Purchases and Sales Made in Q1 2025 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q1 2025. The information is specifically focused on institutions that hold shares of ORACLE CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
796+ 49.6% |
$111K - $148K
|
2.4K
$526K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
789+ 12.67% |
$110K - $147K
|
7.01K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
785+ 1.83% |
$110K - $146K
|
43.8K
$9.59M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
780+ 13.0% |
$109K - $145K
|
6.78K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
778+ 15.09% |
$109K - $145K
|
5.94K
$1.3M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
770New |
$108K - $144K
|
770
$169K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
768+ 14.12% |
$107K - $143K
|
6.21K
$1.36M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
767+ 17.82% |
$107K - $143K
|
5.07K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
761+ 10.36% |
$106K - $142K
|
8.11K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
753+ 45.5% |
$105K - $140K
|
2.41K
$527K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
751+ 4.06% |
$105K - $140K
|
19.2K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
749+ 25.92% |
$105K - $140K
|
3.64K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
748+ 9.34% |
$105K - $139K
|
8.76K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
747+ 25.32% |
$104K - $139K
|
3.7K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
741+ 1.48% |
$104K - $138K
|
50.8K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
740+ 3.9% |
$103K - $138K
|
19.7K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
738+ 14.43% |
$103K - $138K
|
5.85K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
737+ 4.79% |
$103K - $137K
|
16.1K
$3.53M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
736+ 29.75% |
$103K - $137K
|
3.21K
$703K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
730+ 34.75% |
$102K - $136K
|
2.83K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
730New |
$102K - $136K
|
730
$160K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
730+ 3.22% |
$102K - $136K
|
23.4K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
727+ 6.26% |
$102K - $136K
|
12.3K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
723+ 0.84% |
$101K - $135K
|
87.2K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
723+ 1.61% |
$101K - $135K
|
45.6K
$9.98M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
721+ 2.62% |
$101K - $134K
|
28.2K
$6.18M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
720+ 6.88% |
$101K - $134K
|
11.2K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
716+ 12.32% |
$100K - $134K
|
6.53K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
710+ 15.37% |
$99.3K - $132K
|
5.33K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
708+ 12.26% |
$99K - $132K
|
6.48K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
706+ 4.02% |
$98.7K - $132K
|
18.3K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
698+ 0.47% |
$97.6K - $130K
|
149K
$32.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
683+ 27.22% |
$95.5K - $127K
|
3.19K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
680New |
$95.1K - $127K
|
680
$149K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
677+ 9.89% |
$94.7K - $126K
|
7.52K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
675+ 23.57% |
$94.4K - $126K
|
3.54K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
674+ 5.77% |
$94.2K - $126K
|
12.4K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
672+ 34.37% |
$94K - $125K
|
2.63K
$575K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
670+ 0.31% |
$93.7K - $125K
|
219K
$47.9M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
669+ 35.95% |
$93.5K - $125K
|
2.53K
$554K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
665+ 13.28% |
$93K - $124K
|
5.67K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
661+ 5.64% |
$92.4K - $123K
|
12.4K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
660New |
$92.3K - $123K
|
660
$145K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
658+ 14.62% |
$92K - $123K
|
5.16K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
657+ 11.48% |
$91.9K - $123K
|
6.38K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
651+ 0.57% |
$91K - $121K
|
116K
$25.3M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
647+ 17.21% |
$90.5K - $121K
|
4.41K
$965K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
641+ 3.74% |
$89.6K - $120K
|
17.8K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
639+ 10.3% |
$89.3K - $119K
|
6.84K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
634+ 2.33% |
$88.6K - $118K
|
27.9K
$6.1M
|