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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
818+ 2.03% |
$82.1K - $95.8K
|
41.1K
$6.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
813+ 1.22% |
$81.6K - $95.3K
|
67.6K
$11.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
808New |
$81.1K - $94.7K
|
808
$137K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
800+ 2.88% |
$80.2K - $93.7K
|
28.6K
$4.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
800+ 30.51% |
$80.2K - $93.7K
|
3.42K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
800+ 5.36% |
$80.2K - $93.7K
|
15.7K
$2.68M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
800+ 18.46% |
$80.2K - $93.7K
|
5.13K
$873K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
797+ 0.57% |
$79.9K - $93.4K
|
141K
$24M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
795+ 6.95% |
$79.7K - $93.1K
|
12.2K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
794+ 9.01% |
$79.6K - $93K
|
9.6K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
789New |
$79.1K - $92.4K
|
789
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
788+ 9.92% |
$79K - $92.3K
|
8.74K
$1.49M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
786+ 12.53% |
$78.8K - $92.1K
|
7.06K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
780+ 32.83% |
$78.2K - $91.4K
|
3.16K
$537K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
774+ 2.07% |
$77.6K - $90.7K
|
38.1K
$6.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
754+ 11.26% |
$75.6K - $88.3K
|
7.45K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
751+ 11.42% |
$75.3K - $88K
|
7.33K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
750+ 4.83% |
$75.2K - $87.9K
|
16.3K
$2.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
750+ 10.32% |
$75.2K - $87.9K
|
8.02K
$1.36M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
750+ 17.93% |
$75.2K - $87.9K
|
4.93K
$839K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
749+ 22.25% |
$75.1K - $87.8K
|
4.12K
$700K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
745+ 6.86% |
$74.7K - $87.3K
|
11.6K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
738New |
$74K - $86.5K
|
738
$126K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
730+ 2.76% |
$73.2K - $85.5K
|
27.2K
$4.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
721+ 30.51% |
$72.3K - $84.5K
|
3.08K
$524K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
719+ 8.27% |
$72.1K - $84.2K
|
9.41K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
717+ 5.79% |
$71.9K - $84K
|
13.1K
$2.23M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
716+ 5.15% |
$71.8K - $83.9K
|
14.6K
$2.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
715+ 20.28% |
$71.7K - $83.8K
|
4.24K
$721K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
703+ 1.34% |
$70.5K - $82.4K
|
53.2K
$9.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
699+ 26.52% |
$70.1K - $81.9K
|
3.34K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
690+ 16.54% |
$69.2K - $80.8K
|
4.86K
$827K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
689+ 3.42% |
$69.1K - $80.7K
|
20.8K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
675+ 34.25% |
$67.7K - $79.1K
|
2.65K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
667+ 8.69% |
$66.9K - $78.1K
|
8.34K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
663+ 3.22% |
$66.5K - $77.7K
|
21.3K
$3.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
660+ 7.02% |
$66.2K - $77.3K
|
10.1K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
656+ 1.95% |
$65.8K - $76.9K
|
34.3K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
649+ 0.64% |
$65.1K - $76K
|
103K
$17.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
647+ 8.3% |
$64.9K - $75.8K
|
8.44K
$1.44M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
647+ 8.3% |
$64.9K - $75.8K
|
8.44K
$1.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
645+ 122.62% |
$64.7K - $75.6K
|
1.17K
$199K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
641New |
$64.3K - $75.1K
|
641
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
636+ 4.3% |
$63.8K - $74.5K
|
15.4K
$2.62M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
636+ 19.47% |
$63.8K - $74.5K
|
3.9K
$664K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
627+ 30.74% |
$62.9K - $73.5K
|
2.67K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
625+ 7.7% |
$62.7K - $73.2K
|
8.74K
$1.49M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
616+ 2.79% |
$61.8K - $72.2K
|
22.7K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
609+ 7.82% |
$61.1K - $71.4K
|
8.4K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
604+ 41.23% |
$60.6K - $70.8K
|
2.07K
$352K
|