SEC 13F Intelligence

Sheaff Brock Investment Advisors, LLC / ORCL

Sheaff Brock Investment Advisors, LLC’s Oracle Corp Position

Does Sheaff Brock Investment Advisors, LLC own Oracle Corp (ORCL)? Yes — 110.1K shares worth $15M (+1.41% of its 13F portfolio) as of Q1 2025, up from 108.0K shares the prior filed quarter.

Position Value
$15M
Q1 2025
Shares
110.1K
% of Portfolio
+1.41%
Quarters Held
26
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $11MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $11MQ4 ’22Q1 ’23: $12MQ2 ’23: $15MQ3 ’23: $13MQ4 ’23: $13MQ4 ’23Q1 ’24: $15MQ2 ’24: $17MQ3 ’24: $20MQ4 ’24: $18MQ4 ’24Q1 ’25: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025110.1K$15M+1.41%
Q4 2024108.0K$18M+1.57%
Q3 2024119.6K$20M+1.78%
Q2 2024121.6K$17M+1.59%
Q1 2024121.3K$15M+0.96%
Q4 2023122.4K$13M+1.00%
Q3 2023125.8K$13M+1.21%
Q2 2023128.9K$15M+1.29%
Q1 2023133.8K$12M+1.14%
Q4 2022129.3K$11M+1.04%
Q3 2022128.8K$8M+0.85%
Q2 2022129.7K$9M+0.76%
Q1 2022129.6K$11M+0.75%
Q4 202154.7K$5M+0.32%
Q3 202152.5K$5M+0.34%
Q2 202152.6K$4M+0.30%
Q1 202153.6K$4M+0.30%
Q4 202060.6K$4M+0.33%
Q3 202061.6K$4M+0.34%
Q2 202062.8K$3M+0.34%
Q1 202052.5K$3M+0.34%
Q4 201953.7K$3M+0.28%
Q3 201953.2K$3M+0.32%
Q2 201953.3K$3M+0.33%
Q1 201953.7K$3M+0.35%
Q4 201854.4K$2M+0.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sheaff Brock Investment Advisors, LLC’s full portfolio or all institutional holders of ORCL.