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 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 0.76% |
$2.05K - $2.58K
|
2.67K
$477K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
19+ 0.24% |
$1.95K - $2.46K
|
7.84K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
18+ 0.6% |
$1.84K - $2.33K
|
3.02K
$541K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
18New |
$1.84K - $2.33K
|
18
$3.22K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
18+ 4.76% |
$1.84K - $2.33K
|
396
$70.9K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$1.84K - $2.33K
|
18
$3.22K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
17+ 0.16% |
$1.74K - $2.2K
|
10.6K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.52% |
$1.74K - $2.2K
|
3.26K
$583K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
16+ 0.76% |
$1.64K - $2.07K
|
2.11K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
16+ 0.47% |
$1.64K - $2.07K
|
3.39K
$606K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
16+ 0.85% |
$1.64K - $2.07K
|
1.9K
$340K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16New |
$1.64K - $2.07K
|
16
$2.86K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$1.54K - $1.94K
|
7.89K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
15+ 0.37% |
$1.54K - $1.94K
|
4.08K
$731K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
15+ 0.68% |
$1.54K - $1.94K
|
2.23K
$398K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
14+ 0.32% |
$1.43K - $1.81K
|
4.45K
$795K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
14+ 0.44% |
$1.43K - $1.81K
|
3.16K
$566K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 1.69% |
$1.43K - $1.81K
|
842
$151K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
13+ 0.26% |
$1.33K - $1.68K
|
4.99K
$893K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
13+ 0.04% |
$1.33K - $1.68K
|
33.8K
$6.05M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 0.51% |
$1.33K - $1.68K
|
2.57K
$460K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
12+ 0.21% |
$1.23K - $1.55K
|
5.84K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
12+ 0.32% |
$1.23K - $1.55K
|
3.81K
$682K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.58% |
$1.23K - $1.55K
|
2.08K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
12+ 0.36% |
$1.23K - $1.55K
|
3.33K
$595K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12+ 0.5% |
$1.23K - $1.55K
|
2.43K
$435K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11+ 0.15% |
$1.13K - $1.42K
|
7.15K
$1.28M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.09% |
$1.02K - $1.29K
|
11.2K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10New |
$1.02K - $1.29K
|
10
$1.79K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.5% |
$1.02K - $1.29K
|
2.02K
$361K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.35% |
$1.02K - $1.29K
|
2.83K
$507K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
9+ 0.08% |
$922 - $1.16K
|
11.5K
$2.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
9+ 0.14% |
$922 - $1.16K
|
6.53K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9+ 0.13% |
$922 - $1.16K
|
6.7K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
9+ 0.08% |
$922 - $1.16K
|
11.2K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.33% |
$922 - $1.16K
|
2.76K
$494K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 0.42% |
$922 - $1.16K
|
2.14K
$383K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.74% |
$922 - $1.16K
|
1.23K
$220K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9+ 128.57% |
$922 - $1.16K
|
16
$2.86K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.12% |
$820 - $1.03K
|
6.72K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
8+ 9.3% |
$820 - $1.03K
|
94
$16.8K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
8+ 0.3% |
$820 - $1.03K
|
2.64K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
8+ 0.35% |
$820 - $1.03K
|
2.28K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8+ 0.3% |
$820 - $1.03K
|
2.63K
$471K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8+ 3.52% |
$820 - $1.03K
|
235
$42K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.12% |
$717 - $905
|
5.66K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
7+ 0.13% |
$717 - $905
|
5.3K
$949K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
7+ 0.12% |
$717 - $905
|
6.03K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
7+ 0.17% |
$717 - $905
|
4.03K
$721K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 7.29% |
$717 - $905
|
103
$18.4K
|