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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
112+ 5.84% |
$15K - $22.4K
|
2.03K
$804K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
112+ 3.59% |
$15K - $22.4K
|
3.23K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
111+ 2.08% |
$14.9K - $22.2K
|
5.45K
$2.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
110+ 1.97% |
$14.8K - $22K
|
5.7K
$2.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
110+ 5500.0% |
$14.8K - $22K
|
112
$44.4K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
110+ 0.23% |
$14.8K - $22K
|
48.7K
$19.3M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
108+ 600.0% |
$14.5K - $21.6K
|
126
$49.9K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
108+ 174.19% |
$14.5K - $21.6K
|
170
$67.4K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
107+ 0.7% |
$14.4K - $21.4K
|
15.5K
$6.13M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
104+ 0.96% |
$14K - $20.8K
|
10.9K
$4.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
101+ 1.86% |
$13.6K - $20.2K
|
5.54K
$2.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
100+ 1.06% |
$13.4K - $20K
|
9.52K
$3.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.67% |
$13.4K - $20K
|
15.1K
$5.99M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
100+ 2.83% |
$13.4K - $20K
|
3.64K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
96+ 3.39% |
$12.9K - $19.2K
|
2.93K
$1.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
95+ 1.48% |
$12.7K - $19K
|
6.54K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
91+ 4.17% |
$12.2K - $18.2K
|
2.27K
$901K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
90+ 0.66% |
$12.1K - $18K
|
13.7K
$5.44M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
88+ 1.28% |
$11.8K - $17.6K
|
6.94K
$2.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
87+ 12.83% |
$11.7K - $17.4K
|
765
$303K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
86+ 2.36% |
$11.5K - $17.2K
|
3.73K
$1.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
83+ 0.71% |
$11.1K - $16.6K
|
11.8K
$4.67M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
82+ 4.17% |
$11K - $16.4K
|
2.05K
$812K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
78+ 8.76% |
$10.5K - $15.6K
|
968
$384K
|
|
|
May 15, 2023
Q1 2023
|
Nea Management Company, LLC
Timonium, MD |
BUY
|
- |
78New |
$10.5K - $15.6K
|
78
$30.9K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
77+ 0.81% |
$10.3K - $15.4K
|
9.55K
$3.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
75+ 2.17% |
$10.1K - $15K
|
3.54K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
75+ 0.31% |
$10.1K - $15K
|
24.5K
$9.71M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
74+ 102.78% |
$9.93K - $14.8K
|
146
$57.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
72+ 85.71% |
$9.66K - $14.4K
|
156
$61.8K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
71+ 1.16% |
$9.53K - $14.2K
|
6.2K
$2.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
70+ 1.91% |
$9.39K - $14K
|
3.74K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
70New |
$9.39K - $14K
|
70
$27.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
70+ 3.25% |
$9.39K - $14K
|
2.23K
$882K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
70+ 5.83% |
$9.39K - $14K
|
1.27K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
70+ 0.53% |
$9.39K - $14K
|
13.3K
$5.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
66New |
$8.86K - $13.2K
|
66
$26.2K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65+ 1.29% |
$8.72K - $13K
|
5.1K
$2.02M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
63+ 0.36% |
$8.45K - $12.6K
|
17.5K
$6.94M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
60New |
$8.05K - $12K
|
60
$23.8K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60+ 1.96% |
$8.05K - $12K
|
3.12K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
60+ 42.86% |
$8.05K - $12K
|
200
$79.3K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
60+ 0.35% |
$8.05K - $12K
|
17K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
60+ 1.6% |
$8.05K - $12K
|
3.82K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
59+ 1.17% |
$7.92K - $11.8K
|
5.1K
$2.02M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
57+ 2.93% |
$7.65K - $11.4K
|
2K
$794K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
55+ 0.86% |
$7.38K - $11K
|
6.48K
$2.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
51+ 2.58% |
$6.84K - $10.2K
|
2.03K
$804K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
51+ 0.34% |
$6.84K - $10.2K
|
15K
$5.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
50+ 0.19% |
$6.71K - $9.99K
|
26.6K
$10.6M
|