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 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
37+ 0.41% |
$3.47K - $4.68K
|
9.06K
$1.62M
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
35+ 0.28% |
$3.28K - $4.43K
|
12.4K
$2.21M
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
35+ 0.24% |
$3.28K - $4.43K
|
14.4K
$2.57M
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
35+ 0.5% |
$3.28K - $4.43K
|
6.99K
$1.25M
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
34+ 0.13% |
$3.19K - $4.3K
|
26.7K
$4.77M
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
34+ 0.77% |
$3.19K - $4.3K
|
4.43K
$790K
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
32+ 0.27% |
$3K - $4.05K
|
11.9K
$2.12M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
31+ 0.93% |
$2.91K - $3.92K
|
3.36K
$601K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
31+ 0.11% |
$2.91K - $3.92K
|
29.1K
$5.2M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
30+ 71.43% |
$2.81K - $3.8K
|
72
$12.9K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30+ 0.46% |
$2.81K - $3.8K
|
6.52K
$1.16M
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
30+ 0.91% |
$2.81K - $3.8K
|
3.32K
$593K
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
30+ 0.22% |
$2.81K - $3.8K
|
13.8K
$2.46M
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
27+ 0.73% |
$2.53K - $3.42K
|
3.75K
$670K
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
26+ 0.32% |
$2.44K - $3.29K
|
8.16K
$1.46M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26+ 27.96% |
$2.44K - $3.29K
|
119
$21.3K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 2.4% |
$2.44K - $3.29K
|
1.11K
$198K
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
25+ 0.37% |
$2.34K - $3.16K
|
6.71K
$1.2M
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 25.0% |
$2.25K - $3.04K
|
120
$21.4K
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
23+ 0.3% |
$2.16K - $2.91K
|
7.64K
$1.36M
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
23+ 0.72% |
$2.16K - $2.91K
|
3.22K
$575K
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
22+ 0.42% |
$2.06K - $2.78K
|
5.28K
$943K
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
22+ 0.26% |
$2.06K - $2.78K
|
8.58K
$1.53M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
20+ 10.58% |
$1.87K - $2.53K
|
209
$37.3K
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.26% |
$1.87K - $2.53K
|
7.59K
$1.36M
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
20+ 0.64% |
$1.87K - $2.53K
|
3.17K
$565K
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$1.87K - $2.53K
|
11.3K
$2.02M
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
18+ 0.68% |
$1.69K - $2.28K
|
2.68K
$479K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
16+ 0.29% |
$1.5K - $2.02K
|
5.54K
$990K
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
15+ 0.05% |
$1.41K - $1.9K
|
31.9K
$5.7M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15+ 0.4% |
$1.41K - $1.9K
|
3.78K
$674K
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14+ 0.59% |
$1.31K - $1.77K
|
2.41K
$429K
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
13+ 0.09% |
$1.22K - $1.65K
|
14K
$2.5M
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.4% |
$1.22K - $1.65K
|
3.23K
$576K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.04% |
$1.12K - $1.52K
|
30.3K
$5.41M
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
12+ 0.12% |
$1.12K - $1.52K
|
10.1K
$1.79M
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
11+ 0.17% |
$1.03K - $1.39K
|
6.5K
$1.16M
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
11+ 14.67% |
$1.03K - $1.39K
|
86
$15.4K
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.4% |
$1.03K - $1.39K
|
2.73K
$488K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.2% |
$1.03K - $1.39K
|
5.47K
$976K
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.38% |
$1.03K - $1.39K
|
2.94K
$526K
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
11+ 0.24% |
$1.03K - $1.39K
|
4.53K
$808K
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.09% |
$937 - $1.27K
|
11.4K
$2.03M
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
10New |
$937 - $1.27K
|
10
$1.79K
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
10+ 0.25% |
$937 - $1.27K
|
4.07K
$726K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10New |
$937 - $1.27K
|
10
$1.79K
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10+ 0.44% |
$937 - $1.27K
|
2.3K
$411K
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
10+ 0.42% |
$937 - $1.27K
|
2.41K
$430K
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
10+ 0.45% |
$937 - $1.27K
|
2.26K
$403K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
10+ 0.41% |
$937 - $1.27K
|
2.46K
$439K
|