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 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3+ 0.07% |
$419 - $559
|
4.62K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$419 - $559
|
9.31K
$2.56M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.09% |
$419 - $559
|
3.46K
$952K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3+ 0.01% |
$419 - $559
|
22.1K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3+ 0.11% |
$419 - $559
|
2.69K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
3+ 0.15% |
$419 - $559
|
2.07K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
3+ 0.17% |
$419 - $559
|
1.8K
$495K
|
|
|
Sep 19, 2025
Q1 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
3+ 0.18% |
$419 - $559
|
1.67K
$461K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.22% |
$280 - $373
|
913
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$280 - $373
|
1.87K
$515K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.1% |
$280 - $373
|
1.91K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2+ 0.06% |
$280 - $373
|
3.3K
$907K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.26% |
$280 - $373
|
763
$210K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2+ 0.02% |
$280 - $373
|
11.4K
$3.12M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$280 - $373
|
7.1K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.03% |
$280 - $373
|
6.93K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
2+ 0.12% |
$280 - $373
|
1.64K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.23% |
$280 - $373
|
879
$242K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.08% |
$280 - $373
|
2.39K
$657K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.06% |
$140 - $186
|
1.71K
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.96% |
$140 - $186
|
105
$28.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.74% |
$140 - $186
|
136
$37.4K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$140 - $186
|
93.8K
$25.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.06% |
$140 - $186
|
1.8K
$496K
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1+ 0.01% |
$140 - $186
|
7.09K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$140 - $186
|
1.54K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.2% |
$140 - $186
|
511
$141K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.04% |
$140 - $186
|
2.59K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.04% |
$140 - $186
|
2.3K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
1+ 0.03% |
$140 - $186
|
3.32K
$914K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.03% |
$140 - $186
|
3.96K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1+ 0.05% |
$140 - $186
|
1.95K
$537K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 1.0% |
$140 - $186
|
101
$27.8K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$140 - $186
|
3.21K
$883K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$140 - $186
|
3.37K
$926K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.05% |
$140 - $186
|
1.96K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.02% |
$140 - $186
|
4K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.05% |
$140 - $186
|
2.19K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$140 - $186
|
1.87K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 0.1% |
$140 - $186
|
1K
$276K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1- 0.2% |
$140 - $186
|
493
$136K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.01% |
$140 - $186
|
17.7K
$4.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2- 0.04% |
$280 - $373
|
4.65K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-2- 0.03% |
$280 - $373
|
6.08K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.11% |
$280 - $373
|
1.75K
$483K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.06% |
$280 - $373
|
3.38K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-2- 0.13% |
$280 - $373
|
1.57K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2- 0.12% |
$280 - $373
|
1.62K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.06% |
$280 - $373
|
3.6K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-2- 0.09% |
$280 - $373
|
2.19K
$602K
|