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
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
144+ 1.9% |
$15.1K - $18.2K
|
7.71K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
141+ 0.53% |
$14.8K - $17.9K
|
26.9K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
141+ 3.0% |
$14.8K - $17.9K
|
4.84K
$823K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
141+ 0.69% |
$14.8K - $17.9K
|
20.6K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
137+ 2.68% |
$14.3K - $17.4K
|
5.24K
$892K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
132+ 0.33% |
$13.8K - $16.7K
|
40.7K
$6.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
131+ 1.35% |
$13.7K - $16.6K
|
9.81K
$1.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
128+ 5.69% |
$13.4K - $16.2K
|
2.38K
$404K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
126+ 2.53% |
$13.2K - $16K
|
5.11K
$869K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
125+ 0.41% |
$13.1K - $15.8K
|
30.4K
$5.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
125+ 1.85% |
$13.1K - $15.8K
|
6.88K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
125New |
$13.1K - $15.8K
|
125
$21.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
124+ 0.16% |
$13K - $15.7K
|
76.9K
$13.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
123+ 1.92% |
$12.9K - $15.6K
|
6.52K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
122+ 0.61% |
$12.8K - $15.5K
|
20.1K
$3.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
121+ 0.84% |
$12.7K - $15.3K
|
14.5K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
121+ 3.64% |
$12.7K - $15.3K
|
3.44K
$586K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
120+ 0.53% |
$12.6K - $15.2K
|
22.7K
$3.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
119+ 2.52% |
$12.4K - $15.1K
|
4.85K
$825K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
118+ 0.91% |
$12.3K - $15K
|
13.1K
$2.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
118+ 1.55% |
$12.3K - $15K
|
7.75K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
118+ 2.89% |
$12.3K - $15K
|
4.21K
$715K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
115+ 0.93% |
$12K - $14.6K
|
12.5K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
114+ 0.72% |
$11.9K - $14.4K
|
16K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
114+ 2.13% |
$11.9K - $14.4K
|
5.47K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
112+ 1.65% |
$11.7K - $14.2K
|
6.89K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
110+ 3.54% |
$11.5K - $13.9K
|
3.22K
$547K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
109+ 5.03% |
$11.4K - $13.8K
|
2.28K
$387K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
106+ 2.11% |
$11.1K - $13.4K
|
5.14K
$874K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
104+ 0.85% |
$10.9K - $13.2K
|
12.3K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
104+ 1.64% |
$10.9K - $13.2K
|
6.46K
$1.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
103+ 0.94% |
$10.8K - $13.1K
|
11.1K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
100+ 3.06% |
$10.5K - $12.7K
|
3.37K
$572K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
100+ 1.42% |
$10.5K - $12.7K
|
7.15K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
100+ 0.47% |
$10.5K - $12.7K
|
21.3K
$3.62M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
100+ 2.7% |
$10.5K - $12.7K
|
3.8K
$646K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
100+ 5.09% |
$10.5K - $12.7K
|
2.06K
$351K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 0.41% |
$10.5K - $12.7K
|
24.3K
$4.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
100+ 3.59% |
$10.5K - $12.7K
|
2.89K
$491K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
100+ 2.67% |
$10.5K - $12.7K
|
3.85K
$655K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
100+ 23.36% |
$10.5K - $12.7K
|
528
$89.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
99+ 0.72% |
$10.4K - $12.5K
|
13.8K
$2.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
98+ 1.05% |
$10.3K - $12.4K
|
9.44K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
97+ 3.06% |
$10.1K - $12.3K
|
3.26K
$555K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
95+ 15.68% |
$9.94K - $12K
|
701
$119K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
94+ 1.1% |
$9.83K - $11.9K
|
8.65K
$1.47M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
94+ 1.1% |
$9.83K - $11.9K
|
8.67K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
93+ 3.96% |
$9.73K - $11.8K
|
2.44K
$415K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
92+ 4.77% |
$9.63K - $11.7K
|
2.02K
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
91+ 0.76% |
$9.52K - $11.5K
|
12.1K
$2.06M
|