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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-436- 6.63% |
$72.1K - $83.9K
|
6.14K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-437- 32.86% |
$72.3K - $84.1K
|
893
$156K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-440- 3.85% |
$72.8K - $84.7K
|
11K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-444- 3.71% |
$73.4K - $85.4K
|
11.5K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-448- 3.5% |
$74.1K - $86.2K
|
12.4K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-451- 4.36% |
$74.6K - $86.8K
|
9.9K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-461- 0.79% |
$76.3K - $88.7K
|
57.9K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-465- 0.18% |
$76.9K - $89.5K
|
258K
$45.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-468- 1.45% |
$77.4K - $90.1K
|
31.7K
$5.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-469- 1.87% |
$77.6K - $90.2K
|
24.6K
$4.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-470- 5.96% |
$77.7K - $90.4K
|
7.42K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-471- 0.9% |
$77.9K - $90.6K
|
51.8K
$9.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-483- 2.19% |
$79.9K - $92.9K
|
21.6K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-485- 1.53% |
$80.2K - $93.3K
|
31.1K
$5.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-488- 16.15% |
$80.7K - $93.9K
|
2.53K
$442K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-497- 0.59% |
$82.2K - $95.6K
|
83K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-500- 26.39% |
$82.7K - $96.2K
|
1.4K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500- 5.82% |
$82.7K - $96.2K
|
8.09K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-504- 29.96% |
$83.4K - $97K
|
1.18K
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-507- 0.63% |
$83.9K - $97.6K
|
80.4K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-507- 0.97% |
$83.9K - $97.6K
|
51.7K
$9.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-508- 6.65% |
$84K - $97.8K
|
7.14K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-517- 7.29% |
$85.5K - $99.5K
|
6.57K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-520- 7.96% |
$86K - $100K
|
6.01K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-521- 1.46% |
$86.2K - $100K
|
35.2K
$6.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-525- 0.64% |
$86.8K - $101K
|
81.1K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-528- 0.61% |
$87.3K - $102K
|
86K
$15M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-532- 0.53% |
$88K - $102K
|
101K
$17.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-533- 15.91% |
$88.2K - $103K
|
2.82K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-542- 1.03% |
$89.7K - $104K
|
51.9K
$9.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-545- 1.04% |
$90.1K - $105K
|
51.7K
$9.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-545- 26.89% |
$90.1K - $105K
|
1.48K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-548- 18.0% |
$90.6K - $105K
|
2.5K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-562- 18.36% |
$93K - $108K
|
2.5K
$436K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-564- 6.51% |
$93.3K - $109K
|
8.1K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-567- 5.0% |
$93.8K - $109K
|
10.8K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-576- 1.57% |
$95.3K - $111K
|
36.2K
$6.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-587- 3.01% |
$97.1K - $113K
|
18.9K
$3.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-588- 5.76% |
$97.3K - $113K
|
9.63K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 13.06% |
$99.2K - $115K
|
3.99K
$697K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-600- 10.49% |
$99.2K - $115K
|
5.12K
$893K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-604- 2.94% |
$99.9K - $116K
|
20K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-604- 11.45% |
$99.9K - $116K
|
4.67K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-606- 5.76% |
$100K - $117K
|
9.92K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-608- 3.6% |
$101K - $117K
|
16.3K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-609- 0.62% |
$101K - $117K
|
97.9K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-614- 18.74% |
$102K - $118K
|
2.66K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-616- 5.4% |
$102K - $119K
|
10.8K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-625- 5.36% |
$103K - $120K
|
11K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-625- 3.3% |
$103K - $120K
|
18.3K
$3.19M
|