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
|
West Oak Capital, LLC
|
SELL
|
- |
-735- 2.64% |
$92.5K - $125K
|
27.1K
$5.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
30+ 2.19% |
$3.78K - $5.11K
|
1.4K
$259K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.84K+ 2.76% |
$609K - $824K
|
180K
$33.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
215+ 0.16% |
$27.1K - $36.6K
|
134K
$24.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.39K+ 16.19% |
$174K - $236K
|
9.95K
$1.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
3.98K+ 19.83% |
$501K - $678K
|
24.1K
$4.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-306- 2.35% |
$38.5K - $52.1K
|
12.7K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-495- 3.17% |
$62.3K - $84.3K
|
15.1K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
40+ 1.94% |
$5.04K - $6.81K
|
2.11K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.37KNew |
$172K - $233K
|
1.37K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
632+ 12.79% |
$79.6K - $108K
|
5.57K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
267+ 25.97% |
$33.6K - $45.5K
|
1.3K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-378- 1.49% |
$47.6K - $64.4K
|
25K
$4.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-5.9K- 15.04% |
$743K - $1.01M
|
33.3K
$6.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
106+ 8.05% |
$13.3K - $18.1K
|
1.42K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.27K- 1.45% |
$160K - $217K
|
86.5K
$16M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
240+ 0.96% |
$30.2K - $40.9K
|
25.3K
$4.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 7.46% |
$219K - $297K
|
21.6K
$4M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-75- 4.44% |
$9.44K - $12.8K
|
1.61K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.47K+ 5.81% |
$185K - $250K
|
26.7K
$4.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
376+ 10.8% |
$47.3K - $64.1K
|
3.86K
$713K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
44+ 0.28% |
$5.54K - $7.5K
|
15.6K
$2.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
375+ 1.69% |
$47.2K - $63.9K
|
22.6K
$4.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-994- 4.8% |
$125K - $169K
|
19.7K
$3.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-280- 2.56% |
$35.3K - $47.7K
|
10.7K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
2+ 0.05% |
$252 - $341
|
4.42K
$818K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-125- 0.16% |
$15.7K - $21.3K
|
79.9K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 3.57% |
$630 - $852
|
145
$26.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.33K+ 64.28% |
$167K - $226K
|
3.39K
$627K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-523- 10.29% |
$65.8K - $89.1K
|
4.56K
$843K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$151K - $204K
|
1.2K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-15- 0.75% |
$1.89K - $2.56K
|
1.97K
$365K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-65- 1.3% |
$8.18K - $11.1K
|
4.92K
$909K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-348- 0.8% |
$43.8K - $59.3K
|
43K
$7.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.59% |
$3.27K - $4.43K
|
1.66K
$307K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
942+ 21.76% |
$119K - $160K
|
5.27K
$974K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-199- 9.49% |
$25.1K - $33.9K
|
1.9K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
86+ 0.25% |
$10.8K - $14.7K
|
34.8K
$6.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 0.22% |
$4.41K - $5.96K
|
15.7K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-432- 3.97% |
$54.4K - $73.6K
|
10.4K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.2K- 7.36% |
$1.03M - $1.4M
|
103K
$19.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-103- 3.82% |
$13K - $17.5K
|
2.59K
$479K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.24K+ 3.18% |
$156K - $212K
|
40.3K
$7.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 0.38% |
$12.6K - $17K
|
26.2K
$4.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-374- 16.48% |
$47.1K - $63.7K
|
1.9K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
381+ 4.14% |
$48K - $64.9K
|
9.58K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-99- 0.33% |
$12.5K - $16.9K
|
30.2K
$5.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
161+ 5.82% |
$20.3K - $27.4K
|
2.93K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
436+ 0.75% |
$54.9K - $74.3K
|
58.4K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-116- 1.59% |
$14.6K - $19.8K
|
7.2K
$1.33M
|