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 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15New |
$2.01K - $3K
|
15
$5.95K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
15+ 6.58% |
$2.01K - $3K
|
243
$96.3K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
15+ 0.76% |
$2.01K - $3K
|
2K
$792K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
15+ 0.7% |
$2.01K - $3K
|
2.15K
$854K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 4.67% |
$1.88K - $2.8K
|
314
$124K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
13+ 0.17% |
$1.74K - $2.6K
|
7.86K
$3.11M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
12+ 0.16% |
$1.61K - $2.4K
|
7.43K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
12+ 0.47% |
$1.61K - $2.4K
|
2.58K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12+ 80.0% |
$1.61K - $2.4K
|
27
$10.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11+ 9.09% |
$1.48K - $2.2K
|
132
$52.3K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 333.33% |
$1.34K - $2K
|
13
$5.15K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$1.34K - $2K
|
10
$3.96K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9+ 0.18% |
$1.21K - $1.8K
|
4.99K
$1.98M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9New |
$1.21K - $1.8K
|
9
$3.57K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 16.22% |
$805 - $1.2K
|
43
$17K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$671 - $999
|
5
$1.98K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 3.6% |
$537 - $799
|
115
$45.6K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4+ 0.24% |
$537 - $799
|
1.64K
$650K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.59% |
$537 - $799
|
255
$101K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
3+ 0.06% |
$403 - $599
|
5.2K
$2.06M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 150.0% |
$403 - $599
|
5
$1.98K
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$403 - $599
|
9.39K
$3.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 66.67% |
$268 - $399
|
5
$1.98K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.11% |
$268 - $399
|
1.78K
$707K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2+ 0.12% |
$268 - $399
|
1.74K
$690K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2+ 0.1% |
$268 - $399
|
2K
$794K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.54% |
$134 - $200
|
66
$26.2K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$134 - $200
|
1
$396
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 2.56% |
$134 - $200
|
40
$15.9K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1- 0.04% |
$134 - $200
|
2.71K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 1.24% |
$671 - $999
|
399
$158K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-7- 0.43% |
$939 - $1.4K
|
1.61K
$639K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-9- 0.53% |
$1.21K - $1.8K
|
1.68K
$665K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 4.92% |
$1.21K - $1.8K
|
174
$69K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-10- 0.57% |
$1.34K - $2K
|
1.74K
$691K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-13- 0.32% |
$1.74K - $2.6K
|
4.03K
$1.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-14- 0.3% |
$1.88K - $2.8K
|
4.63K
$1.84M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-15- 0.29% |
$2.01K - $3K
|
5.16K
$2.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-16- 0.23% |
$2.15K - $3.2K
|
6.98K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-17- 47.22% |
$2.28K - $3.4K
|
19
$7.53K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-18- 0.27% |
$2.42K - $3.6K
|
6.69K
$2.65M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-18- 0.05% |
$2.42K - $3.6K
|
36.4K
$14.4M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-18- 0.08% |
$2.42K - $3.6K
|
23.9K
$9.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-20- 33.33% |
$2.68K - $3.99K
|
40
$15.9K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-20- 0.2% |
$2.68K - $3.99K
|
10.1K
$4.02M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-21- 0.41% |
$2.82K - $4.19K
|
5.1K
$2.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-22- 0.48% |
$2.95K - $4.39K
|
4.6K
$1.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 2.78% |
$2.95K - $4.39K
|
768
$304K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22- 0.05% |
$2.95K - $4.39K
|
45K
$17.8M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-23- 1.48% |
$3.09K - $4.59K
|
1.53K
$606K
|