Purchases and Sales Made in Q2 2024 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$114 - $145
|
1.9K
$265K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$114 - $145
|
3.39K
$474K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.58% |
$114 - $145
|
174
$24.3K
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$114 - $145
|
2.56K
$358K
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.04% |
$114 - $145
|
2.41K
$338K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 0.06% |
$114 - $145
|
1.79K
$251K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1+ 0.05% |
$114 - $145
|
2.08K
$291K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$114 - $145
|
1.96K
$274K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.34% |
$114 - $145
|
299
$41.8K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.57% |
$114 - $145
|
176
$24.6K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.12% |
$114 - $145
|
843
$118K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.36% |
$114 - $145
|
276
$38.6K
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.11% |
$114 - $145
|
878
$123K
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$114 - $145
|
3.66K
$512K
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1+ 0.03% |
$114 - $145
|
3.23K
$452K
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$114 - $145
|
3.39K
$474K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.28% |
$114 - $145
|
360
$50.3K
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $145
|
9.99K
$1.4M
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
1+ 0.04% |
$114 - $145
|
2.71K
$379K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1- 0.06% |
$114 - $145
|
1.6K
$223K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 1.06% |
$114 - $145
|
93
$13K
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$114 - $145
|
8
$1.12K
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1- 0.06% |
$114 - $145
|
1.71K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2- 0.09% |
$228 - $289
|
2.27K
$317K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3- 0.11% |
$341 - $434
|
2.74K
$383K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3- 1.26% |
$341 - $434
|
235
$32.9K
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-3- 0.1% |
$341 - $434
|
2.99K
$418K
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4- 0.24% |
$455 - $579
|
1.68K
$235K
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.11% |
$455 - $579
|
3.61K
$505K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5- 0.04% |
$569 - $723
|
13.9K
$1.95M
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-5- 0.33% |
$569 - $723
|
1.52K
$212K
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-5- 0.06% |
$569 - $723
|
8.57K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-6- 0.35% |
$683 - $868
|
1.72K
$241K
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-7- 0.15% |
$796 - $1.01K
|
4.51K
$631K
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-8- 0.12% |
$910 - $1.16K
|
6.49K
$908K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9- 0.06% |
$1.02K - $1.3K
|
14.9K
$2.08M
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 19.57% |
$1.02K - $1.3K
|
37
$5.17K
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-9- 0.17% |
$1.02K - $1.3K
|
5.19K
$726K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-10- 0.35% |
$1.14K - $1.45K
|
2.87K
$401K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-10- 0.84% |
$1.14K - $1.45K
|
1.18K
$165K
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10- 0.19% |
$1.14K - $1.45K
|
5.25K
$734K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10- 0.51% |
$1.14K - $1.45K
|
1.93K
$270K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11- 0.14% |
$1.25K - $1.59K
|
7.74K
$1.08M
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 0.42% |
$1.25K - $1.59K
|
2.61K
$364K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12- 0.01% |
$1.37K - $1.74K
|
96K
$13.4M
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12- 0.55% |
$1.37K - $1.74K
|
2.19K
$306K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-12- 0.18% |
$1.37K - $1.74K
|
6.53K
$912K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-13- 0.13% |
$1.48K - $1.88K
|
10K
$1.4M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-13- 0.24% |
$1.48K - $1.88K
|
5.3K
$742K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-13- 0.22% |
$1.48K - $1.88K
|
5.77K
$806K
|