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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
100+ 1.4% |
$8.72K - $10.4K
|
7.24K
$1.27M
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
100+ 1.53% |
$8.72K - $10.4K
|
6.63K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
100+ 1.11% |
$8.72K - $10.4K
|
9.09K
$1.59M
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
100+ 3.69% |
$8.72K - $10.4K
|
2.81K
$493K
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
100+ 43.86% |
$8.72K - $10.4K
|
328
$57.5K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
99+ 1.65% |
$8.63K - $10.3K
|
6.12K
$1.07M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
98+ 2.42% |
$8.55K - $10.2K
|
4.14K
$726K
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
97New |
$8.46K - $10.1K
|
97
$17K
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
96+ 2.18% |
$8.37K - $9.95K
|
4.5K
$788K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
96+ 1.49% |
$8.37K - $9.95K
|
6.53K
$1.15M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
96+ 0.1% |
$8.37K - $9.95K
|
96.4K
$16.9M
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
95+ 3.43% |
$8.28K - $9.85K
|
2.87K
$503K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
95New |
$8.28K - $9.85K
|
95
$16.7K
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
94+ 1.1% |
$8.2K - $9.74K
|
8.65K
$1.52M
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
93New |
$8.11K - $9.64K
|
93
$16.3K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
92+ 56.79% |
$8.02K - $9.54K
|
254
$44.5K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91+ 1.62% |
$7.94K - $9.43K
|
5.72K
$1M
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
89+ 1.36% |
$7.76K - $9.22K
|
6.65K
$1.17M
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
89+ 0.85% |
$7.76K - $9.22K
|
10.5K
$1.85M
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
89+ 0.36% |
$7.76K - $9.22K
|
24.9K
$4.37M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
87+ 1.16% |
$7.59K - $9.02K
|
7.6K
$1.33M
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
85+ 0.09% |
$7.41K - $8.81K
|
97.3K
$17.1M
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
82+ 1.2% |
$7.15K - $8.5K
|
6.92K
$1.21M
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
82+ 0.09% |
$7.15K - $8.5K
|
95.9K
$16.8M
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
81+ 97.59% |
$7.06K - $8.4K
|
164
$28.8K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
80+ 11.27% |
$6.98K - $8.29K
|
790
$139K
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
79+ 0.36% |
$6.89K - $8.19K
|
21.9K
$3.85M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
79+ 0.48% |
$6.89K - $8.19K
|
16.7K
$2.93M
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
76+ 0.59% |
$6.63K - $7.88K
|
12.9K
$2.27M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
75+ 0.9% |
$6.54K - $7.77K
|
8.43K
$1.48M
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
75+ 0.81% |
$6.54K - $7.77K
|
9.36K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
75+ 0.59% |
$6.54K - $7.77K
|
12.7K
$2.23M
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
73+ 1.17% |
$6.37K - $7.57K
|
6.29K
$1.1M
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
73+ 2.04% |
$6.37K - $7.57K
|
3.66K
$641K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
71New |
$6.19K - $7.36K
|
71
$12.4K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
69+ 0.93% |
$6.02K - $7.15K
|
7.48K
$1.31M
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
66+ 1.97% |
$5.76K - $6.84K
|
3.42K
$599K
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
62+ 1.74% |
$5.41K - $6.43K
|
3.63K
$636K
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
61+ 0.68% |
$5.32K - $6.32K
|
9.05K
$1.59M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
60+ 1.11% |
$5.23K - $6.22K
|
5.46K
$956K
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
57+ 0.12% |
$4.97K - $5.91K
|
48K
$8.41M
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
57New |
$4.97K - $5.91K
|
57
$9.99K
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
57+ 0.82% |
$4.97K - $5.91K
|
7.03K
$1.23M
|
|
Feb 11, 2022
Q4 2021
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
57+ 6.33% |
$4.97K - $5.91K
|
957
$168K
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
56+ 1.56% |
$4.88K - $5.8K
|
3.66K
$641K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
56+ 2.9% |
$4.88K - $5.8K
|
1.99K
$349K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
53+ 5.31% |
$4.62K - $5.49K
|
1.05K
$184K
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
52+ 2.23% |
$4.53K - $5.39K
|
2.39K
$419K
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
50+ 1.21% |
$4.36K - $5.18K
|
4.18K
$733K
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
50+ 0.89% |
$4.36K - $5.18K
|
5.69K
$997K
|