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 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
195New |
$16.2K - $18.1K
|
195
$35.6K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
194+ 5.15% |
$16.1K - $18K
|
3.96K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
194+ 6.6% |
$16.1K - $18K
|
3.13K
$572K
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
194+ 2.49% |
$16.1K - $18K
|
7.98K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
193+ 6.88% |
$16K - $17.9K
|
3K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
193+ 4.51% |
$16K - $17.9K
|
4.47K
$816K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
192+ 9.12% |
$15.9K - $17.8K
|
2.3K
$420K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
192+ 8.77% |
$15.9K - $17.8K
|
2.38K
$435K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
189New |
$15.7K - $17.6K
|
189
$34.5K
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
187+ 0.1% |
$15.5K - $17.4K
|
194K
$35.4M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
184+ 2.81% |
$15.3K - $17.1K
|
6.74K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
182+ 0.16% |
$15.1K - $16.9K
|
112K
$20.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
181+ 4.3% |
$15K - $16.8K
|
4.39K
$802K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
181+ 4.52% |
$15K - $16.8K
|
4.18K
$764K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
180+ 28.8% |
$14.9K - $16.7K
|
805
$147K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
178+ 5.72% |
$14.8K - $16.5K
|
3.29K
$601K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
178New |
$14.8K - $16.5K
|
178
$32.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
175+ 3.07% |
$14.5K - $16.3K
|
5.87K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
175+ 0.68% |
$14.5K - $16.3K
|
26K
$4.76M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
174+ 0.35% |
$14.4K - $16.2K
|
49.8K
$9.09M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
172+ 1.37% |
$14.3K - $16K
|
12.8K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
172+ 4.79% |
$14.3K - $16K
|
3.76K
$687K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
171+ 0.58% |
$14.2K - $15.9K
|
29.7K
$5.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
170New |
$14.1K - $15.8K
|
170
$31.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
166+ 1.92% |
$13.8K - $15.4K
|
8.82K
$1.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
165+ 2.44% |
$13.7K - $15.3K
|
6.92K
$1.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
164+ 3.83% |
$13.6K - $15.2K
|
4.45K
$813K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
164+ 4.91% |
$13.6K - $15.2K
|
3.51K
$640K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
164+ 34.17% |
$13.6K - $15.2K
|
644
$118K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
163+ 4.99% |
$13.5K - $15.1K
|
3.43K
$627K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
162+ 3.83% |
$13.4K - $15.1K
|
4.39K
$802K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
160+ 1.44% |
$13.3K - $14.9K
|
11.3K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
158+ 4.49% |
$13.1K - $14.7K
|
3.68K
$672K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
155+ 2.86% |
$12.9K - $14.4K
|
5.57K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
BUY
|
- |
154+ 5.72% |
$12.8K - $14.3K
|
2.85K
$520K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
153+ 1.03% |
$12.7K - $14.2K
|
15K
$2.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
150+ 2.63% |
$12.4K - $13.9K
|
5.85K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
150+ 0.27% |
$12.4K - $13.9K
|
55.2K
$10.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
150+ 3.2% |
$12.4K - $13.9K
|
4.83K
$883K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
148+ 5.85% |
$12.3K - $13.8K
|
2.68K
$489K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
146+ 2.0% |
$12.1K - $13.6K
|
7.44K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
146+ 1.53% |
$12.1K - $13.6K
|
9.69K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
145+ 2.78% |
$12K - $13.5K
|
5.37K
$981K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
145+ 3.88% |
$12K - $13.5K
|
3.89K
$710K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
145+ 9.32% |
$12K - $13.5K
|
1.7K
$311K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
143+ 3.99% |
$11.9K - $13.3K
|
3.72K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
143+ 0.3% |
$11.9K - $13.3K
|
48.3K
$8.83M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
142+ 1.47% |
$11.8K - $13.2K
|
9.82K
$1.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.01% |
$11.6K - $13K
|
14K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
139+ 0.29% |
$11.5K - $12.9K
|
47.4K
$8.66M
|