Purchases and Sales Made in Q3 2024 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$166K - $224K
|
1.32K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.31K+ 30.59% |
$165K - $224K
|
5.61K
$1.05M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.31KNew |
$165K - $223K
|
1.31K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.31KNew |
$165K - $223K
|
1.31K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.31KNew |
$165K - $223K
|
1.31K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$164K - $222K
|
1.3K
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.3K+ 0.81% |
$164K - $222K
|
162K
$30.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.3KNew |
$164K - $222K
|
1.3K
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.3KNew |
$164K - $221K
|
1.3K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.3KNew |
$164K - $221K
|
1.3K
$242K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$164K - $221K
|
1.3K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1.3KNew |
$164K - $221K
|
1.3K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.3KNew |
$164K - $221K
|
1.3K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.3KNew |
$163K - $221K
|
1.3K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.3K+ 10.18% |
$163K - $221K
|
14K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.3K+ 7.42% |
$163K - $221K
|
18.7K
$3.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.29K+ 33.99% |
$163K - $220K
|
5.1K
$950K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.29KNew |
$163K - $220K
|
1.29K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.29KNew |
$162K - $220K
|
1.29K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.29K+ 0.76% |
$162K - $219K
|
171K
$31.8M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.28KNew |
$162K - $219K
|
1.28K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.28KNew |
$161K - $218K
|
1.28K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.28KNew |
$161K - $218K
|
1.28K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$161K - $218K
|
1.28K
$238K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.28KNew |
$161K - $217K
|
1.28K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.28KNew |
$161K - $217K
|
1.28K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.28KNew |
$161K - $217K
|
1.28K
$238K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.28KNew |
$161K - $217K
|
1.28K
$238K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.27KNew |
$160K - $217K
|
1.27K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.27KNew |
$160K - $216K
|
1.27K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.27KNew |
$159K - $215K
|
1.27K
$236K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.26KNew |
$159K - $215K
|
1.26K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.26KNew |
$159K - $215K
|
1.26K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.26KNew |
$159K - $215K
|
1.26K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.26KNew |
$159K - $215K
|
1.26K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.26K+ 56.14% |
$159K - $215K
|
3.51K
$654K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.26K+ 30.63% |
$159K - $215K
|
5.38K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.26KNew |
$158K - $214K
|
1.26K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.26KNew |
$158K - $214K
|
1.26K
$234K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$158K - $213K
|
1.25K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.25K+ 1.19% |
$158K - $213K
|
107K
$19.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25KNew |
$158K - $213K
|
1.25K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.25K+ 38.36% |
$157K - $213K
|
4.51K
$841K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.25KNew |
$157K - $213K
|
1.25K
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.25KNew |
$157K - $213K
|
1.25K
$233K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$157K - $212K
|
1.25K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.24K+ 4.18% |
$157K - $212K
|
31K
$5.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.24K+ 3.18% |
$156K - $212K
|
40.3K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.24K+ 37.88% |
$156K - $211K
|
4.52K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.24K+ 4.6% |
$156K - $211K
|
28.2K
$5.26M
|