Purchases and Sales Made in Q2 2023 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q2 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q2 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
820New |
$145K - $210K
|
820
$318K
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
819New |
$145K - $209K
|
819
$318K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
819New |
$145K - $209K
|
819
$318K
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
814New |
$144K - $208K
|
814
$316K
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
814New |
$144K - $208K
|
814
$316K
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
809+ 21.64% |
$143K - $207K
|
4.55K
$1.76M
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
803+ 3.28% |
$142K - $205K
|
25.3K
$9.79M
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
803New |
$142K - $205K
|
803
$311K
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
798New |
$141K - $204K
|
798
$309K
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
769+ 43.97% |
$136K - $196K
|
2.52K
$977K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
767+ 27.87% |
$136K - $196K
|
3.52K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
760+ 3.15% |
$134K - $194K
|
24.9K
$9.66M
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
750+ 30.43% |
$133K - $192K
|
3.22K
$1.25M
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
750+ 30.43% |
$133K - $192K
|
3.22K
$1.25M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
748+ 3.16% |
$132K - $191K
|
24.4K
$9.46M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
739+ 18.31% |
$131K - $189K
|
4.77K
$1.85M
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
725+ 25.0% |
$128K - $185K
|
3.63K
$1.41M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
715+ 11.98% |
$126K - $183K
|
6.68K
$2.59M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
714+ 73.68% |
$126K - $182K
|
1.68K
$653K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
707+ 5.93% |
$125K - $181K
|
12.6K
$4.9M
|
|
Jul 13, 2023
Q2 2023
|
Bender Robert & Associates
|
BUY
|
- |
705+ 12.73% |
$125K - $180K
|
6.24K
$2.42M
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
698+ 9.4% |
$123K - $178K
|
8.12K
$3.15M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
662+ 1.38% |
$117K - $169K
|
48.6K
$18.9M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
650+ 58.61% |
$115K - $166K
|
1.76K
$682K
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
BUY
|
- |
639+ 2.76% |
$113K - $163K
|
23.8K
$9.22M
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
637+ 4.0% |
$113K - $163K
|
16.6K
$6.43M
|
|
Aug 14, 2023
Q2 2023
|
Union Investments & Development Ltd.
|
BUY
|
- |
625New |
$111K - $160K
|
625
$242K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
624+ 31.64% |
$110K - $159K
|
2.6K
$1.01M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
606+ 13.69% |
$107K - $155K
|
5.03K
$1.95M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
575+ 14.08% |
$102K - $147K
|
4.66K
$1.81M
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
575+ 4.27% |
$102K - $147K
|
14K
$5.44M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
573+ 14.5% |
$101K - $146K
|
4.52K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
569+ 2.95% |
$101K - $145K
|
19.9K
$7.71M
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
559+ 10.83% |
$98.9K - $143K
|
5.72K
$2.22M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
556+ 32.73% |
$98.4K - $142K
|
2.26K
$875K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
552New |
$97.6K - $141K
|
552
$214K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
541+ 7.57% |
$95.7K - $138K
|
7.69K
$2.98M
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
519+ 29.74% |
$91.8K - $133K
|
2.26K
$878K
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
517+ 8.38% |
$91.5K - $132K
|
6.69K
$2.59M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
503+ 14.86% |
$89K - $129K
|
3.89K
$1.51M
|
|
Jul 17, 2023
Q2 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
500+ 4.49% |
$88.4K - $128K
|
11.6K
$4.51M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
490+ 17.39% |
$86.7K - $125K
|
3.31K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
488+ 12.77% |
$86.3K - $125K
|
4.31K
$1.67M
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
479+ 13.03% |
$84.7K - $122K
|
4.15K
$1.61M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
478+ 12.8% |
$84.6K - $122K
|
4.21K
$1.63M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
476New |
$84.2K - $122K
|
476
$185K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
470+ 8.9% |
$83.1K - $120K
|
5.75K
$2.23M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
469+ 1.68% |
$83K - $120K
|
28.4K
$11M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
465+ 18.84% |
$82.3K - $119K
|
2.93K
$1.14M
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
460+ 3.63% |
$81.4K - $118K
|
13.1K
$5.09M
|