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 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.54K- 14.73% |
$332K - $448K
|
20.5K
$3.94M
|
|
Jul 12, 2023
Q2 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.59K- 2.74% |
$337K - $455K
|
128K
$24.6M
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.6K- 7.63% |
$338K - $456K
|
43.6K
$8.38M
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.62K- 11.72% |
$339K - $458K
|
27.3K
$5.24M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.66K- 7.32% |
$343K - $463K
|
46.4K
$8.92M
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.68K- 14.53% |
$345K - $466K
|
21.7K
$4.16M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.7K- 8.72% |
$347K - $468K
|
38.7K
$7.44M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.72K- 14.71% |
$348K - $471K
|
21.6K
$4.15M
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-3.72K- 1.65% |
$349K - $471K
|
222K
$42.7M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.77K- 2.41% |
$353K - $477K
|
153K
$29.4M
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.78K- 5.58% |
$355K - $479K
|
64K
$12.3M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.82K- 26.66% |
$358K - $484K
|
10.5K
$2.02M
|
|
Jul 06, 2023
Q2 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-3.85K- 3.83% |
$361K - $487K
|
96.8K
$18.6M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.87K- 4.48% |
$362K - $489K
|
82.4K
$15.8M
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.96K- 12.75% |
$371K - $501K
|
27.1K
$5.21M
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-3.97K- 3.06% |
$372K - $502K
|
126K
$24.2M
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-4.01K- 33.55% |
$376K - $507K
|
7.94K
$1.53M
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-4.07K- 5.4% |
$381K - $515K
|
71.3K
$13.7M
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.08K- 5.82% |
$382K - $516K
|
66K
$12.7M
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.08K- 15.07% |
$382K - $516K
|
23K
$4.42M
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.08K- 52.35% |
$382K - $516K
|
3.72K
$714K
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-4.1K- 10.33% |
$384K - $518K
|
35.5K
$6.84M
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-4.13K- 1.88% |
$387K - $523K
|
216K
$41.5M
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-4.24K- 3.94% |
$397K - $536K
|
103K
$19.8M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.26K- 8.19% |
$399K - $538K
|
47.7K
$9.17M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.26K- 4.79% |
$399K - $539K
|
84.7K
$16.3M
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-4.34K- 28.2% |
$407K - $549K
|
11K
$2.12M
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.35K- 12.72% |
$408K - $551K
|
29.9K
$5.75M
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
SELL
|
- |
-4.44K- 5.59% |
$416K - $562K
|
75K
$14.4M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-4.46K- 6.96% |
$418K - $564K
|
59.6K
$11.5M
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-4.47K- 37.21% |
$418K - $565K
|
7.54K
$1.45M
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-4.51K- 13.86% |
$422K - $570K
|
28K
$5.38M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.55K- 4.07% |
$426K - $576K
|
107K
$20.6M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.7K- 63.56% |
$440K - $594K
|
2.69K
$518K
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.7K- 4.7% |
$440K - $595K
|
95.2K
$18.3M
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.79K- 23.7% |
$448K - $606K
|
15.4K
$2.96M
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.86K- 4.01% |
$455K - $614K
|
116K
$22.3M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.91K- 30.74% |
$460K - $621K
|
11.1K
$2.13M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.93K- 16.57% |
$462K - $624K
|
24.8K
$4.77M
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.98K- 3.72% |
$466K - $630K
|
129K
$24.8M
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5K- 14.09% |
$469K - $633K
|
30.5K
$5.86M
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-5.01K- 43.75% |
$469K - $633K
|
6.43K
$1.24M
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-5.01K- 29.76% |
$469K - $634K
|
11.8K
$2.27M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.03K- 35.27% |
$472K - $637K
|
9.23K
$1.78M
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5.04K- 14.38% |
$472K - $638K
|
30K
$5.77M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.07K- 12.11% |
$475K - $641K
|
36.8K
$7.07M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.08K- 69.54% |
$476K - $643K
|
2.23K
$428K
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-5.23K- 1.56% |
$490K - $661K
|
329K
$63.2M
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5.25K- 14.14% |
$492K - $664K
|
31.9K
$6.13M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.32K- 63.73% |
$498K - $673K
|
3.03K
$582K
|