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 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
75+ 1.9% |
$7.68K - $9.69K
|
4.02K
$719K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
75New |
$7.68K - $9.69K
|
75
$13.4K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
75+ 0.36% |
$7.68K - $9.69K
|
21K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
74+ 0.29% |
$7.58K - $9.56K
|
26K
$4.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
73+ 0.3% |
$7.48K - $9.43K
|
24.6K
$4.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
73+ 0.38% |
$7.48K - $9.43K
|
19.3K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
72+ 0.99% |
$7.38K - $9.31K
|
7.32K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
72+ 2.62% |
$7.38K - $9.31K
|
2.82K
$504K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
71+ 3.42% |
$7.27K - $9.18K
|
2.15K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69+ 0.8% |
$7.07K - $8.92K
|
8.66K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
69+ 0.02% |
$7.07K - $8.92K
|
332K
$59.4M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
67+ 2.29% |
$6.86K - $8.66K
|
2.99K
$535K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
67+ 2.46% |
$6.86K - $8.66K
|
2.79K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
67+ 1.38% |
$6.86K - $8.66K
|
4.93K
$882K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
64+ 2.05% |
$6.56K - $8.27K
|
3.19K
$571K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
62+ 4.98% |
$6.35K - $8.01K
|
1.31K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
61+ 0.56% |
$6.25K - $7.88K
|
11K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
61+ 1.28% |
$6.25K - $7.88K
|
4.83K
$863K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
60+ 1.3% |
$6.15K - $7.75K
|
4.68K
$838K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
60+ 1.95% |
$6.15K - $7.75K
|
3.14K
$562K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
60+ 1.7% |
$6.15K - $7.75K
|
3.59K
$642K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
60+ 0.09% |
$6.15K - $7.75K
|
65.2K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
60+ 2.85% |
$6.15K - $7.75K
|
2.16K
$387K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
59+ 0.26% |
$6.05K - $7.63K
|
23K
$4.11M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
58+ 1.55% |
$5.94K - $7.5K
|
3.81K
$682K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
58+ 1.55% |
$5.94K - $7.5K
|
3.81K
$682K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
56+ 2.4% |
$5.74K - $7.24K
|
2.39K
$427K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
56+ 2.09% |
$5.74K - $7.24K
|
2.74K
$490K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
55+ 1.15% |
$5.64K - $7.11K
|
4.84K
$866K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
55+ 1.24% |
$5.64K - $7.11K
|
4.49K
$803K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
55+ 0.39% |
$5.64K - $7.11K
|
14K
$2.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
55+ 1.98% |
$5.64K - $7.11K
|
2.83K
$507K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
55+ 0.31% |
$5.64K - $7.11K
|
18K
$3.23M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
54+ 1.05% |
$5.53K - $6.98K
|
5.2K
$930K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
51+ 47.66% |
$5.23K - $6.59K
|
158
$28.3K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
51+ 0.96% |
$5.23K - $6.59K
|
5.39K
$964K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
50+ 0.05% |
$5.12K - $6.46K
|
100K
$17.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.43% |
$5.12K - $6.46K
|
3.55K
$635K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
50+ 1.75% |
$5.12K - $6.46K
|
2.91K
$520K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
50New |
$5.12K - $6.46K
|
50
$8.95K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
50+ 5.15% |
$5.12K - $6.46K
|
1.02K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50New |
$5.12K - $6.46K
|
50
$8.95K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
49+ 3.58% |
$5.02K - $6.33K
|
1.42K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
48+ 0.47% |
$4.92K - $6.2K
|
10.3K
$1.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
48+ 0.84% |
$4.92K - $6.2K
|
5.74K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
47+ 0.14% |
$4.82K - $6.07K
|
33.1K
$5.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
46+ 1.97% |
$4.71K - $5.95K
|
2.38K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
46+ 0.25% |
$4.71K - $5.95K
|
18.2K
$3.26M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
43+ 1.05% |
$4.41K - $5.56K
|
4.14K
$741K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42+ 1.53% |
$4.3K - $5.43K
|
2.78K
$498K
|