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 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
25+ 1.67% |
$3.5K - $4.66K
|
1.53K
$420K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25+ 0.13% |
$3.5K - $4.66K
|
20K
$5.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 8.42% |
$3.36K - $4.48K
|
309
$85K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
24+ 0.21% |
$3.36K - $4.48K
|
11.2K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
24+ 1.12% |
$3.36K - $4.48K
|
2.17K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 2.19% |
$3.36K - $4.48K
|
1.12K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
23+ 0.27% |
$3.22K - $4.29K
|
8.45K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
23+ 0.68% |
$3.22K - $4.29K
|
3.38K
$930K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
23+ 0.31% |
$3.22K - $4.29K
|
7.49K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23+ 0.47% |
$3.22K - $4.29K
|
4.96K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
21+ 0.4% |
$2.94K - $3.92K
|
5.3K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
21+ 0.81% |
$2.94K - $3.92K
|
2.61K
$719K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
21+ 0.41% |
$2.94K - $3.92K
|
5.15K
$1.42M
|
|
|
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
$6.46M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20+ 0.48% |
$2.8K - $3.73K
|
4.22K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
20+ 1.14% |
$2.8K - $3.73K
|
1.78K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20+ 0.27% |
$2.8K - $3.73K
|
7.51K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
20+ 1.21% |
$2.8K - $3.73K
|
1.67K
$459K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
19+ 0.5% |
$2.66K - $3.54K
|
3.81K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
19+ 0.53% |
$2.66K - $3.54K
|
3.58K
$986K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
18+ 32.73% |
$2.52K - $3.36K
|
73
$20.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
18+ 0.36% |
$2.52K - $3.36K
|
5.03K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
18+ 0.31% |
$2.52K - $3.36K
|
5.88K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
18+ 1.07% |
$2.52K - $3.36K
|
1.7K
$467K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
17+ 0.73% |
$2.38K - $3.17K
|
2.35K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
17+ 1.74% |
$2.38K - $3.17K
|
994
$273K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
17+ 0.43% |
$2.38K - $3.17K
|
3.97K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
16+ 0.39% |
$2.24K - $2.98K
|
4.13K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
16+ 3.88% |
$2.24K - $2.98K
|
428
$118K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
16+ 0.41% |
$2.24K - $2.98K
|
3.91K
$1.08M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
16+ 0.54% |
$2.24K - $2.98K
|
2.99K
$822K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
15+ 0.93% |
$2.1K - $2.8K
|
1.62K
$446K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
15+ 0.63% |
$2.1K - $2.8K
|
2.4K
$661K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
15+ 0.22% |
$2.1K - $2.8K
|
6.9K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.81% |
$2.1K - $2.8K
|
1.86K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
15+ 0.5% |
$2.1K - $2.8K
|
3.03K
$833K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.81% |
$2.1K - $2.8K
|
1.86K
$512K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14+ 0.34% |
$1.96K - $2.61K
|
4.11K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
13+ 0.06% |
$1.82K - $2.42K
|
23K
$6.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.69% |
$1.68K - $2.24K
|
1.75K
$482K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.28% |
$1.68K - $2.24K
|
4.27K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
12New |
$1.68K - $2.24K
|
12
$3.3K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12+ 0.33% |
$1.68K - $2.24K
|
3.6K
$991K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11+ 0.3% |
$1.54K - $2.05K
|
3.73K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$1.54K - $2.05K
|
5.4K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
11+ 0.64% |
$1.54K - $2.05K
|
1.72K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
11+ 1.22% |
$1.54K - $2.05K
|
911
$251K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
11+ 0.67% |
$1.54K - $2.05K
|
1.66K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
10New |
$1.4K - $1.86K
|
10
$2.75K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10+ 0.39% |
$1.4K - $1.86K
|
2.61K
$717K
|