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 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 4.72% |
$6.71K - $9.99K
|
1.11K
$440K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
50+ 1.92% |
$6.71K - $9.99K
|
2.65K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
49+ 0.76% |
$6.58K - $9.79K
|
6.53K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
48New |
$6.44K - $9.59K
|
48
$19K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
46+ 1.03% |
$6.17K - $9.19K
|
4.53K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
44+ 2.15% |
$5.9K - $8.79K
|
2.09K
$830K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
44+ 0.27% |
$5.9K - $8.79K
|
16.3K
$6.46M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43+ 0.12% |
$5.77K - $8.59K
|
35.7K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
42New |
$5.64K - $8.39K
|
42
$16.6K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
42New |
$5.64K - $8.39K
|
42
$16.6K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
42+ 381.82% |
$5.64K - $8.39K
|
53
$21K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
41+ 0.69% |
$5.5K - $8.19K
|
5.97K
$2.37M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
41+ 227.78% |
$5.5K - $8.19K
|
59
$23.4K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41New |
$5.5K - $8.19K
|
41
$16.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40+ 0.99% |
$5.37K - $7.99K
|
4.08K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
40+ 181.82% |
$5.37K - $7.99K
|
62
$24.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
39+ 9.85% |
$5.23K - $7.79K
|
435
$172K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
39New |
$5.23K - $7.79K
|
39
$15.5K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
36+ 4.88% |
$4.83K - $7.19K
|
774
$307K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
35New |
$4.7K - $6.99K
|
35
$13.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
34+ 25.76% |
$4.56K - $6.79K
|
166
$65.8K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
34+ 0.14% |
$4.56K - $6.79K
|
24.9K
$9.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
33+ 2.14% |
$4.43K - $6.59K
|
1.58K
$626K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33+ 31.43% |
$4.43K - $6.59K
|
138
$54.7K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
33+ 1.05% |
$4.43K - $6.59K
|
3.16K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 7.05% |
$4.29K - $6.39K
|
486
$193K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32+ 228.57% |
$4.29K - $6.39K
|
46
$18.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
31+ 0.07% |
$4.16K - $6.19K
|
42K
$16.7M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 2.77% |
$4.03K - $5.99K
|
1.11K
$441K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
29+ 0.24% |
$3.89K - $5.79K
|
12.1K
$4.79M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
29+ 0.08% |
$3.89K - $5.79K
|
35.8K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29+ 0.57% |
$3.89K - $5.79K
|
5.1K
$2.02M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
28+ 5.54% |
$3.76K - $5.59K
|
533
$211K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
27New |
$3.62K - $5.39K
|
27
$10.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
26+ 13.33% |
$3.49K - $5.19K
|
221
$87.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 100.0% |
$3.49K - $5.19K
|
52
$20.6K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
26+ 6.18% |
$3.49K - $5.19K
|
447
$177K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
24New |
$3.22K - $4.79K
|
24
$9.51K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 1.59% |
$2.95K - $4.39K
|
1.41K
$557K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
20+ 3.7% |
$2.68K - $3.99K
|
560
$222K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 0.38% |
$2.68K - $3.99K
|
5.29K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 9.76% |
$2.68K - $3.99K
|
225
$89.2K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
20+ 4.14% |
$2.68K - $3.99K
|
503
$199K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18New |
$2.42K - $3.6K
|
18
$7.14K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
18+ 0.26% |
$2.42K - $3.6K
|
7.01K
$2.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17New |
$2.28K - $3.4K
|
17
$6.74K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
17+ 9.29% |
$2.28K - $3.4K
|
200
$79.3K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.77% |
$2.28K - $3.4K
|
2.24K
$886K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17New |
$2.28K - $3.4K
|
17
$6.74K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
16New |
$2.15K - $3.2K
|
16
$6.34K
|