 161.65% |
$1.47M - $2.62M
|
19.4K
$4.45M
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
243+ 4.12% |
$29.8K - $53.1K
|
6.14K
$1.41M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-14K- 19.16% |
$1.72M - $3.07M
|
59.2K
$13.6M
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
41.5K+ 4.93% |
$5.09M - $9.07M
|
883K
$203M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
192+ 2.45% |
$23.6K - $42K
|
8.04K
$1.84M
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-119- 3.0% |
$14.6K - $26K
|
3.85K
$882K
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
318+ 6.0% |
$39.1K - $69.5K
|
5.62K
$1.29M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.27K+ 6.66% |
$278K - $495K
|
36.3K
$8.32M
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6New |
$737 - $1.31K
|
6
$1.38K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-281- 2.95% |
$34.5K - $61.4K
|
9.26K
$2.12M
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
606+ 8.69% |
$74.4K - $132K
|
7.58K
$1.74M
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-445- 1.45% |
$54.7K - $97.3K
|
30.2K
$6.92M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.52KNew |
$187K - $333K
|
1.52K
$349K
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.6K- 3.61% |
$197K - $350K
|
42.7K
$9.79M
|