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 |
---|---|---|---|---|---|---|---|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
132+ 79.52% |
$11K - $12.3K
|
298
$57.3K
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
129+ 1.77% |
$10.7K - $12K
|
7.41K
$1.42M
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
128+ 2.56% |
$10.6K - $11.9K
|
5.12K
$985K
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
125+ 1.51% |
$10.4K - $11.6K
|
8.42K
$1.62M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
124+ 2.13% |
$10.3K - $11.5K
|
5.94K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
124+ 0.5% |
$10.3K - $11.5K
|
25.1K
$4.83M
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
123+ 2.59% |
$10.2K - $11.4K
|
4.87K
$937K
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
123+ 2.5% |
$10.2K - $11.4K
|
5.04K
$970K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
123+ 0.87% |
$10.2K - $11.4K
|
14.3K
$2.75M
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
122+ 0.29% |
$10.1K - $11.3K
|
41.8K
$8.04M
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
121+ 0.13% |
$10K - $11.2K
|
90.1K
$17.3M
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
121+ 0.68% |
$10K - $11.2K
|
17.9K
$3.44M
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
120+ 2.74% |
$9.96K - $11.2K
|
4.5K
$864K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
118+ 0.04% |
$9.79K - $11K
|
282K
$54.3M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
117+ 1.55% |
$9.71K - $10.9K
|
7.67K
$1.47M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
116+ 0.96% |
$9.63K - $10.8K
|
12.2K
$2.35M
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
111+ 3.08% |
$9.21K - $10.3K
|
3.71K
$714K
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
111+ 3.67% |
$9.21K - $10.3K
|
3.14K
$603K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
109+ 1.01% |
$9.04K - $10.1K
|
10.9K
$2.1M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
107+ 1.87% |
$8.88K - $9.94K
|
5.82K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107New |
$8.88K - $9.94K
|
107
$20.6K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
106+ 0.66% |
$8.8K - $9.85K
|
16.2K
$3.11M
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
104+ 0.4% |
$8.63K - $9.66K
|
26.3K
$5.06M
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
103+ 3.15% |
$8.55K - $9.57K
|
3.37K
$648K
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
103+ 0.02% |
$8.55K - $9.57K
|
461K
$88.7M
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
102+ 0.15% |
$8.46K - $9.48K
|
69.4K
$13.3M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
102+ 0.69% |
$8.46K - $9.48K
|
14.9K
$2.87M
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
100+ 3.53% |
$8.3K - $9.29K
|
2.93K
$563K
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
100+ 1.28% |
$8.3K - $9.29K
|
7.94K
$1.53M
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
100+ 0.46% |
$8.3K - $9.29K
|
22K
$4.23M
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
100+ 1.57% |
$8.3K - $9.29K
|
6.48K
$1.25M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
99+ 3.0% |
$8.22K - $9.2K
|
3.39K
$653K
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
99+ 2.38% |
$8.22K - $9.2K
|
4.26K
$819K
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
98+ 0.95% |
$8.13K - $9.11K
|
10.5K
$2.01M
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
96+ 2.0% |
$7.97K - $8.92K
|
4.89K
$940K
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
95+ 6.62% |
$7.88K - $8.83K
|
1.53K
$294K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
95+ 1.4% |
$7.88K - $8.83K
|
6.89K
$1.32M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
92+ 0.45% |
$7.63K - $8.55K
|
20.6K
$3.97M
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
90+ 1.33% |
$7.47K - $8.36K
|
6.84K
$1.32M
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
88+ 1.59% |
$7.3K - $8.18K
|
5.62K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
86New |
$7.14K - $7.99K
|
86
$16.5K
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
85+ 0.6% |
$7.05K - $7.9K
|
14.4K
$2.76M
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
84+ 1.58% |
$6.97K - $7.81K
|
5.4K
$1.04M
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
84+ 25.0% |
$6.97K - $7.81K
|
420
$80.8K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
83+ 0.63% |
$6.89K - $7.71K
|
13.3K
$2.55M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
82New |
$6.8K - $7.62K
|
82
$15.8K
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
80+ 0.8% |
$6.64K - $7.43K
|
10.1K
$1.94M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
76+ 0.35% |
$6.31K - $7.06K
|
21.6K
$4.15M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
76+ 1.41% |
$6.31K - $7.06K
|
5.48K
$1.05M
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
75+ 0.68% |
$6.22K - $6.97K
|
11K
$2.12M
|