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 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
339+ 3.08% |
$34K - $39.7K
|
11.3K
$1.93M
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
337+ 15.21% |
$33.8K - $39.5K
|
2.55K
$434K
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
337+ 2.48% |
$33.8K - $39.5K
|
13.9K
$2.37M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
336+ 2.72% |
$33.7K - $39.4K
|
12.7K
$2.16M
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
336+ 0.05% |
$33.7K - $39.4K
|
630K
$107M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
333+ 0.52% |
$33.4K - $39K
|
64.5K
$11M
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
332New |
$33.3K - $38.9K
|
332
$56.5K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
327+ 13.96% |
$32.8K - $38.3K
|
2.67K
$454K
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
325+ 15.04% |
$32.6K - $38.1K
|
2.49K
$423K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
324New |
$32.5K - $38K
|
324
$55.1K
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
323+ 4.69% |
$32.4K - $37.8K
|
7.22K
$1.23M
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
321+ 3.74% |
$32.2K - $37.6K
|
8.9K
$1.51M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
317+ 3.39% |
$31.8K - $37.1K
|
9.66K
$1.64M
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
315+ 6.99% |
$31.6K - $36.9K
|
4.82K
$820K
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
314+ 2.53% |
$31.5K - $36.8K
|
12.7K
$2.17M
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
310+ 0.29% |
$31.1K - $36.3K
|
107K
$18.1M
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
308+ 4.59% |
$30.9K - $36.1K
|
7.02K
$1.19M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
308+ 2.52% |
$30.9K - $36.1K
|
12.5K
$2.13M
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
307+ 9.8% |
$30.8K - $36K
|
3.44K
$585K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
306+ 12.13% |
$30.7K - $35.9K
|
2.83K
$481K
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
300+ 6.46% |
$30.1K - $35.1K
|
4.94K
$841K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
300+ 3.3% |
$30.1K - $35.1K
|
9.39K
$1.6M
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
300+ 5.27% |
$30.1K - $35.1K
|
6K
$1.02M
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
300+ 4.93% |
$30.1K - $35.1K
|
6.38K
$1.09M
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
300+ 1.72% |
$30.1K - $35.1K
|
17.7K
$3.01M
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
300+ 0.88% |
$30.1K - $35.1K
|
34.4K
$5.85M
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
299+ 4.0% |
$30K - $35K
|
7.78K
$1.32M
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
297+ 3.1% |
$29.8K - $34.8K
|
9.88K
$1.68M
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
296+ 12.67% |
$29.7K - $34.7K
|
2.63K
$448K
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
294+ 6.61% |
$29.5K - $34.4K
|
4.74K
$806K
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
294+ 6.61% |
$29.5K - $34.4K
|
4.74K
$806K
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
289New |
$29K - $33.9K
|
289
$49.1K
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
288+ 7.06% |
$28.9K - $33.7K
|
4.37K
$742K
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
282+ 14.73% |
$28.3K - $33K
|
2.2K
$374K
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
282+ 2.05% |
$28.3K - $33K
|
14K
$2.38M
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
282+ 7.49% |
$28.3K - $33K
|
4.05K
$688K
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
280+ 6.15% |
$28.1K - $32.8K
|
4.83K
$822K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
280New |
$28.1K - $32.8K
|
280
$47.6K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
277+ 10.08% |
$27.8K - $32.5K
|
3.03K
$515K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
274New |
$27.5K - $32.1K
|
274
$46.6K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
268+ 5.31% |
$26.9K - $31.4K
|
5.31K
$904K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
267+ 2.2% |
$26.8K - $31.3K
|
12.4K
$2.11M
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
265+ 6.13% |
$26.6K - $31K
|
4.59K
$780K
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
263+ 0.46% |
$26.4K - $30.8K
|
57.3K
$9.74M
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
262+ 30.36% |
$26.3K - $30.7K
|
1.13K
$191K
|
|
Feb 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
262+ 13.48% |
$26.3K - $30.7K
|
2.21K
$375K
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
258+ 8.89% |
$25.9K - $30.2K
|
3.16K
$537K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
257+ 0.96% |
$25.8K - $30.1K
|
27.1K
$4.62M
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
257+ 0.46% |
$25.8K - $30.1K
|
56.6K
$9.63M
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
253+ 3.38% |
$25.4K - $29.6K
|
7.75K
$1.32M
|