Purchases and Sales Made in Q4 2024 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
517+ 5.44% |
$85.5K - $99.5K
|
10K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
515+ 23.03% |
$85.2K - $99.1K
|
2.75K
$350K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
515+ 21.61% |
$85.2K - $99.1K
|
2.9K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
514+ 7.74% |
$85K - $98.9K
|
7.15K
$910K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
510+ 130.43% |
$84.4K - $98.1K
|
901
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
510+ 2.91% |
$84.4K - $98.1K
|
18K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
510+ 1.41% |
$84.4K - $98.1K
|
36.6K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
504+ 16.76% |
$83.4K - $97K
|
3.51K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500+ 12.5% |
$82.7K - $96.2K
|
4.5K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
499+ 2.11% |
$82.5K - $96K
|
24.2K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
496+ 17.93% |
$82K - $95.4K
|
3.26K
$415K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
496+ 6.6% |
$82K - $95.4K
|
8.01K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
495+ 84.76% |
$81.9K - $95.3K
|
1.08K
$137K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
494+ 26.1% |
$81.7K - $95.1K
|
2.39K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
494+ 28.34% |
$81.7K - $95.1K
|
2.24K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
494New |
$81.7K - $95.1K
|
494
$62.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
494New |
$81.7K - $95.1K
|
494
$62.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
491+ 25.98% |
$81.2K - $94.5K
|
2.38K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
482New |
$79.7K - $92.8K
|
482
$61.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
482+ 16.21% |
$79.7K - $92.8K
|
3.46K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
482+ 4.19% |
$79.7K - $92.8K
|
12K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
481+ 2.24% |
$79.6K - $92.6K
|
22K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
480+ 15.08% |
$79.4K - $92.4K
|
3.66K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
475+ 1.41% |
$78.6K - $91.4K
|
34.2K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
471+ 5.11% |
$77.9K - $90.6K
|
9.69K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
467+ 5.04% |
$77.2K - $89.9K
|
9.74K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
467+ 9.55% |
$77.2K - $89.9K
|
5.36K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
462+ 33.02% |
$76.4K - $88.9K
|
1.86K
$237K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
462New |
$76.4K - $88.9K
|
462
$58.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
460+ 20.15% |
$76.1K - $88.5K
|
2.74K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
460+ 12.42% |
$76.1K - $88.5K
|
4.17K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
459+ 3.0% |
$75.9K - $88.3K
|
15.8K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
451+ 8.32% |
$74.6K - $86.8K
|
5.87K
$747K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
450+ 25.95% |
$74.4K - $86.6K
|
2.18K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
450+ 3.63% |
$74.4K - $86.6K
|
12.9K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
448+ 2.15% |
$74.1K - $86.2K
|
21.3K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
440+ 4.35% |
$72.8K - $84.7K
|
10.6K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
434+ 4.16% |
$71.8K - $83.5K
|
10.9K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
434+ 22.11% |
$71.8K - $83.5K
|
2.4K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
433+ 0.19% |
$71.6K - $83.3K
|
228K
$29M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
429+ 2.14% |
$71K - $82.6K
|
20.5K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
427+ 4.39% |
$70.6K - $82.2K
|
10.2K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
426+ 2.98% |
$70.5K - $82K
|
14.7K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425+ 7.68% |
$70.3K - $81.8K
|
5.96K
$758K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
425+ 5.9% |
$70.3K - $81.8K
|
7.63K
$971K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
425+ 0.37% |
$70.3K - $81.8K
|
116K
$14.8M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
415+ 8.03% |
$68.6K - $79.9K
|
5.58K
$711K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
412New |
$68.1K - $79.3K
|
412
$52.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
406+ 2.17% |
$67.2K - $78.1K
|
19.2K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
406New |
$67.2K - $78.1K
|
406
$51.7K
|