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 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.94K+ 98.4% |
$487K - $566K
|
5.93K
$956K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.9KNew |
$480K - $558K
|
2.9K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.88K+ 10.53% |
$477K - $555K
|
30.3K
$4.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.83K+ 1.19% |
$468K - $544K
|
241K
$38.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.72KNew |
$450K - $524K
|
2.72K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.57KNew |
$426K - $495K
|
2.57K
$414K
|
|
|
Jan 07, 2025
Q4 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
2.33K+ 7.3% |
$386K - $449K
|
34.3K
$5.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.33K+ 179.58% |
$386K - $449K
|
3.63K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.32K+ 15.94% |
$384K - $447K
|
16.9K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.26K+ 28.36% |
$374K - $436K
|
10.2K
$1.65M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.25KNew |
$372K - $433K
|
2.25K
$362K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.17K+ 5.25% |
$358K - $417K
|
43.4K
$6.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
2.12K+ 1.87% |
$351K - $408K
|
116K
$18.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.11K+ 15.45% |
$349K - $406K
|
15.8K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.07K+ 1.11% |
$342K - $398K
|
188K
$30.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.03KNew |
$335K - $390K
|
2.03K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.91K+ 4.43% |
$315K - $367K
|
44.9K
$7.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.89K+ 17.4% |
$312K - $363K
|
12.7K
$2.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.89K+ 133.64% |
$312K - $363K
|
3.3K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.88K+ 25.37% |
$312K - $363K
|
9.31K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
1.87K+ 6.61% |
$309K - $359K
|
30.1K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.85K+ 1.87% |
$306K - $356K
|
101K
$16.2M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.85K+ 7.48% |
$305K - $355K
|
26.5K
$4.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.81K+ 2.02% |
$300K - $349K
|
91.3K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.77KNew |
$293K - $341K
|
1.77K
$285K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.67KNew |
$276K - $321K
|
1.67K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.65KNew |
$273K - $318K
|
1.65K
$266K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.62K+ 5.44% |
$269K - $313K
|
31.5K
$5.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.61K+ 2.17% |
$265K - $309K
|
75.4K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.53KNew |
$253K - $294K
|
1.53K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 2.2% |
$253K - $294K
|
71.1K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.53KNew |
$252K - $294K
|
1.53K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.5KNew |
$248K - $288K
|
1.5K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.5KNew |
$247K - $288K
|
1.5K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.49K+ 4.68% |
$247K - $287K
|
33.4K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.48KNew |
$245K - $285K
|
1.48K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.47K+ 19.74% |
$243K - $283K
|
8.92K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.44K+ 2.19% |
$238K - $277K
|
67.2K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.43K+ 42.02% |
$237K - $276K
|
4.85K
$781K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.42KNew |
$236K - $274K
|
1.42K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.38K+ 3.81% |
$227K - $265K
|
37.4K
$6.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.34K+ 7.34% |
$222K - $258K
|
19.6K
$3.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.31K+ 7.52% |
$216K - $251K
|
18.7K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.29KNew |
$213K - $248K
|
1.29K
$208K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.26K+ 16.59% |
$208K - $242K
|
8.84K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 40.58% |
$183K - $213K
|
3.84K
$618K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08K+ 11.37% |
$179K - $208K
|
10.6K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.07K+ 19.31% |
$176K - $205K
|
6.58K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
939+ 3.18% |
$155K - $181K
|
30.5K
$4.91M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
912+ 66.23% |
$151K - $175K
|
2.29K
$369K
|