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 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5+ 0.1% |
$884 - $1.28K
|
5.15K
$2.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5+ 0.1% |
$884 - $1.28K
|
5.11K
$2.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.63% |
$884 - $1.28K
|
794
$315K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 9.26% |
$884 - $1.28K
|
59
$23.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5+ 0.18% |
$884 - $1.28K
|
2.74K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5+ 0.12% |
$884 - $1.28K
|
4.27K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 400.0% |
$708 - $1.02K
|
5
$1.98K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4+ 0.26% |
$708 - $1.02K
|
1.53K
$606K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4New |
$708 - $1.02K
|
4
$1.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 133.33% |
$708 - $1.02K
|
7
$2.77K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 7.69% |
$531 - $767
|
42
$16.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 4.84% |
$531 - $767
|
65
$25.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$531 - $767
|
6.44K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3New |
$531 - $767
|
3
$1.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3+ 0.26% |
$531 - $767
|
1.15K
$456K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.96% |
$531 - $767
|
317
$126K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2+ 0.14% |
$354 - $511
|
1.44K
$571K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.02% |
$354 - $511
|
8.06K
$3.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$354 - $511
|
2
$793
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$354 - $511
|
2
$793
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$177 - $256
|
7
$2.77K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1New |
$177 - $256
|
1
$396
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$177 - $256
|
2.03K
$804K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2- 12.5% |
$354 - $511
|
14
$5.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.11% |
$354 - $511
|
1.78K
$706K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 4.55% |
$531 - $767
|
63
$25K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 23.08% |
$531 - $767
|
10
$3.96K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 1.18% |
$531 - $767
|
252
$99.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 8.7% |
$708 - $1.02K
|
42
$16.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6- 0.09% |
$1.06K - $1.53K
|
6.39K
$2.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 6.09% |
$1.24K - $1.79K
|
108
$42.8K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-7- 0.35% |
$1.24K - $1.79K
|
1.99K
$789K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7- 0.14% |
$1.24K - $1.79K
|
4.98K
$1.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-8- 4.57% |
$1.42K - $2.04K
|
167
$66.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-9- 33.33% |
$1.59K - $2.3K
|
18
$7.14K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-10- 1.47% |
$1.77K - $2.56K
|
672
$266K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11- 0.18% |
$1.95K - $2.81K
|
6.05K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-11- 0.26% |
$1.95K - $2.81K
|
4.22K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12- 0.56% |
$2.12K - $3.07K
|
2.13K
$844K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13- 0.42% |
$2.3K - $3.32K
|
3.11K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-14- 0.51% |
$2.48K - $3.58K
|
2.72K
$1.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-14- 0.35% |
$2.48K - $3.58K
|
4.01K
$1.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-14- 4.07% |
$2.48K - $3.58K
|
330
$131K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-14- 53.85% |
$2.48K - $3.58K
|
12
$4.76K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14- 2.85% |
$2.48K - $3.58K
|
478
$189K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15- 0.09% |
$2.65K - $3.83K
|
17.5K
$6.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-15- 55.56% |
$2.65K - $3.83K
|
12
$4.76K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15- 0.09% |
$2.65K - $3.83K
|
17.5K
$6.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-16- 6.75% |
$2.83K - $4.09K
|
221
$87.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-17- 0.16% |
$3.01K - $4.34K
|
10.4K
$4.12M
|