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 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.76K+ 32.28% |
$622K - $724K
|
15.4K
$3.37M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.76KNew |
$622K - $723K
|
3.76K
$823K
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.68K+ 13.28% |
$609K - $709K
|
31.4K
$6.88M
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.67KNew |
$608K - $707K
|
3.67K
$804K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.67K+ 26.83% |
$607K - $706K
|
17.4K
$3.8M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.64K+ 11.29% |
$603K - $701K
|
35.9K
$7.86M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.62K+ 614.8% |
$598K - $696K
|
4.2K
$920K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.59K+ 3.43% |
$593K - $690K
|
108K
$23.7M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.58K+ 3.48% |
$592K - $689K
|
106K
$23.3M
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.58KNew |
$591K - $688K
|
3.58K
$783K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.57K+ 3.9% |
$590K - $687K
|
95K
$20.8M
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.56K+ 49.47% |
$589K - $685K
|
10.8K
$2.36M
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.54K+ 5.35% |
$586K - $682K
|
69.8K
$15.3M
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$583K - $679K
|
3.53K
$772K
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.51KNew |
$581K - $675K
|
3.51K
$769K
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.49K+ 102.86% |
$577K - $672K
|
6.89K
$1.51M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.48K+ 22.25% |
$575K - $669K
|
19.1K
$4.18M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.45K+ 13.39% |
$571K - $664K
|
29.2K
$6.4M
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
3.44KNew |
$570K - $663K
|
3.44K
$754K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.44K+ 1.61% |
$569K - $662K
|
217K
$47.5M
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
3.44KNew |
$569K - $662K
|
3.44K
$753K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.42K+ 5.88% |
$565K - $657K
|
61.6K
$13.5M
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.39KNew |
$560K - $652K
|
3.39K
$741K
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.34KNew |
$552K - $642K
|
3.34K
$730K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.33KNew |
$550K - $640K
|
3.33K
$728K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.3K+ 34.12% |
$546K - $635K
|
13K
$2.84M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.28K+ 16.66% |
$543K - $632K
|
23K
$5.04M
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
3.27K+ 4.97% |
$541K - $629K
|
69.1K
$15.1M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.27KNew |
$540K - $628K
|
3.27K
$715K
|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
3.26KNew |
$540K - $628K
|
3.26K
$715K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.26KNew |
$539K - $628K
|
3.26K
$714K
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.24K+ 7.93% |
$535K - $623K
|
44.1K
$9.65M
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.23KNew |
$534K - $621K
|
3.23K
$706K
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.22KNew |
$532K - $619K
|
3.22K
$704K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.2KNew |
$529K - $615K
|
3.2K
$700K
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.18KNew |
$527K - $613K
|
3.18K
$697K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.15K+ 7.44% |
$521K - $606K
|
45.5K
$9.96M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.13K+ 24.61% |
$518K - $603K
|
15.9K
$3.47M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.1K+ 6.1% |
$513K - $597K
|
54K
$11.8M
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.08KNew |
$509K - $592K
|
3.08K
$674K
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
3.06K+ 54.03% |
$507K - $589K
|
8.73K
$1.91M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.05KNew |
$504K - $587K
|
3.05K
$667K
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.04K+ 2.82% |
$503K - $586K
|
111K
$24.3M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.03K+ 10.88% |
$502K - $584K
|
30.9K
$6.77M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 6.72% |
$500K - $582K
|
48K
$10.5M
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3KNew |
$496K - $577K
|
3K
$657K
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3KNew |
$496K - $577K
|
3K
$657K
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
3KNew |
$496K - $577K
|
3K
$657K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
3KNew |
$496K - $577K
|
3K
$657K
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3KNew |
$496K - $577K
|
3K
$656K
|