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 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.05% |
$332 - $372
|
7.61K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$332 - $372
|
3.84K
$737K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.07% |
$249 - $279
|
4.01K
$771K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3+ 0.03% |
$249 - $279
|
11.5K
$2.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$249 - $279
|
993
$191K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.09% |
$249 - $279
|
3.18K
$611K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.17% |
$249 - $279
|
1.77K
$341K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.16% |
$249 - $279
|
1.89K
$364K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
3+ 0.02% |
$249 - $279
|
16.3K
$3.14M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3+ 0.02% |
$249 - $279
|
17.8K
$3.43M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$249 - $279
|
3
$577
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.31% |
$249 - $279
|
984
$189K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3+ 0.1% |
$249 - $279
|
3.07K
$590K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3New |
$249 - $279
|
3
$577
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.13% |
$166 - $186
|
1.49K
$286K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.07% |
$166 - $186
|
2.79K
$536K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.05% |
$166 - $186
|
4.03K
$775K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.48% |
$166 - $186
|
421
$81K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.03% |
$166 - $186
|
6.13K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$166 - $186
|
4.73K
$909K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 200.0% |
$166 - $186
|
3
$577
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$166 - $186
|
2.81K
$541K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.05% |
$166 - $186
|
3.66K
$703K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.22% |
$166 - $186
|
918
$177K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$83 - $92.9
|
3.03K
$582K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.02% |
$83 - $92.9
|
4.35K
$836K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$83 - $92.9
|
2.8K
$539K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$83 - $92.9
|
2.94K
$565K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.11% |
$83 - $92.9
|
907
$174K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$83 - $92.9
|
2.38K
$458K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.59% |
$83 - $92.9
|
171
$32.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$83 - $92.9
|
448
$86.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.78% |
$83 - $92.9
|
129
$24.8K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.04% |
$83 - $92.9
|
2.72K
$523K
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
1+ 0.01% |
$83 - $92.9
|
15.1K
$2.91M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.01% |
$83 - $92.9
|
15.4K
$2.96M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.03% |
$83 - $92.9
|
3.34K
$643K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1+ 0.02% |
$83 - $92.9
|
6.64K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 0.01% |
$83 - $92.9
|
7.05K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$83 - $92.9
|
4.4K
$847K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.19% |
$83 - $92.9
|
514
$98.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1- 0.01% |
$83 - $92.9
|
9.95K
$1.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$83 - $92.9
|
3.49K
$671K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-1- 9.09% |
$83 - $92.9
|
10
$1.92K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1- 0.03% |
$83 - $92.9
|
3.24K
$623K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-2- 0.05% |
$166 - $186
|
3.73K
$718K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-2- 0.08% |
$166 - $186
|
2.45K
$471K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2- 0.54% |
$166 - $186
|
365
$70.2K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2- 0.48% |
$166 - $186
|
418
$80.4K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3- 7.89% |
$249 - $279
|
35
$6.73K
|