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 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.43K- 27.6% |
$144K - $168K
|
3.75K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.45K- 41.16% |
$146K - $170K
|
2.07K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.45K- 0.28% |
$146K - $170K
|
520K
$95.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-1.49K- 3.63% |
$150K - $175K
|
39.6K
$7.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.5K- 10.25% |
$150K - $175K
|
13.1K
$2.41M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.51K- 2.88% |
$151K - $177K
|
51K
$9.39M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.51K- 48.32% |
$151K - $177K
|
1.61K
$297K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 2.29% |
$155K - $181K
|
66.2K
$12.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.55K- 9.13% |
$156K - $182K
|
15.5K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.56K- 0.72% |
$157K - $183K
|
216K
$39.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-1.56K- 7.25% |
$157K - $183K
|
20K
$3.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.57K- 13.69% |
$157K - $184K
|
9.89K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.59K- 2.28% |
$160K - $187K
|
68.3K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.6K- 1.5% |
$160K - $187K
|
105K
$19.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-1.62K- 7.55% |
$162K - $189K
|
19.8K
$3.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.62K- 3.48% |
$163K - $190K
|
44.9K
$8.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.62K- 1.58% |
$163K - $190K
|
101K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.62K- 3.48% |
$163K - $190K
|
44.9K
$8.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1.65K- 1.37% |
$166K - $193K
|
119K
$21.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.66K- 0.97% |
$166K - $194K
|
170K
$31.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.67K- 19.04% |
$168K - $196K
|
7.11K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.67K- 8.66% |
$168K - $196K
|
17.7K
$3.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-1.67K- 1.32% |
$168K - $196K
|
125K
$23M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.68K- 20.74% |
$168K - $197K
|
6.42K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.68K- 17.01% |
$169K - $197K
|
8.2K
$1.51M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.7K- 5.37% |
$170K - $199K
|
29.9K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.7K- 5.1% |
$170K - $199K
|
31.6K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.7K- 0.47% |
$170K - $199K
|
362K
$66.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.7K- 3.07% |
$171K - $199K
|
53.6K
$9.88M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.72K- 29.73% |
$172K - $201K
|
4.06K
$748K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.72K- 1.73% |
$173K - $202K
|
97.9K
$18M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.75K- 6.08% |
$176K - $205K
|
27.1K
$4.99M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.75K- 6.08% |
$176K - $205K
|
27.1K
$4.99M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.77K- 5.5% |
$177K - $207K
|
30.4K
$5.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.78K- 3.64% |
$179K - $209K
|
47.2K
$8.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.81K- 1.18% |
$181K - $211K
|
151K
$27.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.81K- 2.05% |
$182K - $212K
|
86.3K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.82K- 46.4% |
$182K - $213K
|
2.1K
$386K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.82K- 0.2% |
$183K - $213K
|
922K
$170M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.84K- 0.88% |
$184K - $215K
|
207K
$38.1M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.84K- 17.82% |
$185K - $216K
|
8.5K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-1.87K- 36.0% |
$187K - $219K
|
3.32K
$611K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.9KClosed |
$191K - $223K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.91K- 3.98% |
$191K - $224K
|
46K
$8.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.92K- 0.87% |
$192K - $224K
|
219K
$40.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.94K- 2.1% |
$194K - $227K
|
90.1K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.96K- 1.88% |
$197K - $230K
|
102K
$18.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.96K- 35.38% |
$197K - $230K
|
3.59K
$661K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.98K- 40.21% |
$198K - $232K
|
2.94K
$542K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-2K- 48.84% |
$201K - $234K
|
2.09K
$386K
|