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 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.34KNew |
$222K - $258K
|
1.34K
$233K
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.33KNew |
$220K - $256K
|
1.33K
$231K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.33K+ 14.25% |
$219K - $255K
|
10.6K
$1.85M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.31K+ 7.52% |
$216K - $251K
|
18.7K
$3.25M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.31KNew |
$216K - $251K
|
1.31K
$227K
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.3K+ 11.8% |
$216K - $251K
|
12.4K
$2.15M
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.29KNew |
$213K - $248K
|
1.29K
$224K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.29K+ 2.32% |
$213K - $248K
|
56.7K
$9.85M
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.27KNew |
$209K - $244K
|
1.27K
$220K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.26KNew |
$208K - $242K
|
1.26K
$219K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.26K+ 16.59% |
$208K - $242K
|
8.84K
$1.54M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.26KNew |
$208K - $241K
|
1.26K
$218K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.25K+ 24.83% |
$207K - $241K
|
6.28K
$1.09M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.24K+ 1.7% |
$205K - $239K
|
74.4K
$12.9M
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 4.11% |
$204K - $237K
|
31.2K
$5.43M
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.21KNew |
$201K - $233K
|
1.21K
$211K
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.21KNew |
$199K - $232K
|
1.21K
$210K
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.2KNew |
$199K - $231K
|
1.2K
$209K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.19K+ 1.19% |
$196K - $228K
|
101K
$17.6M
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.17K+ 1.55% |
$193K - $224K
|
76.5K
$13.3M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.16K+ 81.97% |
$193K - $224K
|
2.58K
$449K
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.14K+ 15.13% |
$189K - $220K
|
8.7K
$1.51M
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.13KNew |
$188K - $218K
|
1.13K
$197K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.12K+ 9.41% |
$186K - $216K
|
13.1K
$2.27M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.11KNew |
$184K - $214K
|
1.11K
$194K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.11K+ 33.03% |
$184K - $214K
|
4.48K
$779K
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 40.58% |
$183K - $213K
|
3.84K
$667K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.11K+ 10.47% |
$183K - $213K
|
11.7K
$2.03M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08K+ 11.37% |
$179K - $208K
|
10.6K
$1.85M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 6.37% |
$179K - $208K
|
18K
$3.14M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.08K+ 19.43% |
$178K - $207K
|
6.62K
$1.15M
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.07K+ 201.7% |
$177K - $206K
|
1.6K
$278K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.07K+ 19.31% |
$176K - $205K
|
6.58K
$1.14M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.06K+ 13.7% |
$175K - $204K
|
8.8K
$1.53M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.04KNew |
$172K - $200K
|
1.04K
$180K
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.03K+ 132.27% |
$171K - $199K
|
1.81K
$315K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.02K+ 0.75% |
$169K - $196K
|
138K
$24M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
1.02K+ 2.37% |
$168K - $196K
|
44K
$7.66M
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.02K+ 0.89% |
$168K - $195K
|
115K
$20M
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.01K+ 27.04% |
$167K - $195K
|
4.76K
$827K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 19.78% |
$167K - $195K
|
6.12K
$1.06M
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.01K+ 18.76% |
$167K - $194K
|
6.39K
$1.11M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.01K+ 4.43% |
$166K - $194K
|
23.7K
$4.13M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
998+ 13.33% |
$165K - $192K
|
8.49K
$1.48M
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
991+ 3.7% |
$164K - $191K
|
27.8K
$4.83M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
987+ 12.53% |
$163K - $190K
|
8.86K
$1.54M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
986+ 3.0% |
$163K - $190K
|
33.9K
$5.89M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
977New |
$162K - $188K
|
977
$170K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
966+ 5.5% |
$160K - $186K
|
18.5K
$3.22M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
960+ 50.24% |
$159K - $185K
|
2.87K
$499K
|