Cliftonlarsonallen Wealth Advisors, LLC Oracle Corp Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 26, 2022	SELL	$87.21 - $103.65 $645,441 - $767,113	-7,401 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$79.54 - $91.25 $588,675 - $675,341	7,401 New	7,401 $645,000
Q3 2021 Oct 14, 2021	SELL	$79.54 - $91.25 $615,400 - $706,001	-7,737 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$71.81 - $84.61 $555,593 - $654,627	7,737 New	7,737 $602,000
Q1 2021 May 24, 2021	SELL	$60.36 - $72.64 $633,357 - $762,211	-10,493 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$55.59 - $65.3 $36,911 - $43,359	-664 Reduced 5.95%	10,493 $679,000
Q3 2020 Oct 13, 2020	BUY	$53.99 - $60.94 $45,513 - $51,372	843 Added 8.17%	11,157 $666,000
Q2 2020 Jul 16, 2020	BUY	$48.71 - $55.27 $502,394 - $570,054	10,314 New	10,314 $570,000
Q4 2019 Jan 29, 2020	SELL	$52.7 - $56.89 $1.08 Million - $1.17 Million	-20,583 Closed	0 $0
Q3 2019 Oct 07, 2019	BUY	$51.58 - $60.15 $359,048 - $418,704	6,961 Added 51.1%	20,583 $1.13 Million
Q2 2019 Jul 17, 2019	SELL	$50.24 - $56.99 $292,999 - $332,365	-5,832 Reduced 29.98%	13,622 $776,000
Q1 2019 Apr 09, 2019	SELL	$44.78 - $54.04 $202,629 - $244,531	-4,525 Reduced 18.87%	19,454 $1.05 Million
Q3 2018 Nov 05, 2018	SELL	$44.72 - $51.72 $26,608 - $30,773	-595 Reduced 2.42%	23,979 $1.24 Million
Q2 2018 Jul 23, 2018	SELL	$42.82 - $48.45 $57,121 - $64,632	-1,334 Reduced 5.15%	24,574 $1.08 Million
Q1 2018 Apr 26, 2018	SELL	$44.79 - $52.97 $40,221 - $47,567	-898 Reduced 3.35%	25,908 $1.19 Million
Q4 2017 Jan 31, 2018	BUY	$47.28 - $50.9 $20,283 - $21,836	429 Added 1.63%	26,806 $1.27 Million
Q3 2017 Nov 06, 2017	BUY	$47.92 - $52.8 $1.26 Million - $1.39 Million	26,377	26,377 $1.28 Million

Others Institutions Holding ORCL

# of Institutions

3,604

Shares Held

1.2B

Call Options Held

21.8M

Put Options Held

28.6M

Vanguard Group Inc Valley Forge, PA

157M
Shares

$27.4 Billion
0.47% of portfolio
Black Rock Inc. New York, NY

129M
Shares

$22.4 Billion
0.42% of portfolio
State Street Corp Boston, MA

71.6M
Shares

$12.5 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

45.3M
Shares

$7.89 Billion
0.62% of portfolio
Geode Capital Management, LLC Boston, MA

35.8M
Shares

$6.24 Billion
0.47% of portfolio

View Full List

About ORACLE CORP

Ticker ORCL
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 2,696,169,984
Market Cap $470B
Description
Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion ...

More about ORCL

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