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 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14+ 0.12% |
$1.76K - $2.38K
|
11.3K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
14+ 0.72% |
$1.76K - $2.38K
|
1.96K
$365K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13+ 0.13% |
$1.64K - $2.21K
|
9.98K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12+ 0.29% |
$1.51K - $2.04K
|
4.11K
$766K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
12+ 0.04% |
$1.51K - $2.04K
|
34.1K
$6.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.19% |
$1.51K - $2.04K
|
6.46K
$1.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.03% |
$1.38K - $1.87K
|
31.4K
$5.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11+ 0.11% |
$1.38K - $1.87K
|
9.88K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11+ 0.2% |
$1.38K - $1.87K
|
5.42K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
10+ 0.7% |
$1.26K - $1.7K
|
1.43K
$267K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
10+ 0.23% |
$1.26K - $1.7K
|
4.29K
$799K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10+ 0.18% |
$1.26K - $1.7K
|
5.51K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
10+ 0.64% |
$1.26K - $1.7K
|
1.57K
$293K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
10+ 0.09% |
$1.26K - $1.7K
|
11.6K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.64% |
$1.26K - $1.7K
|
1.57K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$1.26K - $1.7K
|
10
$1.86K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
10+ 0.28% |
$1.26K - $1.7K
|
3.55K
$662K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 0.17% |
$1.13K - $1.53K
|
5.39K
$1M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.32% |
$1.13K - $1.53K
|
2.85K
$531K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
9+ 0.12% |
$1.13K - $1.53K
|
7.56K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.36% |
$1.13K - $1.53K
|
2.5K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.26% |
$1.13K - $1.53K
|
3.52K
$656K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8+ 0.18% |
$1.01K - $1.36K
|
4.36K
$812K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
8+ 0.29% |
$1.01K - $1.36K
|
2.78K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8New |
$1.01K - $1.36K
|
8
$1.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.74% |
$1.01K - $1.36K
|
1.1K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8+ 0.51% |
$1.01K - $1.36K
|
1.59K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.45% |
$881 - $1.19K
|
489
$91.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.43% |
$881 - $1.19K
|
1.62K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
7+ 0.16% |
$881 - $1.19K
|
4.41K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
7+ 0.09% |
$881 - $1.19K
|
7.87K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.04% |
$755 - $1.02K
|
14K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
6+ 0.27% |
$755 - $1.02K
|
2.2K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
6+ 0.06% |
$755 - $1.02K
|
9.99K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.27% |
$755 - $1.02K
|
2.2K
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.22% |
$755 - $1.02K
|
2.72K
$507K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.32% |
$755 - $1.02K
|
1.89K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
6+ 0.19% |
$755 - $1.02K
|
3.18K
$593K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
5+ 0.31% |
$630 - $852
|
1.59K
$297K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$630 - $852
|
1.71K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
5+ 0.21% |
$630 - $852
|
2.35K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 3.57% |
$630 - $852
|
145
$27K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$630 - $852
|
1.69K
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.22% |
$630 - $852
|
2.28K
$425K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
5+ 4.0% |
$630 - $852
|
130
$24.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.09% |
$630 - $852
|
5.42K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.29% |
$630 - $852
|
1.71K
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
5+ 0.01% |
$630 - $852
|
39.3K
$7.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
5+ 0.16% |
$630 - $852
|
3.17K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.21% |
$630 - $852
|
2.37K
$442K
|