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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-14- 0.19% |
$1.4K - $1.64K
|
7.32K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-15- 0.08% |
$1.5K - $1.76K
|
18K
$3.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-15- 0.14% |
$1.5K - $1.76K
|
11K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-17- 0.12% |
$1.71K - $1.99K
|
13.9K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-19- 0.14% |
$1.91K - $2.23K
|
13.8K
$2.44M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-19- 0.14% |
$1.91K - $2.23K
|
13.8K
$2.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-20- 0.76% |
$2.01K - $2.34K
|
2.63K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-20- 0.59% |
$2.01K - $2.34K
|
3.37K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-21- 0.61% |
$2.11K - $2.46K
|
3.42K
$606K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-22- 0.12% |
$2.21K - $2.58K
|
18.7K
$3.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-22- 0.75% |
$2.21K - $2.58K
|
2.91K
$515K
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-22- 0.19% |
$2.21K - $2.58K
|
11.6K
$2.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-24- 1.05% |
$2.41K - $2.81K
|
2.25K
$399K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-25- 1.24% |
$2.51K - $2.93K
|
1.99K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.13% |
$2.51K - $2.93K
|
19.6K
$3.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-25- 0.96% |
$2.51K - $2.93K
|
2.57K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-25- 1.15% |
$2.51K - $2.93K
|
2.15K
$381K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.47% |
$2.51K - $2.93K
|
5.34K
$946K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-26- 0.61% |
$2.61K - $3.05K
|
4.21K
$746K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-26- 0.21% |
$2.61K - $3.05K
|
12.3K
$2.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-26- 0.16% |
$2.61K - $3.05K
|
16.7K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-27- 0.53% |
$2.71K - $3.16K
|
5.09K
$901K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-28- 0.76% |
$2.81K - $3.28K
|
3.63K
$644K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-29- 0.67% |
$2.91K - $3.4K
|
4.32K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-29- 8.31% |
$2.91K - $3.4K
|
320
$56.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-30- 0.47% |
$3.01K - $3.51K
|
6.39K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-30- 1.55% |
$3.01K - $3.51K
|
1.9K
$337K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-32- 0.99% |
$3.21K - $3.75K
|
3.19K
$565K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32- 0.83% |
$3.21K - $3.75K
|
3.8K
$674K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-34- 1.67% |
$3.41K - $3.98K
|
2.01K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-35- 0.3% |
$3.51K - $4.1K
|
11.6K
$2.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-35- 0.11% |
$3.51K - $4.1K
|
33.1K
$5.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-35- 1.24% |
$3.51K - $4.1K
|
2.78K
$492K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-35- 20.71% |
$3.51K - $4.1K
|
134
$23.7K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-36- 0.89% |
$3.61K - $4.22K
|
4K
$709K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-36- 1.08% |
$3.61K - $4.22K
|
3.29K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-36- 0.43% |
$3.61K - $4.22K
|
8.4K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-36- 0.15% |
$3.61K - $4.22K
|
24.7K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-36- 3.36% |
$3.61K - $4.22K
|
1.04K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-36- 0.19% |
$3.61K - $4.22K
|
19.3K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-37- 4.29% |
$3.71K - $4.33K
|
826
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-37- 0.95% |
$3.71K - $4.33K
|
3.86K
$684K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-37- 1.43% |
$3.71K - $4.33K
|
2.56K
$453K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-38- 0.01% |
$3.81K - $4.45K
|
332K
$58.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-39- 0.6% |
$3.91K - $4.57K
|
6.42K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-40- 0.33% |
$4.01K - $4.69K
|
12.1K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-40- 1.08% |
$4.01K - $4.69K
|
3.65K
$647K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-40- 0.46% |
$4.01K - $4.69K
|
8.64K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-40- 0.69% |
$4.01K - $4.69K
|
5.74K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-42- 1.51% |
$4.21K - $4.92K
|
2.74K
$486K
|