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 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3.33K- 58.7% |
$334K - $390K
|
2.34K
$408K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.34K- 17.41% |
$335K - $391K
|
15.8K
$2.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.4K- 4.74% |
$341K - $399K
|
68.5K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.41K- 2.71% |
$342K - $400K
|
122K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.43K- 0.83% |
$344K - $401K
|
411K
$71.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.45K- 0.97% |
$346K - $404K
|
354K
$61.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.48K- 3.43% |
$349K - $408K
|
98.1K
$17.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.49K- 3.99% |
$350K - $408K
|
84K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.52K- 4.93% |
$353K - $413K
|
67.9K
$11.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-3.57K- 16.48% |
$358K - $418K
|
18.1K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-3.59K- 8.37% |
$360K - $420K
|
39.3K
$6.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.64K- 46.36% |
$365K - $426K
|
4.21K
$734K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-3.64K- 5.29% |
$365K - $426K
|
65.1K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-3.7K- 19.83% |
$371K - $434K
|
15K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.77K- 3.91% |
$378K - $442K
|
92.6K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.8K- 91.41% |
$381K - $445K
|
357
$62.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.87K- 5.31% |
$389K - $454K
|
69K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-3.87K- 0.48% |
$389K - $454K
|
801K
$140M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.89K- 6.58% |
$390K - $455K
|
55.2K
$9.62M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.96K- 3.59% |
$398K - $464K
|
106K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-3.97K- 0.5% |
$398K - $465K
|
789K
$138M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.05K- 46.77% |
$406K - $474K
|
4.6K
$803K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.05K- 1.1% |
$406K - $475K
|
364K
$63.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-4.14K- 7.9% |
$415K - $485K
|
48.3K
$8.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.15K- 3.22% |
$417K - $487K
|
125K
$21.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.18K- 29.23% |
$419K - $489K
|
10.1K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.21K- 18.12% |
$422K - $493K
|
19K
$3.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.25K- 2.55% |
$426K - $498K
|
162K
$28.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.34K- 33.81% |
$435K - $509K
|
8.5K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4.38K- 18.49% |
$439K - $513K
|
19.3K
$3.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.39K- 0.98% |
$441K - $515K
|
446K
$77.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.4K- 2.18% |
$442K - $516K
|
198K
$34.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4.42K- 3.51% |
$444K - $518K
|
122K
$21.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4.45K- 15.05% |
$446K - $521K
|
25.1K
$4.38M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-4.57K- 11.13% |
$459K - $536K
|
36.5K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.58K- 1.71% |
$459K - $536K
|
263K
$45.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4.58K- 56.12% |
$459K - $536K
|
3.58K
$624K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-4.65K- 28.52% |
$467K - $545K
|
11.7K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-4.8K- 1.53% |
$481K - $562K
|
309K
$54M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-4.91K- 96.09% |
$493K - $576K
|
200
$34.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-4.96K- 45.94% |
$497K - $581K
|
5.83K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-4.96K- 2.65% |
$498K - $581K
|
182K
$31.7M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.99K- 2.12% |
$501K - $585K
|
230K
$40.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.02K- 45.51% |
$503K - $588K
|
6.01K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.02K- 32.69% |
$504K - $588K
|
10.3K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.06K- 2.07% |
$508K - $593K
|
240K
$41.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-5.06K- 8.41% |
$508K - $593K
|
55.1K
$9.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-5.07K- 63.47% |
$509K - $594K
|
2.92K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5.08K- 21.7% |
$510K - $595K
|
18.3K
$3.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-5.11K- 24.91% |
$513K - $599K
|
15.4K
$2.69M
|