Institutional Owners for ORCL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST PERSONAL FINANCIAL SERVICES | COM | 751 | $7,202,041 | 68,311 | 0.00 | 0.00 | -1,592 | -2.28 | 12-31-2023 |
| PRINCIPLE WEALTH PARTNERS LLC | COM | 752 | $8,575,458 | 68,270 | 0.00 | 0.00 | 518 | 0.76 | 03-31-2024 |
| EVERCORE WEALTH MANAGEMENT LLC | COM | 753 | $7,159,651 | 67,909 | 0.00 | 0.00 | -5,610 | -7.63 | 12-31-2023 |
| FIRST NATIONAL TRUST CO | COM | 754 | $7,095,649 | 67,302 | 0.00 | 0.00 | -2,872 | -4.09 | 12-31-2023 |
