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
|
Concentrum Wealth Management
|
BUY
|
- |
33+ 0.94% |
$3.31K - $3.87K
|
3.53K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 9.65% |
$3.31K - $3.87K
|
375
$69.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
33+ 1.51% |
$3.31K - $3.87K
|
2.22K
$413K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
32+ 0.65% |
$3.21K - $3.75K
|
4.95K
$923K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
32+ 1.73% |
$3.21K - $3.75K
|
1.89K
$352K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
31+ 1.24% |
$3.11K - $3.63K
|
2.53K
$472K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30+ 0.49% |
$3.01K - $3.51K
|
6.14K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
29+ 1.4% |
$2.91K - $3.4K
|
2.1K
$392K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
29+ 0.55% |
$2.91K - $3.4K
|
5.26K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
28New |
$2.81K - $3.28K
|
28
$5.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
27+ 0.09% |
$2.71K - $3.16K
|
28.9K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
27+ 1.14% |
$2.71K - $3.16K
|
2.39K
$446K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 1.21% |
$2.61K - $3.05K
|
2.18K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
26+ 0.29% |
$2.61K - $3.05K
|
9.09K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 0.3% |
$2.61K - $3.05K
|
8.73K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
25+ 0.36% |
$2.51K - $2.93K
|
6.93K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 0.12% |
$2.51K - $2.93K
|
21K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23+ 0.07% |
$2.31K - $2.69K
|
33.5K
$6.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
23+ 0.05% |
$2.31K - $2.69K
|
43.8K
$8.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
22New |
$2.21K - $2.58K
|
22
$4.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
22+ 0.89% |
$2.21K - $2.58K
|
2.5K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
22+ 1.04% |
$2.21K - $2.58K
|
2.13K
$398K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20+ 0.03% |
$2.01K - $2.34K
|
72.9K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
18+ 0.29% |
$1.81K - $2.11K
|
6.27K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
18+ 0.59% |
$1.81K - $2.11K
|
3.06K
$571K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
17+ 1.39% |
$1.71K - $1.99K
|
1.24K
$232K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
17+ 0.07% |
$1.71K - $1.99K
|
25.2K
$4.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
16+ 0.05% |
$1.6K - $1.87K
|
35.3K
$6.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 2.12% |
$1.6K - $1.87K
|
769
$143K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
15+ 34.09% |
$1.5K - $1.76K
|
59
$11K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
14+ 0.22% |
$1.4K - $1.64K
|
6.39K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 2.35% |
$1.4K - $1.64K
|
610
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
14+ 0.04% |
$1.4K - $1.64K
|
33.8K
$6.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.3K - $1.52K
|
2.83K
$528K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 0.15% |
$1.3K - $1.52K
|
8.84K
$1.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
12+ 0.36% |
$1.2K - $1.41K
|
3.38K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
12+ 0.36% |
$1.2K - $1.41K
|
3.31K
$618K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
11+ 0.17% |
$1.1K - $1.29K
|
6.52K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11+ 0.34% |
$1.1K - $1.29K
|
3.23K
$602K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.1K - $1.29K
|
5.58K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.4% |
$1.1K - $1.29K
|
2.75K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11+ 0.07% |
$1.1K - $1.29K
|
16.8K
$3.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
10+ 0.25% |
$1K - $1.17K
|
3.93K
$733K
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.15% |
$1K - $1.17K
|
6.71K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.1% |
$1K - $1.17K
|
9.75K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.27% |
$1K - $1.17K
|
3.75K
$699K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 0.25% |
$903 - $1.05K
|
3.65K
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 1.05% |
$903 - $1.05K
|
869
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9+ 0.13% |
$903 - $1.05K
|
7.02K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
9+ 0.4% |
$903 - $1.05K
|
2.27K
$424K
|