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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
713+ 1.87% |
$118K - $137K
|
38.9K
$6.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
705New |
$117K - $136K
|
705
$120K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
703+ 13.24% |
$116K - $135K
|
6.01K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
702+ 13.91% |
$116K - $135K
|
5.75K
$977K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
700+ 12.33% |
$116K - $135K
|
6.38K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
693+ 22.0% |
$115K - $133K
|
3.84K
$654K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
686+ 23.43% |
$113K - $132K
|
3.61K
$615K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
678+ 22.09% |
$112K - $130K
|
3.75K
$637K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
664+ 11.84% |
$110K - $128K
|
6.27K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
656New |
$109K - $126K
|
656
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
653+ 19.59% |
$108K - $126K
|
3.99K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
648+ 25.33% |
$107K - $125K
|
3.21K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
647+ 5.5% |
$107K - $125K
|
12.4K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
646+ 10.43% |
$107K - $124K
|
6.84K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
646+ 10.52% |
$107K - $124K
|
6.79K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
640+ 2.12% |
$106K - $123K
|
30.8K
$5.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
636+ 2.23% |
$105K - $122K
|
29.1K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
628+ 36.92% |
$104K - $121K
|
2.33K
$396K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
622+ 29.42% |
$103K - $120K
|
2.74K
$465K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
605+ 4.96% |
$100K - $116K
|
12.8K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
595+ 1.75% |
$98.4K - $114K
|
34.6K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
585+ 344.12% |
$96.8K - $113K
|
755
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
577+ 12.68% |
$95.4K - $111K
|
5.13K
$872K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
577+ 10.93% |
$95.4K - $111K
|
5.86K
$996K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
567+ 31.4% |
$93.8K - $109K
|
2.37K
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
559+ 16.31% |
$92.5K - $108K
|
3.99K
$678K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
557+ 0.64% |
$92.1K - $107K
|
87.5K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
549+ 1.96% |
$90.8K - $106K
|
28.6K
$4.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
547+ 3.69% |
$90.5K - $105K
|
15.4K
$2.62M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
544+ 13.75% |
$90K - $105K
|
4.5K
$765K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
536+ 18.43% |
$88.7K - $103K
|
3.45K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
535+ 35.27% |
$88.5K - $103K
|
2.05K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
532+ 1.14% |
$88K - $102K
|
47.3K
$8.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
532+ 1.99% |
$88K - $102K
|
27.2K
$4.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
527+ 21.25% |
$87.2K - $101K
|
3.01K
$511K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
521+ 3.42% |
$86.2K - $100K
|
15.8K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
510+ 130.43% |
$84.4K - $98.1K
|
901
$153K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
510+ 2.91% |
$84.4K - $98.1K
|
18K
$3.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
482New |
$79.7K - $92.8K
|
482
$82K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
482+ 16.21% |
$79.7K - $92.8K
|
3.46K
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
482+ 4.19% |
$79.7K - $92.8K
|
12K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
481+ 2.24% |
$79.6K - $92.6K
|
22K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
475+ 1.41% |
$78.6K - $91.4K
|
34.2K
$5.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
460+ 20.15% |
$76.1K - $88.5K
|
2.74K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
451+ 8.32% |
$74.6K - $86.8K
|
5.87K
$999K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
448+ 2.15% |
$74.1K - $86.2K
|
21.3K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
440+ 4.35% |
$72.8K - $84.7K
|
10.6K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
434+ 4.16% |
$71.8K - $83.5K
|
10.9K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
434+ 22.11% |
$71.8K - $83.5K
|
2.4K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
433+ 0.19% |
$71.6K - $83.3K
|
228K
$38.7M
|