Purchases and Sales Made in Q3 2024 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.1KNew |
$138K - $187K
|
1.1K
$241K
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.1K+ 24.41% |
$138K - $187K
|
5.61K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.1K+ 0.42% |
$138K - $187K
|
260K
$56.9M
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.08K+ 17.61% |
$136K - $184K
|
7.23K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.07K+ 26.61% |
$135K - $183K
|
5.1K
$1.12M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07K+ 18.48% |
$134K - $182K
|
6.85K
$1.5M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.06K+ 4.53% |
$134K - $181K
|
24.5K
$5.37M
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.04K+ 4.4% |
$131K - $178K
|
24.8K
$5.43M
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.04K+ 28.45% |
$131K - $177K
|
4.69K
$1.03M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.04KNew |
$131K - $177K
|
1.04K
$227K
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.03K+ 64.52% |
$130K - $176K
|
2.63K
$577K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.03K+ 3.34% |
$130K - $176K
|
31.9K
$6.99M
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.03K+ 1.5% |
$130K - $175K
|
69.7K
$15.3M
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.02K+ 10.8% |
$128K - $173K
|
10.4K
$2.28M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 3.25% |
$128K - $173K
|
32.4K
$7.08M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.02K+ 2.86% |
$128K - $173K
|
36.5K
$7.99M
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.01K+ 6.9% |
$127K - $171K
|
15.6K
$3.41M
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1K+ 9.48% |
$126K - $170K
|
11.5K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
992+ 1.0% |
$125K - $169K
|
100K
$21.9M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
990+ 3.77% |
$125K - $169K
|
27.2K
$5.96M
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
978+ 14.27% |
$123K - $167K
|
7.83K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
971+ 1.66% |
$122K - $165K
|
59.5K
$13M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
968+ 1.91% |
$122K - $165K
|
51.5K
$11.3M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
968+ 44.75% |
$122K - $165K
|
3.13K
$686K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
948+ 8.21% |
$119K - $161K
|
12.5K
$2.74M
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
942+ 21.76% |
$119K - $160K
|
5.27K
$1.15M
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
935+ 20.03% |
$118K - $159K
|
5.6K
$1.23M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
907+ 24.92% |
$114K - $155K
|
4.55K
$996K
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
904+ 3.49% |
$114K - $154K
|
26.8K
$5.87M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
902+ 0.9% |
$114K - $154K
|
101K
$22.2M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
899+ 6.06% |
$113K - $153K
|
15.7K
$3.45M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
885+ 16.84% |
$111K - $151K
|
6.14K
$1.34M
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
885+ 12.48% |
$111K - $151K
|
7.98K
$1.75M
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
883+ 12.37% |
$111K - $150K
|
8.02K
$1.76M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
879+ 1.44% |
$111K - $150K
|
61.7K
$13.5M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
874+ 2.57% |
$110K - $149K
|
34.9K
$7.65M
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
871+ 1.29% |
$110K - $148K
|
68.3K
$15M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
871+ 16.0% |
$110K - $148K
|
6.32K
$1.38M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
865+ 0.4% |
$109K - $147K
|
219K
$47.9M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
853+ 11.16% |
$107K - $145K
|
8.5K
$1.86M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
846+ 8.73% |
$107K - $144K
|
10.5K
$2.31M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
844New |
$106K - $144K
|
844
$185K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
843+ 8.42% |
$106K - $144K
|
10.9K
$2.38M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
833+ 4.19% |
$105K - $142K
|
20.7K
$4.53M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
829+ 1.16% |
$104K - $141K
|
72.3K
$15.8M
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
821+ 2.86% |
$103K - $140K
|
29.5K
$6.47M
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
809+ 24.61% |
$102K - $138K
|
4.1K
$897K
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
796+ 11.46% |
$100K - $136K
|
7.74K
$1.69M
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
790+ 7.2% |
$99.5K - $135K
|
11.8K
$2.58M
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
789+ 6.98% |
$99.3K - $134K
|
12.1K
$2.65M
|