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 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$100 - $117
|
1.93K
$360K
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$100 - $117
|
4.04K
$752K
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.37% |
$100 - $117
|
274
$51.1K
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$100 - $117
|
62.4K
$11.6M
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.05% |
$100 - $117
|
1.91K
$357K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.58% |
$100 - $117
|
173
$32.3K
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $117
|
2.23K
$416K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$100 - $117
|
109K
$20.3M
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.14% |
$100 - $117
|
693
$129K
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$100 - $117
|
3.66K
$682K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $117
|
12.8K
$2.39M
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$100 - $117
|
4.41K
$822K
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.03% |
$100 - $117
|
3.96K
$738K
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$100 - $117
|
3.51K
$654K
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
1+ 0.04% |
$100 - $117
|
2.71K
$506K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.11% |
$100 - $117
|
930
$173K
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$100 - $117
|
4.08K
$761K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.07% |
$100 - $117
|
1.46K
$271K
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$100 - $117
|
3.37K
$628K
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.05% |
$100 - $117
|
1.92K
$359K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1- 0.01% |
$100 - $117
|
7.36K
$1.37M
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1- 0.03% |
$100 - $117
|
3.53K
$658K
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2- 0.01% |
$201 - $234
|
14.7K
$2.74M
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-2- 0.04% |
$201 - $234
|
4.88K
$909K
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$201 - $234
|
10.2K
$1.91M
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.06% |
$201 - $234
|
3.23K
$602K
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-2- 0.08% |
$201 - $234
|
2.4K
$448K
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-4- 0.12% |
$401 - $469
|
3.23K
$603K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 4.0% |
$401 - $469
|
96
$17.9K
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-5- 2.06% |
$502 - $586
|
238
$44.4K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-6- 0.16% |
$602 - $703
|
3.8K
$709K
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
SELL
|
- |
-7- 0.07% |
$702 - $820
|
10.6K
$1.97M
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7- 0.21% |
$702 - $820
|
3.32K
$620K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 1.07% |
$802 - $937
|
738
$138K
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-9- 0.18% |
$903 - $1.05K
|
4.88K
$910K
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-9- 0.05% |
$903 - $1.05K
|
16.7K
$3.11M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9- 0.13% |
$903 - $1.05K
|
6.82K
$1.27M
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-9- 0.41% |
$903 - $1.05K
|
2.17K
$404K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.12% |
$1K - $1.17K
|
8.67K
$1.62M
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-10- 0.3% |
$1K - $1.17K
|
3.27K
$610K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-10- 0.18% |
$1K - $1.17K
|
5.63K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-11- 0.19% |
$1.1K - $1.29K
|
5.78K
$1.08M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-12- 0.13% |
$1.2K - $1.41K
|
9.13K
$1.7M
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-12- 1.36% |
$1.2K - $1.41K
|
872
$163K
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.33% |
$1.2K - $1.41K
|
3.65K
$680K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-13- 0.51% |
$1.3K - $1.52K
|
2.54K
$474K
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-14- 0.33% |
$1.4K - $1.64K
|
4.27K
$795K
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-14- 0.43% |
$1.4K - $1.64K
|
3.23K
$602K
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-14- 0.19% |
$1.4K - $1.64K
|
7.32K
$1.37M
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-15- 0.08% |
$1.5K - $1.76K
|
18K
$3.35M
|