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 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 1.39% |
$4.78K - $6.9K
|
1.98K
$783K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
27+ 0.44% |
$4.78K - $6.9K
|
6.23K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26+ 0.26% |
$4.6K - $6.64K
|
10.1K
$4.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
25+ 0.94% |
$4.42K - $6.39K
|
2.68K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25+ 6.53% |
$4.42K - $6.39K
|
408
$162K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
25+ 6.27% |
$4.42K - $6.39K
|
424
$168K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
24+ 2.05% |
$4.25K - $6.13K
|
1.2K
$474K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
23+ 1.08% |
$4.07K - $5.88K
|
2.15K
$853K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
23+ 0.23% |
$4.07K - $5.88K
|
10.1K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
23New |
$4.07K - $5.88K
|
23
$9.12K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
21+ 1.91% |
$3.71K - $5.37K
|
1.12K
$444K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
20+ 1.24% |
$3.54K - $5.11K
|
1.63K
$647K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20+ 2.67% |
$3.54K - $5.11K
|
770
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
20+ 0.92% |
$3.54K - $5.11K
|
2.19K
$868K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 1.0% |
$3.54K - $5.11K
|
2.02K
$801K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
20+ 1.47% |
$3.54K - $5.11K
|
1.39K
$549K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
19+ 1.23% |
$3.36K - $4.85K
|
1.56K
$620K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$3.01K - $4.34K
|
17
$6.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 1.16% |
$3.01K - $4.34K
|
1.48K
$588K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16+ 22.86% |
$2.83K - $4.09K
|
86
$34.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15New |
$2.65K - $3.83K
|
15
$5.95K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
15+ 0.38% |
$2.65K - $3.83K
|
3.97K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
15+ 6.17% |
$2.65K - $3.83K
|
258
$102K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
15+ 1.14% |
$2.65K - $3.83K
|
1.33K
$526K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
14+ 3.08% |
$2.48K - $3.58K
|
469
$186K
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
14+ 58.33% |
$2.48K - $3.58K
|
38
$15.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
14+ 0.69% |
$2.48K - $3.58K
|
2.04K
$810K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
14+ 0.68% |
$2.48K - $3.58K
|
2.06K
$817K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14New |
$2.48K - $3.58K
|
14
$5.55K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
12+ 0.41% |
$2.12K - $3.07K
|
2.94K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
12+ 0.09% |
$2.12K - $3.07K
|
13K
$5.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.02% |
$2.12K - $3.07K
|
55.8K
$22.1M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
11+ 0.91% |
$1.95K - $2.81K
|
1.22K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11+ 1.04% |
$1.95K - $2.81K
|
1.07K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11+ 27.5% |
$1.95K - $2.81K
|
51
$20.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
10+ 0.56% |
$1.77K - $2.56K
|
1.81K
$717K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 41.67% |
$1.77K - $2.56K
|
34
$13.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.04% |
$1.77K - $2.56K
|
22.3K
$8.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 11.9% |
$1.77K - $2.56K
|
94
$37.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9+ 0.78% |
$1.59K - $2.3K
|
1.16K
$459K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$1.59K - $2.3K
|
9
$3.57K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
8New |
$1.42K - $2.04K
|
8
$3.17K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 5.93% |
$1.42K - $2.04K
|
143
$56.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
6New |
$1.06K - $1.53K
|
6
$2.38K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6+ 0.17% |
$1.06K - $1.53K
|
3.49K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 4.17% |
$1.06K - $1.53K
|
150
$59.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 2.0% |
$1.06K - $1.53K
|
306
$121K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 1.23% |
$1.06K - $1.53K
|
492
$195K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 13.89% |
$884 - $1.28K
|
41
$16.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
5+ 0.25% |
$884 - $1.28K
|
1.98K
$784K
|