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 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
87+ 89.69% |
$14.4K - $16.7K
|
184
$32.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
87+ 0.53% |
$14.4K - $16.7K
|
16.4K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
87+ 1.46% |
$14.4K - $16.7K
|
6.03K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
85+ 0.78% |
$14.1K - $16.4K
|
10.9K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
85+ 0.3% |
$14.1K - $16.4K
|
28.3K
$5.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
84+ 1.58% |
$13.9K - $16.2K
|
5.38K
$963K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
83+ 4.07% |
$13.7K - $16K
|
2.12K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
83+ 1.04% |
$13.7K - $16K
|
8.06K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
83+ 1.84% |
$13.7K - $16K
|
4.6K
$823K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
82+ 5.53% |
$13.6K - $15.8K
|
1.56K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
82+ 1.18% |
$13.6K - $15.8K
|
7.02K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
82+ 1.02% |
$13.6K - $15.8K
|
8.11K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
81+ 0.52% |
$13.4K - $15.6K
|
15.7K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
80New |
$13.2K - $15.4K
|
80
$14.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
80+ 0.42% |
$13.2K - $15.4K
|
19K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
77+ 1.49% |
$12.7K - $14.8K
|
5.25K
$940K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
76+ 5.95% |
$12.6K - $14.6K
|
1.35K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
76+ 4.85% |
$12.6K - $14.6K
|
1.64K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
75+ 1.42% |
$12.4K - $14.4K
|
5.38K
$962K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
74+ 5.24% |
$12.2K - $14.2K
|
1.49K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
72+ 0.21% |
$11.9K - $13.9K
|
34.2K
$6.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
72+ 0.46% |
$11.9K - $13.9K
|
15.8K
$2.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
72+ 3.39% |
$11.9K - $13.9K
|
2.2K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
71+ 1.73% |
$11.7K - $13.7K
|
4.18K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
71+ 3.6% |
$11.7K - $13.7K
|
2.04K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
70+ 2.1% |
$11.6K - $13.5K
|
3.41K
$610K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
70+ 4.92% |
$11.6K - $13.5K
|
1.49K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
70+ 5.45% |
$11.6K - $13.5K
|
1.35K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
69+ 2.86% |
$11.4K - $13.3K
|
2.48K
$444K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
69+ 0.3% |
$11.4K - $13.3K
|
23.4K
$4.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
68+ 0.86% |
$11.2K - $13.1K
|
7.97K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
67+ 3.65% |
$11.1K - $12.9K
|
1.9K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
67+ 0.97% |
$11.1K - $12.9K
|
6.96K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
66+ 1.32% |
$10.9K - $12.7K
|
5.05K
$903K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
65+ 0.71% |
$10.8K - $12.5K
|
9.17K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
65+ 0.35% |
$10.8K - $12.5K
|
18.9K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
65+ 2.97% |
$10.8K - $12.5K
|
2.25K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
65+ 1.13% |
$10.8K - $12.5K
|
5.82K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
64+ 2.9% |
$10.6K - $12.3K
|
2.27K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
64+ 6.42% |
$10.6K - $12.3K
|
1.06K
$190K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
63+ 1.77% |
$10.4K - $12.1K
|
3.62K
$648K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
61+ 3.11% |
$10.1K - $11.7K
|
2.02K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
61+ 1.13% |
$10.1K - $11.7K
|
5.45K
$975K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
60+ 2.75% |
$9.92K - $11.5K
|
2.24K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
60+ 0.22% |
$9.92K - $11.5K
|
27.5K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
60+ 4.4% |
$9.92K - $11.5K
|
1.42K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
60+ 0.01% |
$9.92K - $11.5K
|
958K
$171M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
59+ 0.76% |
$9.76K - $11.4K
|
7.85K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
59+ 38.82% |
$9.76K - $11.4K
|
211
$37.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
58+ 4.2% |
$9.59K - $11.2K
|
1.44K
$257K
|