Purchases and Sales Made in Q1 2023 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
328+ 6.33% |
$27.2K - $30.5K
|
5.51K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
BUY
|
- |
327+ 6.81% |
$27.1K - $30.4K
|
5.13K
$986K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
326+ 8.23% |
$27.1K - $30.3K
|
4.29K
$824K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
326New |
$27.1K - $30.3K
|
326
$62.7K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
325+ 8.85% |
$27K - $30.2K
|
4K
$769K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
320+ 0.46% |
$26.6K - $29.7K
|
69.5K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
320+ 0.93% |
$26.6K - $29.7K
|
34.8K
$6.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
315+ 0.96% |
$26.1K - $29.3K
|
33K
$6.34M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
311+ 0.37% |
$25.8K - $28.9K
|
85K
$16.4M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
310+ 1.86% |
$25.7K - $28.8K
|
17K
$3.26M
|
|
|
May 01, 2023
Q1 2023
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
300+ 1.33% |
$24.9K - $27.9K
|
22.8K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
297+ 1.35% |
$24.6K - $27.6K
|
22.3K
$4.29M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
293+ 14.69% |
$24.3K - $27.2K
|
2.29K
$440K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
292+ 7.81% |
$24.2K - $27.1K
|
4.03K
$775K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
280+ 0.44% |
$23.2K - $26K
|
64.6K
$12.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
279+ 0.93% |
$23.2K - $25.9K
|
30.3K
$5.82M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
278+ 0.8% |
$23.1K - $25.8K
|
35.2K
$6.77M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
268+ 4.62% |
$22.2K - $24.9K
|
6.07K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
267+ 4.2% |
$22.2K - $24.8K
|
6.62K
$1.27M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
264+ 6.64% |
$21.9K - $24.5K
|
4.24K
$815K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
262+ 2.31% |
$21.7K - $24.3K
|
11.6K
$2.23M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
261+ 1.36% |
$21.7K - $24.3K
|
19.5K
$3.75M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
258+ 3.5% |
$21.4K - $24K
|
7.62K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
253+ 5.49% |
$21K - $23.5K
|
4.86K
$935K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
253+ 843.33% |
$21K - $23.5K
|
283
$54.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
251+ 2.29% |
$20.8K - $23.3K
|
11.2K
$2.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
250+ 0.7% |
$20.7K - $23.2K
|
36.2K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
250+ 0.79% |
$20.7K - $23.2K
|
31.8K
$6.11M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
250+ 9.53% |
$20.7K - $23.2K
|
2.87K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
250+ 3.17% |
$20.7K - $23.2K
|
8.13K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
249+ 0.46% |
$20.7K - $23.1K
|
54.7K
$10.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
246+ 1.02% |
$20.4K - $22.9K
|
24.3K
$4.67M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
239+ 0.81% |
$19.8K - $22.2K
|
29.6K
$5.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
234+ 0.76% |
$19.4K - $21.7K
|
31K
$5.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
233+ 0.27% |
$19.3K - $21.7K
|
85.9K
$16.5M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
226+ 1.55% |
$18.8K - $21K
|
14.8K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
224+ 0.6% |
$18.6K - $20.8K
|
37.5K
$7.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
223+ 0.66% |
$18.5K - $20.7K
|
34.1K
$6.56M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
217+ 0.67% |
$18K - $20.2K
|
32.8K
$6.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
215New |
$17.8K - $20K
|
215
$41.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
213+ 5.04% |
$17.7K - $19.8K
|
4.44K
$854K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
202+ 3.79% |
$16.8K - $18.8K
|
5.53K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
201+ 1.62% |
$16.7K - $18.7K
|
12.6K
$2.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
200+ 5.0% |
$16.6K - $18.6K
|
4.2K
$808K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
200+ 1.79% |
$16.6K - $18.6K
|
11.3K
$2.18M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
200New |
$16.6K - $18.6K
|
200
$38.5K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
200New |
$16.6K - $18.6K
|
200
$38.5K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
200+ 7.69% |
$16.6K - $18.6K
|
2.8K
$538K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
196+ 0.15% |
$16.3K - $18.2K
|
128K
$24.6M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
195New |
$16.2K - $18.1K
|
195
$37.5K
|