Purchases and Sales Made in Q2 2023 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
209+ 8.23% |
$19.6K - $26.4K
|
2.75K
$528K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
206+ 5.08% |
$19.3K - $26.1K
|
4.26K
$820K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
201+ 36.81% |
$18.8K - $25.4K
|
747
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
201+ 2.87% |
$18.8K - $25.4K
|
7.22K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
200+ 3.41% |
$18.7K - $25.3K
|
6.07K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
200+ 5.16% |
$18.7K - $25.3K
|
4.08K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
200+ 8.9% |
$18.7K - $25.3K
|
2.45K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200+ 3.87% |
$18.7K - $25.3K
|
5.37K
$1.03M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
200+ 2.51% |
$18.7K - $25.3K
|
8.18K
$1.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
196+ 445.45% |
$18.4K - $24.8K
|
240
$46.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
194+ 4.16% |
$18.2K - $24.6K
|
4.86K
$934K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
191+ 7.47% |
$17.9K - $24.2K
|
2.75K
$528K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
191+ 2.94% |
$17.9K - $24.2K
|
6.69K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
190+ 0.98% |
$17.8K - $24K
|
19.6K
$3.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
189+ 2.86% |
$17.7K - $23.9K
|
6.79K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
189+ 4.44% |
$17.7K - $23.9K
|
4.45K
$856K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
186+ 17.38% |
$17.4K - $23.5K
|
1.26K
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
186+ 2.05% |
$17.4K - $23.5K
|
9.27K
$1.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
182+ 6.38% |
$17.1K - $23K
|
3.03K
$583K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
181+ 3.66% |
$17K - $22.9K
|
5.13K
$987K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
181+ 4.02% |
$17K - $22.9K
|
4.68K
$900K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
179+ 2.03% |
$16.8K - $22.7K
|
9K
$1.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
173+ 3.33% |
$16.2K - $21.9K
|
5.36K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
173+ 4.86% |
$16.2K - $21.9K
|
3.73K
$717K
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
172+ 6.7% |
$16.1K - $21.8K
|
2.74K
$527K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
170+ 1.03% |
$15.9K - $21.5K
|
16.8K
$3.22M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
170+ 2.02% |
$15.9K - $21.5K
|
8.57K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
169+ 4.49% |
$15.8K - $21.4K
|
3.93K
$756K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
168+ 1.01% |
$15.7K - $21.3K
|
16.8K
$3.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
167+ 3.43% |
$15.6K - $21.1K
|
5.03K
$967K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
167+ 2.64% |
$15.6K - $21.1K
|
6.5K
$1.25M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
167+ 3.11% |
$15.6K - $21.1K
|
5.53K
$1.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
166+ 4.47% |
$15.6K - $21K
|
3.88K
$746K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
164+ 4.41% |
$15.4K - $20.8K
|
3.88K
$746K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
163+ 0.54% |
$15.3K - $20.6K
|
30.5K
$5.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
162+ 1.67% |
$15.2K - $20.5K
|
9.86K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
161+ 1.82% |
$15.1K - $20.4K
|
9.02K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
160+ 0.14% |
$15K - $20.2K
|
117K
$22.4M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
160+ 0.4% |
$15K - $20.2K
|
40.6K
$7.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
159+ 3.71% |
$14.9K - $20.1K
|
4.44K
$855K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
158+ 6.41% |
$14.8K - $20K
|
2.62K
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
157+ 8.77% |
$14.7K - $19.9K
|
1.95K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
157+ 3.06% |
$14.7K - $19.9K
|
5.29K
$1.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
156+ 5.77% |
$14.6K - $19.7K
|
2.86K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
155+ 3.58% |
$14.5K - $19.6K
|
4.48K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
154+ 0.74% |
$14.4K - $19.5K
|
21K
$4.04M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
152+ 5.22% |
$14.2K - $19.2K
|
3.07K
$590K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
152+ 4.92% |
$14.2K - $19.2K
|
3.24K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
149+ 2.62% |
$14K - $18.9K
|
5.83K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
148+ 1.22% |
$13.9K - $18.7K
|
12.3K
$2.36M
|