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 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.2% |
$1.12K - $1.49K
|
4.06K
$963K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
7+ 0.46% |
$979 - $1.31K
|
1.54K
$365K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
7+ 0.26% |
$979 - $1.31K
|
2.66K
$630K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7+ 0.43% |
$979 - $1.31K
|
1.64K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7+ 0.22% |
$979 - $1.31K
|
3.17K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
7+ 0.22% |
$979 - $1.31K
|
3.23K
$767K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
6+ 0.11% |
$839 - $1.12K
|
5.27K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.04% |
$839 - $1.12K
|
16.6K
$3.95M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.21% |
$839 - $1.12K
|
2.86K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
6+ 0.22% |
$839 - $1.12K
|
2.79K
$662K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
6+ 0.07% |
$839 - $1.12K
|
8.8K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$839 - $1.12K
|
3.09K
$733K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$699 - $932
|
2.21K
$524K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.23% |
$699 - $932
|
2.21K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
5+ 0.21% |
$699 - $932
|
2.37K
$562K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4+ 0.0% |
$559 - $746
|
171K
$40.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$559 - $746
|
5.42K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.05% |
$559 - $746
|
8.1K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
4+ 0.17% |
$559 - $746
|
2.36K
$560K
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
4+ 0.1% |
$559 - $746
|
4.08K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.25% |
$559 - $746
|
1.57K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 1.95% |
$559 - $746
|
209
$49.6K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$559 - $746
|
4
$949
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.09% |
$559 - $746
|
4.37K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.23% |
$419 - $559
|
1.33K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.19% |
$419 - $559
|
1.57K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
3+ 0.21% |
$419 - $559
|
1.45K
$343K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.2% |
$419 - $559
|
1.54K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.13% |
$419 - $559
|
2.28K
$542K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3+ 0.07% |
$419 - $559
|
4.62K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$419 - $559
|
9.31K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.09% |
$419 - $559
|
3.46K
$821K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3+ 0.01% |
$419 - $559
|
22.1K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3+ 0.11% |
$419 - $559
|
2.69K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
3+ 0.15% |
$419 - $559
|
2.07K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
3+ 0.17% |
$419 - $559
|
1.8K
$427K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.22% |
$280 - $373
|
913
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$280 - $373
|
1.87K
$445K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.1% |
$280 - $373
|
1.91K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2+ 0.06% |
$280 - $373
|
3.3K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.26% |
$280 - $373
|
763
$181K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2+ 0.02% |
$280 - $373
|
11.4K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$280 - $373
|
7.1K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.03% |
$280 - $373
|
6.93K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
2+ 0.12% |
$280 - $373
|
1.64K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.23% |
$280 - $373
|
879
$209K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.08% |
$280 - $373
|
2.39K
$567K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.06% |
$140 - $186
|
1.71K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.96% |
$140 - $186
|
105
$24.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.74% |
$140 - $186
|
136
$32.3K
|