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
|
Safeguard Financial, LLC
|
BUY
|
- |
207+ 9.03% |
$34.2K - $39.8K
|
2.5K
$403K
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
204+ 2.05% |
$33.7K - $39.3K
|
10.2K
$1.63M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
200+ 5.72% |
$33.1K - $38.5K
|
3.7K
$595K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
183+ 0.5% |
$30.3K - $35.2K
|
36.8K
$5.92M
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
180+ 0.64% |
$29.8K - $34.6K
|
28.1K
$4.52M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
177+ 2.26% |
$29.3K - $34.1K
|
8.01K
$1.29M
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
155+ 1.32% |
$25.6K - $29.8K
|
11.9K
$1.91M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
149+ 9.37% |
$24.6K - $28.7K
|
1.74K
$280K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
148+ 16.67% |
$24.5K - $28.5K
|
1.04K
$167K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
139+ 2.67% |
$23K - $26.7K
|
5.34K
$860K
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
137+ 0.78% |
$22.7K - $26.4K
|
17.8K
$2.86M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
130+ 2.21% |
$21.5K - $25K
|
6.01K
$967K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
128+ 5.15% |
$21.2K - $24.6K
|
2.61K
$421K
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
122+ 2.48% |
$20.2K - $23.5K
|
5.03K
$810K
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
120New |
$19.8K - $23.1K
|
120
$19.3K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
120+ 2.05% |
$19.8K - $23.1K
|
5.99K
$964K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
120+ 0.11% |
$19.8K - $23.1K
|
112K
$18M
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
110+ 0.31% |
$18.2K - $21.2K
|
36K
$5.8M
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
109+ 0.96% |
$18K - $21K
|
11.5K
$1.85M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
107+ 4.87% |
$17.7K - $20.6K
|
2.31K
$371K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
106+ 1.49% |
$17.5K - $20.4K
|
7.21K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
100+ 2.66% |
$16.5K - $19.2K
|
3.87K
$622K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
91+ 1.47% |
$15.1K - $17.5K
|
6.3K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
87+ 89.69% |
$14.4K - $16.7K
|
184
$29.6K
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
85+ 0.78% |
$14.1K - $16.4K
|
10.9K
$1.76M
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
84+ 1.58% |
$13.9K - $16.2K
|
5.38K
$867K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
83+ 4.07% |
$13.7K - $16K
|
2.12K
$342K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
83+ 1.04% |
$13.7K - $16K
|
8.06K
$1.3M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
83+ 1.84% |
$13.7K - $16K
|
4.6K
$741K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
82+ 1.18% |
$13.6K - $15.8K
|
7.02K
$1.13M
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
82+ 5.53% |
$13.6K - $15.8K
|
1.56K
$252K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
81+ 0.52% |
$13.4K - $15.6K
|
15.7K
$2.53M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
76+ 5.95% |
$12.6K - $14.6K
|
1.35K
$218K
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
75+ 1.42% |
$12.4K - $14.4K
|
5.38K
$866K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
71+ 1.73% |
$11.7K - $13.7K
|
4.18K
$673K
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
70+ 2.1% |
$11.6K - $13.5K
|
3.41K
$549K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
70+ 4.92% |
$11.6K - $13.5K
|
1.49K
$240K
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
67+ 3.65% |
$11.1K - $12.9K
|
1.9K
$306K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
65+ 0.71% |
$10.8K - $12.5K
|
9.17K
$1.48M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
61+ 3.11% |
$10.1K - $11.7K
|
2.02K
$326K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
56+ 3.47% |
$9.26K - $10.8K
|
1.67K
$269K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.94% |
$9.26K - $10.8K
|
6K
$966K
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
56+ 3.74% |
$9.26K - $10.8K
|
1.55K
$250K
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
53+ 4.25% |
$8.77K - $10.2K
|
1.3K
$209K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
53+ 1.29% |
$8.77K - $10.2K
|
4.15K
$668K
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
50+ 0.43% |
$8.27K - $9.62K
|
11.8K
$1.9M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
48+ 1.52% |
$7.94K - $9.24K
|
3.21K
$516K
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
46+ 3.26% |
$7.61K - $8.85K
|
1.46K
$234K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
42+ 1.81% |
$6.95K - $8.08K
|
2.36K
$380K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
41+ 3.15% |
$6.78K - $7.89K
|
1.34K
$216K
|