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 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-494- 5.43% |
$62.2K - $84.2K
|
8.61K
$1.88M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-494- 22.18% |
$62.2K - $84.2K
|
1.73K
$379K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-495- 3.17% |
$62.3K - $84.3K
|
15.1K
$3.31M
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-495- 25.26% |
$62.3K - $84.3K
|
1.47K
$321K
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-496- 2.02% |
$62.4K - $84.5K
|
24.1K
$5.27M
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-497- 0.31% |
$62.6K - $84.7K
|
158K
$34.7M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-497- 8.58% |
$62.6K - $84.7K
|
5.3K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-497- 14.95% |
$62.6K - $84.7K
|
2.83K
$619K
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-500- 2.34% |
$63K - $85.2K
|
20.9K
$4.57M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-500- 2.63% |
$63K - $85.2K
|
18.5K
$4.05M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-500- 13.12% |
$63K - $85.2K
|
3.31K
$725K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-501- 3.69% |
$63.1K - $85.3K
|
13.1K
$2.86M
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-507- 9.78% |
$63.8K - $86.4K
|
4.68K
$1.02M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-509- 2.45% |
$64.1K - $86.7K
|
20.3K
$4.44M
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-514- 23.99% |
$64.7K - $87.6K
|
1.63K
$357K
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-514- 5.79% |
$64.7K - $87.6K
|
8.37K
$1.83M
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-519- 5.68% |
$65.3K - $88.4K
|
8.61K
$1.89M
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-523- 10.29% |
$65.8K - $89.1K
|
4.56K
$999K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-523- 89.4% |
$65.8K - $89.1K
|
62
$13.6K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-523- 4.9% |
$65.8K - $89.1K
|
10.1K
$2.22M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-529- 1.61% |
$66.6K - $90.1K
|
32.3K
$7.07M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-532- 4.7% |
$67K - $90.6K
|
10.8K
$2.36M
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-533- 1.7% |
$67.1K - $90.8K
|
30.8K
$6.74M
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-538- 16.77% |
$67.7K - $91.6K
|
2.67K
$585K
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-541- 0.59% |
$68.1K - $92.2K
|
91.3K
$20M
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-544- 16.05% |
$68.5K - $92.7K
|
2.85K
$623K
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-547- 1.9% |
$68.9K - $93.2K
|
28.2K
$6.17M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-552- 22.07% |
$69.5K - $94K
|
1.95K
$427K
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-554- 9.51% |
$69.7K - $94.4K
|
5.27K
$1.15M
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-564- 31.76% |
$71K - $96.1K
|
1.21K
$265K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-568- 38.4% |
$71.5K - $96.8K
|
911
$199K
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-572- 1.24% |
$72K - $97.4K
|
45.6K
$9.99M
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-574- 3.93% |
$72.3K - $97.8K
|
14K
$3.07M
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-575- 3.19% |
$72.4K - $98K
|
17.5K
$3.82M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-590- 6.99% |
$74.3K - $101K
|
7.85K
$1.72M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-593- 8.36% |
$74.7K - $101K
|
6.5K
$1.42M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-594- 2.58% |
$74.8K - $101K
|
22.4K
$4.91M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-598- 28.81% |
$75.3K - $102K
|
1.48K
$324K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-604- 1.57% |
$76K - $103K
|
37.9K
$8.29M
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-608- 1.31% |
$76.5K - $104K
|
45.7K
$10M
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-612- 3.73% |
$77.1K - $104K
|
15.8K
$3.46M
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-622- 4.76% |
$78.3K - $106K
|
12.4K
$2.72M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-625- 15.93% |
$78.7K - $106K
|
3.3K
$722K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-630- 8.16% |
$79.3K - $107K
|
7.09K
$1.55M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-633- 0.73% |
$79.7K - $108K
|
86K
$18.8M
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-635- 3.9% |
$79.9K - $108K
|
15.7K
$3.43M
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-638- 9.44% |
$80.3K - $109K
|
6.12K
$1.34M
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-640- 4.82% |
$80.6K - $109K
|
12.6K
$2.76M
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-646- 7.27% |
$81.3K - $110K
|
8.25K
$1.81M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-647- 9.81% |
$81.5K - $110K
|
5.95K
$1.3M
|