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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-275- 4.43% |
$27.6K - $32.2K
|
5.93K
$1.05M
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-280- 1.07% |
$28.1K - $32.8K
|
25.9K
$4.6M
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-280- 2.65% |
$28.1K - $32.8K
|
10.3K
$1.82M
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-280- 11.06% |
$28.1K - $32.8K
|
2.25K
$399K
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-281- 3.99% |
$28.2K - $32.9K
|
6.77K
$1.2M
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-284- 1.24% |
$28.5K - $33.3K
|
22.6K
$4M
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-285- 2.18% |
$28.6K - $33.4K
|
12.8K
$2.27M
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-286- 1.0% |
$28.7K - $33.5K
|
28.3K
$5.01M
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-296- 5.33% |
$29.7K - $34.7K
|
5.26K
$931K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-298- 3.75% |
$29.9K - $34.9K
|
7.65K
$1.36M
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-300- 7.29% |
$30.1K - $35.1K
|
3.82K
$676K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-300- 7.32% |
$30.1K - $35.1K
|
3.8K
$673K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-300- 48.15% |
$30.1K - $35.1K
|
323
$57.2K
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-300- 1.02% |
$30.1K - $35.1K
|
29.2K
$5.18M
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-300- 10.34% |
$30.1K - $35.1K
|
2.6K
$461K
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-300- 9.48% |
$30.1K - $35.1K
|
2.86K
$507K
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-306- 8.23% |
$30.7K - $35.9K
|
3.41K
$604K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-306- 3.53% |
$30.7K - $35.9K
|
8.36K
$1.48M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-311- 3.42% |
$31.2K - $36.4K
|
8.78K
$1.56M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-313- 13.61% |
$31.4K - $36.7K
|
1.99K
$352K
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-315- 5.53% |
$31.6K - $36.9K
|
5.38K
$953K
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-320- 8.21% |
$32.1K - $37.5K
|
3.58K
$634K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-321- 1.63% |
$32.2K - $37.6K
|
19.4K
$3.44M
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-325- 3.39% |
$32.6K - $38.1K
|
9.27K
$1.64M
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-325- 2.19% |
$32.6K - $38.1K
|
14.5K
$2.57M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-329- 0.21% |
$33K - $38.5K
|
155K
$27.4M
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-330- 22.07% |
$33.1K - $38.7K
|
1.17K
$206K
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-331- 13.42% |
$33.2K - $38.8K
|
2.14K
$378K
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-333- 14.59% |
$33.4K - $39K
|
1.95K
$346K
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-345- 5.33% |
$34.6K - $40.4K
|
6.13K
$1.09M
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-345- 3.16% |
$34.6K - $40.4K
|
10.6K
$1.87M
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-347- 6.92% |
$34.8K - $40.7K
|
4.66K
$826K
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-349- 3.01% |
$35K - $40.9K
|
11.2K
$1.99M
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-350- 7.88% |
$35.1K - $41K
|
4.09K
$725K
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-350- 6.29% |
$35.1K - $41K
|
5.21K
$924K
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-355- 0.85% |
$35.6K - $41.6K
|
41.5K
$7.36M
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-359- 2.91% |
$36K - $42.1K
|
12K
$2.12M
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-359- 0.31% |
$36K - $42.1K
|
114K
$20.2M
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-360- 0.54% |
$36.1K - $42.2K
|
66.7K
$11.8M
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-360- 1.39% |
$36.1K - $42.2K
|
25.5K
$4.52M
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-361- 6.36% |
$36.2K - $42.3K
|
5.31K
$941K
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-365- 1.36% |
$36.6K - $42.8K
|
26.5K
$4.7M
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-367- 1.64% |
$36.8K - $43K
|
22K
$3.89M
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-371- 5.79% |
$37.2K - $43.5K
|
6.03K
$1.07M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-374- 2.33% |
$37.5K - $43.8K
|
15.7K
$2.78M
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-376- 2.89% |
$37.7K - $44.1K
|
12.6K
$2.24M
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-377- 4.0% |
$37.8K - $44.2K
|
9.05K
$1.6M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-379- 0.96% |
$38K - $44.4K
|
39.1K
$6.93M
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-384- 15.72% |
$38.5K - $45K
|
2.06K
$365K
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-386- 1.72% |
$38.7K - $45.2K
|
22K
$3.9M
|