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
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-121- 3.34% |
$12.1K - $14.2K
|
3.5K
$652K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-122- 4.01% |
$12.2K - $14.3K
|
2.92K
$544K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-123- 0.17% |
$12.3K - $14.4K
|
72.4K
$13.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-124- 5.0% |
$12.4K - $14.5K
|
2.36K
$440K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-124- 0.75% |
$12.4K - $14.5K
|
16.3K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-124- 3.22% |
$12.4K - $14.5K
|
3.72K
$694K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-125- 0.94% |
$12.5K - $14.6K
|
13.2K
$2.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-125- 0.19% |
$12.5K - $14.6K
|
66.4K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-125- 31.81% |
$12.5K - $14.6K
|
268
$50K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-125- 7.4% |
$12.5K - $14.6K
|
1.57K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-128- 5.73% |
$12.8K - $15K
|
2.11K
$393K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-133- 0.44% |
$13.3K - $15.6K
|
30.3K
$5.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-135- 0.2% |
$13.5K - $15.8K
|
67.8K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-137- 4.26% |
$13.7K - $16.1K
|
3.08K
$575K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-137- 0.47% |
$13.7K - $16.1K
|
28.8K
$5.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-138- 2.55% |
$13.8K - $16.2K
|
5.27K
$983K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-138- 1.78% |
$13.8K - $16.2K
|
7.63K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-140- 3.26% |
$14K - $16.4K
|
4.15K
$774K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-141- 5.86% |
$14.1K - $16.5K
|
2.27K
$423K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-144- 3.91% |
$14.4K - $16.9K
|
3.54K
$660K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-145- 3.36% |
$14.5K - $17K
|
4.18K
$779K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-148- 0.79% |
$14.8K - $17.3K
|
18.6K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-149- 0.57% |
$14.9K - $17.5K
|
26K
$4.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-150- 1.65% |
$15K - $17.6K
|
8.95K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-150- 0.93% |
$15K - $17.6K
|
16K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-150- 1.51% |
$15K - $17.6K
|
9.76K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-154- 5.1% |
$15.4K - $18K
|
2.87K
$534K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-154- 0.52% |
$15.4K - $18K
|
29.4K
$5.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-156- 0.22% |
$15.6K - $18.3K
|
70.1K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-160- 0.07% |
$16K - $18.7K
|
234K
$43.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-161- 1.66% |
$16.1K - $18.9K
|
9.55K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-161- 1.42% |
$16.1K - $18.9K
|
11.2K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-166- 0.4% |
$16.7K - $19.4K
|
41.1K
$7.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-167- 1.15% |
$16.8K - $19.6K
|
14.3K
$2.67M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-169- 2.9% |
$17K - $19.8K
|
5.66K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-170- 1.33% |
$17.1K - $19.9K
|
12.6K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-172- 4.05% |
$17.3K - $20.2K
|
4.07K
$759K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-173- 5.84% |
$17.4K - $20.3K
|
2.79K
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-173- 7.59% |
$17.4K - $20.3K
|
2.11K
$393K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-174- 2.14% |
$17.5K - $20.4K
|
7.95K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-175- 5.18% |
$17.6K - $20.5K
|
3.2K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-175- 5.36% |
$17.6K - $20.5K
|
3.09K
$576K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-177- 11.46% |
$17.8K - $20.7K
|
1.37K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-179- 0.58% |
$18K - $21K
|
30.7K
$5.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-181- 6.81% |
$18.2K - $21.2K
|
2.48K
$462K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-183- 2.46% |
$18.4K - $21.4K
|
7.26K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-190- 0.21% |
$19.1K - $22.3K
|
91.8K
$17.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-194- 0.96% |
$19.5K - $22.7K
|
20K
$3.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-196- 81.67% |
$19.7K - $23K
|
44
$8.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-198- 8.01% |
$19.9K - $23.2K
|
2.27K
$424K
|