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
|
Notis Mc Conarty Edward
|
SELL
|
- |
-750- 5.47% |
$75.2K - $87.9K
|
13K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-750- 18.31% |
$75.2K - $87.9K
|
3.35K
$569K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-753- 15.33% |
$75.5K - $88.2K
|
4.16K
$707K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-757- 5.56% |
$75.9K - $88.7K
|
12.9K
$2.19M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-762- 8.21% |
$76.4K - $89.3K
|
8.52K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-762- 0.81% |
$76.4K - $89.3K
|
93.1K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-762- 3.72% |
$76.4K - $89.3K
|
19.7K
$3.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-766- 1.89% |
$76.8K - $89.7K
|
39.7K
$6.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-775- 1.62% |
$77.7K - $90.8K
|
47.2K
$8.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-780- 22.63% |
$78.2K - $91.4K
|
2.67K
$454K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-795- 2.77% |
$79.7K - $93.1K
|
27.9K
$4.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-798- 14.28% |
$80K - $93.5K
|
4.79K
$814K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-801- 1.15% |
$80.3K - $93.8K
|
68.7K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-801- 6.48% |
$80.3K - $93.8K
|
11.6K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-806- 45.05% |
$80.8K - $94.4K
|
983
$167K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-815- 4.07% |
$81.8K - $95.5K
|
19.2K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-815- 1.28% |
$81.8K - $95.5K
|
62.8K
$10.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-818- 40.04% |
$82.1K - $95.8K
|
1.23K
$208K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-819- 2.6% |
$82.2K - $96K
|
30.7K
$5.23M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-822- 12.25% |
$82.5K - $96.3K
|
5.89K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-827- 18.22% |
$83K - $96.9K
|
3.71K
$631K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-830- 25.58% |
$83.3K - $97.2K
|
2.42K
$411K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-831- 5.74% |
$83.4K - $97.4K
|
13.7K
$2.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-833- 4.45% |
$83.6K - $97.6K
|
17.9K
$3.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-842- 4.04% |
$84.5K - $98.6K
|
20K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-850- 11.64% |
$85.3K - $99.6K
|
6.45K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-858- 19.15% |
$86.1K - $101K
|
3.62K
$616K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-866- 7.31% |
$86.9K - $101K
|
11K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-879- 4.3% |
$88.2K - $103K
|
19.6K
$3.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-890- 10.29% |
$89.3K - $104K
|
7.76K
$1.32M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-899- 33.95% |
$90.2K - $105K
|
1.75K
$297K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-901- 1.26% |
$90.4K - $106K
|
70.5K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-922- 3.06% |
$92.5K - $108K
|
29.3K
$4.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-928- 14.55% |
$93.1K - $109K
|
5.45K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-928- 4.2% |
$93.1K - $109K
|
21.1K
$3.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-940- 0.87% |
$94.3K - $110K
|
107K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-947- 10.74% |
$95K - $111K
|
7.87K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-948- 20.17% |
$95.1K - $111K
|
3.75K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-952- 15.94% |
$95.5K - $112K
|
5.02K
$854K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-980- 27.02% |
$98.3K - $115K
|
2.65K
$450K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-981- 17.31% |
$98.4K - $115K
|
4.69K
$797K
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-986- 0.48% |
$98.9K - $116K
|
203K
$34.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-989- 13.89% |
$99.2K - $116K
|
6.13K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1K- 5.14% |
$100K - $117K
|
18.5K
$3.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1K- 3.15% |
$100K - $117K
|
30.8K
$5.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-1K- 22.69% |
$100K - $117K
|
3.41K
$580K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1K- 9.47% |
$100K - $117K
|
9.56K
$1.63M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 19.77% |
$100K - $117K
|
4.06K
$690K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 4.18% |
$101K - $118K
|
23.2K
$3.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.01K- 0.66% |
$101K - $118K
|
152K
$25.9M
|