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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 3.57% |
$630 - $852
|
145
$25.3K
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$151K - $204K
|
1.2K
$209K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-65- 1.3% |
$8.18K - $11.1K
|
4.92K
$857K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-199- 9.49% |
$25.1K - $33.9K
|
1.9K
$331K
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-103- 3.82% |
$13K - $17.5K
|
2.59K
$451K
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 0.38% |
$12.6K - $17K
|
26.2K
$4.56M
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-374- 16.48% |
$47.1K - $63.7K
|
1.9K
$330K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-218- 4.86% |
$27.4K - $37.1K
|
4.27K
$744K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-50- 1.51% |
$6.3K - $8.52K
|
3.27K
$569K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
587+ 13.44% |
$73.9K - $100K
|
4.95K
$863K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
883+ 12.37% |
$111K - $150K
|
8.02K
$1.4M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1- 0.4% |
$126 - $170
|
246
$42.8K
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.82% |
$12.6K - $17K
|
3.45K
$601K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18- 1.16% |
$2.27K - $3.07K
|
1.54K
$267K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-118- 4.24% |
$14.9K - $20.1K
|
2.66K
$464K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-150- 2.17% |
$18.9K - $25.6K
|
6.77K
$1.18M
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-14- 0.15% |
$1.76K - $2.38K
|
9.31K
$1.62M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
116+ 23.11% |
$14.6K - $19.8K
|
618
$108K
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-200- 3.18% |
$25.2K - $34.1K
|
6.09K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.05% |
$126 - $170
|
2.18K
$380K
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
199+ 13.18% |
$25.1K - $33.9K
|
1.71K
$298K
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.98K+ 287.39% |
$250K - $338K
|
2.67K
$466K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.19KNew |
$150K - $203K
|
1.19K
$208K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$126 - $170
|
1.65K
$287K
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.19KNew |
$149K - $202K
|
1.19K
$206K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
462+ 4.32% |
$58.2K - $78.7K
|
11.2K
$1.94M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.04KNew |
$131K - $177K
|
1.04K
$181K
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.32KNew |
$166K - $225K
|
1.32K
$230K
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
300New |
$37.8K - $51.1K
|
300
$52.2K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
273+ 9.08% |
$34.4K - $46.5K
|
3.28K
$571K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-6.4K- 30.81% |
$805K - $1.09M
|
14.4K
$2.5M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
412+ 9.06% |
$51.9K - $70.2K
|
4.96K
$863K
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.23KNew |
$155K - $210K
|
1.23K
$215K
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-494- 5.43% |
$62.2K - $84.2K
|
8.61K
$1.5M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.06K- 99.72% |
$133K - $180K
|
3
$522
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-68- 0.68% |
$8.56K - $11.6K
|
9.87K
$1.72M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-96- 2.32% |
$12.1K - $16.4K
|
4.04K
$704K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.3KNew |
$164K - $221K
|
1.3K
$226K
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.3KNew |
$164K - $221K
|
1.3K
$226K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
36+ 4.97% |
$4.53K - $6.13K
|
761
$133K
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
129+ 6.53% |
$16.2K - $22K
|
2.1K
$366K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
425New |
$53.5K - $72.4K
|
425
$74K
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.1KNew |
$138K - $187K
|
1.1K
$192K
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
465+ 3.27% |
$58.5K - $79.2K
|
14.7K
$2.56M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-153- 4.67% |
$19.3K - $26.1K
|
3.13K
$544K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
700New |
$88.1K - $119K
|
700
$122K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-7- 0.27% |
$881 - $1.19K
|
2.56K
$446K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.26KNew |
$158K - $214K
|
1.26K
$219K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
74+ 2.03% |
$9.32K - $12.6K
|
3.72K
$647K
|