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 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-500- 23.52% |
$56.9K - $72.3K
|
1.63K
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-111- 6.56% |
$12.6K - $16.1K
|
1.58K
$241K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4- 0.24% |
$455 - $579
|
1.68K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.68KNew |
$191K - $243K
|
1.68K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.36KNew |
$496K - $631K
|
4.36K
$665K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3+ 0.04% |
$341 - $434
|
7.23K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.85KNew |
$324K - $412K
|
2.85K
$434K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
240+ 4.74% |
$27.3K - $34.7K
|
5.3K
$808K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
483+ 21.94% |
$54.9K - $69.9K
|
2.68K
$409K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.49KNew |
$170K - $216K
|
1.49K
$228K
|
|
|
Jul 16, 2024
Q2 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.15KNew |
$586K - $745K
|
5.15K
$785K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.42KNew |
$161K - $205K
|
1.42K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.44KNew |
$164K - $208K
|
1.44K
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-282- 12.84% |
$32.1K - $40.8K
|
1.92K
$292K
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.45KNew |
$165K - $210K
|
1.45K
$222K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
70+ 3.1% |
$7.96K - $10.1K
|
2.33K
$354K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
250New |
$28.4K - $36.2K
|
250
$38.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.7KNew |
$1.33M - $1.69M
|
11.7K
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$114 - $145
|
2.55K
$388K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
12+ 0.67% |
$1.37K - $1.74K
|
1.8K
$274K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
12.5KNew |
$1.43M - $1.81M
|
12.5K
$1.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 1.23% |
$2.28K - $2.89K
|
1.61K
$245K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.55KNew |
$176K - $224K
|
1.55K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-75- 5.74% |
$8.53K - $10.8K
|
1.23K
$188K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-255- 9.53% |
$29K - $36.9K
|
2.42K
$369K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-917- 9.06% |
$104K - $133K
|
9.2K
$1.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-191- 92.72% |
$21.7K - $27.6K
|
15
$2.29K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$175K - $222K
|
1.54K
$234K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
295+ 12.88% |
$33.6K - $42.7K
|
2.59K
$394K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-220- 6.14% |
$25K - $31.8K
|
3.36K
$513K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-50- 0.95% |
$5.69K - $7.23K
|
5.19K
$791K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-188- 0.82% |
$21.4K - $27.2K
|
22.6K
$3.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.7K- 85.01% |
$307K - $391K
|
476
$72.6K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-22- 2.26% |
$2.5K - $3.18K
|
950
$145K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
4.59KNew |
$522K - $664K
|
4.59K
$700K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
88+ 3.97% |
$10K - $12.7K
|
2.31K
$352K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.22K- 5.38% |
$252K - $321K
|
39K
$5.95M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
325+ 4.61% |
$37K - $47K
|
7.37K
$1.12M
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
103New |
$10.6K - $13.3K
|
103
$15.7K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9+ 128.57% |
$922 - $1.16K
|
16
$2.44K
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
10.4K+ 16.1% |
$1.06M - $1.34M
|
74.9K
$11.4M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2KNew |
$205K - $258K
|
2K
$305K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
30KNew |
$3.07M - $3.88M
|
30K
$4.57M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$164K - $207K
|
1.6K
$244K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-400- 0.98% |
$41K - $51.7K
|
40.3K
$6.14M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 3.01% |
$512 - $646
|
161
$24.5K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
269New |
$27.6K - $34.8K
|
269
$41K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.33KNew |
$136K - $172K
|
1.33K
$203K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.6K- 6.16% |
$267K - $336K
|
39.6K
$6.04M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
42+ 7.78% |
$4.3K - $5.43K
|
582
$88.7K
|
|