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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-17- 3.19% |
$3.01K - $4.34K
|
516
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-17- 0.17% |
$3.01K - $4.34K
|
10.1K
$4.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-19- 54.29% |
$3.36K - $4.85K
|
16
$6.34K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-19- 0.76% |
$3.36K - $4.85K
|
2.49K
$985K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-21- 0.86% |
$3.71K - $5.37K
|
2.43K
$963K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22- 1.68% |
$3.89K - $5.62K
|
1.29K
$509K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-23- 0.96% |
$4.07K - $5.88K
|
2.37K
$937K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-23- 38.98% |
$4.07K - $5.88K
|
36
$14.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 14.12% |
$4.25K - $6.13K
|
146
$57.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-24- 0.77% |
$4.25K - $6.13K
|
3.09K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-25- 1.42% |
$4.42K - $6.39K
|
1.74K
$690K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-26- 11.76% |
$4.6K - $6.64K
|
195
$77.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27- 0.1% |
$4.78K - $6.9K
|
27.8K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-28- 0.26% |
$4.95K - $7.15K
|
10.9K
$4.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-30- 0.25% |
$5.31K - $7.67K
|
12.1K
$4.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-30- 19.48% |
$5.31K - $7.67K
|
124
$49.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-32- 3.1% |
$5.66K - $8.18K
|
1K
$396K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-35- 0.42% |
$6.19K - $8.94K
|
8.32K
$3.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-35- 0.25% |
$6.19K - $8.94K
|
13.7K
$5.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-36- 4.65% |
$6.37K - $9.2K
|
738
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 3.03% |
$6.72K - $9.71K
|
1.22K
$483K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-38- 0.78% |
$6.72K - $9.71K
|
4.86K
$1.93M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-39- 1.13% |
$6.9K - $9.96K
|
3.4K
$1.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40- 25.64% |
$7.08K - $10.2K
|
116
$46K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-42- 70.0% |
$7.43K - $10.7K
|
18
$7.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-42- 7.47% |
$7.43K - $10.7K
|
520
$206K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-43- 0.57% |
$7.61K - $11K
|
7.52K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-43- 0.81% |
$7.61K - $11K
|
5.25K
$2.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-44- 1.12% |
$7.78K - $11.2K
|
3.89K
$1.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-48- 1.49% |
$8.49K - $12.3K
|
3.18K
$1.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-50- 0.53% |
$8.84K - $12.8K
|
9.36K
$3.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 2.95% |
$8.84K - $12.8K
|
1.65K
$652K
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-50- 0.88% |
$8.84K - $12.8K
|
5.65K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-50- 0.36% |
$8.84K - $12.8K
|
14K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-50- 94.34% |
$8.84K - $12.8K
|
3
$1.19K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-52- 2.81% |
$9.2K - $13.3K
|
1.8K
$713K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-52- 3.09% |
$9.2K - $13.3K
|
1.63K
$647K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-53- 1.68% |
$9.38K - $13.5K
|
3.11K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-53- 4.15% |
$9.38K - $13.5K
|
1.22K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-55- 3.79% |
$9.73K - $14.1K
|
1.4K
$553K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-56- 3.83% |
$9.91K - $14.3K
|
1.41K
$557K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-56- 5.89% |
$9.91K - $14.3K
|
894
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-57- 4.34% |
$10.1K - $14.6K
|
1.26K
$497K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-58- 2.62% |
$10.3K - $14.8K
|
2.16K
$854K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-58- 1.88% |
$10.3K - $14.8K
|
3.02K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-60- 2.27% |
$10.6K - $15.3K
|
2.59K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-63- 1.49% |
$11.1K - $16.1K
|
4.16K
$1.65M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-63- 8.64% |
$11.1K - $16.1K
|
666
$264K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-64- 1.68% |
$11.3K - $16.4K
|
3.75K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-65- 0.65% |
$11.5K - $16.6K
|
9.97K
$3.95M
|