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 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8+ 0.36% |
$837 - $1.01K
|
2.23K
$389K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8+ 0.22% |
$837 - $1.01K
|
3.64K
$636K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
8+ 0.06% |
$837 - $1.01K
|
13.1K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
8+ 0.36% |
$837 - $1.01K
|
2.23K
$389K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
7+ 0.13% |
$732 - $887
|
5.26K
$918K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.05% |
$732 - $887
|
14.7K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.32% |
$732 - $887
|
2.17K
$379K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
7+ 0.35% |
$732 - $887
|
1.99K
$348K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
7+ 0.32% |
$732 - $887
|
2.17K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.31% |
$732 - $887
|
2.29K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
7+ 0.31% |
$732 - $887
|
2.26K
$395K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
7+ 0.21% |
$732 - $887
|
3.33K
$581K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6+ 0.28% |
$628 - $760
|
2.14K
$374K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
6+ 0.21% |
$628 - $760
|
2.88K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 0.8% |
$628 - $760
|
753
$131K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
6+ 0.11% |
$628 - $760
|
5.65K
$986K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.35% |
$628 - $760
|
1.73K
$301K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 0.19% |
$628 - $760
|
3.2K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.16% |
$628 - $760
|
3.74K
$652K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.05% |
$523 - $634
|
10.2K
$1.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.15% |
$523 - $634
|
3.36K
$586K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.22% |
$523 - $634
|
2.26K
$394K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.33% |
$523 - $634
|
1.51K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.09% |
$523 - $634
|
5.47K
$955K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4+ 0.02% |
$418 - $507
|
20K
$3.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.4% |
$418 - $507
|
1K
$175K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
4+ 0.12% |
$418 - $507
|
3.24K
$565K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.09% |
$314 - $380
|
3.44K
$600K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.09% |
$314 - $380
|
3.45K
$603K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$314 - $380
|
3.9K
$680K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.11% |
$314 - $380
|
2.69K
$469K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.16% |
$314 - $380
|
1.9K
$331K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$314 - $380
|
1.9K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
3+ 0.04% |
$314 - $380
|
6.99K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3+ 0.15% |
$314 - $380
|
2.05K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3+ 0.07% |
$314 - $380
|
4.58K
$800K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.07% |
$209 - $253
|
2.79K
$487K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.05% |
$209 - $253
|
3.64K
$636K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$209 - $253
|
4.32K
$754K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2+ 0.07% |
$209 - $253
|
2.85K
$497K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$209 - $253
|
2.82K
$492K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$209 - $253
|
4.47K
$780K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.06% |
$209 - $253
|
3.35K
$584K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.2% |
$209 - $253
|
988
$172K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$209 - $253
|
7.08K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.06% |
$209 - $253
|
3.23K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.05% |
$209 - $253
|
3.66K
$638K
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.05% |
$209 - $253
|
4.41K
$769K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $127
|
2.08K
$362K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.05% |
$105 - $127
|
1.87K
$326K
|