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 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
251+ 2.57% |
$25.2K - $29.4K
|
10K
$1.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
251+ 2.57% |
$25.2K - $29.4K
|
10K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
245+ 2.03% |
$24.6K - $28.7K
|
12.3K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
241+ 3.44% |
$24.2K - $28.2K
|
7.26K
$1.35M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
235+ 13.06% |
$23.6K - $27.5K
|
2.04K
$379K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
234+ 5.43% |
$23.5K - $27.4K
|
4.54K
$847K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
231+ 1.02% |
$23.2K - $27.1K
|
22.9K
$4.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
230+ 1.31% |
$23.1K - $26.9K
|
17.8K
$3.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
230New |
$23.1K - $26.9K
|
230
$42.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
230+ 1.46% |
$23.1K - $26.9K
|
15.9K
$2.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
227New |
$22.8K - $26.6K
|
227
$42.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
225+ 9.69% |
$22.6K - $26.4K
|
2.55K
$475K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
221+ 8.62% |
$22.2K - $25.9K
|
2.79K
$520K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
221+ 3.5% |
$22.2K - $25.9K
|
6.54K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
220+ 4.15% |
$22.1K - $25.8K
|
5.52K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
217+ 2.32% |
$21.8K - $25.4K
|
9.58K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
216+ 139.35% |
$21.7K - $25.3K
|
371
$69.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
215+ 3.17% |
$21.6K - $25.2K
|
6.99K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
214+ 4.25% |
$21.5K - $25.1K
|
5.24K
$978K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
213+ 100.0% |
$21.4K - $25K
|
426
$79.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
210+ 1.5% |
$21.1K - $24.6K
|
14.2K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
210+ 7.64% |
$21.1K - $24.6K
|
2.96K
$552K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
205+ 4.76% |
$20.6K - $24K
|
4.51K
$842K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
205+ 55.71% |
$20.6K - $24K
|
573
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
203+ 1.43% |
$20.4K - $23.8K
|
14.4K
$2.69M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
203+ 48.92% |
$20.4K - $23.8K
|
618
$115K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
202+ 0.32% |
$20.3K - $23.7K
|
62.8K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
202+ 0.18% |
$20.3K - $23.7K
|
115K
$21.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
202+ 6.64% |
$20.3K - $23.7K
|
3.24K
$605K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
201+ 1.16% |
$20.2K - $23.5K
|
17.5K
$3.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
200+ 2.92% |
$20.1K - $23.4K
|
7.04K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
200+ 3.46% |
$20.1K - $23.4K
|
5.99K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
200+ 0.65% |
$20.1K - $23.4K
|
30.8K
$5.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
200+ 2.39% |
$20.1K - $23.4K
|
8.57K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
200+ 0.36% |
$20.1K - $23.4K
|
55.8K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
200+ 9.94% |
$20.1K - $23.4K
|
2.21K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
200+ 1.15% |
$20.1K - $23.4K
|
17.6K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
200+ 1.78% |
$20.1K - $23.4K
|
11.4K
$2.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
199+ 3.79% |
$20K - $23.3K
|
5.45K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
197+ 1.58% |
$19.8K - $23.1K
|
12.7K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
196+ 1.49% |
$19.7K - $23K
|
13.4K
$2.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
193+ 19.3% |
$19.4K - $22.6K
|
1.19K
$222K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
193New |
$19.4K - $22.6K
|
193
$36K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
193+ 3.52% |
$19.4K - $22.6K
|
5.68K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
190+ 0.56% |
$19.1K - $22.3K
|
34.3K
$6.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
190+ 1.96% |
$19.1K - $22.3K
|
9.88K
$1.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
188+ 1.14% |
$18.9K - $22K
|
16.7K
$3.11M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
187+ 1.8% |
$18.8K - $21.9K
|
10.6K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
184+ 0.92% |
$18.5K - $21.6K
|
20.3K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
184+ 1.43% |
$18.5K - $21.6K
|
13K
$2.43M
|