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 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-158- 3.99% |
$14.8K - $20K
|
3.8K
$661K
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-30- 1.12% |
$2.81K - $3.8K
|
2.65K
$461K
|
|
Jul 24, 2023
Q2 2023
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
3.2KNew |
$300K - $405K
|
3.2K
$556K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.29K+ 23.25% |
$121K - $163K
|
6.83K
$1.19M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 29.93% |
$303K - $409K
|
7.56K
$1.31M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.29K+ 23.25% |
$121K - $163K
|
6.83K
$1.19M
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.5KNew |
$422K - $570K
|
4.5K
$783K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7- 0.01% |
$656 - $886
|
95.8K
$16.7M
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.65K- 9.4% |
$155K - $209K
|
15.9K
$2.76M
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.38K+ 56.58% |
$129K - $175K
|
3.82K
$664K
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
290+ 8.73% |
$27.2K - $36.7K
|
3.61K
$628K
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-72- 3.04% |
$6.75K - $9.11K
|
2.3K
$400K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
212+ 3.62% |
$19.9K - $26.8K
|
6.06K
$1.05M
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-19- 0.15% |
$1.78K - $2.4K
|
12.8K
$2.23M
|
|
Jul 14, 2023
Q2 2023
|
Bonness Enterprises Inc
|
SELL
|
- |
-16K- 62.41% |
$1.5M - $2.03M
|
9.66K
$1.68M
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 1.33% |
$4.69K - $6.33K
|
3.7K
$643K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.99% |
$375 - $506
|
410
$71.3K
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.9KNew |
$178K - $240K
|
1.9K
$330K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
882+ 14.49% |
$82.7K - $112K
|
6.97K
$1.21M
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
100+ 3.45% |
$9.37K - $12.7K
|
3K
$522K
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.05KNew |
$192K - $260K
|
2.05K
$357K
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
3.65KNew |
$342K - $462K
|
3.65K
$634K
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.01K- 36.24% |
$94.3K - $127K
|
1.77K
$308K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
30+ 71.43% |
$2.81K - $3.8K
|
72
$12.5K
|
|
Q1 2023 | |||||||
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.13% |
$1.99K - $2.23K
|
19K
$3.3M
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.07KClosed |
$421K - $471K
|
0
$0
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
164+ 34.17% |
$13.6K - $15.2K
|
644
$112K
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
6KNew |
$498K - $558K
|
6K
$1.04M
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-5.89K- 26.02% |
$489K - $547K
|
16.8K
$2.91M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-145K- 49.75% |
$12.1M - $13.5M
|
147K
$25.5M
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-2.59K- 52.07% |
$215K - $240K
|
2.38K
$414K
|
|
May 15, 2023
Q1 2023
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-90.3K- 44.63% |
$7.49M - $8.39M
|
112K
$19.5M
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-4.72K- 99.73% |
$392K - $438K
|
13
$2.26K
|
|
May 15, 2023
Q1 2023
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
70KNew |
$5.81M - $6.5M
|
70K
$12.2M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.03KNew |
$169K - $189K
|
2.03K
$353K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
86New |
$7.14K - $7.99K
|
86
$15K
|
|
May 12, 2023
Q1 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
600+ 3.23% |
$49.8K - $55.8K
|
19.2K
$3.34M
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-200- 7.92% |
$16.6K - $18.6K
|
2.33K
$404K
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
2.5KNew |
$208K - $232K
|
2.5K
$435K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
121+ 0.68% |
$10K - $11.2K
|
17.9K
$3.11M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
PUT |
8New |
$664 - $743
|
8
$1.39K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
20K+ 7.69% |
$1.66M - $1.85M
|
279K
$48.6M
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.9K+ 88.64% |
$324K - $362K
|
8.3K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.4KNew |
$199K - $223K
|
2.4K
$417K
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
200+ 7.69% |
$16.6K - $18.6K
|
2.8K
$487K
|
|
May 10, 2023
Q1 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
19.3K+ 23.87% |
$1.6M - $1.79M
|
100K
$17.4M
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 4.6% |
$332 - $372
|
83
$14.4K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
373+ 38.69% |
$31K - $34.7K
|
1.34K
$232K
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-2K- 46.77% |
$166K - $186K
|
2.28K
$397K
|
|
May 04, 2023
Q1 2023
|
Linker Capital Management Inc.
|
SELL
|
- |
-100- 0.63% |
$8.3K - $9.29K
|
15.9K
$2.76M
|