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 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
458+ 27.71% |
$64K - $85.4K
|
2.11K
$585K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
457+ 9.13% |
$63.9K - $85.2K
|
5.46K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
454+ 24.89% |
$63.5K - $84.7K
|
2.28K
$631K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
451+ 8.61% |
$63.1K - $84.1K
|
5.69K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
447+ 26.33% |
$62.5K - $83.4K
|
2.15K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
447+ 3.9% |
$62.5K - $83.4K
|
11.9K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
446+ 0.73% |
$62.4K - $83.2K
|
61.5K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
441+ 31.08% |
$61.7K - $82.2K
|
1.86K
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
433+ 1.42% |
$60.5K - $80.7K
|
30.9K
$8.57M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
433+ 23.06% |
$60.5K - $80.7K
|
2.31K
$641K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
431+ 17.67% |
$60.3K - $80.4K
|
2.87K
$796K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
428+ 1.09% |
$59.8K - $79.8K
|
39.8K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
423+ 53.14% |
$59.1K - $78.9K
|
1.22K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
421+ 5.4% |
$58.9K - $78.5K
|
8.21K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
421+ 0.47% |
$58.9K - $78.5K
|
90K
$25M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
419+ 0.37% |
$58.6K - $78.1K
|
114K
$31.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
416+ 20.27% |
$58.2K - $77.6K
|
2.47K
$684K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
415New |
$58K - $77.4K
|
415
$115K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
412+ 9.86% |
$57.6K - $76.8K
|
4.59K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
410+ 16.54% |
$57.3K - $76.5K
|
2.89K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
410+ 2.93% |
$57.3K - $76.5K
|
14.4K
$4M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
408+ 25.42% |
$57K - $76.1K
|
2.01K
$558K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
407+ 24.05% |
$56.9K - $75.9K
|
2.1K
$582K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
407+ 20.31% |
$56.9K - $75.9K
|
2.41K
$668K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
406+ 5.19% |
$56.8K - $75.7K
|
8.23K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
403+ 17.01% |
$56.3K - $75.1K
|
2.77K
$768K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
401+ 27.2% |
$56.1K - $74.8K
|
1.88K
$520K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
400New |
$55.9K - $74.6K
|
400
$111K
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
400+ 23.26% |
$55.9K - $74.6K
|
2.12K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
400+ 7.84% |
$55.9K - $74.6K
|
5.5K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
397+ 21.33% |
$55.5K - $74K
|
2.26K
$626K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
395+ 9.0% |
$55.2K - $73.7K
|
4.78K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
390+ 2.05% |
$54.5K - $72.7K
|
19.4K
$5.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
389+ 14.96% |
$54.4K - $72.5K
|
2.99K
$829K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
386+ 4.23% |
$54K - $72K
|
9.51K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
385+ 12.43% |
$53.8K - $71.8K
|
3.48K
$965K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
385+ 2.26% |
$53.8K - $71.8K
|
17.5K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
384+ 1.89% |
$53.7K - $71.6K
|
20.7K
$5.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
380+ 17.12% |
$53.1K - $70.9K
|
2.6K
$721K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
376+ 9.08% |
$52.6K - $70.1K
|
4.52K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
375+ 2.41% |
$52.4K - $69.9K
|
16K
$4.42M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
374New |
$52.3K - $69.7K
|
374
$104K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
371+ 24.97% |
$51.9K - $69.2K
|
1.86K
$515K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
368+ 4.81% |
$51.5K - $68.6K
|
8.01K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
367+ 4.91% |
$51.3K - $68.4K
|
7.84K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
365+ 5.59% |
$51K - $68.1K
|
6.89K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
363+ 6.8% |
$50.8K - $67.7K
|
5.7K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
363+ 5.91% |
$50.8K - $67.7K
|
6.51K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
362+ 2.01% |
$50.6K - $67.5K
|
18.4K
$5.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
360+ 14.91% |
$50.3K - $67.1K
|
2.78K
$769K
|