Purchases and Sales Made in Q4 2021 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
402+ 14.92% |
$35.1K - $41.7K
|
3.1K
$543K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
400New |
$34.9K - $41.5K
|
400
$70.1K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
400New |
$34.9K - $41.5K
|
400
$70.1K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
394+ 2.36% |
$34.4K - $40.8K
|
17.1K
$3M
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
394+ 8.77% |
$34.4K - $40.8K
|
4.89K
$857K
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
393+ 2.21% |
$34.3K - $40.7K
|
18.2K
$3.19M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
389+ 1.45% |
$33.9K - $40.3K
|
27.2K
$4.76M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
386+ 5.53% |
$33.7K - $40K
|
7.37K
$1.29M
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
380New |
$33.1K - $39.4K
|
380
$66.6K
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
380+ 0.29% |
$33.1K - $39.4K
|
131K
$23M
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
379+ 0.41% |
$33.1K - $39.3K
|
92.8K
$16.3M
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
376+ 0.38% |
$32.8K - $39K
|
100K
$17.6M
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
376+ 0.89% |
$32.8K - $39K
|
42.8K
$7.5M
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
375+ 11.72% |
$32.7K - $38.9K
|
3.58K
$627K
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
372+ 10.29% |
$32.4K - $38.6K
|
3.99K
$699K
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
371+ 10.26% |
$32.4K - $38.5K
|
3.99K
$699K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
371New |
$32.4K - $38.5K
|
371
$65K
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
369+ 0.12% |
$32.2K - $38.2K
|
309K
$54.1M
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
361+ 0.52% |
$31.5K - $37.4K
|
69.2K
$12.1M
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
361+ 10.49% |
$31.5K - $37.4K
|
3.8K
$666K
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
360+ 1.26% |
$31.4K - $37.3K
|
29K
$5.08M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
350+ 0.7% |
$30.5K - $36.3K
|
50.1K
$8.79M
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
349+ 15.02% |
$30.4K - $36.2K
|
2.67K
$468K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
348+ 12.62% |
$30.3K - $36.1K
|
3.11K
$544K
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
345New |
$30.1K - $35.8K
|
345
$60.5K
|
|
Jan 21, 2022
Q4 2021
|
Harrington Investments, Inc
|
BUY
|
- |
340+ 1.13% |
$29.7K - $35.2K
|
30.4K
$5.33M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
336+ 4.43% |
$29.3K - $34.8K
|
7.92K
$1.39M
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
335+ 8.18% |
$29.2K - $34.7K
|
4.43K
$776K
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
333+ 2.87% |
$29K - $34.5K
|
11.9K
$2.09M
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
330+ 6.51% |
$28.8K - $34.2K
|
5.4K
$947K
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
329+ 2.2% |
$28.7K - $34.1K
|
15.3K
$2.67M
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
325New |
$28.3K - $33.7K
|
325
$57K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
323+ 1.65% |
$28.2K - $33.5K
|
19.9K
$3.48M
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
321+ 11.95% |
$28K - $33.3K
|
3.01K
$527K
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
315+ 7.21% |
$27.5K - $32.6K
|
4.68K
$821K
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
313+ 5.51% |
$27.3K - $32.4K
|
6K
$1.05M
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
310+ 0.26% |
$27K - $32.1K
|
119K
$20.9M
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
307+ 20.76% |
$26.8K - $31.8K
|
1.79K
$313K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
307+ 6.33% |
$26.8K - $31.8K
|
5.16K
$905K
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
306+ 3.19% |
$26.7K - $31.7K
|
9.89K
$1.73M
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
304+ 2.17% |
$26.5K - $31.5K
|
14.3K
$2.51M
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
302+ 3.73% |
$26.3K - $31.3K
|
8.39K
$1.47M
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
300+ 7.75% |
$26.2K - $31.1K
|
4.17K
$731K
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
300+ 6.62% |
$26.2K - $31.1K
|
4.83K
$847K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
296+ 9.79% |
$25.8K - $30.7K
|
3.32K
$582K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
296+ 7.26% |
$25.8K - $30.7K
|
4.38K
$767K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
295New |
$25.7K - $30.6K
|
295
$51.7K
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
294+ 84.0% |
$25.6K - $30.5K
|
644
$113K
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
290+ 0.14% |
$25.3K - $30.1K
|
207K
$36.3M
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
287+ 5.66% |
$25K - $29.7K
|
5.36K
$939K
|