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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.08% |
$378 - $511
|
3.94K
$728K
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.97K- 15.15% |
$248K - $336K
|
11K
$2.04M
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-43- 0.23% |
$5.41K - $7.33K
|
18.6K
$3.44M
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.52KNew |
$191K - $258K
|
1.52K
$280K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
787+ 29.8% |
$99.1K - $134K
|
3.43K
$634K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
253+ 20.59% |
$31.9K - $43.1K
|
1.48K
$274K
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.26% |
$504 - $681
|
1.53K
$284K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-265- 0.88% |
$33.4K - $45.1K
|
29.8K
$5.51M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
98+ 8.78% |
$12.3K - $16.7K
|
1.21K
$224K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
48+ 1.97% |
$6.04K - $8.18K
|
2.48K
$459K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 13.06% |
$127K - $172K
|
6.73K
$1.24M
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
6.66K+ 34.7% |
$838K - $1.13M
|
25.8K
$4.78M
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-428- 0.52% |
$53.9K - $72.9K
|
81.5K
$15.1M
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.37KNew |
$173K - $234K
|
1.37K
$254K
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.45KNew |
$183K - $247K
|
1.45K
$268K
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-317- 6.77% |
$39.9K - $54K
|
4.37K
$807K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
85.7K+ 7.89% |
$10.8M - $14.6M
|
1.17M
$216M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.72K- 7.74% |
$342K - $463K
|
32.4K
$5.99M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
27.3K+ 328.44% |
$3.44M - $4.65M
|
35.6K
$6.58M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.34K- 8.36% |
$799K - $1.08M
|
69.5K
$12.9M
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
300New |
$37.8K - $51.1K
|
300
$55.5K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.07K- 4.25% |
$387K - $523K
|
69.2K
$12.8M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.24K+ 124.87% |
$283K - $382K
|
4.04K
$747K
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
904+ 3.49% |
$114K - $154K
|
26.8K
$4.96M
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
8.28K+ 5.1% |
$1.04M - $1.41M
|
170K
$31.5M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.9K- 4.53% |
$239K - $324K
|
40K
$7.4M
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.35KNew |
$170K - $230K
|
1.35K
$250K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.05K+ 22.83% |
$636K - $861K
|
27.2K
$5.03M
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.44KNew |
$182K - $246K
|
1.44K
$267K
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.14% |
$252 - $341
|
1.48K
$274K
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-346- 0.58% |
$43.6K - $58.9K
|
59.3K
$11M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.56K+ 3.27% |
$322K - $436K
|
80.9K
$15M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07K+ 18.48% |
$134K - $182K
|
6.85K
$1.27M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.69KNew |
$716K - $968K
|
5.69K
$1.05M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$189K - $256K
|
1.5K
$278K
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.2KNew |
$151K - $204K
|
1.2K
$222K
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
458+ 18.93% |
$57.7K - $78K
|
2.88K
$532K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
396+ 3.65% |
$49.9K - $67.5K
|
11.3K
$2.08M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.62K+ 5.84% |
$708K - $957K
|
102K
$18.8M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
74+ 1.41% |
$9.32K - $12.6K
|
5.31K
$981K
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$158K - $213K
|
1.25K
$232K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
673+ 9.0% |
$84.7K - $115K
|
8.15K
$1.51M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-50- 0.25% |
$6.3K - $8.52K
|
20K
$3.69M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
66+ 0.49% |
$8.31K - $11.2K
|
13.6K
$2.51M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.16K+ 7.2% |
$146K - $198K
|
17.3K
$3.19M
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.2KNew |
$1.41M - $1.91M
|
11.2K
$2.07M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-660- 0.71% |
$83.1K - $112K
|
91.9K
$17M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.06K+ 23.32% |
$259K - $350K
|
10.9K
$2.01M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
22+ 0.71% |
$2.77K - $3.75K
|
3.13K
$579K
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-4.88K- 3.62% |
$614K - $831K
|
130K
$24M
|