Purchases and Sales Made in Q4 2023 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.9KNew |
$191K - $223K
|
1.9K
$323K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.9K+ 20.18% |
$191K - $223K
|
11.3K
$1.93M
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.9KNew |
$191K - $223K
|
1.9K
$323K
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.89K+ 26.06% |
$189K - $221K
|
9.12K
$1.55M
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.88K+ 26.9% |
$188K - $220K
|
8.85K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.84K+ 2.78% |
$185K - $216K
|
68.1K
$11.6M
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.82KNew |
$183K - $214K
|
1.82K
$310K
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.82K+ 70.62% |
$183K - $213K
|
4.4K
$748K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.82KNew |
$182K - $213K
|
1.82K
$309K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.78KNew |
$179K - $209K
|
1.78K
$303K
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.78KNew |
$179K - $209K
|
1.78K
$303K
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.76K+ 31.88% |
$176K - $206K
|
7.27K
$1.24M
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.74KNew |
$174K - $204K
|
1.74K
$296K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.72K+ 14.63% |
$172K - $201K
|
13.5K
$2.29M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.71KNew |
$172K - $200K
|
1.71K
$291K
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.69K+ 1.3% |
$170K - $198K
|
132K
$22.5M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 27.58% |
$169K - $198K
|
7.8K
$1.33M
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.68KNew |
$169K - $197K
|
1.68K
$286K
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
1.67K+ 18.68% |
$168K - $196K
|
10.6K
$1.81M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.67K+ 20.34% |
$168K - $196K
|
9.89K
$1.68M
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.67K+ 15.93% |
$168K - $196K
|
12.2K
$2.07M
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.66K+ 56.44% |
$167K - $195K
|
4.6K
$783K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.65K+ 13.3% |
$166K - $194K
|
14.1K
$2.4M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.65K+ 13.97% |
$166K - $194K
|
13.5K
$2.29M
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.65KNew |
$165K - $193K
|
1.65K
$280K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.64K+ 38.49% |
$165K - $192K
|
5.9K
$1M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.64K+ 9.72% |
$165K - $192K
|
18.5K
$3.15M
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
1.64K+ 5.27% |
$164K - $192K
|
32.7K
$5.55M
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.63KNew |
$163K - $190K
|
1.63K
$276K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.62K+ 1.44% |
$163K - $190K
|
114K
$19.5M
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.62K+ 2.73% |
$162K - $190K
|
61K
$10.4M
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.62K+ 4.01% |
$162K - $189K
|
41.9K
$7.13M
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.6KNew |
$160K - $187K
|
1.6K
$272K
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 7.41% |
$158K - $185K
|
22.9K
$3.89M
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.58K+ 19.84% |
$158K - $185K
|
9.52K
$1.62M
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
1.57K+ 2.51% |
$157K - $183K
|
63.9K
$10.9M
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.56K+ 25.49% |
$157K - $183K
|
7.69K
$1.31M
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.54K+ 8.27% |
$155K - $181K
|
20.2K
$3.43M
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 19.64% |
$154K - $180K
|
9.38K
$1.59M
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.53K+ 1.06% |
$153K - $179K
|
146K
$24.9M
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.53K+ 43.41% |
$153K - $179K
|
5.04K
$857K
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 8.35% |
$153K - $179K
|
19.8K
$3.37M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.52KNew |
$152K - $178K
|
1.52K
$258K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.51K+ 3.04% |
$151K - $177K
|
51.1K
$8.69M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.5KNew |
$150K - $176K
|
1.5K
$255K
|
|
Feb 13, 2024
Q4 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
1.5K+ 3.53% |
$150K - $176K
|
44K
$7.48M
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.5K+ 5.68% |
$150K - $176K
|
27.9K
$4.74M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.49K+ 14.53% |
$150K - $175K
|
11.8K
$2M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.49K+ 30.56% |
$149K - $174K
|
6.35K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.48K+ 49.33% |
$149K - $174K
|
4.49K
$763K
|