Purchases and Sales Made in Q4 2024 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
703+ 13.24% |
$116K - $135K
|
6.01K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
702+ 13.91% |
$116K - $135K
|
5.75K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
700+ 12.33% |
$116K - $135K
|
6.38K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
697+ 4.87% |
$115K - $134K
|
15K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
693+ 22.0% |
$115K - $133K
|
3.84K
$670K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
686+ 23.43% |
$113K - $132K
|
3.61K
$630K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
685+ 12.54% |
$113K - $132K
|
6.15K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
678+ 22.09% |
$112K - $130K
|
3.75K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
664+ 11.84% |
$110K - $128K
|
6.27K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
660+ 60.22% |
$109K - $127K
|
1.76K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
656New |
$109K - $126K
|
656
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
653+ 19.59% |
$108K - $126K
|
3.99K
$696K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
648+ 25.33% |
$107K - $125K
|
3.21K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
647+ 5.5% |
$107K - $125K
|
12.4K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
646+ 10.43% |
$107K - $124K
|
6.84K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
646+ 10.52% |
$107K - $124K
|
6.79K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
640+ 2.12% |
$106K - $123K
|
30.8K
$5.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
636+ 2.23% |
$105K - $122K
|
29.1K
$5.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
628+ 36.92% |
$104K - $121K
|
2.33K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
625+ 1.68% |
$103K - $120K
|
37.8K
$6.59M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
622+ 29.42% |
$103K - $120K
|
2.74K
$477K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
615+ 15.69% |
$102K - $118K
|
4.53K
$791K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
615+ 13.69% |
$102K - $118K
|
5.11K
$891K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
612+ 19.96% |
$101K - $118K
|
3.68K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
605+ 4.96% |
$100K - $116K
|
12.8K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
598+ 9.2% |
$98.9K - $115K
|
7.1K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
595+ 1.75% |
$98.4K - $114K
|
34.6K
$6.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
585+ 344.12% |
$96.8K - $113K
|
755
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
579+ 14.33% |
$95.8K - $111K
|
4.62K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
577+ 12.68% |
$95.4K - $111K
|
5.13K
$895K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
577+ 10.93% |
$95.4K - $111K
|
5.86K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
575+ 1.09% |
$95.1K - $111K
|
53.5K
$9.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
567+ 31.4% |
$93.8K - $109K
|
2.37K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
559+ 16.31% |
$92.5K - $108K
|
3.99K
$696K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
557+ 0.64% |
$92.1K - $107K
|
87.5K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
549+ 1.96% |
$90.8K - $106K
|
28.6K
$4.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
547+ 3.69% |
$90.5K - $105K
|
15.4K
$2.68M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
544+ 13.75% |
$90K - $105K
|
4.5K
$785K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
536+ 18.43% |
$88.7K - $103K
|
3.45K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
536+ 17.17% |
$88.7K - $103K
|
3.66K
$638K
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
535+ 35.27% |
$88.5K - $103K
|
2.05K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
532+ 1.14% |
$88K - $102K
|
47.3K
$8.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
532+ 1.99% |
$88K - $102K
|
27.2K
$4.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
531New |
$87.8K - $102K
|
531
$92.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
527+ 21.25% |
$87.2K - $101K
|
3.01K
$525K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
521+ 3.42% |
$86.2K - $100K
|
15.8K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
517+ 5.44% |
$85.5K - $99.5K
|
10K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
510+ 130.43% |
$84.4K - $98.1K
|
901
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
510+ 2.91% |
$84.4K - $98.1K
|
18K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
499+ 2.11% |
$82.5K - $96K
|
24.2K
$4.22M
|