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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
24+ 1.12% |
$1.99K - $2.23K
|
2.18K
$398K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
21+ 0.06% |
$1.74K - $1.95K
|
37.7K
$6.88M
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.58% |
$1.74K - $1.95K
|
3.66K
$668K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21+ 0.07% |
$1.74K - $1.95K
|
31.3K
$5.72M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
21+ 0.43% |
$1.74K - $1.95K
|
4.91K
$897K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20+ 0.33% |
$1.66K - $1.86K
|
6.17K
$1.13M
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
19+ 0.36% |
$1.58K - $1.77K
|
5.26K
$961K
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
19+ 0.45% |
$1.58K - $1.77K
|
4.26K
$779K
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
18+ 0.11% |
$1.49K - $1.67K
|
16.2K
$2.95M
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
18+ 0.02% |
$1.49K - $1.67K
|
111K
$20.3M
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
18+ 31.58% |
$1.49K - $1.67K
|
75
$13.7K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
17+ 0.98% |
$1.41K - $1.58K
|
1.75K
$319K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$1.24K - $1.39K
|
15
$2.74K
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
15+ 0.38% |
$1.24K - $1.39K
|
4.01K
$732K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
14+ 10.0% |
$1.16K - $1.3K
|
154
$28.1K
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
14+ 0.5% |
$1.16K - $1.3K
|
2.8K
$512K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 0.22% |
$1.16K - $1.3K
|
6.41K
$1.17M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
13+ 0.41% |
$1.08K - $1.21K
|
3.19K
$582K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
13+ 10.4% |
$1.08K - $1.21K
|
138
$25.2K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
12+ 1.97% |
$996 - $1.12K
|
620
$113K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.39% |
$996 - $1.12K
|
3.09K
$565K
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.06% |
$996 - $1.12K
|
20.9K
$3.81M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12+ 0.15% |
$996 - $1.12K
|
8.15K
$1.49M
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
11+ 0.34% |
$913 - $1.02K
|
3.24K
$592K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 0.25% |
$913 - $1.02K
|
4.5K
$822K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11+ 13.41% |
$913 - $1.02K
|
93
$17K
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10+ 0.35% |
$830 - $929
|
2.9K
$529K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.34% |
$830 - $929
|
2.93K
$536K
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.37% |
$830 - $929
|
2.72K
$497K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$830 - $929
|
10
$1.83K
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
9+ 0.14% |
$747 - $836
|
6.49K
$1.19M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9+ 0.07% |
$747 - $836
|
12.5K
$2.28M
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
9+ 0.11% |
$747 - $836
|
7.94K
$1.45M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9+ 0.27% |
$747 - $836
|
3.33K
$608K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.06% |
$664 - $743
|
761
$139K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 4.0% |
$664 - $743
|
208
$38K
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.12% |
$581 - $650
|
5.64K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7+ 0.09% |
$581 - $650
|
7.41K
$1.35M
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
6+ 0.15% |
$498 - $558
|
3.94K
$721K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.17% |
$498 - $558
|
3.45K
$631K
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.35% |
$498 - $558
|
1.71K
$313K
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.43% |
$415 - $465
|
1.16K
$212K
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
5+ 0.14% |
$415 - $465
|
3.47K
$633K
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.05% |
$415 - $465
|
10.1K
$1.85M
|
|
Apr 20, 2023
Q1 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
5+ 0.01% |
$415 - $465
|
75.1K
$13.7M
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$415 - $465
|
2.9K
$530K
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
4+ 0.12% |
$332 - $372
|
3.43K
$627K
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.15% |
$332 - $372
|
2.59K
$473K
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4+ 0.1% |
$332 - $372
|
4.08K
$746K
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4+ 0.1% |
$332 - $372
|
4.19K
$766K
|