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 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.52KNew |
$173K - $220K
|
1.52K
$284K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
135+ 3.37% |
$15.4K - $19.5K
|
4.14K
$772K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
161+ 5.38% |
$18.3K - $23.3K
|
3.15K
$588K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-174- 6.76% |
$19.8K - $25.2K
|
2.4K
$448K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-453K- 82.75% |
$51.5M - $65.5M
|
94.3K
$17.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
991New |
$113K - $143K
|
991
$185K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.83KNew |
$435K - $553K
|
3.83K
$713K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-227- 6.65% |
$25.8K - $32.8K
|
3.18K
$594K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-500- 23.52% |
$56.9K - $72.3K
|
1.63K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-116- 6.72% |
$13.2K - $16.8K
|
1.61K
$300K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-111- 6.56% |
$12.6K - $16.1K
|
1.58K
$295K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4- 0.24% |
$455 - $579
|
1.68K
$314K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.68KNew |
$191K - $243K
|
1.68K
$313K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
375+ 18.43% |
$42.7K - $54.2K
|
2.41K
$449K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.36KNew |
$496K - $631K
|
4.36K
$813K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3+ 0.04% |
$341 - $434
|
7.23K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.85KNew |
$324K - $412K
|
2.85K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
240+ 4.74% |
$27.3K - $34.7K
|
5.3K
$989K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
483+ 21.94% |
$54.9K - $69.9K
|
2.68K
$500K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.49KNew |
$170K - $216K
|
1.49K
$279K
|
|
|
Jul 16, 2024
Q2 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.15KNew |
$586K - $745K
|
5.15K
$960K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.42KNew |
$161K - $205K
|
1.42K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.44KNew |
$164K - $208K
|
1.44K
$268K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-282- 12.84% |
$32.1K - $40.8K
|
1.92K
$357K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
139+ 1.97% |
$15.8K - $20.1K
|
7.21K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.45KNew |
$165K - $210K
|
1.45K
$271K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
70+ 3.1% |
$7.96K - $10.1K
|
2.33K
$434K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
250New |
$28.4K - $36.2K
|
250
$46.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.7KNew |
$1.33M - $1.69M
|
11.7K
$2.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$114 - $145
|
2.55K
$475K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
12+ 0.67% |
$1.37K - $1.74K
|
1.8K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
12.5KNew |
$1.43M - $1.81M
|
12.5K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.71KNew |
$194K - $247K
|
1.71K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 1.23% |
$2.28K - $2.89K
|
1.61K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.55KNew |
$176K - $224K
|
1.55K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-75- 5.74% |
$8.53K - $10.8K
|
1.23K
$230K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
3.56KNew |
$405K - $515K
|
3.56K
$663K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-255- 9.53% |
$29K - $36.9K
|
2.42K
$451K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-917- 9.06% |
$104K - $133K
|
9.2K
$1.72M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-191- 92.72% |
$21.7K - $27.6K
|
15
$2.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$175K - $222K
|
1.54K
$286K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
295+ 12.88% |
$33.6K - $42.7K
|
2.59K
$482K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-220- 6.14% |
$25K - $31.8K
|
3.36K
$627K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-50- 0.95% |
$5.69K - $7.23K
|
5.19K
$968K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-188- 0.82% |
$21.4K - $27.2K
|
22.6K
$4.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.7K- 85.01% |
$307K - $391K
|
476
$88.8K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-22- 2.26% |
$2.5K - $3.18K
|
950
$177K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
4.59KNew |
$522K - $664K
|
4.59K
$856K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
88+ 3.97% |
$10K - $12.7K
|
2.31K
$430K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.22K- 5.38% |
$252K - $321K
|
39K
$7.28M
|