Purchases and Sales Made in Q2 2023 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
330+ 9.91% |
$30.9K - $41.8K
|
3.66K
$653K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
326+ 8.86% |
$30.5K - $41.3K
|
4.01K
$715K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
321+ 5.04% |
$30.1K - $40.6K
|
6.69K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
317+ 1.54% |
$29.7K - $40.1K
|
20.9K
$3.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
316+ 0.56% |
$29.6K - $40K
|
57K
$10.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
312+ 6.56% |
$29.2K - $39.5K
|
5.07K
$905K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
312+ 7.38% |
$29.2K - $39.5K
|
4.54K
$810K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
311+ 4.24% |
$29.1K - $39.4K
|
7.65K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
307+ 68.53% |
$28.8K - $38.9K
|
755
$135K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
300+ 1.13% |
$28.1K - $38K
|
26.9K
$4.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
300+ 0.36% |
$28.1K - $38K
|
82.9K
$14.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 23.17% |
$28.1K - $38K
|
1.6K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
294+ 90.18% |
$27.6K - $37.2K
|
620
$111K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
293+ 0.78% |
$27.5K - $37.1K
|
38K
$6.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
290+ 8.73% |
$27.2K - $36.7K
|
3.61K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
290+ 5.94% |
$27.2K - $36.7K
|
5.17K
$923K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
288+ 10.73% |
$27K - $36.4K
|
2.97K
$531K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
288+ 0.7% |
$27K - $36.4K
|
41.5K
$7.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
276+ 0.27% |
$25.9K - $34.9K
|
102K
$18.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
276+ 12.19% |
$25.9K - $34.9K
|
2.54K
$454K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
267+ 1.65% |
$25K - $33.8K
|
16.4K
$2.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
267+ 10.22% |
$25K - $33.8K
|
2.88K
$514K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
264+ 3.57% |
$24.7K - $33.4K
|
7.66K
$1.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
264+ 42.58% |
$24.7K - $33.4K
|
884
$158K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
263+ 7.92% |
$24.6K - $33.3K
|
3.58K
$640K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
261+ 6.26% |
$24.5K - $33K
|
4.43K
$791K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
260+ 33.21% |
$24.4K - $32.9K
|
1.04K
$186K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
259+ 0.24% |
$24.3K - $32.8K
|
108K
$19.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
254+ 8.62% |
$23.8K - $32.1K
|
3.2K
$571K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
253+ 168.67% |
$23.7K - $32K
|
403
$72K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
252+ 4.54% |
$23.6K - $31.9K
|
5.8K
$1.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
252+ 3.09% |
$23.6K - $31.9K
|
8.4K
$1.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
248+ 1.86% |
$23.2K - $31.4K
|
13.6K
$2.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
248+ 0.86% |
$23.2K - $31.4K
|
29K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
235+ 0.22% |
$22K - $29.7K
|
107K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
232+ 0.48% |
$21.7K - $29.4K
|
48.5K
$8.67M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
231+ 0.73% |
$21.6K - $29.2K
|
31.9K
$5.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
222+ 3.95% |
$20.8K - $28.1K
|
5.84K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
221+ 1.28% |
$20.7K - $28K
|
17.5K
$3.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
220+ 4.71% |
$20.6K - $27.8K
|
4.89K
$873K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
219+ 2.87% |
$20.5K - $27.7K
|
7.86K
$1.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
217+ 0.41% |
$20.3K - $27.5K
|
53.5K
$9.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
215+ 2.79% |
$20.1K - $27.2K
|
7.93K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
215+ 30.58% |
$20.1K - $27.2K
|
918
$164K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
214+ 0.72% |
$20.1K - $27.1K
|
30K
$5.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
212+ 3.62% |
$19.9K - $26.8K
|
6.06K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
212+ 2.88% |
$19.9K - $26.8K
|
7.57K
$1.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
211+ 7.29% |
$19.8K - $26.7K
|
3.11K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
210+ 0.81% |
$19.7K - $26.6K
|
26.1K
$4.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
209+ 0.67% |
$19.6K - $26.4K
|
31.5K
$5.62M
|