Purchases and Sales Made in Q4 2022 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
189+ 1.41% |
$11.8K - $15.9K
|
13.5K
$2.18M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
186+ 2.43% |
$11.6K - $15.7K
|
7.83K
$1.26M
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
185+ 1.79% |
$11.5K - $15.6K
|
10.5K
$1.69M
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
183+ 45.75% |
$11.4K - $15.4K
|
583
$93.9K
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
181+ 2.52% |
$11.3K - $15.2K
|
7.36K
$1.19M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
179+ 1.88% |
$11.2K - $15.1K
|
9.68K
$1.56M
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 0.68% |
$10.9K - $14.7K
|
25.8K
$4.15M
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
171+ 3.19% |
$10.7K - $14.4K
|
5.53K
$891K
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
166+ 1.81% |
$10.4K - $14K
|
9.35K
$1.51M
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
166+ 1.3% |
$10.4K - $14K
|
12.9K
$2.08M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
165New |
$10.3K - $13.9K
|
165
$26.6K
|
|
Jan 20, 2023
Q4 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
161+ 0.91% |
$10K - $13.5K
|
17.9K
$2.88M
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
160+ 1.71% |
$9.99K - $13.5K
|
9.54K
$1.54M
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
159+ 1.66% |
$9.92K - $13.4K
|
9.73K
$1.57M
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
150+ 0.66% |
$9.36K - $12.6K
|
22.7K
$3.66M
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
150+ 0.53% |
$9.36K - $12.6K
|
28.5K
$4.59M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
149+ 0.36% |
$9.3K - $12.5K
|
41.7K
$6.71M
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
149+ 0.46% |
$9.3K - $12.5K
|
32.5K
$5.23M
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
143+ 1.18% |
$8.92K - $12K
|
12.3K
$1.98M
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
142+ 0.83% |
$8.86K - $11.9K
|
17.3K
$2.79M
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
141+ 564.0% |
$8.8K - $11.9K
|
166
$26.7K
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
139+ 2.51% |
$8.67K - $11.7K
|
5.67K
$913K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
137+ 4.08% |
$8.55K - $11.5K
|
3.49K
$562K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
136New |
$8.49K - $11.4K
|
136
$21.9K
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
136+ 2.87% |
$8.49K - $11.4K
|
4.87K
$785K
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
135+ 2.28% |
$8.43K - $11.4K
|
6.06K
$976K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
134+ 4.04% |
$8.36K - $11.3K
|
3.45K
$555K
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
130+ 1.68% |
$8.11K - $10.9K
|
7.88K
$1.27M
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
126+ 0.66% |
$7.86K - $10.6K
|
19.2K
$3.1M
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
125+ 0.24% |
$7.8K - $10.5K
|
51.5K
$8.3M
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
125New |
$7.8K - $10.5K
|
125
$20.1K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
125New |
$7.8K - $10.5K
|
125
$20.1K
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
123+ 2.56% |
$7.68K - $10.4K
|
4.92K
$792K
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
122+ 2.64% |
$7.61K - $10.3K
|
4.75K
$764K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
121+ 0.66% |
$7.55K - $10.2K
|
18.4K
$2.97M
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
120+ 3.1% |
$7.49K - $10.1K
|
3.99K
$643K
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
119+ 2.34% |
$7.43K - $10K
|
5.2K
$838K
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
119+ 1.58% |
$7.43K - $10K
|
7.66K
$1.23M
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
118+ 0.35% |
$7.36K - $9.93K
|
33.6K
$5.41M
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
116+ 11.46% |
$7.24K - $9.76K
|
1.13K
$182K
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
115+ 2.7% |
$7.18K - $9.68K
|
4.37K
$704K
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
112+ 1.02% |
$6.99K - $9.42K
|
11.1K
$1.79M
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
110+ 8.3% |
$6.87K - $9.26K
|
1.44K
$231K
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
110+ 0.62% |
$6.87K - $9.26K
|
18K
$2.89M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
107+ 11.97% |
$6.68K - $9K
|
1K
$161K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
106+ 0.94% |
$6.62K - $8.92K
|
11.4K
$1.83M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
105+ 3.01% |
$6.55K - $8.84K
|
3.6K
$579K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
104+ 2.68% |
$6.49K - $8.75K
|
3.99K
$643K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
103+ 2.0% |
$6.43K - $8.67K
|
5.26K
$847K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
102+ 1.48% |
$6.37K - $8.58K
|
6.98K
$1.12M
|