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
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
62+ 2.54% |
$6.22K - $7.26K
|
2.51K
$467K
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
60+ 2.46% |
$6.02K - $7.03K
|
2.5K
$466K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
60+ 20.41% |
$6.02K - $7.03K
|
354
$66K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
59+ 1.07% |
$5.92K - $6.91K
|
5.55K
$1.03M
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
58+ 6.6% |
$5.82K - $6.8K
|
937
$175K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
58+ 0.19% |
$5.82K - $6.8K
|
30.7K
$5.73M
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
56+ 0.43% |
$5.62K - $6.56K
|
13.1K
$2.44M
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
55+ 0.83% |
$5.52K - $6.44K
|
6.7K
$1.25M
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
54+ 0.6% |
$5.42K - $6.33K
|
9.09K
$1.69M
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
51+ 1.16% |
$5.12K - $5.98K
|
4.43K
$826K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
51+ 0.47% |
$5.12K - $5.98K
|
11K
$2.05M
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
50+ 0.78% |
$5.02K - $5.86K
|
6.5K
$1.21M
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
50+ 0.9% |
$5.02K - $5.86K
|
5.63K
$1.05M
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 1.41% |
$5.02K - $5.86K
|
3.59K
$668K
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
50+ 2.33% |
$5.02K - $5.86K
|
2.19K
$409K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
50+ 2.63% |
$5.02K - $5.86K
|
1.95K
$364K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 0.37% |
$5.02K - $5.86K
|
13.7K
$2.56M
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
49+ 1.01% |
$4.92K - $5.74K
|
4.9K
$913K
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
49+ 0.54% |
$4.92K - $5.74K
|
9.19K
$1.71M
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
49+ 0.26% |
$4.92K - $5.74K
|
19.3K
$3.59M
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
49+ 0.27% |
$4.92K - $5.74K
|
18.2K
$3.39M
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
48+ 0.33% |
$4.81K - $5.62K
|
14.5K
$2.71M
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
48+ 0.43% |
$4.81K - $5.62K
|
11.3K
$2.1M
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
47+ 1.4% |
$4.71K - $5.51K
|
3.4K
$635K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
47+ 0.3% |
$4.71K - $5.51K
|
15.5K
$2.9M
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
47+ 1.72% |
$4.71K - $5.51K
|
2.79K
$519K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
46New |
$4.61K - $5.39K
|
46
$8.58K
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
45+ 1.6% |
$4.51K - $5.27K
|
2.85K
$531K
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
45+ 1.97% |
$4.51K - $5.27K
|
2.33K
$435K
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
45+ 0.27% |
$4.51K - $5.27K
|
16.6K
$3.1M
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
44+ 0.36% |
$4.41K - $5.16K
|
12.4K
$2.31M
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
43+ 0.43% |
$4.31K - $5.04K
|
10.1K
$1.88M
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
43+ 1.55% |
$4.31K - $5.04K
|
2.82K
$526K
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
42+ 1.14% |
$4.21K - $4.92K
|
3.73K
$696K
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
42+ 0.51% |
$4.21K - $4.92K
|
8.22K
$1.53M
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
42+ 0.17% |
$4.21K - $4.92K
|
25.5K
$4.75M
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
41+ 68.33% |
$4.11K - $4.8K
|
101
$18.8K
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
40+ 0.14% |
$4.01K - $4.69K
|
28.5K
$5.32M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
39New |
$3.91K - $4.57K
|
39
$7.27K
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
38+ 0.09% |
$3.81K - $4.45K
|
40.1K
$7.47M
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
38+ 1.41% |
$3.81K - $4.45K
|
2.74K
$511K
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
37+ 0.26% |
$3.71K - $4.33K
|
14K
$2.61M
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 0.95% |
$3.71K - $4.33K
|
3.92K
$732K
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
36+ 0.4% |
$3.61K - $4.22K
|
9.13K
$1.7M
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
36New |
$3.61K - $4.22K
|
36
$6.71K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36New |
$3.61K - $4.22K
|
36
$6.71K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
35+ 1.27% |
$3.51K - $4.1K
|
2.78K
$519K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
35+ 0.7% |
$3.51K - $4.1K
|
5.07K
$945K
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
35+ 0.96% |
$3.51K - $4.1K
|
3.68K
$686K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
34+ 5.06% |
$3.41K - $3.98K
|
706
$132K
|