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 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
207+ 0.43% |
$27.8K - $41.3K
|
48.8K
$19.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
206+ 8.9% |
$27.6K - $41.1K
|
2.52K
$999K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
206+ 5.42% |
$27.6K - $41.1K
|
4.01K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
203+ 1.55% |
$27.2K - $40.5K
|
13.3K
$5.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
200+ 1.41% |
$26.8K - $39.9K
|
14.4K
$5.7M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
200+ 7.41% |
$26.8K - $39.9K
|
2.9K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
200+ 12.94% |
$26.8K - $39.9K
|
1.75K
$692K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
199+ 5.1% |
$26.7K - $39.7K
|
4.1K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
193+ 7.84% |
$25.9K - $38.5K
|
2.66K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
192+ 3.01% |
$25.8K - $38.4K
|
6.56K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
190+ 7.71% |
$25.5K - $38K
|
2.65K
$1.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
185+ 0.09% |
$24.8K - $37K
|
210K
$83.1M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
180+ 2.93% |
$24.2K - $36K
|
6.32K
$2.5M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
178+ 5.81% |
$23.9K - $35.6K
|
3.24K
$1.29M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
178New |
$23.9K - $35.6K
|
178
$70.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
167+ 4.09% |
$22.4K - $33.4K
|
4.25K
$1.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
167+ 4.09% |
$22.4K - $33.4K
|
4.25K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
167+ 0.8% |
$22.4K - $33.4K
|
21.1K
$8.36M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
166+ 7.84% |
$22.3K - $33.2K
|
2.28K
$905K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
165+ 122.22% |
$22.1K - $33K
|
300
$119K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
164+ 107.89% |
$22K - $32.8K
|
316
$125K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
162+ 360.0% |
$21.7K - $32.4K
|
207
$82.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
161+ 0.64% |
$21.6K - $32.2K
|
25.2K
$9.98M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
158+ 4.71% |
$21.2K - $31.6K
|
3.51K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
156+ 7.63% |
$20.9K - $31.2K
|
2.2K
$872K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
150New |
$20.1K - $30K
|
150
$59.5K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
150New |
$20.1K - $30K
|
150
$59.5K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
150+ 9.71% |
$20.1K - $30K
|
1.7K
$672K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
149+ 7.38% |
$20K - $29.8K
|
2.17K
$860K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
146+ 3.73% |
$19.6K - $29.2K
|
4.06K
$1.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
140+ 0.46% |
$18.8K - $28K
|
30.7K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
140+ 2333.33% |
$18.8K - $28K
|
146
$57.9K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
135+ 7.61% |
$18.1K - $27K
|
1.91K
$756K
|
|
|
May 03, 2023
Q1 2023
|
Nia Impact Advisors, LLC
|
BUY
|
- |
134+ 0.45% |
$18K - $26.8K
|
29.9K
$11.8M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
134+ 5.48% |
$18K - $26.8K
|
2.58K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
133+ 3.69% |
$17.8K - $26.6K
|
3.74K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
130+ 0.67% |
$17.4K - $26K
|
19.7K
$7.79M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
130+ 1.27% |
$17.4K - $26K
|
10.4K
$4.12M
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
129+ 1.58% |
$17.3K - $25.8K
|
8.29K
$3.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
127+ 1.95% |
$17K - $25.4K
|
6.65K
$2.64M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
126+ 1.93% |
$16.9K - $25.2K
|
6.66K
$2.64M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
125+ 0.61% |
$16.8K - $25K
|
20.8K
$8.23M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
125+ 7.21% |
$16.8K - $25K
|
1.86K
$737K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
123+ 3.7% |
$16.5K - $24.6K
|
3.44K
$1.36M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
121+ 1.81% |
$16.2K - $24.2K
|
6.79K
$2.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
119+ 1.68% |
$16K - $23.8K
|
7.2K
$2.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
119+ 0.52% |
$16K - $23.8K
|
23.2K
$9.18M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
117+ 2.31% |
$15.7K - $23.4K
|
5.18K
$2.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
BUY
|
- |
116+ 0.8% |
$15.6K - $23.2K
|
14.7K
$5.81M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
113+ 38.44% |
$15.2K - $22.6K
|
407
$161K
|