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 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10.8KNew |
$1.79M - $2.08M
|
10.8K
$2.69M
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-323- 1.68% |
$53.4K - $62.2K
|
18.9K
$4.71M
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-935- 1.41% |
$155K - $180K
|
65.3K
$16.2M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
133New |
$22K - $25.6K
|
133
$33.1K
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
163KNew |
$26.9M - $31.3M
|
163K
$40.5M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.67K+ 3.16% |
$1.6M - $1.86M
|
316K
$78.5M
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-79- 5.39% |
$13.1K - $15.2K
|
1.39K
$345K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
585+ 344.12% |
$96.8K - $113K
|
755
$188K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
199+ 12.25% |
$32.9K - $38.3K
|
1.82K
$454K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.88K+ 18.98% |
$476K - $554K
|
18.1K
$4.49M
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-410- 10.12% |
$67.8K - $78.9K
|
3.64K
$905K
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
12+ 0.63% |
$1.98K - $2.31K
|
1.91K
$476K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-461- 0.79% |
$76.3K - $88.7K
|
57.9K
$14.4M
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-2.01K- 7.49% |
$332K - $387K
|
24.8K
$6.17M
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.27KNew |
$209K - $244K
|
1.27K
$315K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-822- 23.23% |
$136K - $158K
|
2.72K
$676K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
615+ 15.69% |
$102K - $118K
|
4.53K
$1.13M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-545- 26.89% |
$90.1K - $105K
|
1.48K
$369K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.86KNew |
$473K - $550K
|
2.86K
$711K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-248- 1.92% |
$41K - $47.7K
|
12.7K
$3.15M
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
6.56KNew |
$1.09M - $1.26M
|
6.56K
$1.63M
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-1.04K- 25.8% |
$172K - $201K
|
3K
$746K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
48+ 0.15% |
$7.94K - $9.24K
|
32K
$7.95M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.32K+ 12.17% |
$715K - $832K
|
39.8K
$9.91M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$827 - $962
|
5
$1.24K
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-117- 14.03% |
$19.4K - $22.5K
|
717
$178K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.45K- 71.39% |
$735K - $855K
|
1.78K
$443K
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5+ 0.03% |
$827 - $962
|
16.7K
$4.16M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
59+ 38.82% |
$9.76K - $11.4K
|
211
$52.5K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
5+ 0.4% |
$827 - $962
|
1.25K
$312K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
120+ 129.03% |
$19.8K - $23.1K
|
213
$53K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
96+ 3.96% |
$15.9K - $18.5K
|
2.52K
$628K
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-528- 0.61% |
$87.3K - $102K
|
86K
$21.4M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
83.3KNew |
$13.8M - $16M
|
83.3K
$20.7M
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
2.49K+ 6.6% |
$412K - $479K
|
40.2K
$10M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.46% |
$331 - $385
|
437
$109K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.04K- 3.54% |
$337K - $392K
|
55.6K
$13.8M
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
53+ 4.41% |
$8.77K - $10.2K
|
1.26K
$312K
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
944+ 43.74% |
$156K - $182K
|
3.1K
$772K
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-23- 0.9% |
$3.8K - $4.43K
|
2.52K
$627K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
13.8KNew |
$2.29M - $2.66M
|
13.8K
$3.44M
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
5.02K+ 30.63% |
$830K - $965K
|
21.4K
$5.32M
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-2- 0.16% |
$331 - $385
|
1.26K
$313K
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-1.25K- 11.2% |
$207K - $241K
|
9.93K
$2.47M
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
180+ 28.8% |
$29.8K - $34.6K
|
805
$200K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.75KNew |
$289K - $336K
|
1.75K
$434K
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-700- 10.45% |
$116K - $135K
|
6K
$1.49M
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
87+ 0.53% |
$14.4K - $16.7K
|
16.4K
$4.08M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-743- 33.47% |
$123K - $143K
|
1.48K
$367K
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
15.9K+ 111.59% |
$2.62M - $3.05M
|
30.1K
$7.48M
|