Purchases and Sales Made in Q3 2023 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-449- 0.76% |
$47K - $56.9K
|
58.9K
$10.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-456- 17.05% |
$47.7K - $57.8K
|
2.22K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-456- 0.68% |
$47.7K - $57.8K
|
66.2K
$11.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-457- 4.48% |
$47.8K - $57.9K
|
9.75K
$1.74M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-457- 4.48% |
$47.8K - $57.9K
|
9.75K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-460- 3.12% |
$48.1K - $58.3K
|
14.3K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-460- 0.06% |
$48.1K - $58.3K
|
757K
$135M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-467- 9.33% |
$48.9K - $59.2K
|
4.54K
$812K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-468- 7.97% |
$49K - $59.3K
|
5.4K
$967K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-470- 3.52% |
$49.2K - $59.6K
|
12.9K
$2.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-480- 1.64% |
$50.2K - $60.8K
|
28.9K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-480- 0.99% |
$50.2K - $60.8K
|
47.9K
$8.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-485- 2.53% |
$50.7K - $61.5K
|
18.7K
$3.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-486- 1.75% |
$50.8K - $61.6K
|
27.3K
$4.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-489- 3.44% |
$51.2K - $62K
|
13.7K
$2.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-490- 0.51% |
$51.3K - $62.1K
|
96.5K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-495- 2.19% |
$51.8K - $62.7K
|
22.1K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-495- 3.49% |
$51.8K - $62.7K
|
13.7K
$2.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-500- 14.98% |
$52.3K - $63.4K
|
2.84K
$508K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-500- 9.25% |
$52.3K - $63.4K
|
4.91K
$878K
|
|
|
Nov 08, 2023
Q3 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-500- 20.0% |
$52.3K - $63.4K
|
2K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-500- 1.16% |
$52.3K - $63.4K
|
42.5K
$7.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-500- 7.97% |
$52.3K - $63.4K
|
5.78K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-501- 36.73% |
$52.4K - $63.5K
|
863
$154K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-508- 16.55% |
$53.1K - $64.4K
|
2.56K
$458K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-510- 3.4% |
$53.4K - $64.6K
|
14.5K
$2.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-514- 2.61% |
$53.8K - $65.1K
|
19.2K
$3.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-516- 0.74% |
$54K - $65.4K
|
69.5K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-516- 6.05% |
$54K - $65.4K
|
8.01K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-532- 1.58% |
$55.7K - $67.4K
|
33.1K
$5.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-534- 9.24% |
$55.9K - $67.7K
|
5.24K
$938K
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-535- 4.33% |
$56K - $67.8K
|
11.8K
$2.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-541- 6.86% |
$56.6K - $68.6K
|
7.34K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-556- 3.32% |
$58.2K - $70.5K
|
16.2K
$2.9M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-568- 69.1% |
$59.4K - $72K
|
254
$45.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-573- 23.14% |
$59.9K - $72.6K
|
1.9K
$340K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-577- 4.85% |
$60.4K - $73.1K
|
11.3K
$2.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-583- 0.06% |
$61K - $73.9K
|
924K
$165M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-583- 10.79% |
$61K - $73.9K
|
4.82K
$862K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-585- 21.88% |
$61.2K - $74.1K
|
2.09K
$374K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-586- 6.05% |
$61.3K - $74.3K
|
9.09K
$1.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-588- 0.68% |
$61.5K - $74.5K
|
85.5K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-595- 1.26% |
$62.2K - $75.4K
|
46.6K
$8.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-600- 15.0% |
$62.8K - $76K
|
3.4K
$608K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-600- 19.72% |
$62.8K - $76K
|
2.44K
$437K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-600- 15.5% |
$62.8K - $76K
|
3.27K
$585K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-601- 1.71% |
$62.9K - $76.2K
|
34.5K
$6.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-604- 7.96% |
$63.2K - $76.5K
|
6.98K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-615- 1.97% |
$64.3K - $77.9K
|
30.6K
$5.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-617- 10.43% |
$64.6K - $78.2K
|
5.3K
$948K
|