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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
50+ 0.09% |
$5.23K - $6.34K
|
54.6K
$9.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
50+ 1.45% |
$5.23K - $6.34K
|
3.5K
$595K
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
50+ 0.25% |
$5.23K - $6.34K
|
20K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 1.35% |
$5.23K - $6.34K
|
3.76K
$640K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
50New |
$5.23K - $6.34K
|
50
$8.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
49+ 0.92% |
$5.13K - $6.21K
|
5.4K
$918K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48+ 3.41% |
$5.02K - $6.08K
|
1.46K
$248K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
48+ 0.61% |
$5.02K - $6.08K
|
7.86K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
48+ 1.89% |
$5.02K - $6.08K
|
2.59K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
48+ 1.37% |
$5.02K - $6.08K
|
3.55K
$604K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
47+ 1.21% |
$4.92K - $5.96K
|
3.92K
$667K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
46+ 0.62% |
$4.81K - $5.83K
|
7.52K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
46+ 1.71% |
$4.81K - $5.83K
|
2.74K
$466K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
45+ 1.06% |
$4.71K - $5.7K
|
4.31K
$733K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
45+ 0.11% |
$4.71K - $5.7K
|
40.1K
$6.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44+ 1.05% |
$4.6K - $5.58K
|
4.24K
$720K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
43+ 0.99% |
$4.5K - $5.45K
|
4.38K
$744K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
43+ 1.09% |
$4.5K - $5.45K
|
3.99K
$679K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
43+ 0.95% |
$4.5K - $5.45K
|
4.56K
$775K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
41+ 1.68% |
$4.29K - $5.2K
|
2.48K
$422K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
41New |
$4.29K - $5.2K
|
41
$6.97K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
41New |
$4.29K - $5.2K
|
41
$6.97K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
41+ 1.63% |
$4.29K - $5.2K
|
2.55K
$434K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
40+ 1.81% |
$4.18K - $5.07K
|
2.25K
$383K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
40+ 1.92% |
$4.18K - $5.07K
|
2.12K
$361K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
40+ 0.94% |
$4.18K - $5.07K
|
4.28K
$728K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
40+ 1.15% |
$4.18K - $5.07K
|
3.51K
$596K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
40+ 0.58% |
$4.18K - $5.07K
|
6.94K
$1.18M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.47% |
$4.18K - $5.07K
|
8.5K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
39+ 0.53% |
$4.08K - $4.94K
|
7.37K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
39+ 0.76% |
$4.08K - $4.94K
|
5.17K
$880K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
39+ 1.62% |
$4.08K - $4.94K
|
2.44K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
38+ 1.76% |
$3.98K - $4.81K
|
2.2K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
37+ 0.06% |
$3.87K - $4.69K
|
64.7K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
37+ 0.62% |
$3.87K - $4.69K
|
6K
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 56.25% |
$3.77K - $4.56K
|
100
$17K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 0.97% |
$3.66K - $4.43K
|
3.63K
$617K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
35+ 0.41% |
$3.66K - $4.43K
|
8.64K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
35+ 0.83% |
$3.66K - $4.43K
|
4.26K
$725K
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
35+ 0.81% |
$3.66K - $4.43K
|
4.38K
$745K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34+ 0.5% |
$3.56K - $4.31K
|
6.83K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
34+ 0.53% |
$3.56K - $4.31K
|
6.51K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
32+ 0.32% |
$3.35K - $4.05K
|
10.1K
$1.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
32+ 0.35% |
$3.35K - $4.05K
|
9.09K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
32+ 0.67% |
$3.35K - $4.05K
|
4.81K
$819K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.96% |
$3.35K - $4.05K
|
3.36K
$571K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
32+ 1.53% |
$3.35K - $4.05K
|
2.13K
$362K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
31+ 0.89% |
$3.24K - $3.93K
|
3.5K
$595K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
31+ 0.34% |
$3.24K - $3.93K
|
9.15K
$1.56M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
29+ 0.22% |
$3.03K - $3.67K
|
13.1K
$2.23M
|