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
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-38- 1.17% |
$3.15K - $3.53K
|
3.2K
$616K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-40- 0.32% |
$3.32K - $3.72K
|
12.4K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-41- 0.63% |
$3.4K - $3.81K
|
6.43K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-42- 0.6% |
$3.49K - $3.9K
|
6.9K
$1.33M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-42- 2.35% |
$3.49K - $3.9K
|
1.74K
$335K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-42- 1.61% |
$3.49K - $3.9K
|
2.56K
$492K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-43- 1.17% |
$3.57K - $4K
|
3.62K
$696K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-43- 0.47% |
$3.57K - $4K
|
9.18K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-43- 1.7% |
$3.57K - $4K
|
2.49K
$478K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-45- 0.31% |
$3.73K - $4.18K
|
14.5K
$2.79M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-45- 0.96% |
$3.73K - $4.18K
|
4.67K
$897K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-45- 1.14% |
$3.73K - $4.18K
|
3.9K
$750K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-45- 48.39% |
$3.73K - $4.18K
|
48
$9.23K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-47- 16.38% |
$3.9K - $4.37K
|
240
$46.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-47- 0.17% |
$3.9K - $4.37K
|
27.6K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-48- 0.92% |
$3.98K - $4.46K
|
5.14K
$989K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-48- 0.3% |
$3.98K - $4.46K
|
16.1K
$3.09M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-49- 0.3% |
$4.07K - $4.55K
|
16.6K
$3.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-50- 0.89% |
$4.15K - $4.65K
|
5.56K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-50- 1.14% |
$4.15K - $4.65K
|
4.33K
$833K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 0.33% |
$4.15K - $4.65K
|
15K
$2.88M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-50- 0.38% |
$4.15K - $4.65K
|
13K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-50- 1.69% |
$4.15K - $4.65K
|
2.9K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-50- 0.08% |
$4.15K - $4.65K
|
64.6K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-52- 0.94% |
$4.31K - $4.83K
|
5.46K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-54- 1.04% |
$4.48K - $5.02K
|
5.15K
$990K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-54- 0.78% |
$4.48K - $5.02K
|
6.83K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-56- 2.04% |
$4.65K - $5.2K
|
2.69K
$517K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-60- 1.17% |
$4.98K - $5.58K
|
5.05K
$972K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-60- 5.99% |
$4.98K - $5.58K
|
941
$181K
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-60- 0.21% |
$4.98K - $5.58K
|
28.6K
$5.5M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-62- 0.53% |
$5.14K - $5.76K
|
11.6K
$2.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-63- 0.87% |
$5.23K - $5.85K
|
7.17K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-63- 1.29% |
$5.23K - $5.85K
|
4.84K
$930K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-64- 2.25% |
$5.31K - $5.95K
|
2.78K
$534K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-66- 0.62% |
$5.48K - $6.13K
|
10.6K
$2.05M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-68- 1.86% |
$5.64K - $6.32K
|
3.59K
$691K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-68- 1.29% |
$5.64K - $6.32K
|
5.19K
$998K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-69- 1.58% |
$5.73K - $6.41K
|
4.3K
$826K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.71% |
$5.81K - $6.5K
|
9.84K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-70- 0.73% |
$5.81K - $6.5K
|
9.52K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-71- 0.77% |
$5.89K - $6.6K
|
9.1K
$1.75M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-71- 0.69% |
$5.89K - $6.6K
|
10.2K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-71- 0.66% |
$5.89K - $6.6K
|
10.7K
$2.06M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-71- 1.94% |
$5.89K - $6.6K
|
3.59K
$691K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-72- 0.21% |
$5.97K - $6.69K
|
33.5K
$6.45M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-73- 2.26% |
$6.06K - $6.78K
|
3.15K
$606K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-74- 0.61% |
$6.14K - $6.88K
|
12K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-74- 0.17% |
$6.14K - $6.88K
|
44.6K
$8.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-75- 1.96% |
$6.22K - $6.97K
|
3.75K
$721K
|