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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
64+ 3.52% |
$8.95K - $11.9K
|
1.88K
$459K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.74K- 0.93% |
$243K - $324K
|
186K
$45.2M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.54K- 8.52% |
$914K - $1.22M
|
70.2K
$17.1M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
55.9K+ 18.23% |
$7.81M - $10.4M
|
362K
$88.3M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.64K+ 17.76% |
$509K - $679K
|
24.1K
$5.88M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.76K+ 59.77% |
$385K - $514K
|
7.37K
$1.79M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.6K+ 109.04% |
$2.88M - $3.85M
|
39.5K
$9.63M
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
416+ 20.27% |
$58.2K - $77.6K
|
2.47K
$601K
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-40- 2.39% |
$5.59K - $7.46K
|
1.63K
$397K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
994+ 16.37% |
$139K - $185K
|
7.07K
$1.72M
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.06% |
$140 - $186
|
1.8K
$439K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-272- 25.21% |
$38K - $50.7K
|
807
$197K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
305+ 1.54% |
$42.6K - $56.9K
|
20.1K
$4.89M
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-9.07K- 20.59% |
$1.27M - $1.69M
|
35K
$8.52M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
53+ 6.08% |
$7.41K - $9.88K
|
925
$225K
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-300- 13.65% |
$41.9K - $55.9K
|
1.9K
$462K
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-39- 1.3% |
$5.45K - $7.27K
|
2.97K
$723K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.64K+ 1.18% |
$229K - $305K
|
141K
$34.3M
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
100+ 36.76% |
$14K - $18.6K
|
372
$90.6K
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
24.1K+ 4.27% |
$3.37M - $4.5M
|
588K
$143M
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
20.7KNew |
$2.89M - $3.86M
|
20.7K
$5.04M
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.44KNew |
$341K - $455K
|
2.44K
$594K
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
623+ 0.94% |
$87.1K - $116K
|
66.6K
$16.2M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.2K- 19.43% |
$3.8M - $5.07M
|
113K
$27.5M
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-74- 2.41% |
$10.3K - $13.8K
|
3K
$731K
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-82- 1.55% |
$11.5K - $15.3K
|
5.21K
$1.27M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-170- 2.42% |
$23.8K - $31.7K
|
6.85K
$1.67M
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
75+ 2.36% |
$10.5K - $14K
|
3.25K
$792K
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
478+ 1.66% |
$66.8K - $89.1K
|
29.3K
$7.13M
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.21KNew |
$449K - $598K
|
3.21K
$782K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-458- 2.41% |
$64K - $85.4K
|
18.6K
$4.52M
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-899- 4.28% |
$126K - $168K
|
20.1K
$4.89M
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-25- 0.73% |
$3.5K - $4.66K
|
3.42K
$833K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.33K+ 8.49% |
$325K - $434K
|
29.7K
$7.24M
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-261- 9.84% |
$36.5K - $48.7K
|
2.39K
$582K
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
98+ 0.48% |
$13.7K - $18.3K
|
20.6K
$5.02M
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
190+ 1.28% |
$26.6K - $35.4K
|
15K
$3.66M
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.21K- 3.44% |
$170K - $226K
|
34K
$8.28M
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
259K+ 30.97% |
$36.2M - $48.3M
|
1.09M
$266M
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
24K+ 23559.8% |
$3.36M - $4.48M
|
24.1K
$5.88M
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
465+ 10.24% |
$65K - $86.7K
|
5.01K
$1.22M
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.1K+ 4.09% |
$154K - $205K
|
28K
$6.81M
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-125- 1.3% |
$17.5K - $23.3K
|
9.5K
$2.31M
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
9.57K+ 55.24% |
$1.34M - $1.78M
|
26.9K
$6.55M
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 18.66% |
$148K - $197K
|
6.72K
$1.64M
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-299- 1.96% |
$41.8K - $55.8K
|
14.9K
$3.64M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-238- 1.25% |
$33.3K - $44.4K
|
18.7K
$4.56M
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
80+ 2.17% |
$11.2K - $14.9K
|
3.76K
$917K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.41KNew |
$336K - $448K
|
2.41K
$586K
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-8.41K- 34.18% |
$1.18M - $1.57M
|
16.2K
$3.94M
|