Stock Transactions

ORACLE CORP

Total Bought
2,040,802
385 transactions
Total Sold
1,137,990
363 transactions
Net
+902,812
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
CREDIT INDUSTRIEL ET COMMERCIAL525,000775,000+250,0000.083.80+3.72buy
Curated Wealth Partners LLC3,638198,382+194,7440.070.08+0.01buy
HOWLAND CAPITAL MANAGEMENT LLC5,642177,635+171,9930.030.94+0.91buy
Swedbank AB3,319,6053,476,321+156,7160.510.44-0.07buy
OFI INVEST ASSET MANAGEMENT289,295441,275+151,9800.490.57+0.08buy
AVITY INVESTMENT MANAGEMENT INC.54,798181,835+127,0370.591.70+1.11buy
Union Bancaire Privee, UBP SA133,744236,753+103,0090.760.81+0.05buy
LBP AM SA252,599326,165+73,5660.510.48-0.03buy
AEGON ASSET MANAGEMENT UK PLC214,576286,674+72,0980.420.45+0.03buy
Teamwork Financial Advisors, LLC16,47970,863+54,3840.270.97+0.70buy
Mountain Hill Investment Partners Corp.2,36052,148+49,7880.214.33+4.12buy
River Road Asset Management, LLC134,481181,877+47,3960.070.09+0.02buy
IFM Investors Pty Ltd353,822396,701+42,8790.430.38-0.05buy
Robeco Institutional Asset Management B.V.297,367324,222+26,8550.060.06-0.00buy
Sumitomo Mitsui DS Asset Management Company, Ltd296,048319,909+23,8610.350.32-0.03buy
Wealth Group, Ltd.2,17723,943+21,7660.300.88+0.58buy
Vest Financial, LLC204,964226,669+21,7050.360.35-0.01buy
Czech National Bank461,820482,993+21,1730.450.39-0.06buy
Venture Visionary Partners LLC79,80298,367+18,5650.390.40+0.01buy
LAFFER TENGLER INVESTMENTS, INC.49,97066,335+16,3650.340.38+0.04buy
Avanza Fonder AB93,988107,987+13,9990.380.34-0.04buy
Abundance Wealth Counselors11,86724,134+12,2670.250.23-0.02buy
SEAVIEW INVESTMENT MANAGERS LLC53,79365,860+12,0672.852.88+0.03buy
HAMILTON CAPITAL PARTNERS, LLC97,408107,306+9,8984.474.57+0.10buy
HIGHLAND CAPITAL MANAGEMENT, LLC21,72531,591+9,8660.170.21+0.04buy
GATEWAY INVESTMENT ADVISERS LLC291,048300,339+9,2910.480.43-0.04buy
MBM WEALTH CONSULTANTS, LLC2249,335+9,1110.010.26+0.26buy
Fortis Group Advisors, LLC1088,007+7,8990.000.19+0.18buy
SOA Wealth Advisors, LLC.8,03215,886+7,8540.220.21-0.01buy
M.E. ALLISON & CO., INC.7,83515,559+7,7240.761.31+0.55buy
Atlantic Edge Private Wealth Management, LLC13,35320,444+7,0910.480.61+0.13buy
MEITAV INVESTMENT HOUSE LTD479,194486,268+7,0740.770.48-0.29buy
Confluence Wealth Services, Inc.28,83435,762+6,9280.160.15-0.01buy
Global X Japan Co., Ltd.6,89813,767+6,8690.050.07+0.02buy
StoneCrest Wealth Management, Inc.17,96024,697+6,7371.121.16+0.04buy
SAX WEALTH ADVISORS, LLC5,59811,936+6,3380.050.07+0.02buy
LEE DANNER & BASS INC60,71766,943+6,2260.560.57+0.00buy
Sunpointe, LLC4,95511,001+6,0460.240.46+0.22buy
ESG Planning DBA Harper Investing14,44419,775+5,3310.930.98+0.05buy
Trust Point Inc.10,60615,925+5,3190.140.20+0.06buy
JACOBS & CO/CA11,90217,002+5,1000.170.21+0.04buy
GODSEY & GIBB, INC142,246147,306+5,0601.821.77-0.05buy
Realta Investment Advisors1,5946,354+4,7600.080.29+0.21buy
BayBridge Capital Group, LLC4,1498,874+4,7250.500.68+0.18buy
Welch Group, LLC74,61779,270+4,6530.410.40-0.02buy
B. Riley Wealth Advisors, Inc.30,19734,390+4,1930.270.28+0.01buy
FIRST CITIZENS BANK & TRUST CO88,88393,028+4,1450.280.20-0.07buy
RMR Wealth Builders18,31722,379+4,0620.210.20-0.01buy
