Purchases and Sales Made in Q1 2024 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
760+ 21.2% |
$77.9K - $98.2K
|
4.35K
$777K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
756+ 7.39% |
$77.5K - $97.7K
|
11K
$1.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
754+ 7.63% |
$77.3K - $97.4K
|
10.6K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
747+ 0.71% |
$76.5K - $96.5K
|
105K
$18.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
741+ 12.98% |
$75.9K - $95.8K
|
6.45K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
718+ 2.65% |
$73.6K - $92.8K
|
27.8K
$4.97M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
712+ 1.19% |
$73K - $92K
|
60.6K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
707+ 3.45% |
$72.4K - $91.4K
|
21.2K
$3.8M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
703+ 3.46% |
$72K - $90.9K
|
21K
$3.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
700New |
$71.7K - $90.5K
|
700
$125K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
700+ 2.51% |
$71.7K - $90.5K
|
28.6K
$5.12M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
696+ 17.54% |
$71.3K - $90K
|
4.66K
$834K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
694+ 0.71% |
$71.1K - $89.7K
|
98.6K
$17.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
687+ 14.17% |
$70.4K - $88.8K
|
5.54K
$990K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
684+ 2.75% |
$70.1K - $88.4K
|
25.5K
$4.57M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
684+ 0.93% |
$70.1K - $88.4K
|
74.4K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
682+ 2.91% |
$69.9K - $88.1K
|
24.2K
$4.32M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
676+ 7.25% |
$69.3K - $87.4K
|
10K
$1.79M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
673+ 5.63% |
$69K - $87K
|
12.6K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
672+ 18.61% |
$68.9K - $86.8K
|
4.28K
$766K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
669+ 3.46% |
$68.5K - $86.5K
|
20K
$3.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
658New |
$67.4K - $85K
|
658
$118K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
658+ 7.4% |
$67.4K - $85K
|
9.56K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
652+ 9.29% |
$66.8K - $84.3K
|
7.67K
$1.37M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
651+ 5.03% |
$66.7K - $84.1K
|
13.6K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
644+ 1.33% |
$66K - $83.2K
|
48.9K
$8.75M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
641+ 28.21% |
$65.7K - $82.8K
|
2.91K
$521K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
634+ 2.77% |
$65K - $81.9K
|
23.5K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
631+ 3.56% |
$64.7K - $81.6K
|
18.3K
$3.28M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
626+ 11.66% |
$64.1K - $80.9K
|
5.99K
$1.07M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
609+ 0.45% |
$62.4K - $78.7K
|
136K
$24.3M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
606+ 1.94% |
$62.1K - $78.3K
|
31.8K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
606New |
$62.1K - $78.3K
|
606
$108K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
600+ 18.59% |
$61.5K - $77.5K
|
3.83K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
600New |
$61.5K - $77.5K
|
600
$107K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
598+ 5.0% |
$61.3K - $77.3K
|
12.6K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
590+ 2.07% |
$60.5K - $76.3K
|
29.1K
$5.21M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
587+ 1.88% |
$60.1K - $75.9K
|
31.8K
$5.68M
|
|
|
May 13, 2024
Q1 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
587+ 20.56% |
$60.1K - $75.9K
|
3.44K
$616K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
585+ 4.48% |
$59.9K - $75.6K
|
13.6K
$2.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
581+ 1.85% |
$59.5K - $75.1K
|
32K
$5.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
576+ 13.58% |
$59K - $74.4K
|
4.82K
$862K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
573+ 0.73% |
$58.7K - $74.1K
|
79.5K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
573New |
$58.7K - $74.1K
|
573
$103K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
563+ 19.25% |
$57.7K - $72.8K
|
3.49K
$624K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
560+ 5.84% |
$57.4K - $72.4K
|
10.1K
$1.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
548+ 2.55% |
$56.1K - $70.8K
|
22.1K
$3.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
547+ 1.89% |
$56K - $70.7K
|
29.5K
$5.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
540+ 9.23% |
$55.3K - $69.8K
|
6.39K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
537+ 9.75% |
$55K - $69.4K
|
6.04K
$1.08M
|