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 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.92KNew |
$242K - $271K
|
2.92K
$557K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.91KNew |
$242K - $271K
|
2.91K
$556K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.91K+ 32.36% |
$242K - $270K
|
11.9K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.86K+ 1.49% |
$237K - $265K
|
194K
$37.1M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.85K+ 93.72% |
$236K - $265K
|
5.89K
$1.12M
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.84K+ 66.64% |
$236K - $264K
|
7.11K
$1.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.83K+ 6.22% |
$234K - $262K
|
48.2K
$9.2M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
2.82KNew |
$234K - $262K
|
2.82K
$538K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.82K+ 58.19% |
$234K - $262K
|
7.66K
$1.46M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.8K+ 114.4% |
$233K - $261K
|
5.26K
$1M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.8KNew |
$233K - $260K
|
2.8K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.8K+ 10.48% |
$232K - $260K
|
29.5K
$5.62M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.75K+ 68.23% |
$228K - $255K
|
6.78K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.73K+ 1.93% |
$227K - $254K
|
145K
$27.6M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.7K+ 38.64% |
$224K - $251K
|
9.68K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.69KNew |
$223K - $249K
|
2.69K
$512K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
2.68KNew |
$222K - $249K
|
2.68K
$511K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.68K+ 68.99% |
$222K - $249K
|
6.56K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.67K+ 0.38% |
$221K - $248K
|
706K
$135M
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.67K+ 6.65% |
$221K - $248K
|
42.7K
$8.15M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.66KNew |
$220K - $247K
|
2.66K
$506K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
2.65K+ 9.73% |
$220K - $246K
|
29.9K
$5.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.63K+ 19.73% |
$218K - $245K
|
16K
$3.05M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.58KNew |
$214K - $240K
|
2.58K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
2.56KNew |
$213K - $238K
|
2.56K
$489K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.54KNew |
$211K - $236K
|
2.54K
$484K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
2.54K+ 0.64% |
$211K - $236K
|
397K
$75.7M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
2.54K+ 0.64% |
$211K - $236K
|
397K
$75.7M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.52K+ 0.71% |
$209K - $234K
|
357K
$68.2M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.51K+ 68.13% |
$208K - $233K
|
6.18K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
2.5KNew |
$208K - $232K
|
2.5K
$477K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.47KNew |
$205K - $229K
|
2.47K
$470K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.46K+ 5.15% |
$204K - $228K
|
50.2K
$9.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
2.45K+ 1.55% |
$204K - $228K
|
161K
$30.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.45K+ 48.42% |
$204K - $228K
|
7.52K
$1.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.45KNew |
$203K - $227K
|
2.45K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.45KNew |
$203K - $227K
|
2.45K
$467K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.44KNew |
$202K - $227K
|
2.44K
$465K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
2.43KNew |
$201K - $226K
|
2.43K
$463K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
BUY
|
- |
2.41KNew |
$200K - $224K
|
2.41K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.41KNew |
$200K - $224K
|
2.41K
$460K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.41KNew |
$200K - $224K
|
2.41K
$460K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.41KNew |
$200K - $224K
|
2.41K
$460K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
2.41KNew |
$200K - $224K
|
2.41K
$459K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.41K+ 21.99% |
$200K - $224K
|
13.3K
$2.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
2.4KNew |
$199K - $223K
|
2.4K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.4KNew |
$199K - $223K
|
2.4K
$458K
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.4KNew |
$199K - $223K
|
2.4K
$458K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.4KNew |
$199K - $223K
|
2.4K
$457K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.39K+ 7.53% |
$198K - $222K
|
34.1K
$6.51M
|