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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
113KNew |
$18.7M - $21.7M
|
113K
$28M
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.48KNew |
$411K - $478K
|
2.48K
$617K
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
16.4KNew |
$2.72M - $3.16M
|
16.4K
$4.09M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
55New |
$9.1K - $10.6K
|
55
$13.7K
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.47KNew |
$408K - $475K
|
2.47K
$614K
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.34KNew |
$222K - $258K
|
1.34K
$334K
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
76.4KNew |
$12.6M - $14.7M
|
76.4K
$19M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
25+ 1.54% |
$4.14K - $4.81K
|
1.64K
$409K
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
300New |
$49.6K - $57.7K
|
300
$74.6K
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3KNew |
$496K - $577K
|
3K
$746K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15+ 31.25% |
$2.48K - $2.89K
|
63
$15.7K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10.4K- 56.27% |
$1.73M - $2.01M
|
8.12K
$2.02M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
275New |
$45.5K - $52.9K
|
275
$68.4K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
43+ 1.36% |
$7.11K - $8.27K
|
3.22K
$800K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-75- 5.73% |
$12.4K - $14.4K
|
1.23K
$307K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.48KNew |
$245K - $285K
|
1.48K
$368K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.74KNew |
$784K - $912K
|
4.74K
$1.18M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-136- 3.06% |
$22.5K - $26.2K
|
4.31K
$1.07M
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-167- 9.84% |
$27.6K - $32.1K
|
1.53K
$381K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
14+ 0.93% |
$2.32K - $2.69K
|
1.52K
$379K
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21+ 0.97% |
$3.47K - $4.04K
|
2.18K
$542K
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
121+ 6.52% |
$20K - $23.3K
|
1.98K
$492K
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
1.97KNew |
$326K - $380K
|
1.97K
$491K
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-60- 4.18% |
$9.92K - $11.5K
|
1.38K
$342K
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
108KNew |
$17.8M - $20.7M
|
108K
$26.7M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.28KNew |
$709K - $824K
|
4.28K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1+ 0.03% |
$165 - $192
|
3.95K
$982K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
173+ 2.67% |
$28.6K - $33.3K
|
6.66K
$1.66M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23+ 1.84% |
$3.8K - $4.43K
|
1.28K
$317K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.06% |
$165 - $192
|
1.81K
$451K
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
60+ 2.75% |
$9.92K - $11.5K
|
2.24K
$557K
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-427- 20.69% |
$70.6K - $82.2K
|
1.64K
$407K
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-1.4K- 49.49% |
$231K - $268K
|
1.42K
$354K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
240+ 12.45% |
$39.7K - $46.2K
|
2.17K
$539K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
400New |
$66.2K - $77K
|
400
$99.5K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
76+ 5.95% |
$12.6K - $14.6K
|
1.35K
$337K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 5.66% |
$49.6K - $57.7K
|
5K
$1.24M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-30- 8.11% |
$4.96K - $5.77K
|
340
$84.6K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-83- 5.62% |
$13.7K - $16K
|
1.39K
$347K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20- 1.48% |
$3.31K - $3.85K
|
1.33K
$331K
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
12KNew |
$1.98M - $2.3M
|
12K
$2.98M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
39New |
$6.45K - $7.5K
|
39
$9.7K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-115- 2.01% |
$19K - $22.1K
|
5.61K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.95KNew |
$487K - $567K
|
2.95K
$733K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.5KNew |
$247K - $288K
|
1.5K
$372K
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-100- 2.86% |
$16.5K - $19.2K
|
3.4K
$846K
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5- 0.07% |
$827 - $962
|
7.26K
$1.81M
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
294+ 0.05% |
$48.6K - $56.6K
|
580K
$144M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1- 0.06% |
$165 - $192
|
1.56K
$389K
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-100- 1.28% |
$16.5K - $19.2K
|
7.7K
$1.92M
|