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 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
90+ 5.56% |
$11.3K - $15.3K
|
1.71K
$291K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
90+ 2.82% |
$11.3K - $15.3K
|
3.28K
$557K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
90New |
$11.3K - $15.3K
|
90
$15.3K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
89+ 0.17% |
$11.2K - $15.2K
|
52.3K
$8.89M
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
87+ 1.58% |
$11K - $14.8K
|
5.6K
$953K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
87+ 217.5% |
$11K - $14.8K
|
127
$21.6K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
87+ 0.53% |
$11K - $14.8K
|
16.4K
$2.79M
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
86+ 0.25% |
$10.8K - $14.7K
|
34.8K
$5.92M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
86+ 0.58% |
$10.8K - $14.7K
|
15K
$2.54M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
85+ 3.53% |
$10.7K - $14.5K
|
2.49K
$424K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
83+ 3.14% |
$10.4K - $14.1K
|
2.73K
$463K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
83+ 212.82% |
$10.4K - $14.1K
|
122
$20.7K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
82+ 1.67% |
$10.3K - $14K
|
5K
$850K
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
79+ 1.64% |
$9.95K - $13.5K
|
4.89K
$831K
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
78+ 3.7% |
$9.82K - $13.3K
|
2.19K
$372K
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
77+ 2.51% |
$9.69K - $13.1K
|
3.15K
$535K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
76+ 1.29% |
$9.57K - $12.9K
|
5.95K
$1.01M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
76+ 4.35% |
$9.57K - $12.9K
|
1.82K
$310K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
76+ 1.69% |
$9.57K - $12.9K
|
4.57K
$778K
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
75+ 0.09% |
$9.44K - $12.8K
|
82.1K
$14M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
75+ 1.49% |
$9.44K - $12.8K
|
5.11K
$869K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
74+ 2.03% |
$9.32K - $12.6K
|
3.72K
$632K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
74+ 1.41% |
$9.32K - $12.6K
|
5.31K
$903K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
73+ 1.33% |
$9.19K - $12.4K
|
5.56K
$946K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
72+ 2.72% |
$9.06K - $12.3K
|
2.72K
$463K
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
72+ 2.92% |
$9.06K - $12.3K
|
2.54K
$432K
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
70+ 1.21% |
$8.81K - $11.9K
|
5.87K
$998K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
70+ 4.64% |
$8.81K - $11.9K
|
1.58K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
70+ 3.06% |
$8.81K - $11.9K
|
2.36K
$401K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69+ 0.88% |
$8.69K - $11.8K
|
7.87K
$1.34M
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
69+ 2.76% |
$8.69K - $11.8K
|
2.57K
$437K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
68+ 0.47% |
$8.56K - $11.6K
|
14.6K
$2.49M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
68+ 1.92% |
$8.56K - $11.6K
|
3.61K
$614K
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
68+ 0.86% |
$8.56K - $11.6K
|
7.95K
$1.35M
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
67+ 1.83% |
$8.44K - $11.4K
|
3.73K
$635K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
67+ 0.78% |
$8.44K - $11.4K
|
8.64K
$1.47M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
66+ 0.49% |
$8.31K - $11.2K
|
13.6K
$2.31M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
66New |
$8.31K - $11.2K
|
66
$11.2K
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
66+ 4.4% |
$8.31K - $11.2K
|
1.57K
$266K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
65+ 1.67% |
$8.18K - $11.1K
|
3.96K
$673K
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
65+ 3.9% |
$8.18K - $11.1K
|
1.73K
$294K
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.36% |
$8.06K - $10.9K
|
17.6K
$3M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
64+ 3.06% |
$8.06K - $10.9K
|
2.16K
$367K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
63+ 1.25% |
$7.93K - $10.7K
|
5.11K
$869K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
61+ 5.22% |
$7.68K - $10.4K
|
1.23K
$209K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
60+ 2.62% |
$7.55K - $10.2K
|
2.35K
$400K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
60+ 0.43% |
$7.55K - $10.2K
|
14K
$2.38M
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
59+ 0.28% |
$7.43K - $10.1K
|
21.2K
$3.6M
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
59+ 0.78% |
$7.43K - $10.1K
|
7.61K
$1.29M
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
58+ 1.54% |
$7.3K - $9.88K
|
3.82K
$649K
|