Purchases and Sales Made in Q1 2024 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q1 2024. 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 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.79KNew |
$183K - $231K
|
1.79K
$320K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.78K+ 49.65% |
$182K - $230K
|
5.37K
$960K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.78KNew |
$182K - $230K
|
1.78K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
1.78KNew |
$182K - $229K
|
1.78K
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.77K+ 2.3% |
$181K - $229K
|
78.9K
$14.1M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.77K+ 20.78% |
$181K - $229K
|
10.3K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.77KNew |
$181K - $228K
|
1.77K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.76KNew |
$180K - $227K
|
1.76K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.76K+ 5.76% |
$180K - $227K
|
32.3K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 0.07% |
$179K - $226K
|
2.53M
$452M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.75KNew |
$179K - $226K
|
1.75K
$313K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$179K - $226K
|
1.75K
$313K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$179K - $226K
|
1.75K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.75K+ 12.13% |
$179K - $226K
|
16.1K
$2.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.75KNew |
$179K - $226K
|
1.75K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.74KNew |
$179K - $225K
|
1.74K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.74KNew |
$179K - $225K
|
1.74K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.74KNew |
$178K - $225K
|
1.74K
$311K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.74K+ 48.97% |
$178K - $225K
|
5.29K
$946K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.74K+ 6.64% |
$178K - $224K
|
27.9K
$4.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.73K+ 26.26% |
$178K - $224K
|
8.34K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.73K+ 10.32% |
$177K - $223K
|
18.5K
$3.31M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.73KNew |
$177K - $223K
|
1.73K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.73KNew |
$177K - $223K
|
1.73K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.72KNew |
$176K - $222K
|
1.72K
$308K
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.72KNew |
$176K - $222K
|
1.72K
$308K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.72KNew |
$176K - $222K
|
1.72K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.71KNew |
$175K - $221K
|
1.71K
$306K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.71KNew |
$175K - $221K
|
1.71K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.7K+ 1.19% |
$174K - $220K
|
144K
$25.8M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.7KNew |
$174K - $220K
|
1.7K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.7K+ 4722.22% |
$174K - $220K
|
1.74K
$311K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.7KNew |
$174K - $219K
|
1.7K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.7KNew |
$174K - $219K
|
1.7K
$303K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.7KNew |
$174K - $219K
|
1.7K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.7KNew |
$174K - $219K
|
1.7K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.7KNew |
$174K - $219K
|
1.7K
$303K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.69KNew |
$173K - $219K
|
1.69K
$303K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.69KNew |
$173K - $218K
|
1.69K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.69K+ 2.53% |
$173K - $218K
|
68.4K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.69KNew |
$173K - $218K
|
1.69K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.69KNew |
$173K - $218K
|
1.69K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.68KNew |
$172K - $217K
|
1.68K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$172K - $217K
|
1.68K
$300K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.68KNew |
$172K - $217K
|
1.68K
$300K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.68KNew |
$172K - $217K
|
1.68K
$300K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.68KNew |
$172K - $216K
|
1.68K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.67K+ 151.91% |
$171K - $216K
|
2.77K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.67K+ 6.72% |
$171K - $215K
|
26.5K
$4.73M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.67K+ 24.32% |
$171K - $215K
|
8.52K
$1.52M
|