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
|
De Dora Capital, Inc.
|
BUY
|
- |
1+ 0.02% |
$105 - $127
|
5.79K
$1.01M
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$105 - $127
|
3.66K
$638K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$105 - $127
|
103
$18K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.04% |
$105 - $127
|
2.72K
$475K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $127
|
2.04K
$356K
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.01% |
$105 - $127
|
17.7K
$3.09M
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1+ 0.04% |
$105 - $127
|
2.58K
$450K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.58% |
$105 - $127
|
174
$30.4K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.02% |
$105 - $127
|
5.25K
$917K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 33.33% |
$105 - $127
|
4
$698
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$105 - $127
|
2.23K
$389K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.14% |
$105 - $127
|
692
$121K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.24% |
$105 - $127
|
424
$74K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$105 - $127
|
89.7K
$15.7M
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1+ 0.0% |
$105 - $127
|
283K
$49.4M
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.11% |
$105 - $127
|
873
$152K
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $127
|
10K
$1.75M
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.03% |
$105 - $127
|
3.96K
$691K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$105 - $127
|
4.65K
$811K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1- 0.02% |
$105 - $127
|
4.54K
$791K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1- 0.04% |
$105 - $127
|
2.44K
$426K
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$105 - $127
|
5.83K
$1.02M
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2- 0.05% |
$209 - $253
|
3.9K
$680K
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 0.06% |
$209 - $253
|
3.5K
$610K
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.05% |
$209 - $253
|
3.84K
$669K
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$209 - $253
|
2.62K
$457K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2- 0.05% |
$209 - $253
|
4.1K
$715K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-3- 3.49% |
$314 - $380
|
83
$14.5K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3- 0.05% |
$314 - $380
|
5.47K
$954K
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-4- 0.12% |
$418 - $507
|
3.22K
$562K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-4- 40.0% |
$418 - $507
|
6
$1.05K
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-6- 0.09% |
$628 - $760
|
6.98K
$1.22M
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-7- 0.05% |
$732 - $887
|
14K
$2.44M
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-8- 0.14% |
$837 - $1.01K
|
5.51K
$962K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-8- 0.1% |
$837 - $1.01K
|
8.19K
$1.43M
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-10- 0.07% |
$1.05K - $1.27K
|
14K
$2.45M
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-12- 0.13% |
$1.26K - $1.52K
|
9.4K
$1.64M
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-13- 1.71% |
$1.36K - $1.65K
|
746
$130K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-13- 0.25% |
$1.36K - $1.65K
|
5.27K
$919K
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-15- 0.08% |
$1.57K - $1.9K
|
18.5K
$3.22M
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-15- 0.51% |
$1.57K - $1.9K
|
2.92K
$510K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-15- 0.43% |
$1.57K - $1.9K
|
3.51K
$612K
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-15- 0.88% |
$1.57K - $1.9K
|
1.69K
$295K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-16- 0.03% |
$1.67K - $2.03K
|
59.9K
$10.5M
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16- 0.29% |
$1.67K - $2.03K
|
5.55K
$968K
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-17- 0.73% |
$1.78K - $2.15K
|
2.3K
$401K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-17- 0.67% |
$1.78K - $2.15K
|
2.51K
$438K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-17- 0.13% |
$1.78K - $2.15K
|
13K
$2.28M
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-19- 0.08% |
$1.99K - $2.41K
|
24.6K
$4.3M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19- 2.24% |
$1.99K - $2.41K
|
828
$144K
|