Purchases and Sales Made in Q1 2023 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q1 2023. The information is specifically focused on institutions that hold shares of Palo Alto Networks Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$174K - $258K
|
1.29K
$513K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.29KNew |
$173K - $257K
|
1.29K
$511K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.28KNew |
$172K - $256K
|
1.28K
$509K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.28KNew |
$172K - $256K
|
1.28K
$509K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.28K+ 8.91% |
$171K - $255K
|
15.6K
$6.19M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.27KNew |
$170K - $253K
|
1.27K
$503K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
1.26K+ 0.7% |
$170K - $252K
|
183K
$72.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.26K+ 57.54% |
$169K - $252K
|
3.46K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.26KNew |
$169K - $251K
|
1.26K
$498K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.25KNew |
$168K - $250K
|
1.25K
$496K
|
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.25KNew |
$168K - $250K
|
1.25K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.24K+ 75.98% |
$166K - $247K
|
2.87K
$1.14M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.24KNew |
$166K - $247K
|
1.24K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.23KNew |
$165K - $245K
|
1.23K
$486K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22KNew |
$164K - $244K
|
1.22K
$484K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
1.21KNew |
$163K - $242K
|
1.21K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.21KNew |
$162K - $241K
|
1.21K
$479K
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
BUY
|
- |
1.21KNew |
$162K - $241K
|
1.21K
$478K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
1.2KNew |
$161K - $240K
|
1.2K
$476K
|
|
|
Apr 26, 2023
Q1 2023
|
Westwood Management Corp
|
BUY
|
- |
1.2K+ 3.27% |
$161K - $240K
|
37.9K
$15M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.2KNew |
$161K - $240K
|
1.2K
$476K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.19KNew |
$159K - $237K
|
1.19K
$471K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.19KNew |
$159K - $237K
|
1.19K
$471K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.18KNew |
$158K - $236K
|
1.18K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.18K+ 7.31% |
$158K - $236K
|
17.3K
$6.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.18KNew |
$158K - $235K
|
1.18K
$467K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.17KNew |
$157K - $234K
|
1.17K
$465K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.17KNew |
$157K - $233K
|
1.17K
$463K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.16K+ 72.75% |
$156K - $232K
|
2.76K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$155K - $230K
|
1.15K
$457K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.15KNew |
$154K - $230K
|
1.15K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$154K - $230K
|
1.15K
$455K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.15KNew |
$154K - $229K
|
1.15K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$154K - $229K
|
1.15K
$455K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.15KNew |
$154K - $229K
|
1.15K
$454K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.14K+ 41.24% |
$154K - $229K
|
3.92K
$1.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
1.14KNew |
$153K - $228K
|
1.14K
$453K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.14KNew |
$153K - $227K
|
1.14K
$451K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.13KNew |
$152K - $226K
|
1.13K
$448K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.13K+ 0.01% |
$152K - $226K
|
20.1M
$7.98B
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.12KNew |
$150K - $224K
|
1.12K
$444K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.11KNew |
$149K - $222K
|
1.11K
$441K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.11K+ 1.37% |
$149K - $222K
|
82.6K
$32.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.11KNew |
$148K - $221K
|
1.11K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$148K - $221K
|
1.1K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.1K+ 23.06% |
$148K - $220K
|
5.89K
$2.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$437K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$436K
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$436K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.1KNew |
$147K - $219K
|
1.1K
$435K
|