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 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
70New |
$12.4K - $17.9K
|
70
$27.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
69+ 3.96% |
$12.2K - $17.6K
|
1.81K
$719K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
69+ 4.2% |
$12.2K - $17.6K
|
1.71K
$678K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
69+ 1.56% |
$12.2K - $17.6K
|
4.5K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
67+ 2.02% |
$11.9K - $17.1K
|
3.39K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
66+ 0.28% |
$11.7K - $16.9K
|
23.2K
$9.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
BUY
|
- |
65+ 0.55% |
$11.5K - $16.6K
|
11.8K
$4.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
63+ 0.63% |
$11.1K - $16.1K
|
10.1K
$3.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
60+ 40.0% |
$10.6K - $15.3K
|
210
$83.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
60+ 4.29% |
$10.6K - $15.3K
|
1.46K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
60+ 0.32% |
$10.6K - $15.3K
|
19K
$7.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
57+ 1.86% |
$10.1K - $14.6K
|
3.12K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
56+ 3.0% |
$9.91K - $14.3K
|
1.93K
$763K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
56+ 28.0% |
$9.91K - $14.3K
|
256
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
56+ 0.49% |
$9.91K - $14.3K
|
11.5K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
56+ 31.11% |
$9.91K - $14.3K
|
236
$93.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
55+ 1.88% |
$9.73K - $14.1K
|
2.98K
$1.18M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
55New |
$9.73K - $14.1K
|
55
$21.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
53+ 2.59% |
$9.38K - $13.5K
|
2.1K
$833K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
52+ 0.49% |
$9.2K - $13.3K
|
10.7K
$4.23M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
52+ 0.49% |
$9.2K - $13.3K
|
10.7K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
50+ 4.04% |
$8.84K - $12.8K
|
1.29K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 83.33% |
$8.84K - $12.8K
|
110
$43.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
49+ 3.75% |
$8.67K - $12.5K
|
1.35K
$537K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
48+ 3.38% |
$8.49K - $12.3K
|
1.47K
$583K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
48+ 21.33% |
$8.49K - $12.3K
|
273
$108K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
47+ 3.98% |
$8.31K - $12K
|
1.23K
$487K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
45+ 11.06% |
$7.96K - $11.5K
|
452
$179K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
45+ 1.85% |
$7.96K - $11.5K
|
2.48K
$985K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
44+ 1.79% |
$7.78K - $11.2K
|
2.51K
$993K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
43+ 0.73% |
$7.61K - $11K
|
5.9K
$2.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
43+ 0.8% |
$7.61K - $11K
|
5.41K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
42+ 0.81% |
$7.43K - $10.7K
|
5.24K
$2.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41+ 2.93% |
$7.25K - $10.5K
|
1.44K
$570K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
41+ 36.61% |
$7.25K - $10.5K
|
153
$60.6K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41New |
$7.25K - $10.5K
|
41
$16.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40+ 1.35% |
$7.08K - $10.2K
|
3.01K
$1.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
39+ 26.53% |
$6.9K - $9.96K
|
186
$73.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
39+ 1.67% |
$6.9K - $9.96K
|
2.38K
$943K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
36+ 1.22% |
$6.37K - $9.2K
|
2.99K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
34+ 0.06% |
$6.01K - $8.69K
|
53.1K
$21.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
33New |
$5.84K - $8.43K
|
33
$13.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
33+ 3.08% |
$5.84K - $8.43K
|
1.11K
$438K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 4.54% |
$5.66K - $8.18K
|
737
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
32+ 2.32% |
$5.66K - $8.18K
|
1.41K
$559K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
32+ 0.43% |
$5.66K - $8.18K
|
7.46K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
31+ 1.26% |
$5.48K - $7.92K
|
2.48K
$984K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
31+ 0.43% |
$5.48K - $7.92K
|
7.23K
$2.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
31+ 11.31% |
$5.48K - $7.92K
|
305
$121K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 322.22% |
$5.13K - $7.41K
|
38
$15.1K
|