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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 0.64% |
$5.17K - $6.9K
|
5.79K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
37+ 1.95% |
$5.17K - $6.9K
|
1.94K
$460K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
37New |
$5.17K - $6.9K
|
37
$8.78K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
36+ 0.18% |
$5.03K - $6.71K
|
19.8K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
36+ 0.32% |
$5.03K - $6.71K
|
11.3K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
35+ 0.72% |
$4.89K - $6.53K
|
4.93K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
34+ 1.15% |
$4.75K - $6.34K
|
2.99K
$709K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
33+ 1.98% |
$4.61K - $6.15K
|
1.7K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
32New |
$4.47K - $5.97K
|
32
$7.59K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 0.39% |
$4.33K - $5.78K
|
7.9K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
31+ 0.68% |
$4.33K - $5.78K
|
4.6K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
31+ 0.75% |
$4.33K - $5.78K
|
4.15K
$985K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
31+ 2.02% |
$4.33K - $5.78K
|
1.56K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
30+ 0.49% |
$4.19K - $5.59K
|
6.15K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
30+ 5.48% |
$4.19K - $5.59K
|
577
$137K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
28+ 0.69% |
$3.91K - $5.22K
|
4.1K
$973K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
28+ 1.88% |
$3.91K - $5.22K
|
1.52K
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28+ 0.33% |
$3.91K - $5.22K
|
8.54K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
27+ 1.27% |
$3.77K - $5.03K
|
2.16K
$512K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
27+ 65.85% |
$3.77K - $5.03K
|
68
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
27+ 0.58% |
$3.77K - $5.03K
|
4.71K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
26+ 0.23% |
$3.64K - $4.85K
|
11.2K
$2.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26+ 1.45% |
$3.64K - $4.85K
|
1.83K
$433K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
26+ 6.97% |
$3.64K - $4.85K
|
399
$94.7K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
26+ 0.11% |
$3.64K - $4.85K
|
22.7K
$5.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
25+ 1.67% |
$3.5K - $4.66K
|
1.52K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
25+ 2.8% |
$3.5K - $4.66K
|
919
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25+ 0.6% |
$3.5K - $4.66K
|
4.17K
$991K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
25+ 0.16% |
$3.5K - $4.66K
|
15.3K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
25+ 0.19% |
$3.5K - $4.66K
|
13.2K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
25+ 1.67% |
$3.5K - $4.66K
|
1.53K
$362K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25+ 0.13% |
$3.5K - $4.66K
|
20K
$4.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 8.42% |
$3.36K - $4.48K
|
309
$73.3K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
24+ 0.21% |
$3.36K - $4.48K
|
11.2K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
24+ 1.12% |
$3.36K - $4.48K
|
2.17K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 2.19% |
$3.36K - $4.48K
|
1.12K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
23+ 0.27% |
$3.22K - $4.29K
|
8.45K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
23+ 0.68% |
$3.22K - $4.29K
|
3.38K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
23+ 0.31% |
$3.22K - $4.29K
|
7.49K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23+ 0.47% |
$3.22K - $4.29K
|
4.96K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
21+ 0.4% |
$2.94K - $3.92K
|
5.3K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
21+ 0.81% |
$2.94K - $3.92K
|
2.61K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
21+ 0.41% |
$2.94K - $3.92K
|
5.15K
$1.22M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
21+ 0.09% |
$2.94K - $3.92K
|
23.5K
$5.57M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20+ 0.48% |
$2.8K - $3.73K
|
4.22K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
20+ 1.14% |
$2.8K - $3.73K
|
1.78K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20+ 0.27% |
$2.8K - $3.73K
|
7.51K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
20+ 1.21% |
$2.8K - $3.73K
|
1.67K
$396K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
19+ 0.5% |
$2.66K - $3.54K
|
3.81K
$905K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
19+ 0.53% |
$2.66K - $3.54K
|
3.58K
$850K
|