Purchases and Sales Made in Q3 2023 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
912+ 17.88% |
$95.4K - $116K
|
6.01K
$1.02M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
905+ 11.5% |
$94.7K - $115K
|
8.78K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
879+ 24.86% |
$92K - $111K
|
4.42K
$751K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
869+ 1.3% |
$90.9K - $110K
|
67.9K
$11.5M
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
868+ 42.99% |
$90.8K - $110K
|
2.89K
$491K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
865+ 2.51% |
$90.5K - $110K
|
35.3K
$6M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
862+ 4.95% |
$90.2K - $109K
|
18.3K
$3.11M
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
859+ 7.77% |
$89.9K - $109K
|
11.9K
$2.03M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
857+ 3.48% |
$89.7K - $109K
|
25.5K
$4.33M
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
856+ 5.15% |
$89.6K - $108K
|
17.5K
$2.97M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
853+ 157.96% |
$89.2K - $108K
|
1.39K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
852+ 5.41% |
$89.1K - $108K
|
16.6K
$2.82M
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
851+ 1.45% |
$89K - $108K
|
59.6K
$10.1M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
850+ 8.82% |
$88.9K - $108K
|
10.5K
$1.78M
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
850+ 13.18% |
$88.9K - $108K
|
7.3K
$1.24M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
838New |
$87.7K - $106K
|
838
$143K
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
837+ 1.49% |
$87.6K - $106K
|
57K
$9.7M
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
828+ 0.49% |
$86.6K - $105K
|
170K
$28.9M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
823+ 1.23% |
$86.1K - $104K
|
67.9K
$11.5M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
810+ 13.58% |
$84.7K - $103K
|
6.77K
$1.15M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
801+ 10.8% |
$83.8K - $101K
|
8.22K
$1.4M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
787+ 21.81% |
$82.3K - $99.7K
|
4.4K
$748K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
773+ 43.97% |
$80.9K - $97.9K
|
2.53K
$430K
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
764+ 15.33% |
$79.9K - $96.8K
|
5.75K
$977K
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
751+ 2.94% |
$78.6K - $95.2K
|
26.3K
$4.47M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
747+ 6.3% |
$78.2K - $94.7K
|
12.6K
$2.14M
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
746+ 3.7% |
$78K - $94.5K
|
20.9K
$3.56M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
745New |
$77.9K - $94.4K
|
745
$127K
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
740+ 11.3% |
$77.4K - $93.8K
|
7.29K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
736+ 45.29% |
$77K - $93.3K
|
2.36K
$402K
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
733+ 4.58% |
$76.7K - $92.9K
|
16.7K
$2.85M
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
728+ 5.85% |
$76.2K - $92.2K
|
13.2K
$2.24M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
728+ 21.22% |
$76.2K - $92.2K
|
4.16K
$707K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
723+ 15.16% |
$75.6K - $91.6K
|
5.49K
$934K
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
720+ 7.33% |
$75.3K - $91.2K
|
10.5K
$1.79M
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
700+ 29.17% |
$73.2K - $88.7K
|
3.1K
$527K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
693+ 5.12% |
$72.5K - $87.8K
|
14.2K
$2.42M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
681+ 1.32% |
$71.2K - $86.3K
|
52.1K
$8.86M
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
679+ 9.7% |
$71K - $86K
|
7.68K
$1.31M
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
677+ 3.04% |
$70.8K - $85.8K
|
23K
$3.91M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
674+ 15.88% |
$70.5K - $85.4K
|
4.92K
$837K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
663+ 7.35% |
$69.4K - $84K
|
9.68K
$1.65M
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
656+ 7.83% |
$68.6K - $83.1K
|
9.03K
$1.54M
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
650+ 32.47% |
$68K - $82.4K
|
2.65K
$451K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
650+ 6.76% |
$68K - $82.4K
|
10.3K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
650+ 13.89% |
$68K - $82.4K
|
5.33K
$906K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
649+ 1.8% |
$67.9K - $82.2K
|
36.6K
$6.23M
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
647+ 4.05% |
$67.7K - $82K
|
16.6K
$2.83M
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
641+ 6.42% |
$67.1K - $81.2K
|
10.6K
$1.81M
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
635+ 24.42% |
$66.4K - $80.5K
|
3.24K
$550K
|