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
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
631+ 1.7% |
$66K - $80K
|
37.7K
$6.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
624+ 8.65% |
$65.3K - $79.1K
|
7.84K
$1.33M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
619+ 2.71% |
$64.8K - $78.4K
|
23.5K
$3.99M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
618+ 21.93% |
$64.7K - $78.3K
|
3.44K
$584K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
615+ 3.35% |
$64.3K - $77.9K
|
19K
$3.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
611+ 1.03% |
$63.9K - $77.4K
|
60.2K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
606+ 23.31% |
$63.4K - $76.8K
|
3.21K
$545K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
606+ 7.19% |
$63.4K - $76.8K
|
9.04K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
605+ 4.22% |
$63.3K - $76.7K
|
14.9K
$2.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
602+ 10.3% |
$63K - $76.3K
|
6.45K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
600New |
$62.8K - $76K
|
600
$102K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
599+ 2.31% |
$62.7K - $75.9K
|
26.5K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
588+ 7.48% |
$61.5K - $74.5K
|
8.45K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
585+ 23.81% |
$61.2K - $74.1K
|
3.04K
$517K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
580+ 21.76% |
$60.7K - $73.5K
|
3.25K
$552K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
577+ 29.02% |
$60.4K - $73.1K
|
2.57K
$436K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
571+ 25.3% |
$59.7K - $72.4K
|
2.83K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
563+ 12.58% |
$58.9K - $71.3K
|
5.04K
$857K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
560+ 25.23% |
$58.6K - $71K
|
2.78K
$473K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
560+ 1.87% |
$58.6K - $71K
|
30.4K
$5.18M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
559+ 4.71% |
$58.5K - $70.8K
|
12.4K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
549+ 4.66% |
$57.4K - $69.6K
|
12.3K
$2.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
543+ 13.77% |
$56.8K - $68.8K
|
4.49K
$763K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
534+ 2.74% |
$55.9K - $67.7K
|
20.1K
$3.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
531+ 14.3% |
$55.6K - $67.3K
|
4.24K
$722K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
528+ 1.27% |
$55.2K - $66.9K
|
42.1K
$7.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
527+ 0.48% |
$55.1K - $66.8K
|
110K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
523+ 21.83% |
$54.7K - $66.3K
|
2.92K
$496K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
519+ 2.15% |
$54.3K - $65.8K
|
24.6K
$4.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
513+ 0.35% |
$53.7K - $65K
|
147K
$25M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
511+ 13.27% |
$53.5K - $64.7K
|
4.36K
$742K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
510+ 144.48% |
$53.4K - $64.6K
|
863
$147K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
500+ 100.0% |
$52.3K - $63.4K
|
1K
$170K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
495+ 7.59% |
$51.8K - $62.7K
|
7.01K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
494+ 2.73% |
$51.7K - $62.6K
|
18.6K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
494+ 2.92% |
$51.7K - $62.6K
|
17.4K
$2.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
490+ 10.78% |
$51.3K - $62.1K
|
5.04K
$856K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
482+ 0.93% |
$50.4K - $61.1K
|
52.4K
$8.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
480+ 0.93% |
$50.2K - $60.8K
|
52.2K
$8.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
472+ 7.16% |
$49.4K - $59.8K
|
7.07K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
468+ 1.51% |
$49K - $59.3K
|
31.5K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
467+ 0.1% |
$48.9K - $59.2K
|
485K
$82.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
465+ 13.61% |
$48.6K - $58.9K
|
3.88K
$660K
|
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
462+ 18.97% |
$48.3K - $58.5K
|
2.9K
$493K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
460+ 2.37% |
$48.1K - $58.3K
|
19.9K
$3.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
455+ 2.36% |
$47.6K - $57.7K
|
19.7K
$3.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
454+ 5.51% |
$47.5K - $57.5K
|
8.69K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
453+ 10.17% |
$47.4K - $57.4K
|
4.91K
$834K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
452+ 1.05% |
$47.3K - $57.3K
|
43.4K
$7.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
449+ 3.48% |
$47K - $56.9K
|
13.3K
$2.27M
|