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 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
317+ 1268.0% |
$33.2K - $40.2K
|
342
$59.7K
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
316+ 0.72% |
$33.1K - $40K
|
44.2K
$7.71M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
316+ 58.09% |
$33.1K - $40K
|
860
$150K
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
314+ 3.47% |
$32.9K - $39.8K
|
9.36K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
314+ 13.06% |
$32.9K - $39.8K
|
2.72K
$474K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
312+ 0.58% |
$32.6K - $39.5K
|
54.4K
$9.48M
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
311+ 12.22% |
$32.5K - $39.4K
|
2.86K
$498K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
309+ 0.2% |
$32.3K - $39.2K
|
153K
$26.7M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
307+ 16.06% |
$32.1K - $38.9K
|
2.22K
$387K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
306+ 16.81% |
$32K - $38.8K
|
2.13K
$371K
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
305+ 10.12% |
$31.9K - $38.6K
|
3.32K
$579K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
303+ 4.19% |
$31.7K - $38.4K
|
7.53K
$1.31M
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
301+ 7.57% |
$31.5K - $38.1K
|
4.28K
$746K
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
300+ 7.72% |
$31.4K - $38K
|
4.19K
$730K
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
300+ 92.88% |
$31.4K - $38K
|
623
$109K
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
300+ 12.25% |
$31.4K - $38K
|
2.75K
$479K
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
300+ 14.29% |
$31.4K - $38K
|
2.4K
$419K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 2500.0% |
$31.4K - $38K
|
312
$54.4K
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
295+ 0.86% |
$30.9K - $37.4K
|
34.6K
$6.03M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
294+ 13.19% |
$30.8K - $37.3K
|
2.52K
$440K
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
292+ 7.57% |
$30.5K - $37K
|
4.15K
$724K
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
291+ 0.78% |
$30.4K - $36.9K
|
37.4K
$6.52M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
291+ 0.45% |
$30.4K - $36.9K
|
65.3K
$11.4M
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
282+ 4.51% |
$29.5K - $35.7K
|
6.53K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
280+ 0.64% |
$29.3K - $35.5K
|
44.3K
$7.74M
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
280+ 3.73% |
$29.3K - $35.5K
|
7.79K
$1.36M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
279+ 1.59% |
$29.2K - $35.4K
|
17.8K
$3.11M
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
278+ 6.99% |
$29.1K - $35.2K
|
4.25K
$742K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
277+ 2.05% |
$29K - $35.1K
|
13.8K
$2.41M
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
277+ 0.61% |
$29K - $35.1K
|
46K
$8.03M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
273+ 7.62% |
$28.6K - $34.6K
|
3.86K
$673K
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
273+ 3.95% |
$28.6K - $34.6K
|
7.19K
$1.25M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
273New |
$28.6K - $34.6K
|
273
$47.6K
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
271+ 0.28% |
$28.4K - $34.3K
|
98.5K
$17.2M
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
261+ 2.8% |
$27.3K - $33.1K
|
9.58K
$1.67M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
259+ 1.91% |
$27.1K - $32.8K
|
13.8K
$2.41M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
259+ 2.24% |
$27.1K - $32.8K
|
11.8K
$2.06M
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
258+ 9.03% |
$27K - $32.7K
|
3.12K
$543K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
255+ 4.62% |
$26.7K - $32.3K
|
5.78K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
254+ 1.95% |
$26.6K - $32.2K
|
13.3K
$2.31M
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
251+ 6.08% |
$26.3K - $31.8K
|
4.38K
$764K
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
250+ 12.99% |
$26.2K - $31.7K
|
2.18K
$379K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
248+ 2.73% |
$25.9K - $31.4K
|
9.35K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
244+ 1.64% |
$25.5K - $30.9K
|
15.1K
$2.63M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
241+ 7.97% |
$25.2K - $30.5K
|
3.27K
$570K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
237New |
$24.8K - $30K
|
237
$41.3K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
234+ 0.72% |
$24.5K - $29.7K
|
32.9K
$5.74M
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
233+ 0.87% |
$24.4K - $29.5K
|
26.9K
$4.7M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
228+ 6.94% |
$23.9K - $28.9K
|
3.51K
$613K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
221+ 0.22% |
$23.1K - $28K
|
99.6K
$17.4M
|