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 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.28K- 17.41% |
$107K - $119K
|
6.09K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.3K- 0.5% |
$108K - $121K
|
261K
$50.2M
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.31K- 3.19% |
$109K - $122K
|
39.9K
$7.67M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.33K- 22.06% |
$110K - $123K
|
4.68K
$900K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.33K- 13.43% |
$110K - $123K
|
8.56K
$1.65M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.33K- 22.48% |
$111K - $124K
|
4.6K
$884K
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.33K- 4.92% |
$111K - $124K
|
25.8K
$4.96M
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.34K- 1.56% |
$111K - $125K
|
84.9K
$16.3M
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.35K- 0.51% |
$112K - $125K
|
263K
$50.6M
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.35K- 8.34% |
$112K - $126K
|
14.9K
$2.86M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.37K- 12.89% |
$113K - $127K
|
9.23K
$1.77M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.37K- 5.0% |
$113K - $127K
|
26K
$4.99M
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.39K- 0.96% |
$115K - $129K
|
143K
$27.5M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.4K- 4.64% |
$116K - $130K
|
28.7K
$5.52M
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.4K- 1.67% |
$116K - $130K
|
82.6K
$15.9M
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.4K- 1.12% |
$116K - $130K
|
124K
$23.8M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.41K- 0.63% |
$117K - $131K
|
223K
$43M
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.41K- 2.2% |
$117K - $131K
|
62.7K
$12.1M
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.43K- 0.67% |
$119K - $133K
|
212K
$40.8M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.44K- 14.76% |
$120K - $134K
|
8.34K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 18.55% |
$120K - $135K
|
6.37K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.46K- 5.53% |
$121K - $136K
|
25K
$4.8M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.47K- 55.93% |
$122K - $136K
|
1.16K
$222K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.48K- 1.35% |
$123K - $137K
|
108K
$20.7M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.48K- 0.47% |
$123K - $138K
|
315K
$60.5M
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
SELL
|
- |
-1.49K- 8.98% |
$123K - $138K
|
15K
$2.89M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.49K- 6.3% |
$124K - $138K
|
22.2K
$4.26M
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-1.5K- 1.14% |
$124K - $139K
|
130K
$24.9M
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.5K- 8.13% |
$124K - $139K
|
16.9K
$3.25M
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.5K- 3.0% |
$124K - $139K
|
48.4K
$9.31M
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-1.52K- 2.82% |
$126K - $142K
|
52.5K
$10.1M
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.54K- 1.9% |
$128K - $143K
|
79.5K
$15.3M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.55K- 96.28% |
$129K - $144K
|
60
$11.5K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.56K- 11.52% |
$130K - $145K
|
12K
$2.31M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.6K- 85.54% |
$133K - $149K
|
271
$52.1K
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.62K- 9.21% |
$134K - $151K
|
16K
$3.07M
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.62K- 2.07% |
$135K - $151K
|
76.8K
$14.8M
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.62K- 0.24% |
$135K - $151K
|
664K
$128M
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.65K- 1.82% |
$137K - $153K
|
89.2K
$17.2M
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.71K- 3.37% |
$142K - $159K
|
49.1K
$9.44M
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.72K- 7.51% |
$142K - $159K
|
21.1K
$4.07M
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.75K- 34.29% |
$145K - $162K
|
3.34K
$643K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.76K- 1.8% |
$146K - $164K
|
96.2K
$18.5M
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-1.76K- 7.05% |
$146K - $164K
|
23.3K
$4.47M
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.77K- 1.82% |
$147K - $165K
|
95.8K
$18.4M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.78K- 8.94% |
$148K - $166K
|
18.2K
$3.49M
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.81K- 21.32% |
$150K - $168K
|
6.68K
$1.28M
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.82K- 24.92% |
$151K - $169K
|
5.47K
$1.05M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.82K- 31.09% |
$151K - $169K
|
4.03K
$776K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.82K- 2.78% |
$151K - $169K
|
63.9K
$12.3M
|