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 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
103+ 4.51% |
$10.3K - $12.1K
|
2.39K
$445K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$10K - $11.7K
|
100
$18.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
100+ 2.63% |
$10K - $11.7K
|
3.9K
$727K
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
100+ 0.18% |
$10K - $11.7K
|
57.1K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$10K - $11.7K
|
100
$18.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
98+ 0.12% |
$9.83K - $11.5K
|
79.5K
$14.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
98+ 0.3% |
$9.83K - $11.5K
|
32.9K
$6.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
96+ 1.36% |
$9.63K - $11.2K
|
7.16K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
96+ 0.06% |
$9.63K - $11.2K
|
154K
$28.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
94+ 0.09% |
$9.43K - $11K
|
105K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
94+ 0.28% |
$9.43K - $11K
|
33.3K
$6.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
92New |
$9.23K - $10.8K
|
92
$17.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
91+ 0.6% |
$9.13K - $10.7K
|
15.3K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
91+ 3.32% |
$9.13K - $10.7K
|
2.83K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
90+ 1.07% |
$9.03K - $10.5K
|
8.52K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
90+ 2.85% |
$9.03K - $10.5K
|
3.24K
$605K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
90+ 0.88% |
$9.03K - $10.5K
|
10.3K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
90+ 3.52% |
$9.03K - $10.5K
|
2.65K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
90+ 0.27% |
$9.03K - $10.5K
|
33.4K
$6.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
87New |
$8.73K - $10.2K
|
87
$16.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
86+ 1.2% |
$8.63K - $10.1K
|
7.25K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
86+ 12.32% |
$8.63K - $10.1K
|
784
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
86+ 2.68% |
$8.63K - $10.1K
|
3.3K
$615K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
86+ 1.19% |
$8.63K - $10.1K
|
7.33K
$1.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
84+ 1.61% |
$8.43K - $9.84K
|
5.3K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
83+ 3.12% |
$8.33K - $9.72K
|
2.75K
$512K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
82+ 0.62% |
$8.23K - $9.61K
|
13.2K
$2.47M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
82New |
$8.23K - $9.61K
|
82
$15.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
80+ 0.58% |
$8.02K - $9.37K
|
13.9K
$2.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
80+ 500.0% |
$8.02K - $9.37K
|
96
$17.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
79+ 0.6% |
$7.92K - $9.26K
|
13.3K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.99% |
$7.72K - $9.02K
|
7.87K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
73+ 0.94% |
$7.32K - $8.55K
|
7.81K
$1.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
71+ 1.48% |
$7.12K - $8.32K
|
4.87K
$908K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
71+ 1.48% |
$7.12K - $8.32K
|
4.87K
$908K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
70+ 0.27% |
$7.02K - $8.2K
|
26.1K
$4.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
70+ 0.44% |
$7.02K - $8.2K
|
16.2K
$3.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
70+ 0.9% |
$7.02K - $8.2K
|
7.82K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
70New |
$7.02K - $8.2K
|
70
$13.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
70+ 1.5% |
$7.02K - $8.2K
|
4.73K
$882K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
70New |
$7.02K - $8.2K
|
70
$13.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
69+ 0.95% |
$6.92K - $8.08K
|
7.36K
$1.37M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
69+ 0.23% |
$6.92K - $8.08K
|
30.5K
$5.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
66+ 0.45% |
$6.62K - $7.73K
|
14.9K
$2.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
65+ 0.83% |
$6.52K - $7.62K
|
7.92K
$1.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
65+ 1.64% |
$6.52K - $7.62K
|
4.03K
$751K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
64+ 1.93% |
$6.42K - $7.5K
|
3.38K
$629K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
64+ 0.35% |
$6.42K - $7.5K
|
18.3K
$3.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$6.42K - $7.5K
|
64
$11.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
62+ 1.13% |
$6.22K - $7.26K
|
5.53K
$1.03M
|