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 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.89K+ 133.64% |
$312K - $363K
|
3.3K
$561K
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.89K+ 4.11% |
$312K - $363K
|
47.8K
$8.12M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.88K+ 25.37% |
$312K - $363K
|
9.31K
$1.58M
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
1.87K+ 6.61% |
$309K - $359K
|
30.1K
$5.12M
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.86K+ 37.24% |
$307K - $357K
|
6.84K
$1.16M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.85K+ 4.16% |
$306K - $356K
|
46.3K
$7.87M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.85K+ 1.87% |
$306K - $356K
|
101K
$17.1M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.85K+ 7.48% |
$305K - $355K
|
26.5K
$4.51M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.84K+ 58.99% |
$305K - $354K
|
4.96K
$844K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.81K+ 2.02% |
$300K - $349K
|
91.3K
$15.5M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.8K+ 141.07% |
$298K - $346K
|
3.08K
$523K
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1.77KNew |
$293K - $341K
|
1.77K
$302K
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.77KNew |
$293K - $341K
|
1.77K
$301K
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$292K - $339K
|
1.76K
$300K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.75K+ 28.94% |
$290K - $337K
|
7.81K
$1.33M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.75KNew |
$289K - $336K
|
1.75K
$297K
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
1.72KNew |
$285K - $331K
|
1.72K
$293K
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.71K+ 23.09% |
$284K - $330K
|
9.14K
$1.55M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.7K+ 11.33% |
$281K - $326K
|
16.7K
$2.84M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.68K+ 4.56% |
$277K - $323K
|
38.5K
$6.54M
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.68KNew |
$277K - $322K
|
1.68K
$285K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.67KNew |
$276K - $321K
|
1.67K
$284K
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.66K+ 32.66% |
$274K - $319K
|
6.74K
$1.15M
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.65KNew |
$273K - $318K
|
1.65K
$281K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.62K+ 5.44% |
$269K - $313K
|
31.5K
$5.35M
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.62KNew |
$268K - $312K
|
1.62K
$276K
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.62K+ 8.76% |
$268K - $312K
|
20.1K
$3.42M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.61K+ 2.17% |
$265K - $309K
|
75.4K
$12.8M
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.6KNew |
$265K - $308K
|
1.6K
$272K
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.56K+ 6.04% |
$258K - $300K
|
27.4K
$4.66M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.56K+ 8.41% |
$257K - $299K
|
20.1K
$3.41M
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.53KNew |
$253K - $294K
|
1.53K
$260K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 2.2% |
$253K - $294K
|
71.1K
$12.1M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.53KNew |
$252K - $294K
|
1.53K
$260K
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.5KNew |
$248K - $288K
|
1.5K
$255K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.5KNew |
$247K - $288K
|
1.5K
$254K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.49K+ 4.68% |
$247K - $287K
|
33.4K
$5.68M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.49KNew |
$247K - $287K
|
1.49K
$254K
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.48KNew |
$245K - $285K
|
1.48K
$252K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.48KNew |
$245K - $285K
|
1.48K
$252K
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.47K+ 19.74% |
$243K - $283K
|
8.92K
$1.52M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.45KNew |
$240K - $279K
|
1.45K
$247K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.44K+ 2.19% |
$238K - $277K
|
67.2K
$11.4M
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.43K+ 42.02% |
$237K - $276K
|
4.85K
$824K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.43K+ 31.94% |
$237K - $276K
|
5.92K
$1.01M
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.43K+ 3.29% |
$236K - $275K
|
44.9K
$7.63M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.42KNew |
$236K - $274K
|
1.42K
$242K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 7.6% |
$233K - $272K
|
20K
$3.4M
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.4KNew |
$231K - $268K
|
1.4K
$237K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.38K+ 3.81% |
$227K - $265K
|
37.4K
$6.37M
|