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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-700- 15.91% |
$58.1K - $65K
|
3.7K
$711K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-705- 14.34% |
$58.5K - $65.5K
|
4.21K
$810K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-705- 1.97% |
$58.5K - $65.5K
|
35K
$6.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-713- 11.76% |
$59.2K - $66.3K
|
5.35K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-713- 18.86% |
$59.2K - $66.3K
|
3.07K
$590K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-714- 17.28% |
$59.2K - $66.3K
|
3.42K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-715- 5.0% |
$59.3K - $66.4K
|
13.6K
$2.61M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-716- 6.27% |
$59.4K - $66.5K
|
10.7K
$2.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-720- 82.76% |
$59.7K - $66.9K
|
150
$28.8K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-720- 5.25% |
$59.7K - $66.9K
|
13K
$2.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-727- 9.97% |
$60.3K - $67.6K
|
6.57K
$1.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-744- 14.99% |
$61.7K - $69.1K
|
4.22K
$811K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-746- 0.35% |
$61.9K - $69.3K
|
213K
$41M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-750- 2.76% |
$62.2K - $69.7K
|
26.4K
$5.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-758- 1.66% |
$62.9K - $70.4K
|
44.8K
$8.61M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-775- 11.76% |
$64.3K - $72K
|
5.82K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-778- 0.65% |
$64.6K - $72.3K
|
120K
$23M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-782- 5.3% |
$64.9K - $72.7K
|
14K
$2.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-787- 11.68% |
$65.3K - $73.1K
|
5.95K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-790- 3.88% |
$65.6K - $73.4K
|
19.5K
$3.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-792- 9.77% |
$65.7K - $73.6K
|
7.31K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-794- 7.21% |
$65.9K - $73.8K
|
10.2K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-819- 15.2% |
$68K - $76.1K
|
4.57K
$879K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-830- 0.3% |
$68.9K - $77.1K
|
277K
$53.2M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-832- 2.06% |
$69K - $77.3K
|
39.6K
$7.62M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-835- 1.03% |
$69.3K - $77.6K
|
80K
$15.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-848- 2.28% |
$70.4K - $78.8K
|
36.3K
$6.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-855- 12.67% |
$70.9K - $79.4K
|
5.89K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-855- 0.98% |
$70.9K - $79.4K
|
86.3K
$16.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-859- 9.01% |
$71.3K - $79.8K
|
8.68K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-863- 8.89% |
$71.6K - $80.2K
|
8.84K
$1.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-866- 11.33% |
$71.9K - $80.5K
|
6.78K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-873- 1.36% |
$72.4K - $81.1K
|
63.3K
$12.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-878- 0.31% |
$72.9K - $81.6K
|
283K
$54.5M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-880- 17.57% |
$73K - $81.8K
|
4.13K
$794K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-887- 1.76% |
$73.6K - $82.4K
|
49.5K
$9.52M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-910- 2.1% |
$75.5K - $84.6K
|
42.4K
$8.15M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-915- 3.03% |
$75.9K - $85K
|
29.3K
$5.64M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-916- 5.1% |
$76K - $85.1K
|
17.1K
$3.28M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-918- 28.19% |
$76.2K - $85.3K
|
2.34K
$450K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-925- 13.14% |
$76.8K - $86K
|
6.12K
$1.18M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-927- 26.49% |
$76.9K - $86.1K
|
2.57K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-941- 1.17% |
$78.1K - $87.4K
|
79.6K
$15.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-949- 4.22% |
$78.7K - $88.2K
|
21.5K
$4.14M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-950- 6.31% |
$78.8K - $88.3K
|
14.1K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-963- 18.2% |
$79.9K - $89.5K
|
4.33K
$832K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-969- 1.7% |
$80.4K - $90K
|
56K
$10.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-972- 12.97% |
$80.7K - $90.3K
|
6.52K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-985- 17.65% |
$81.7K - $91.5K
|
4.6K
$884K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-985- 12.97% |
$81.7K - $91.5K
|
6.61K
$1.27M
|