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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
83+ 0.15% |
$7.78K - $10.5K
|
57.1K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
82+ 0.91% |
$7.68K - $10.4K
|
9.1K
$1.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
81+ 1.66% |
$7.59K - $10.3K
|
4.97K
$888K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
81+ 0.73% |
$7.59K - $10.3K
|
11.2K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
80+ 1.86% |
$7.5K - $10.1K
|
4.39K
$783K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
79+ 1.52% |
$7.4K - $10K
|
5.27K
$941K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
77+ 0.77% |
$7.22K - $9.74K
|
10K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
73+ 0.67% |
$6.84K - $9.24K
|
10.9K
$1.95M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
72+ 1.89% |
$6.75K - $9.11K
|
3.87K
$692K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
71+ 1.67% |
$6.65K - $8.99K
|
4.33K
$774K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
71+ 0.8% |
$6.65K - $8.99K
|
8.95K
$1.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
71+ 1.67% |
$6.65K - $8.99K
|
4.33K
$773K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
70+ 1.65% |
$6.56K - $8.86K
|
4.3K
$768K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 0.53% |
$6.56K - $8.86K
|
13.2K
$2.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
70+ 2.03% |
$6.56K - $8.86K
|
3.52K
$629K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
69+ 0.42% |
$6.47K - $8.73K
|
16.7K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
69+ 1.28% |
$6.47K - $8.73K
|
5.47K
$977K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
68+ 1.17% |
$6.37K - $8.61K
|
5.87K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
65+ 1.31% |
$6.09K - $8.23K
|
5.03K
$898K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
65+ 2.37% |
$6.09K - $8.23K
|
2.81K
$502K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
65+ 0.5% |
$6.09K - $8.23K
|
13.1K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
65+ 0.99% |
$6.09K - $8.23K
|
6.61K
$1.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
64+ 0.29% |
$6K - $8.1K
|
22.3K
$3.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.78% |
$6K - $8.1K
|
8.26K
$1.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
60+ 0.16% |
$5.62K - $7.59K
|
37.3K
$6.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
59+ 1.37% |
$5.53K - $7.47K
|
4.36K
$778K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
57+ 1.63% |
$5.34K - $7.21K
|
3.55K
$633K
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
57+ 0.97% |
$5.34K - $7.21K
|
5.96K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
54+ 1.52% |
$5.06K - $6.83K
|
3.61K
$644K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
54+ 0.48% |
$5.06K - $6.83K
|
11.4K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
52+ 1.61% |
$4.87K - $6.58K
|
3.29K
$588K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
51+ 1.9% |
$4.78K - $6.45K
|
2.74K
$489K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
51+ 0.98% |
$4.78K - $6.45K
|
5.24K
$936K
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
51+ 2.33% |
$4.78K - $6.45K
|
2.24K
$400K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
51+ 0.98% |
$4.78K - $6.45K
|
5.24K
$936K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.41% |
$4.69K - $6.33K
|
12.1K
$2.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
50+ 0.85% |
$4.69K - $6.33K
|
5.95K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
50+ 0.14% |
$4.69K - $6.33K
|
35.1K
$6.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 2.07% |
$4.69K - $6.33K
|
2.46K
$440K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
50+ 0.78% |
$4.69K - $6.33K
|
6.45K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
49+ 326.67% |
$4.59K - $6.2K
|
64
$11.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
47+ 1.43% |
$4.4K - $5.95K
|
3.34K
$596K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
45+ 1.76% |
$4.22K - $5.69K
|
2.61K
$466K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
45+ 0.25% |
$4.22K - $5.69K
|
18.2K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
45+ 0.23% |
$4.22K - $5.69K
|
20K
$3.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.31% |
$4.03K - $5.44K
|
3.33K
$594K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43+ 0.5% |
$4.03K - $5.44K
|
8.56K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
41+ 0.13% |
$3.84K - $5.19K
|
31.1K
$5.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
38+ 0.42% |
$3.56K - $4.81K
|
9.12K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
38+ 0.84% |
$3.56K - $4.81K
|
4.58K
$818K
|