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 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
125New |
$12.8K - $16.2K
|
125
$22.4K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
125New |
$12.8K - $16.2K
|
125
$22.4K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
125+ 0.24% |
$12.8K - $16.2K
|
52.5K
$9.4M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
124+ 1.14% |
$12.7K - $16K
|
11K
$1.96M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
121+ 5.13% |
$12.4K - $15.6K
|
2.48K
$443K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
119+ 4.13% |
$12.2K - $15.4K
|
3K
$536K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
117+ 2.2% |
$12K - $15.1K
|
5.44K
$973K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
117+ 5.33% |
$12K - $15.1K
|
2.31K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
116+ 2.4% |
$11.9K - $15K
|
4.95K
$885K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
116+ 4.6% |
$11.9K - $15K
|
2.64K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115+ 4.64% |
$11.8K - $14.9K
|
2.59K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
115+ 1.34% |
$11.8K - $14.9K
|
8.73K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
115+ 5.21% |
$11.8K - $14.9K
|
2.32K
$415K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
114+ 1.39% |
$11.7K - $14.7K
|
8.33K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
113+ 0.86% |
$11.6K - $14.6K
|
13.2K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
113+ 1.77% |
$11.6K - $14.6K
|
6.5K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
111+ 0.27% |
$11.4K - $14.3K
|
41.2K
$7.38M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
110+ 2.21% |
$11.3K - $14.2K
|
5.08K
$909K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
108+ 3.89% |
$11.1K - $14K
|
2.89K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
107+ 0.8% |
$11K - $13.8K
|
13.4K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
107+ 0.43% |
$11K - $13.8K
|
24.8K
$4.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
106+ 2.46% |
$10.9K - $13.7K
|
4.41K
$789K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
104+ 1.66% |
$10.7K - $13.4K
|
6.38K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
103+ 0.81% |
$10.6K - $13.3K
|
12.8K
$2.28M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
103New |
$10.6K - $13.3K
|
103
$18.4K
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
102+ 4.87% |
$10.5K - $13.2K
|
2.2K
$393K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
101+ 4.19% |
$10.3K - $13.1K
|
2.51K
$449K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
100+ 4.81% |
$10.2K - $12.9K
|
2.18K
$390K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
100+ 0.5% |
$10.2K - $12.9K
|
20.3K
$3.63M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 7.72% |
$10.2K - $12.9K
|
1.4K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
100+ 1.28% |
$10.2K - $12.9K
|
7.91K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
99+ 4.66% |
$10.1K - $12.8K
|
2.23K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
98New |
$10K - $12.7K
|
98
$17.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
97+ 2.56% |
$9.94K - $12.5K
|
3.89K
$696K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
96+ 0.8% |
$9.84K - $12.4K
|
12.1K
$2.16M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
93+ 0.73% |
$9.53K - $12K
|
12.8K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
93+ 1.79% |
$9.53K - $12K
|
5.29K
$947K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
88+ 303.45% |
$9.02K - $11.4K
|
117
$20.9K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
84+ 1.21% |
$8.61K - $10.9K
|
7K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
81+ 0.29% |
$8.3K - $10.5K
|
28K
$5.01M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
81+ 18.04% |
$8.3K - $10.5K
|
530
$94.8K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
80+ 3.08% |
$8.2K - $10.3K
|
2.68K
$479K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
80+ 1.19% |
$8.2K - $10.3K
|
6.83K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
79+ 2.42% |
$8.09K - $10.2K
|
3.35K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
79+ 0.7% |
$8.09K - $10.2K
|
11.4K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
77+ 1.84% |
$7.89K - $9.95K
|
4.26K
$763K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
77+ 4.69% |
$7.89K - $9.95K
|
1.72K
$308K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
75+ 3.04% |
$7.68K - $9.69K
|
2.54K
$454K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
75+ 3.77% |
$7.68K - $9.69K
|
2.06K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
75+ 3.16% |
$7.68K - $9.69K
|
2.45K
$438K
|