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 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-198- 7.26% |
$19.9K - $23.2K
|
2.53K
$472K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-198- 2.19% |
$19.9K - $23.2K
|
8.84K
$1.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-199- 8.02% |
$20K - $23.3K
|
2.28K
$426K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-199- 7.32% |
$20K - $23.3K
|
2.52K
$470K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 1.64% |
$20.1K - $23.4K
|
12K
$2.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-200- 87.34% |
$20.1K - $23.4K
|
29
$5.41K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-200- 1.75% |
$20.1K - $23.4K
|
11.2K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-200- 2.81% |
$20.1K - $23.4K
|
6.91K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-200- 5.99% |
$20.1K - $23.4K
|
3.14K
$585K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 1.75% |
$20.1K - $23.4K
|
11.2K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-205- 3.65% |
$20.6K - $24K
|
5.41K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-206- 10.98% |
$20.7K - $24.1K
|
1.67K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-211- 4.19% |
$21.2K - $24.7K
|
4.83K
$900K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-213- 5.09% |
$21.4K - $25K
|
3.97K
$741K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-217- 0.33% |
$21.8K - $25.4K
|
64.6K
$12.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-220- 3.49% |
$22.1K - $25.8K
|
6.08K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-220- 3.22% |
$22.1K - $25.8K
|
6.61K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-227- 6.64% |
$22.8K - $26.6K
|
3.19K
$595K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-229- 6.23% |
$23K - $26.8K
|
3.45K
$643K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-229- 4.73% |
$23K - $26.8K
|
4.61K
$860K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-229- 0.23% |
$23K - $26.8K
|
98.2K
$18.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-235- 3.6% |
$23.6K - $27.5K
|
6.29K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-235- 0.36% |
$23.6K - $27.5K
|
65.1K
$12.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-236- 6.42% |
$23.7K - $27.6K
|
3.44K
$642K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-237- 5.66% |
$23.8K - $27.8K
|
3.95K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-240- 6.05% |
$24.1K - $28.1K
|
3.73K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-242- 6.0% |
$24.3K - $28.4K
|
3.79K
$707K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-243- 2.32% |
$24.4K - $28.5K
|
10.2K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-244- 4.88% |
$24.5K - $28.6K
|
4.76K
$887K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-248- 0.47% |
$24.9K - $29.1K
|
52.4K
$9.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-248- 1.45% |
$24.9K - $29.1K
|
16.9K
$3.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-249- 8.91% |
$25K - $29.2K
|
2.55K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 0.8% |
$25.1K - $29.3K
|
30.8K
$5.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-251- 0.88% |
$25.2K - $29.4K
|
28.4K
$5.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-251- 2.9% |
$25.2K - $29.4K
|
8.4K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-252- 0.84% |
$25.3K - $29.5K
|
29.8K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-254- 5.95% |
$25.5K - $29.8K
|
4.02K
$749K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-255- 8.83% |
$25.6K - $29.9K
|
2.63K
$491K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-258- 8.28% |
$25.9K - $30.2K
|
2.86K
$533K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-260- 2.09% |
$26.1K - $30.5K
|
12.2K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-262- 2.14% |
$26.3K - $30.7K
|
12K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-265- 3.33% |
$26.6K - $31K
|
7.7K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-270- 0.89% |
$27.1K - $31.6K
|
30.2K
$5.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-271- 10.84% |
$27.2K - $31.8K
|
2.23K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-271- 5.09% |
$27.2K - $31.8K
|
5.06K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-272- 2.69% |
$27.3K - $31.9K
|
9.84K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-275- 21.57% |
$27.6K - $32.2K
|
1K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-275- 8.73% |
$27.6K - $32.2K
|
2.88K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-275- 4.43% |
$27.6K - $32.2K
|
5.93K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-280- 1.07% |
$28.1K - $32.8K
|
25.9K
$4.84M
|