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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
89+ 2.79% |
$9.31K - $11.3K
|
3.28K
$558K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
87+ 0.68% |
$9.1K - $11K
|
12.9K
$2.2M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
86+ 0.74% |
$9K - $10.9K
|
11.7K
$2M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
85New |
$8.89K - $10.8K
|
85
$14.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
84+ 0.28% |
$8.79K - $10.6K
|
30.1K
$5.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
83+ 1.62% |
$8.68K - $10.5K
|
5.21K
$887K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
83+ 2.81% |
$8.68K - $10.5K
|
3.04K
$517K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
82+ 0.9% |
$8.58K - $10.4K
|
9.14K
$1.55M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
81+ 2.59% |
$8.47K - $10.3K
|
3.21K
$546K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
80+ 1.14% |
$8.37K - $10.1K
|
7.09K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
80+ 0.11% |
$8.37K - $10.1K
|
75.6K
$12.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
79+ 2.92% |
$8.26K - $10K
|
2.78K
$473K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
79+ 1.59% |
$8.26K - $10K
|
5.05K
$858K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
78+ 2.44% |
$8.16K - $9.88K
|
3.27K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
78+ 2.47% |
$8.16K - $9.88K
|
3.24K
$551K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
75+ 3.75% |
$7.85K - $9.5K
|
2.07K
$353K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
75+ 0.85% |
$7.85K - $9.5K
|
8.92K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
72+ 1.63% |
$7.53K - $9.12K
|
4.5K
$764K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
70+ 2.87% |
$7.32K - $8.87K
|
2.51K
$426K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
69+ 2.23% |
$7.22K - $8.74K
|
3.16K
$538K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
68+ 1.13% |
$7.11K - $8.62K
|
6.1K
$1.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
68+ 0.55% |
$7.11K - $8.62K
|
12.4K
$2.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
68+ 1.87% |
$7.11K - $8.62K
|
3.7K
$628K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
67+ 2.91% |
$7.01K - $8.49K
|
2.37K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
67+ 1.21% |
$7.01K - $8.49K
|
5.59K
$950K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65+ 1.81% |
$6.8K - $8.24K
|
3.66K
$623K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
64+ 1.55% |
$6.7K - $8.11K
|
4.18K
$711K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
63+ 0.15% |
$6.59K - $7.98K
|
42.9K
$7.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
63+ 1.27% |
$6.59K - $7.98K
|
5.04K
$856K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
63+ 0.67% |
$6.59K - $7.98K
|
9.51K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
63+ 0.13% |
$6.59K - $7.98K
|
49.7K
$8.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
62+ 19.02% |
$6.49K - $7.86K
|
388
$66K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62+ 0.34% |
$6.49K - $7.86K
|
18.1K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
62+ 2.69% |
$6.49K - $7.86K
|
2.36K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
61+ 2.36% |
$6.38K - $7.73K
|
2.65K
$450K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
60+ 2.17% |
$6.28K - $7.6K
|
2.83K
$480K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
59+ 3.06% |
$6.17K - $7.48K
|
1.99K
$338K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
59+ 0.33% |
$6.17K - $7.48K
|
18.1K
$3.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59+ 3.03% |
$6.17K - $7.48K
|
2.01K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
57+ 1.88% |
$5.96K - $7.22K
|
3.09K
$526K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 4.21% |
$5.65K - $6.84K
|
1.34K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
54+ 0.63% |
$5.65K - $6.84K
|
8.58K
$1.46M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
54+ 0.28% |
$5.65K - $6.84K
|
19.2K
$3.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
53+ 4.56% |
$5.54K - $6.72K
|
1.22K
$207K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
53+ 2.38% |
$5.54K - $6.72K
|
2.28K
$388K
|
|
|
Nov 07, 2023
Q3 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
52+ 0.12% |
$5.44K - $6.59K
|
44.3K
$7.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
51+ 0.31% |
$5.34K - $6.46K
|
16.7K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
51+ 0.35% |
$5.34K - $6.46K
|
14.7K
$2.5M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
51+ 1.41% |
$5.34K - $6.46K
|
3.68K
$625K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
50+ 1.03% |
$5.23K - $6.34K
|
4.89K
$832K
|