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ORACLE CORPORATION
ORACLE CORPORATION. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 100 Institutional holders with a total value of $547,533,074.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Alpha Cubed Investments, LLC 53,589 2,051,000 0.37%
52 EADS & HEALD WEALTH MANAGEMENT 50,351 1,927,000 0.35%
53 Bollard Group LLC 50,105 1,918,000 0.35%
54 CONDOR CAPITAL MANAGEMENT 49,686 1,902,000 0.35%
55 Huntington Steele LLC 48,454 1,855,000 0.34%
56 ZEVIN ASSET MANAGEMENT LLC 46,711 1,788,000 0.33%
57 American National Registered Investment Advisor, Inc. 43,743 1,674,000 0.31%
58 GAMBLE JONES INVESTMENT COUNSEL 35,839 1,612,000 0.29%
59 Notis-McConarty Edward 41,545 1,591,000 0.29%
60 TEALWOOD ASSET MANAGEMENT INC 40,237 1,540,000 0.28%
61 Boltwood Capital Management 34,232 1,310,000 0.24%
62 Newman Dignan & Sheerar, Inc. 29,272 1,121,000 0.20%
63 Atlas Brown,Inc. 28,744 1,100,000 0.20%
64 PETTYJOHN, WOOD & WHITE, INC 28,259 1,082,000 0.20%
65 LOEB PARTNERS CORP 28,000 1,072,000 0.20%
66 AVALON CAPITAL MANAGEMENT 26,010 996,000 0.18%
67 Regent Investment Management LLC 25,453 974,000 0.18%
68 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 24,255 928,000 0.17%
69 WOODMONT INVESTMENT COUNSEL LLC 24,090 922,000 0.17%
70 Willingdon Wealth Management 23,515 900,000 0.16%
71 NICHOLS & PRATT ADVISERS LLP /MA 23,484 898,000 0.16%
72 InterOcean Capital, LLC 23,377 895,000 0.16%
73 W.G. Shaheen & Associates DBA Whitney & Co 18,500 708,000 0.13%
74 Ameritas Investment Partners, Inc. 18,104 693,000 0.13%
75 Lipe & Dalton 16,972 650,000 0.12%
76 FARR MILLER & WASHINGTON LLC/DC 16,548 633,000 0.12%
77 ROFFMAN MILLER ASSOCIATES INC /PA/ 13,311 510,000 0.09%
78 Curi Capital, LLC 12,439 476,000 0.09%
79 Orca Investment Management, LLC 12,193 467,000 0.09%
80 RONALD BLUE & CO LLC 11,456 438,000 0.08%
81 HIGH POINTE CAPITAL MANAGEMENT LLC 10,370 397,000 0.07%
82 GARDNER RUSSO & QUINN LLC 10,000 383,000 0.07%
83 Waldron Private Wealth LLC 9,183 351,000 0.06%
84 EAGLE GLOBAL ADVISORS LLC 8,850 339,000 0.06%
85 ABNER HERRMAN & BROCK LLC 8,509 326,000 0.06%
86 SCHMIDT P J INVESTMENT MANAGEMENT INC 8,150 312,000 0.06%
87 Fayerweather Charles 7,000 268,000 0.05%
88 Princeton Portfolio Strategies Group LLC 6,965 267,000 0.05%
89 Oxbow Advisors, LLC 6,683 256,000 0.05%
90 Page Arthur B 6,545 251,000 0.05%
91 SCHNIEDERS CAPITAL MANAGEMENT LLC 6,500 249,000 0.05%
92 WHITE PINE CAPITAL LLC 6,454 247,000 0.05%
93 Crestwood Advisors Group, LLC 6,372 244,000 0.04%
94 BURNHAM ASSET MANAGEMENT CORP /NY/ 5,634 216,000 0.04%
95 CrestPoint Capital Management, LLC 5,600 214,000 0.04%
96 QCI ASSET MANAGEMENT INC/NY 4,608 176,000 0.03%
97 PATHSTONE FAMILY OFFICE, LLC 3,207 123,000 0.02%
98 First City Capital Management, Inc. 1,073 41,074 0.01%
99 Vigilant Capital Management, LLC 950 36,000 0.01%
100 Jolley Asset Management, LLC 450 17,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.