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 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400- 1.41% |
$41K - $51.7K
|
28K
$5M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-400- 3.09% |
$41K - $51.7K
|
12.6K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-400- 1.3% |
$41K - $51.7K
|
30.4K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-400- 14.59% |
$41K - $51.7K
|
2.34K
$419K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-400- 0.98% |
$41K - $51.7K
|
40.3K
$7.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-403- 1.03% |
$41.3K - $52.1K
|
38.9K
$6.95M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-410- 3.71% |
$42K - $53K
|
10.6K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-415- 7.84% |
$42.5K - $53.6K
|
4.88K
$873K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-420- 14.96% |
$43K - $54.3K
|
2.39K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-420- 0.41% |
$43K - $54.3K
|
102K
$18.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-421- 8.39% |
$43.1K - $54.4K
|
4.6K
$822K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-435- 5.69% |
$44.6K - $56.2K
|
7.22K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-435- 5.47% |
$44.6K - $56.2K
|
7.52K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-436- 1.98% |
$44.7K - $56.3K
|
21.6K
$3.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-440- 5.76% |
$45.1K - $56.9K
|
7.19K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-445- 3.47% |
$45.6K - $57.5K
|
12.4K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-450- 0.34% |
$46.1K - $58.2K
|
132K
$23.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-456- 12.75% |
$46.7K - $58.9K
|
3.12K
$558K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-457- 3.92% |
$46.8K - $59.1K
|
11.2K
$2.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-457- 2.41% |
$46.8K - $59.1K
|
18.5K
$3.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-461- 4.06% |
$47.2K - $59.6K
|
10.9K
$1.95M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-462- 0.65% |
$47.3K - $59.7K
|
70.2K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-463- 0.27% |
$47.4K - $59.8K
|
171K
$30.6M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-470- 10.69% |
$48.2K - $60.7K
|
3.93K
$703K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-471- 3.73% |
$48.3K - $60.9K
|
12.2K
$2.17M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-472- 8.23% |
$48.4K - $61K
|
5.27K
$942K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-477- 15.98% |
$48.9K - $61.6K
|
2.51K
$449K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-479- 21.27% |
$49.1K - $61.9K
|
1.77K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-480- 30.87% |
$49.2K - $62K
|
1.08K
$192K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-481- 1.52% |
$49.3K - $62.2K
|
31.1K
$5.57M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-485- 7.73% |
$49.7K - $62.7K
|
5.79K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-487- 1.75% |
$49.9K - $62.9K
|
27.3K
$4.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-488- 11.18% |
$50K - $63.1K
|
3.88K
$694K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-491- 0.7% |
$50.3K - $63.5K
|
70K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-491- 2.87% |
$50.3K - $63.5K
|
16.6K
$2.97M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-492- 1.28% |
$50.4K - $63.6K
|
37.8K
$6.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-493- 41.32% |
$50.5K - $63.7K
|
700
$125K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-495- 2.35% |
$50.7K - $64K
|
20.5K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-496- 8.55% |
$50.8K - $64.1K
|
5.3K
$949K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-496- 6.34% |
$50.8K - $64.1K
|
7.33K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-497- 2.84% |
$50.9K - $64.2K
|
17K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-500- 0.17% |
$51.2K - $64.6K
|
287K
$51.4M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-500- 17.84% |
$51.2K - $64.6K
|
2.3K
$412K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-507- 14.17% |
$51.9K - $65.5K
|
3.07K
$550K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-508- 58.59% |
$52K - $65.7K
|
359
$64.2K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-512- 1.94% |
$52.5K - $66.2K
|
25.8K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-512- 0.52% |
$52.5K - $66.2K
|
98.6K
$17.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-515- 5.32% |
$52.8K - $66.6K
|
9.16K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-519- 6.87% |
$53.2K - $67.1K
|
7.03K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-522- 21.23% |
$53.5K - $67.5K
|
1.94K
$347K
|