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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
27+ 1.31% |
$4.47K - $5.2K
|
2.09K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
27+ 2.04% |
$4.47K - $5.2K
|
1.35K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26+ 2.23% |
$4.3K - $5K
|
1.19K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
26+ 0.3% |
$4.3K - $5K
|
8.66K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
26+ 1.35% |
$4.3K - $5K
|
1.96K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
26+ 20.8% |
$4.3K - $5K
|
151
$33.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
26+ 1.01% |
$4.3K - $5K
|
2.6K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
25+ 0.13% |
$4.14K - $4.81K
|
19.5K
$4.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
25+ 1.54% |
$4.14K - $4.81K
|
1.64K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
25+ 1.59% |
$4.14K - $4.81K
|
1.6K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 0.32% |
$3.97K - $4.62K
|
7.45K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
24+ 1.13% |
$3.97K - $4.62K
|
2.14K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
23+ 0.64% |
$3.8K - $4.43K
|
3.6K
$787K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
23+ 1.09% |
$3.8K - $4.43K
|
2.13K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23+ 1.84% |
$3.8K - $4.43K
|
1.28K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
23+ 0.45% |
$3.8K - $4.43K
|
5.15K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
23+ 1.41% |
$3.8K - $4.43K
|
1.65K
$362K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
22+ 1.5% |
$3.64K - $4.23K
|
1.49K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
22+ 1.49% |
$3.64K - $4.23K
|
1.5K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
21+ 0.47% |
$3.47K - $4.04K
|
4.48K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21+ 0.97% |
$3.47K - $4.04K
|
2.18K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21+ 1.45% |
$3.47K - $4.04K
|
1.47K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
21+ 1.11% |
$3.47K - $4.04K
|
1.91K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
21+ 1.29% |
$3.47K - $4.04K
|
1.65K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
20+ 0.11% |
$3.31K - $3.85K
|
18.9K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20+ 0.82% |
$3.31K - $3.85K
|
2.47K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
20+ 3.44% |
$3.31K - $3.85K
|
601
$132K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
19+ 0.05% |
$3.14K - $3.66K
|
34.8K
$7.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19+ 4.79% |
$3.14K - $3.66K
|
416
$91.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.09% |
$3.14K - $3.66K
|
21.9K
$4.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18+ 0.05% |
$2.98K - $3.46K
|
35.1K
$7.68M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 1.22% |
$2.98K - $3.46K
|
1.49K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 1.58% |
$2.98K - $3.46K
|
1.16K
$253K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
17+ 0.57% |
$2.81K - $3.27K
|
3.01K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
17+ 0.55% |
$2.81K - $3.27K
|
3.13K
$685K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16+ 1.06% |
$2.65K - $3.08K
|
1.52K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16+ 0.4% |
$2.65K - $3.08K
|
3.99K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
16+ 0.2% |
$2.65K - $3.08K
|
8.09K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
15+ 0.44% |
$2.48K - $2.89K
|
3.46K
$758K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15+ 31.25% |
$2.48K - $2.89K
|
63
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
15+ 0.25% |
$2.48K - $2.89K
|
5.91K
$1.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
14+ 0.78% |
$2.32K - $2.69K
|
1.81K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
14+ 0.98% |
$2.32K - $2.69K
|
1.45K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
14+ 0.93% |
$2.32K - $2.69K
|
1.52K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
14+ 1.07% |
$2.32K - $2.69K
|
1.32K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.14% |
$2.32K - $2.69K
|
10.2K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13+ 0.42% |
$2.15K - $2.5K
|
3.09K
$676K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13+ 0.54% |
$2.15K - $2.5K
|
2.41K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
12+ 0.22% |
$1.98K - $2.31K
|
5.38K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
12+ 0.63% |
$1.98K - $2.31K
|
1.91K
$419K
|