Purchases and Sales Made in Q1 2025 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
421+ 5.4% |
$58.9K - $78.5K
|
8.21K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
421+ 0.47% |
$58.9K - $78.5K
|
90K
$22.4M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
419+ 0.37% |
$58.6K - $78.1K
|
114K
$28.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
416+ 20.27% |
$58.2K - $77.6K
|
2.47K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
415New |
$58K - $77.4K
|
415
$103K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
412+ 9.86% |
$57.6K - $76.8K
|
4.59K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
410+ 16.54% |
$57.3K - $76.5K
|
2.89K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
410+ 2.93% |
$57.3K - $76.5K
|
14.4K
$3.59M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
408+ 25.42% |
$57K - $76.1K
|
2.01K
$501K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
407+ 24.05% |
$56.9K - $75.9K
|
2.1K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
407+ 20.31% |
$56.9K - $75.9K
|
2.41K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
406+ 5.19% |
$56.8K - $75.7K
|
8.23K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
403+ 17.01% |
$56.3K - $75.1K
|
2.77K
$690K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
401+ 27.2% |
$56.1K - $74.8K
|
1.88K
$466K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
400New |
$55.9K - $74.6K
|
400
$99.5K
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
400+ 23.26% |
$55.9K - $74.6K
|
2.12K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
400+ 7.84% |
$55.9K - $74.6K
|
5.5K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
397+ 21.33% |
$55.5K - $74K
|
2.26K
$562K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
395+ 9.0% |
$55.2K - $73.7K
|
4.78K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
390+ 2.05% |
$54.5K - $72.7K
|
19.4K
$4.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
389+ 14.96% |
$54.4K - $72.5K
|
2.99K
$744K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
386+ 4.23% |
$54K - $72K
|
9.51K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
385+ 12.43% |
$53.8K - $71.8K
|
3.48K
$866K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
385+ 2.26% |
$53.8K - $71.8K
|
17.5K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
384+ 1.89% |
$53.7K - $71.6K
|
20.7K
$5.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
380+ 17.12% |
$53.1K - $70.9K
|
2.6K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
376+ 9.08% |
$52.6K - $70.1K
|
4.52K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
375+ 2.41% |
$52.4K - $69.9K
|
16K
$3.97M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
374New |
$52.3K - $69.7K
|
374
$93K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
371+ 24.97% |
$51.9K - $69.2K
|
1.86K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
368+ 4.81% |
$51.5K - $68.6K
|
8.01K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
367+ 4.91% |
$51.3K - $68.4K
|
7.84K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
365+ 5.59% |
$51K - $68.1K
|
6.89K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
363+ 6.8% |
$50.8K - $67.7K
|
5.7K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
363+ 5.91% |
$50.8K - $67.7K
|
6.51K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
362+ 2.01% |
$50.6K - $67.5K
|
18.4K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
360+ 14.91% |
$50.3K - $67.1K
|
2.78K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
360+ 4.52% |
$50.3K - $67.1K
|
8.32K
$2.07M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
359+ 0.91% |
$50.2K - $66.9K
|
39.7K
$9.88M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
357+ 6.21% |
$49.9K - $66.6K
|
6.11K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
357+ 8.89% |
$49.9K - $66.6K
|
4.37K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
354+ 1.17% |
$49.5K - $66K
|
30.6K
$7.62M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
350+ 2.46% |
$48.9K - $65.3K
|
14.6K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
348+ 17.79% |
$48.7K - $64.9K
|
2.3K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
346+ 13.85% |
$48.4K - $64.5K
|
2.85K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
346+ 13.18% |
$48.4K - $64.5K
|
2.97K
$739K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
345+ 16.07% |
$48.2K - $64.3K
|
2.49K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
345+ 18.2% |
$48.2K - $64.3K
|
2.24K
$557K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
344+ 2.61% |
$48.1K - $64.1K
|
13.5K
$3.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
341+ 16.05% |
$47.7K - $63.6K
|
2.47K
$613K
|