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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.91KNew |
$315K - $367K
|
1.91K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
176+ 5.07% |
$29.1K - $33.9K
|
3.65K
$908K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-73- 1.28% |
$12.1K - $14K
|
5.61K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.38K- 41.53% |
$228K - $266K
|
1.94K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$331 - $385
|
2.37K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
26+ 20.8% |
$4.3K - $5K
|
151
$37.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.51KNew |
$581K - $675K
|
3.51K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.84KNew |
$1.46M - $1.7M
|
8.84K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.44K- 41.18% |
$238K - $277K
|
2.06K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-117- 3.63% |
$19.4K - $22.5K
|
3.11K
$773K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-33- 19.76% |
$5.46K - $6.35K
|
134
$33.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
531New |
$87.8K - $102K
|
531
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
13.6KNew |
$2.24M - $2.61M
|
13.6K
$3.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.11K+ 33.03% |
$184K - $214K
|
4.48K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.34KNew |
$552K - $642K
|
3.34K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.26KNew |
$208K - $242K
|
1.26K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5.31K- 45.96% |
$878K - $1.02M
|
6.24K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-14- 1.04% |
$2.32K - $2.69K
|
1.34K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-74- 1.17% |
$12.2K - $14.2K
|
6.28K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2.9KNew |
$480K - $558K
|
2.9K
$722K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.53KNew |
$253K - $294K
|
1.53K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-40- 1.9% |
$6.62K - $7.7K
|
2.07K
$514K
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-65- 1.27% |
$10.8K - $12.5K
|
5.07K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 0.48% |
$16.5K - $19.2K
|
20.8K
$5.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-326- 1.34% |
$53.9K - $62.7K
|
24.1K
$5.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.75KNew |
$289K - $337K
|
1.75K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.43KNew |
$237K - $276K
|
1.43K
$357K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-600- 10.49% |
$99.2K - $115K
|
5.12K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
72+ 0.21% |
$11.9K - $13.9K
|
34.2K
$8.5M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.2KNew |
$695K - $808K
|
4.2K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9+ 0.76% |
$1.49K - $1.73K
|
1.19K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.77K- 3.0% |
$293K - $341K
|
57.3K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-784- 1.79% |
$130K - $151K
|
43.1K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.07% |
$165 - $192
|
1.43K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-410- 10.26% |
$67.8K - $78.9K
|
3.59K
$892K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-738- 7.76% |
$122K - $142K
|
8.77K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$480K - $558K
|
2.9K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-604- 11.45% |
$99.9K - $116K
|
4.67K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14- 0.05% |
$2.32K - $2.69K
|
31K
$7.72M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4K- 39.41% |
$662K - $770K
|
6.15K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Robeco Schweiz Ag
|
SELL
|
- |
-54.2K- 89.59% |
$8.97M - $10.4M
|
6.3K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1+ 0.08% |
$165 - $192
|
1.26K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-105- 3.46% |
$17.4K - $20.2K
|
2.93K
$728K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-3- 0.21% |
$496 - $577
|
1.4K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
697+ 4.87% |
$115K - $134K
|
15K
$3.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$844K - $981K
|
5.1K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.7K- 13.65% |
$281K - $327K
|
10.8K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
12.7KNew |
$2.1M - $2.44M
|
12.7K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-504- 29.96% |
$83.4K - $97K
|
1.18K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2- 0.07% |
$331 - $385
|
2.71K
$674K
|