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 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.42% |
$1.16K - $1.35K
|
1.67K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$1.16K - $1.35K
|
17.1K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 0.1% |
$1.16K - $1.35K
|
6.93K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
7+ 0.14% |
$1.16K - $1.35K
|
5.1K
$879K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7+ 0.33% |
$1.16K - $1.35K
|
2.13K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7+ 0.13% |
$1.16K - $1.35K
|
5.28K
$909K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$1.16K - $1.35K
|
3.08K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7+ 0.04% |
$1.16K - $1.35K
|
15.6K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.02% |
$1.16K - $1.35K
|
36.8K
$6.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.08% |
$992 - $1.15K
|
7.1K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
6+ 0.23% |
$992 - $1.15K
|
2.62K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.21% |
$992 - $1.15K
|
2.86K
$492K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
6+ 0.07% |
$992 - $1.15K
|
8.81K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6+ 0.21% |
$992 - $1.15K
|
2.88K
$497K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
6+ 0.22% |
$992 - $1.15K
|
2.78K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.22% |
$992 - $1.15K
|
2.73K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 6.67% |
$992 - $1.15K
|
96
$16.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.2% |
$992 - $1.15K
|
3.02K
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.2% |
$992 - $1.15K
|
2.96K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6+ 0.39% |
$992 - $1.15K
|
1.53K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.57% |
$827 - $962
|
882
$152K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$827 - $962
|
2.2K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
5+ 0.21% |
$827 - $962
|
2.35K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$827 - $962
|
5
$861
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5+ 0.03% |
$827 - $962
|
16.7K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
5+ 0.4% |
$827 - $962
|
1.25K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.23% |
$827 - $962
|
2.2K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
5+ 0.01% |
$827 - $962
|
54.6K
$9.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$662 - $770
|
1.71K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$662 - $770
|
5.42K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.26% |
$662 - $770
|
1.54K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4+ 0.23% |
$662 - $770
|
1.71K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.09% |
$496 - $577
|
3.31K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.13% |
$496 - $577
|
2.28K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.12% |
$496 - $577
|
2.6K
$448K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$496 - $577
|
1.48K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3+ 0.03% |
$496 - $577
|
11.1K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3+ 0.08% |
$496 - $577
|
3.56K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
3+ 0.08% |
$496 - $577
|
3.69K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.02% |
$496 - $577
|
13.9K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.13% |
$331 - $385
|
1.49K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.02% |
$331 - $385
|
9.57K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2+ 0.04% |
$331 - $385
|
4.66K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.1% |
$331 - $385
|
1.91K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2+ 0.02% |
$331 - $385
|
12.7K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.06% |
$331 - $385
|
3.46K
$596K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2+ 25.0% |
$331 - $385
|
10
$1.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
2+ 0.07% |
$331 - $385
|
2.87K
$494K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.46% |
$331 - $385
|
437
$75.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.23% |
$331 - $385
|
877
$151K
|