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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.31K+ 21.41% |
$134K - $169K
|
7.42K
$1.33M
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.31K+ 2.67% |
$134K - $169K
|
50.2K
$8.99M
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.3K+ 28.24% |
$133K - $168K
|
5.9K
$1.06M
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.29K+ 7.56% |
$132K - $166K
|
18.3K
$3.28M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.28K+ 8.21% |
$131K - $165K
|
16.8K
$3.01M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.27K+ 2.53% |
$130K - $164K
|
51.5K
$9.21M
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
1.25K+ 3.64% |
$128K - $162K
|
35.6K
$6.36M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.25K+ 454.74% |
$128K - $161K
|
1.52K
$272K
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.24K+ 48.66% |
$127K - $160K
|
3.78K
$676K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.22K+ 22.83% |
$124K - $157K
|
6.54K
$1.17M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.21K+ 11.46% |
$124K - $156K
|
11.8K
$2.11M
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.21K+ 45.17% |
$124K - $156K
|
3.88K
$693K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 1.34% |
$123K - $155K
|
90.8K
$16.3M
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.19K+ 119.0% |
$122K - $154K
|
2.19K
$392K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 11.55% |
$120K - $151K
|
11.3K
$2.02M
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.17K+ 4.31% |
$120K - $151K
|
28.3K
$5.06M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 25.22% |
$118K - $149K
|
5.73K
$1.02M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
1.13K+ 2.61% |
$115K - $146K
|
44.3K
$7.92M
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.12K+ 23.31% |
$115K - $145K
|
5.95K
$1.06M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.12K+ 4.95% |
$115K - $145K
|
23.9K
$4.27M
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.12K+ 11.48% |
$115K - $145K
|
10.9K
$1.95M
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.12K+ 19.04% |
$115K - $144K
|
6.99K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 9.67% |
$115K - $144K
|
12.7K
$2.27M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.11K+ 1.2% |
$114K - $143K
|
93.4K
$16.7M
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.11K+ 56.93% |
$114K - $143K
|
3.06K
$547K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.11K+ 8.47% |
$114K - $143K
|
14.2K
$2.54M
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.1K+ 0.88% |
$113K - $142K
|
126K
$22.6M
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.1K+ 13.83% |
$112K - $142K
|
9.02K
$1.61M
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.09K+ 21.24% |
$112K - $141K
|
6.24K
$1.12M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.09K+ 6.16% |
$112K - $141K
|
18.8K
$3.37M
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.09K+ 6.46% |
$112K - $141K
|
17.9K
$3.21M
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.09K+ 3.85% |
$111K - $141K
|
29.4K
$5.25M
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.09K+ 32.59% |
$111K - $140K
|
4.42K
$791K
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.09K+ 2.45% |
$111K - $140K
|
45.5K
$8.14M
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 53.74% |
$111K - $140K
|
3.11K
$556K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.07K+ 6.12% |
$110K - $139K
|
18.6K
$3.32M
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
1.05K+ 3.03% |
$108K - $136K
|
35.7K
$6.39M
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.05K+ 6.78% |
$107K - $135K
|
16.5K
$2.94M
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.04K+ 8.73% |
$107K - $135K
|
13K
$2.33M
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.04K+ 8.58% |
$107K - $135K
|
13.2K
$2.36M
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.03K+ 20.84% |
$106K - $133K
|
5.97K
$1.07M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.03K+ 11.34% |
$105K - $133K
|
10.1K
$1.8M
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.02K+ 18.92% |
$105K - $132K
|
6.41K
$1.15M
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.02K+ 13.34% |
$104K - $131K
|
8.64K
$1.55M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.01K+ 4.02% |
$104K - $131K
|
26.2K
$4.69M
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.01K+ 38.3% |
$104K - $131K
|
3.65K
$654K
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1K+ 5.16% |
$103K - $130K
|
20.5K
$3.66M
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1K+ 20.32% |
$103K - $130K
|
5.95K
$1.06M
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1K+ 7.73% |
$103K - $130K
|
14K
$2.5M
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1K+ 43.48% |
$102K - $129K
|
3.3K
$590K
|