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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
179+ 1.52% |
$18K - $21K
|
11.9K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
178+ 0.66% |
$17.9K - $20.9K
|
27.1K
$5.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
175+ 9.37% |
$17.6K - $20.5K
|
2.04K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
175+ 0.34% |
$17.6K - $20.5K
|
52.4K
$9.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
172New |
$17.3K - $20.2K
|
172
$32.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
170+ 1.08% |
$17.1K - $19.9K
|
15.9K
$2.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
170+ 1.02% |
$17.1K - $19.9K
|
16.8K
$3.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
166+ 3.13% |
$16.7K - $19.4K
|
5.47K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
165+ 2.03% |
$16.6K - $19.3K
|
8.28K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
164+ 4.43% |
$16.5K - $19.2K
|
3.86K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
163+ 0.6% |
$16.4K - $19.1K
|
27.2K
$5.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
161+ 0.21% |
$16.1K - $18.9K
|
77.1K
$14.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
157New |
$15.7K - $18.4K
|
157
$29.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
156+ 0.88% |
$15.6K - $18.3K
|
18K
$3.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
155+ 6.75% |
$15.5K - $18.2K
|
2.45K
$457K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
155+ 4.08% |
$15.5K - $18.2K
|
3.95K
$737K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
151+ 3.13% |
$15.1K - $17.7K
|
4.97K
$927K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
148+ 17.75% |
$14.8K - $17.3K
|
982
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
145+ 5.57% |
$14.5K - $17K
|
2.75K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
142+ 2.89% |
$14.2K - $16.6K
|
5.05K
$941K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
141+ 4.31% |
$14.1K - $16.5K
|
3.41K
$636K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
141+ 2.5% |
$14.1K - $16.5K
|
5.78K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
140+ 4.38% |
$14K - $16.4K
|
3.34K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
140+ 0.41% |
$14K - $16.4K
|
34.3K
$6.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
140+ 1.45% |
$14K - $16.4K
|
9.8K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
133+ 1.34% |
$13.3K - $15.6K
|
10K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
132+ 1.32% |
$13.2K - $15.5K
|
10.1K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
131+ 2.1% |
$13.1K - $15.3K
|
6.37K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
129+ 0.39% |
$12.9K - $15.1K
|
33.4K
$6.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
126+ 2.11% |
$12.6K - $14.8K
|
6.11K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
123+ 1.97% |
$12.3K - $14.4K
|
6.37K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
123+ 2.44% |
$12.3K - $14.4K
|
5.16K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
123+ 6.48% |
$12.3K - $14.4K
|
2.02K
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
120+ 3.64% |
$12K - $14.1K
|
3.42K
$637K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
118+ 2.05% |
$11.8K - $13.8K
|
5.87K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
117+ 4.14% |
$11.7K - $13.7K
|
2.94K
$549K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
114+ 1.28% |
$11.4K - $13.4K
|
9.05K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
114+ 2.26% |
$11.4K - $13.4K
|
5.15K
$960K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
110+ 2.85% |
$11K - $12.9K
|
3.97K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
109+ 0.65% |
$10.9K - $12.8K
|
17K
$3.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
108+ 33.64% |
$10.8K - $12.7K
|
429
$80K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
108+ 1.04% |
$10.8K - $12.7K
|
10.5K
$1.96M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
107New |
$10.7K - $12.5K
|
107
$20K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
107+ 0.05% |
$10.7K - $12.5K
|
235K
$43.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
106+ 3.17% |
$10.6K - $12.4K
|
3.45K
$644K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
105+ 2.0% |
$10.5K - $12.3K
|
5.37K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.74% |
$10.5K - $12.3K
|
14.3K
$2.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
105+ 1.11% |
$10.5K - $12.3K
|
9.55K
$1.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
104+ 1.69% |
$10.4K - $12.2K
|
6.27K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
104+ 0.64% |
$10.4K - $12.2K
|
16.3K
$3.04M
|