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 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.6K+ 1.14% |
$215K - $320K
|
142K
$56.2M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.57K+ 7.53% |
$211K - $314K
|
22.5K
$8.91M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.57K+ 11.64% |
$211K - $314K
|
15.1K
$5.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.57K+ 28.04% |
$210K - $313K
|
7.15K
$2.83M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.55KNew |
$208K - $310K
|
1.55K
$616K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.55K+ 28.25% |
$208K - $309K
|
7.02K
$2.78M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.55K+ 686.67% |
$207K - $309K
|
1.77K
$702K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.54KNew |
$206K - $307K
|
1.54K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.53KNew |
$206K - $306K
|
1.53K
$608K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.53K+ 7.76% |
$205K - $306K
|
21.3K
$8.43M
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$205K - $305K
|
1.53K
$606K
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$205K - $305K
|
1.53K
$606K
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.51K+ 75.44% |
$203K - $302K
|
3.52K
$1.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.51K+ 519.24% |
$203K - $302K
|
1.8K
$714K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.5KNew |
$201K - $300K
|
1.5K
$595K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.5K+ 5.43% |
$201K - $300K
|
29.1K
$11.6M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.5KNew |
$201K - $299K
|
1.5K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.49K+ 19.52% |
$200K - $298K
|
9.14K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$199K - $296K
|
1.48K
$587K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.46KNew |
$196K - $292K
|
1.46K
$580K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$192K - $286K
|
1.43K
$568K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.43K+ 84.71% |
$192K - $285K
|
3.12K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.43KNew |
$191K - $285K
|
1.43K
$565K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.42KNew |
$191K - $284K
|
1.42K
$564K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.42K+ 14.5% |
$190K - $283K
|
11.2K
$4.43M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.4KNew |
$188K - $280K
|
1.4K
$555K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$188K - $279K
|
1.4K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.4KNew |
$187K - $279K
|
1.4K
$554K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.39K+ 6.86% |
$187K - $278K
|
21.7K
$8.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
1.39KNew |
$187K - $278K
|
1.39K
$551K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.39K+ 1.39% |
$187K - $278K
|
101K
$40.2M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.38KNew |
$185K - $275K
|
1.38K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.38KNew |
$185K - $275K
|
1.38K
$546K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.37K+ 2.5% |
$184K - $274K
|
56.4K
$22.4M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.37K+ 30.41% |
$183K - $273K
|
5.85K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$183K - $273K
|
1.37K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.37KNew |
$183K - $273K
|
1.37K
$541K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.36KNew |
$182K - $271K
|
1.36K
$538K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.35K+ 20.32% |
$180K - $269K
|
7.96K
$3.16M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.34KNew |
$179K - $267K
|
1.34K
$529K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.32KNew |
$178K - $264K
|
1.32K
$525K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.32K+ 6.24% |
$177K - $263K
|
22.4K
$8.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.31KNew |
$176K - $262K
|
1.31K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.31KNew |
$176K - $262K
|
1.31K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.31KNew |
$175K - $261K
|
1.31K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.31KNew |
$175K - $261K
|
1.31K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.3K+ 86.56% |
$175K - $260K
|
2.8K
$1.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
1.3K+ 14.89% |
$174K - $260K
|
10K
$3.98M
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
1.3KNew |
$174K - $260K
|
1.3K
$515K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.3K+ 5.61% |
$174K - $259K
|
24.4K
$9.69M
|