Purchases and Sales Made in Q2 2025 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
843+ 2.13% |
$104K - $184K
|
40.4K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
842+ 7.45% |
$103K - $184K
|
12.1K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
836+ 26.05% |
$103K - $183K
|
4.05K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
835+ 21.64% |
$103K - $183K
|
4.69K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
835+ 9.5% |
$103K - $183K
|
9.63K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
835+ 4.52% |
$103K - $183K
|
19.3K
$4.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
831+ 4.73% |
$102K - $182K
|
18.4K
$4.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
828+ 4.78% |
$102K - $181K
|
18.2K
$4.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
824New |
$101K - $180K
|
824
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
821+ 3.42% |
$101K - $179K
|
24.9K
$6.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
818+ 41.0% |
$100K - $179K
|
2.81K
$714K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
813+ 21.23% |
$99.9K - $178K
|
4.64K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
813+ 16.43% |
$99.9K - $178K
|
5.76K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
805+ 3.97% |
$98.9K - $176K
|
21.1K
$5.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
802+ 43.8% |
$98.5K - $175K
|
2.63K
$668K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
800+ 7.82% |
$98.3K - $175K
|
11K
$2.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
788+ 2.71% |
$96.8K - $172K
|
29.9K
$7.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
788+ 4.2% |
$96.8K - $172K
|
19.5K
$4.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
786+ 1.77% |
$96.5K - $172K
|
45.2K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
781+ 22.62% |
$95.9K - $171K
|
4.23K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
778+ 32.27% |
$95.6K - $170K
|
3.19K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
776+ 3.15% |
$95.3K - $170K
|
25.4K
$6.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
773+ 8.22% |
$94.9K - $169K
|
10.2K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
768+ 21.45% |
$94.3K - $168K
|
4.35K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
766+ 11.97% |
$94.1K - $167K
|
7.16K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
754+ 34.91% |
$92.6K - $165K
|
2.91K
$740K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
750New |
$92.1K - $164K
|
750
$190K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
750+ 9.12% |
$92.1K - $164K
|
8.98K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
748+ 4.64% |
$91.9K - $164K
|
16.9K
$4.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
746+ 8.27% |
$91.6K - $163K
|
9.76K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
746+ 3.61% |
$91.6K - $163K
|
21.4K
$5.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
742+ 4.36% |
$91.1K - $162K
|
17.8K
$4.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
737+ 1.86% |
$90.5K - $161K
|
40.4K
$10.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
735+ 16.01% |
$90.3K - $161K
|
5.33K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
735New |
$90.3K - $161K
|
735
$187K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
733+ 10.22% |
$90K - $160K
|
7.91K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
729+ 6.68% |
$89.5K - $159K
|
11.6K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
723+ 1.26% |
$88.8K - $158K
|
58.1K
$14.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
720New |
$88.4K - $157K
|
720
$183K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
714+ 8.4% |
$87.7K - $156K
|
9.22K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
709+ 0.69% |
$87.1K - $155K
|
103K
$26.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
708+ 0.77% |
$87K - $155K
|
92.4K
$23.5M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
707+ 5.39% |
$86.8K - $155K
|
13.8K
$3.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
707+ 34.22% |
$86.8K - $155K
|
2.77K
$704K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
704+ 3.82% |
$86.5K - $154K
|
19.2K
$4.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
700+ 6.53% |
$86K - $153K
|
11.4K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
698+ 0.97% |
$85.7K - $153K
|
72.6K
$18.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
696New |
$85.5K - $152K
|
696
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
696+ 22.29% |
$85.5K - $152K
|
3.82K
$969K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
685+ 0.81% |
$84.1K - $150K
|
85.7K
$21.8M
|