Purchases and Sales Made in Q4 2023 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.16K+ 1.62% |
$216K - $253K
|
135K
$25.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.15K+ 65.56% |
$216K - $252K
|
5.44K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.14KNew |
$214K - $250K
|
2.14K
$398K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
2.12K+ 25.54% |
$212K - $248K
|
10.4K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.11KNew |
$212K - $248K
|
2.11K
$394K
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
2.1KNew |
$211K - $247K
|
2.1K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.1K+ 25.41% |
$211K - $246K
|
10.4K
$1.93M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 11.76% |
$210K - $245K
|
19.9K
$3.71M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.09KNew |
$210K - $245K
|
2.09K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
2.09K+ 57.11% |
$210K - $245K
|
5.75K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
2.09KNew |
$209K - $245K
|
2.09K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.09K+ 3.2% |
$209K - $244K
|
67.2K
$12.5M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
2.08KNew |
$209K - $244K
|
2.08K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.08K+ 10.89% |
$209K - $244K
|
21.2K
$3.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.08KNew |
$208K - $243K
|
2.08K
$387K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.07K+ 8.8% |
$208K - $243K
|
25.6K
$4.77M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.07KNew |
$207K - $242K
|
2.07K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2.06KNew |
$207K - $241K
|
2.06K
$384K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.06K+ 14.44% |
$206K - $241K
|
16.3K
$3.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.04K+ 15.48% |
$204K - $238K
|
15.2K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.03KNew |
$204K - $238K
|
2.03K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.03K+ 1.56% |
$204K - $238K
|
132K
$24.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.02KNew |
$203K - $237K
|
2.02K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2K+ 27.14% |
$201K - $234K
|
9.37K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
2KNew |
$201K - $234K
|
2K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2K+ 33.33% |
$201K - $234K
|
8K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.99KNew |
$199K - $233K
|
1.99K
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.98KNew |
$198K - $231K
|
1.98K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.98K+ 18.22% |
$198K - $231K
|
12.8K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.97K+ 51.1% |
$197K - $230K
|
5.81K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.97K+ 37.07% |
$197K - $230K
|
7.27K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.96K+ 28.77% |
$197K - $230K
|
8.79K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.96KNew |
$197K - $230K
|
1.96K
$366K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.96KNew |
$196K - $229K
|
1.96K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.95KNew |
$196K - $229K
|
1.95K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
1.95KNew |
$195K - $228K
|
1.95K
$363K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.95KNew |
$195K - $228K
|
1.95K
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.94K+ 5.74% |
$195K - $227K
|
35.8K
$6.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.94KNew |
$194K - $227K
|
1.94K
$361K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.93KNew |
$194K - $226K
|
1.93K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.93KNew |
$194K - $226K
|
1.93K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.93KNew |
$194K - $226K
|
1.93K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.93K+ 1.79% |
$193K - $226K
|
110K
$20.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
1.93KNew |
$193K - $226K
|
1.93K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.93K+ 7.46% |
$193K - $226K
|
27.7K
$5.17M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.91KNew |
$192K - $224K
|
1.91K
$357K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.91K+ 16.6% |
$192K - $224K
|
13.4K
$2.51M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.91K+ 14.35% |
$191K - $223K
|
15.2K
$2.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
1.9KNew |
$191K - $223K
|
1.9K
$355K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.9KNew |
$191K - $223K
|
1.9K
$355K
|