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 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
69+ 2.76% |
$8.69K - $11.8K
|
2.57K
$563K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
68+ 0.47% |
$8.56K - $11.6K
|
14.6K
$3.21M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
68+ 1.92% |
$8.56K - $11.6K
|
3.61K
$790K
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
68+ 0.86% |
$8.56K - $11.6K
|
7.95K
$1.74M
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
67+ 1.83% |
$8.44K - $11.4K
|
3.73K
$818K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
67+ 0.78% |
$8.44K - $11.4K
|
8.64K
$1.89M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
66+ 0.49% |
$8.31K - $11.2K
|
13.6K
$2.98M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
66New |
$8.31K - $11.2K
|
66
$14.5K
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
66+ 4.4% |
$8.31K - $11.2K
|
1.57K
$343K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
65+ 1.67% |
$8.18K - $11.1K
|
3.96K
$866K
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
65+ 3.9% |
$8.18K - $11.1K
|
1.73K
$379K
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.36% |
$8.06K - $10.9K
|
17.6K
$3.86M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
64+ 3.06% |
$8.06K - $10.9K
|
2.16K
$473K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
63+ 1.25% |
$7.93K - $10.7K
|
5.11K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
61+ 5.22% |
$7.68K - $10.4K
|
1.23K
$269K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
60+ 2.62% |
$7.55K - $10.2K
|
2.35K
$515K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
60+ 0.43% |
$7.55K - $10.2K
|
14K
$3.06M
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
59+ 0.28% |
$7.43K - $10.1K
|
21.2K
$4.63M
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
59+ 0.78% |
$7.43K - $10.1K
|
7.61K
$1.67M
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
58+ 1.54% |
$7.3K - $9.88K
|
3.82K
$836K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
57+ 0.23% |
$7.18K - $9.71K
|
24.8K
$5.42M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
56+ 21.88% |
$7.05K - $9.54K
|
312
$68.3K
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
56+ 0.04% |
$7.05K - $9.54K
|
153K
$33.6M
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
55+ 1.67% |
$6.92K - $9.37K
|
3.34K
$731K
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
55+ 0.32% |
$6.92K - $9.37K
|
17.2K
$3.77M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
54+ 1.99% |
$6.8K - $9.2K
|
2.77K
$605K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
54+ 0.06% |
$6.8K - $9.2K
|
96.6K
$21.1M
|
|
Nov 14, 2024
Q3 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
53+ 9.28% |
$6.67K - $9.03K
|
624
$137K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
52+ 0.15% |
$6.55K - $8.86K
|
35.2K
$7.71M
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
51+ 3.42% |
$6.42K - $8.69K
|
1.54K
$338K
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
51+ 16.89% |
$6.42K - $8.69K
|
353
$77.3K
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
50+ 1.12% |
$6.3K - $8.52K
|
4.52K
$989K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
50+ 0.35% |
$6.3K - $8.52K
|
14.3K
$3.13M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.6% |
$6.3K - $8.52K
|
8.35K
$1.83M
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
50+ 0.27% |
$6.3K - $8.52K
|
18.7K
$4.1M
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
50+ 1.09% |
$6.3K - $8.52K
|
4.65K
$1.02M
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
50+ 1.41% |
$6.3K - $8.52K
|
3.59K
$786K
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
49+ 1.62% |
$6.17K - $8.35K
|
3.07K
$673K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
48+ 1.97% |
$6.04K - $8.18K
|
2.48K
$544K
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
48+ 1.8% |
$6.04K - $8.18K
|
2.71K
$594K
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
47+ 1.49% |
$5.92K - $8.01K
|
3.2K
$700K
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
47+ 2.95% |
$5.92K - $8.01K
|
1.64K
$359K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
46+ 2.96% |
$5.79K - $7.84K
|
1.6K
$350K
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
46+ 1.31% |
$5.79K - $7.84K
|
3.57K
$782K
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
45+ 0.45% |
$5.67K - $7.67K
|
10.1K
$2.21M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
44+ 2.6% |
$5.54K - $7.5K
|
1.73K
$380K
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
44+ 0.28% |
$5.54K - $7.5K
|
15.6K
$3.43M
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
43+ 0.14% |
$5.41K - $7.33K
|
30.1K
$6.6M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
42New |
$5.29K - $7.15K
|
42
$9.2K
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42+ 1.74% |
$5.29K - $7.15K
|
2.45K
$537K
|