TECTONIC ADVISORS LLC12,27715,981+3,7040.100.11+0.02buy
Valeo Financial Advisors, LLC77,10280,686+3,5840.270.25-0.02buy
Facet Wealth, Inc.4,3737,880+3,5070.010.02+0.01buy
Interchange Capital Partners, LLC7,67111,099+3,4280.340.31-0.04buy
Alken Asset Management Ltd37,00040,400+3,4002.982.03-0.95buy
TEMA ETFS LLC31,08934,424+3,3350.310.16-0.14buy
Cyndeo Wealth Partners, LLC114,376117,650+3,2740.890.81-0.07buy
Brookwood Investment Group LLC2,7955,996+3,2010.050.10+0.05buy
NWAM LLC15,13918,334+3,1950.130.13+0.01buy
Accurate Wealth Management, LLC16,50819,604+3,0960.270.26-0.01buy
Oak Asset Management, LLC39,28442,264+2,9801.991.99+0.00buy
Baader Bank Aktiengesellschaft82,04185,019+2,9781.191.02-0.17buy
WADDELL & ASSOCIATES, LLC10,68913,621+2,9320.090.10+0.01buy
ZWJ INVESTMENT COUNSEL INC393,121395,996+2,8752.091.88-0.21buy
WATERSHED PRIVATE WEALTH LLC1,7374,557+2,8200.080.19+0.11buy
Mirador Capital Partners LP15,59918,386+2,7870.330.33+0.01buy
MATAURO, LLC20,77723,360+2,5830.440.45+0.01buy
Strategic Investment Solutions, Inc. /IL362,533+2,4970.210.08-0.12buy
Hennion & Walsh Asset Management, Inc.34,65037,098+2,4480.170.16-0.02buy
E. Ohman J:or Asset Management AB58,70261,052+2,3500.230.21-0.02buy
KMG FIDUCIARY PARTNERS, LLC63,06965,350+2,2810.690.89+0.20buy
Wealthquest Corp2,4034,678+2,2750.030.04+0.02buy
THOMPSON INVESTMENT MANAGEMENT, INC.41,39043,640+2,2500.790.73-0.05buy
Wealth Management Partners, LLC4,8577,068+2,2110.200.24+0.04buy
Snider Financial Group3,0635,163+2,1000.140.19+0.06buy
Bell Bank20,64322,658+2,0150.130.13-0.00buy
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,8549,863+2,0090.020.02+0.00buy
WESPAC Advisors SoCal, LLC34,41836,369+1,9511.080.96-0.12buy
Cooper Financial Group13,99015,852+1,8620.210.19-0.02buy
UNIQUE WEALTH, LLC2,0093,845+1,8360.040.07+0.02buy
MBL Wealth, LLC7,3989,233+1,8350.080.09+0.01buy
China Universal Asset Management Co., Ltd.4,9096,744+1,8350.050.06+0.00buy
Apollon Financial, LLC1,9943,791+1,7970.040.07+0.03buy
CIDEL ASSET MANAGEMENT INC6,2518,018+1,7670.050.06+0.01buy
Sippican Capital Advisors17,11118,842+1,7311.721.68-0.04buy
WOODSTOCK CORP105,515107,223+1,7081.381.30-0.08buy
Revolve Wealth Partners, LLC4,9796,651+1,6720.100.10+0.01buy
First National Advisers, LLC23,00424,668+1,6640.500.51+0.01buy
Grant Private Wealth Management Inc4,6236,262+1,6390.360.39+0.03buy
Symmetry Partners, LLC1,5123,087+1,5750.010.02+0.01buy
Fiduciary Alliance LLC13,28314,845+1,5620.140.15+0.01buy
DOLIVER ADVISORS, LP5,1636,703+1,5400.170.22+0.05buy
Total Clarity Wealth Management, Inc.4,1315,595+1,4640.140.16+0.02buy
180 WEALTH ADVISORS, LLC16,00617,416+1,4100.270.26-0.01buy
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors4,9006,221+1,3210.090.10+0.01buy
Canada Post Corp Registered Pension Plan40,77642,076+1,3000.240.22-0.02buy
Falcon Wealth Planning3,2914,589+1,2980.030.04+0.01buy
LVW Advisors, LLC4,1195,412+1,2930.060.07+0.01buy
CARY STREET PARTNERS INVESTMENT ADVISORY LLC4,5055,788+1,2830.170.17+0.00buy
Aaron Wealth Advisors LLC22,15523,414+1,2590.190.17-0.01buy
Bath Savings Trust Co6,1607,414+1,2540.100.11+0.02buy
ARS Wealth Advisors Group, LLC2,0923,321+1,2290.030.04+0.01buy
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