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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
270+ 4.79% |
$47.8K - $69K
|
5.9K
$2.34M
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
270+ 264.71% |
$47.8K - $69K
|
372
$147K
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
267+ 8.04% |
$47.2K - $68.2K
|
3.59K
$1.42M
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
260+ 0.85% |
$46K - $66.4K
|
30.9K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
260+ 18.88% |
$46K - $66.4K
|
1.64K
$649K
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
253+ 1.03% |
$44.8K - $64.6K
|
24.8K
$9.85M
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
253+ 1.03% |
$44.8K - $64.6K
|
24.8K
$9.85M
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
251+ 12.86% |
$44.4K - $64.1K
|
2.2K
$873K
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
250+ 23.61% |
$44.2K - $63.9K
|
1.31K
$519K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
247New |
$43.7K - $63.1K
|
247
$97.9K
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
245+ 16.33% |
$43.3K - $62.6K
|
1.75K
$692K
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
245+ 10.9% |
$43.3K - $62.6K
|
2.49K
$988K
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
244+ 0.9% |
$43.2K - $62.3K
|
27.3K
$10.8M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
234+ 2.56% |
$41.4K - $59.8K
|
9.37K
$3.72M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
233+ 71.47% |
$41.2K - $59.5K
|
559
$222K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
230+ 14.09% |
$40.7K - $58.8K
|
1.86K
$738K
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
230+ 5.23% |
$40.7K - $58.8K
|
4.63K
$1.83M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
220+ 4.24% |
$38.9K - $56.2K
|
5.4K
$2.14M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
216+ 104.35% |
$38.2K - $55.2K
|
423
$168K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
216+ 104.35% |
$38.2K - $55.2K
|
423
$168K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
213+ 8.5% |
$37.7K - $54.4K
|
2.72K
$1.08M
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
209+ 5.85% |
$37K - $53.4K
|
3.78K
$1.5M
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
208+ 0.21% |
$36.8K - $53.1K
|
102K
$40.3M
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
208+ 2.75% |
$36.8K - $53.1K
|
7.78K
$3.08M
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
202+ 4.14% |
$35.7K - $51.6K
|
5.08K
$2.01M
|
|
Aug 14, 2023
Q2 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
202+ 13.64% |
$35.7K - $51.6K
|
1.68K
$667K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
201+ 0.95% |
$35.6K - $51.4K
|
21.3K
$8.44M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 7.41% |
$35.4K - $51.1K
|
2.9K
$1.15M
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
194+ 808.33% |
$34.3K - $49.6K
|
218
$86.4K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
194+ 9.48% |
$34.3K - $49.6K
|
2.24K
$888K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
191+ 8.22% |
$33.8K - $48.8K
|
2.51K
$997K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
190+ 85.2% |
$33.6K - $48.5K
|
413
$164K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
190+ 6.0% |
$33.6K - $48.5K
|
3.36K
$1.33M
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
190+ 3.47% |
$33.6K - $48.5K
|
5.66K
$2.24M
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
178+ 1.03% |
$31.5K - $45.5K
|
17.4K
$6.89M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
177+ 4.2% |
$31.3K - $45.2K
|
4.39K
$1.74M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
173+ 1017.65% |
$30.6K - $44.2K
|
190
$75.3K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
171New |
$30.2K - $43.7K
|
171
$67.8K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
171+ 55.88% |
$30.2K - $43.7K
|
477
$189K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
171New |
$30.2K - $43.7K
|
171
$67.8K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
170+ 15.4% |
$30.1K - $43.4K
|
1.27K
$505K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
167+ 5.28% |
$29.5K - $42.7K
|
3.33K
$1.32M
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
166+ 0.76% |
$29.4K - $42.4K
|
21.9K
$8.67M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
161+ 14.39% |
$28.5K - $41.1K
|
1.28K
$507K
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
160New |
$28.3K - $40.9K
|
160
$63.4K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
158+ 376.19% |
$27.9K - $40.4K
|
200
$79.3K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
155+ 3.96% |
$27.4K - $39.6K
|
4.07K
$1.61M
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
152+ 0.63% |
$26.9K - $38.8K
|
24.1K
$9.55M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
149+ 5.09% |
$26.4K - $38.1K
|
3.07K
$1.22M
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
147+ 4.76% |
$26K - $37.6K
|
3.24K
$1.28M
|