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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.24KNew |
$156K - $211K
|
1.24K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.23KNew |
$155K - $210K
|
1.23K
$230K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.23KNew |
$155K - $210K
|
1.23K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 6.34% |
$155K - $210K
|
20.6K
$3.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.23KNew |
$155K - $210K
|
1.23K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.23K+ 2.85% |
$155K - $209K
|
44.4K
$8.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.23K+ 0.67% |
$154K - $209K
|
183K
$34.2M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.22K+ 27.48% |
$154K - $209K
|
5.68K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.21K+ 2.04% |
$153K - $207K
|
60.7K
$11.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.21K+ 11.93% |
$153K - $207K
|
11.4K
$2.12M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.21KNew |
$153K - $207K
|
1.21K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.21K+ 0.2% |
$152K - $206K
|
620K
$116M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 16.78% |
$152K - $206K
|
8.41K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.21K+ 82.46% |
$152K - $206K
|
2.67K
$498K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.2K+ 46.61% |
$151K - $205K
|
3.78K
$706K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.2K+ 5.58% |
$151K - $205K
|
22.7K
$4.24M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.2KNew |
$151K - $204K
|
1.2K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$151K - $204K
|
1.2K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.2KNew |
$151K - $204K
|
1.2K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.2K+ 11.58% |
$151K - $204K
|
11.5K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.19K+ 30.73% |
$150K - $203K
|
5.08K
$947K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.19KNew |
$150K - $203K
|
1.19K
$222K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.19KNew |
$149K - $202K
|
1.19K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.19KNew |
$149K - $202K
|
1.19K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.18KNew |
$149K - $201K
|
1.18K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.18KNew |
$148K - $201K
|
1.18K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.18KNew |
$148K - $200K
|
1.18K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
1.17K+ 1.36% |
$147K - $198K
|
86.5K
$16.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.16K+ 7.2% |
$146K - $198K
|
17.3K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.15K+ 19.03% |
$145K - $196K
|
7.21K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.14K+ 6.74% |
$144K - $194K
|
18.1K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14K+ 27.84% |
$144K - $194K
|
5.24K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.14K+ 5.25% |
$144K - $194K
|
22.9K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.14K+ 1.06% |
$143K - $194K
|
109K
$20.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.12K+ 25.26% |
$141K - $190K
|
5.54K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.11K+ 6.85% |
$140K - $190K
|
17.4K
$3.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.1KNew |
$138K - $187K
|
1.1K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.1K+ 24.41% |
$138K - $187K
|
5.61K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.1K+ 0.42% |
$138K - $187K
|
260K
$48.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.08K+ 17.61% |
$136K - $184K
|
7.23K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.07K+ 26.61% |
$135K - $183K
|
5.1K
$951K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07K+ 18.48% |
$134K - $182K
|
6.85K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.06K+ 4.53% |
$134K - $181K
|
24.5K
$4.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.04K+ 4.4% |
$131K - $178K
|
24.8K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.04K+ 28.45% |
$131K - $177K
|
4.69K
$874K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.04KNew |
$131K - $177K
|
1.04K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.03K+ 64.52% |
$130K - $176K
|
2.63K
$491K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.03K+ 3.34% |
$130K - $176K
|
31.9K
$5.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.03K+ 1.5% |
$130K - $175K
|
69.7K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.02K+ 10.8% |
$128K - $173K
|
10.4K
$1.95M
|