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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
451+ 8.32% |
$74.6K - $86.8K
|
5.87K
$1.29M
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
450+ 25.95% |
$74.4K - $86.6K
|
2.18K
$478K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
450+ 3.63% |
$74.4K - $86.6K
|
12.9K
$2.82M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
448+ 2.15% |
$74.1K - $86.2K
|
21.3K
$4.66M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
440+ 4.35% |
$72.8K - $84.7K
|
10.6K
$2.31M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
434+ 4.16% |
$71.8K - $83.5K
|
10.9K
$2.38M
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
434+ 22.11% |
$71.8K - $83.5K
|
2.4K
$525K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
433+ 0.19% |
$71.6K - $83.3K
|
228K
$49.9M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
429+ 2.14% |
$71K - $82.6K
|
20.5K
$4.49M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
427+ 4.39% |
$70.6K - $82.2K
|
10.2K
$2.22M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
426+ 2.98% |
$70.5K - $82K
|
14.7K
$3.22M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425+ 7.68% |
$70.3K - $81.8K
|
5.96K
$1.3M
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
425+ 5.9% |
$70.3K - $81.8K
|
7.63K
$1.67M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
425+ 0.37% |
$70.3K - $81.8K
|
116K
$25.5M
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
415+ 8.03% |
$68.6K - $79.9K
|
5.58K
$1.22M
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
413New |
$68.3K - $79.5K
|
413
$90.4K
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
412New |
$68.1K - $79.3K
|
412
$90.2K
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
406+ 2.17% |
$67.2K - $78.1K
|
19.2K
$4.19M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
406New |
$67.2K - $78.1K
|
406
$88.9K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
404+ 8.06% |
$66.8K - $77.7K
|
5.42K
$1.19M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
403+ 11.29% |
$66.7K - $77.5K
|
3.97K
$870K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
403+ 0.42% |
$66.7K - $77.5K
|
95.4K
$20.9M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
402+ 7.15% |
$66.5K - $77.4K
|
6.03K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
402+ 31.98% |
$66.5K - $77.4K
|
1.66K
$363K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
401+ 0.33% |
$66.3K - $77.2K
|
124K
$27.1M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
401+ 0.12% |
$66.3K - $77.2K
|
332K
$72.8M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
400+ 3.69% |
$66.2K - $77K
|
11.3K
$2.46M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
400New |
$66.2K - $77K
|
400
$87.6K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.1% |
$66.2K - $77K
|
417K
$91.3M
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
400+ 3.62% |
$66.2K - $77K
|
11.4K
$2.51M
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
400+ 10.81% |
$66.2K - $77K
|
4.1K
$898K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
399+ 5.66% |
$66K - $76.8K
|
7.45K
$1.63M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
396+ 10.72% |
$65.5K - $76.2K
|
4.09K
$896K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
392+ 1.11% |
$64.8K - $75.4K
|
35.6K
$7.79M
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
BUY
|
- |
387+ 18.24% |
$64K - $74.5K
|
2.51K
$549K
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
386+ 1.59% |
$63.8K - $74.3K
|
24.7K
$5.41M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
386+ 2.62% |
$63.8K - $74.3K
|
15.1K
$3.31M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
386+ 26.22% |
$63.8K - $74.3K
|
1.86K
$407K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
383+ 5.72% |
$63.4K - $73.7K
|
7.08K
$1.55M
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
381+ 5.38% |
$63K - $73.3K
|
7.46K
$1.63M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
378+ 3.99% |
$62.5K - $72.7K
|
9.86K
$2.16M
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
375+ 12.25% |
$62K - $72.2K
|
3.44K
$752K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
374+ 3.93% |
$61.9K - $72K
|
9.89K
$2.16M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
374New |
$61.9K - $72K
|
374
$81.9K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
372+ 0.73% |
$61.5K - $71.6K
|
51K
$11.2M
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
371+ 21.76% |
$61.4K - $71.4K
|
2.08K
$455K
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
368+ 1.62% |
$60.9K - $70.8K
|
23.1K
$5.07M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
368+ 5.47% |
$60.9K - $70.8K
|
7.1K
$1.55M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
366+ 6.53% |
$60.5K - $70.4K
|
5.97K
$1.31M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
364+ 10.79% |
$60.2K - $70K
|
3.74K
$818K
|