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 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-36- 0.65% |
$3.69K - $4.65K
|
5.55K
$992K
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-39- 0.81% |
$4K - $5.04K
|
4.79K
$856K
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-39- 0.92% |
$4K - $5.04K
|
4.19K
$749K
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.31% |
$4.1K - $5.17K
|
12.8K
$2.29M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-40- 0.63% |
$4.1K - $5.17K
|
6.34K
$1.13M
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-41- 0.82% |
$4.2K - $5.3K
|
4.98K
$891K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-42- 2.2% |
$4.3K - $5.43K
|
1.87K
$334K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-43- 4.95% |
$4.41K - $5.56K
|
826
$148K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-43- 1.68% |
$4.41K - $5.56K
|
2.51K
$449K
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-44- 1.29% |
$4.51K - $5.69K
|
3.37K
$602K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-44- 1.12% |
$4.51K - $5.69K
|
3.88K
$693K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-45- 2.18% |
$4.61K - $5.82K
|
2.02K
$361K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-46- 0.68% |
$4.71K - $5.95K
|
6.76K
$1.21M
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-46- 0.16% |
$4.71K - $5.95K
|
28.2K
$5.05M
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-46- 0.42% |
$4.71K - $5.95K
|
10.9K
$1.95M
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-46- 1.56% |
$4.71K - $5.95K
|
2.9K
$518K
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-47- 1.69% |
$4.82K - $6.07K
|
2.74K
$490K
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-47- 0.75% |
$4.82K - $6.07K
|
6.25K
$1.12M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-48- 1.8% |
$4.92K - $6.2K
|
2.62K
$469K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-49- 0.38% |
$5.02K - $6.33K
|
13K
$2.32M
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-49- 0.57% |
$5.02K - $6.33K
|
8.59K
$1.54M
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 0.32% |
$5.12K - $6.46K
|
15.8K
$2.83M
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-50- 1.85% |
$5.12K - $6.46K
|
2.66K
$475K
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 9.31% |
$5.12K - $6.46K
|
487
$87.1K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 0.4% |
$5.12K - $6.46K
|
12.4K
$2.21M
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 0.88% |
$5.12K - $6.46K
|
5.63K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-51- 0.68% |
$5.23K - $6.59K
|
7.42K
$1.33M
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-52- 1.19% |
$5.33K - $6.72K
|
4.33K
$775K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-53- 2.52% |
$5.43K - $6.85K
|
2.05K
$367K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-55- 0.53% |
$5.64K - $7.11K
|
10.4K
$1.86M
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-55- 2.87% |
$5.64K - $7.11K
|
1.86K
$333K
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-57- 0.3% |
$5.84K - $7.37K
|
18.7K
$3.34M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-58- 0.29% |
$5.94K - $7.5K
|
19.8K
$3.54M
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-58- 1.52% |
$5.94K - $7.5K
|
3.75K
$672K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-59- 1.21% |
$6.05K - $7.63K
|
4.82K
$863K
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-59- 2.8% |
$6.05K - $7.63K
|
2.05K
$366K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-59- 2.21% |
$6.05K - $7.63K
|
2.61K
$467K
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-60- 16.95% |
$6.15K - $7.75K
|
294
$52.6K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-60- 0.41% |
$6.15K - $7.75K
|
14.5K
$2.59M
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-61- 19.06% |
$6.25K - $7.88K
|
259
$46.3K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-64- 1.66% |
$6.56K - $8.27K
|
3.8K
$680K
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-64- 0.89% |
$6.56K - $8.27K
|
7.15K
$1.28M
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-65- 0.79% |
$6.66K - $8.4K
|
8.14K
$1.46M
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-66- 0.32% |
$6.76K - $8.53K
|
20.8K
$3.73M
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-66- 2.68% |
$6.76K - $8.53K
|
2.4K
$429K
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-67- 1.4% |
$6.86K - $8.66K
|
4.72K
$845K
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-67- 2.1% |
$6.86K - $8.66K
|
3.13K
$560K
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-67- 2.41% |
$6.86K - $8.66K
|
2.72K
$486K
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-67- 1.59% |
$6.86K - $8.66K
|
4.14K
$740K
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-68- 1.01% |
$6.97K - $8.79K
|
6.69K
$1.2M
|