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 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-68- 5.01% |
$12K - $17.4K
|
1.29K
$500K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-69- 0.19% |
$12.2K - $17.6K
|
35.8K
$13.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-70- 5.51% |
$12.4K - $17.9K
|
1.2K
$465K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-72- 12.0% |
$12.7K - $18.4K
|
528
$205K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-75- 4.89% |
$13.3K - $19.2K
|
1.46K
$566K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-75- 4.16% |
$13.3K - $19.2K
|
1.73K
$670K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-75- 4.24% |
$13.3K - $19.2K
|
1.7K
$657K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-75- 1.12% |
$13.3K - $19.2K
|
6.63K
$2.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-79- 25.0% |
$14K - $20.2K
|
237
$91.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-80- 0.87% |
$14.2K - $20.4K
|
9.12K
$3.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-82- 4.12% |
$14.5K - $21K
|
1.91K
$741K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-82- 0.27% |
$14.5K - $21K
|
30.2K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83- 1.31% |
$14.7K - $21.2K
|
6.24K
$2.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-86- 5.63% |
$15.2K - $22K
|
1.44K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-87- 0.84% |
$15.4K - $22.2K
|
10.3K
$4M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-90- 5.58% |
$15.9K - $23K
|
1.52K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-90- 2.32% |
$15.9K - $23K
|
3.8K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-92- 3.33% |
$16.3K - $23.5K
|
2.67K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-92- 1.49% |
$16.3K - $23.5K
|
6.1K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-93- 3.61% |
$16.5K - $23.8K
|
2.49K
$964K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-95- 1.97% |
$16.8K - $24.3K
|
4.73K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-100- 1.09% |
$17.7K - $25.6K
|
9.05K
$3.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-100- 0.33% |
$17.7K - $25.6K
|
30.6K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
SELL
|
- |
-100- 0.37% |
$17.7K - $25.6K
|
26.7K
$10.3M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-101- 7.2% |
$17.9K - $25.8K
|
1.3K
$505K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-101- 1.69% |
$17.9K - $25.8K
|
5.87K
$2.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-106- 2.03% |
$18.8K - $27.1K
|
5.12K
$1.99M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-108- 0.6% |
$19.1K - $27.6K
|
17.9K
$6.92M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-110- 90.16% |
$19.5K - $28.1K
|
12
$4.65K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-114- 9.92% |
$20.2K - $29.1K
|
1.04K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-115- 1.28% |
$20.3K - $29.4K
|
8.87K
$3.44M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-116- 0.52% |
$20.5K - $29.6K
|
22.3K
$8.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-119- 5.21% |
$21K - $30.4K
|
2.16K
$839K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-119- 0.61% |
$21K - $30.4K
|
19.5K
$7.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-120- 3.44% |
$21.2K - $30.7K
|
3.37K
$1.31M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-123- 1.54% |
$21.8K - $31.4K
|
7.86K
$3.05M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-125- 16.34% |
$22.1K - $31.9K
|
640
$248K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-125- 9.36% |
$22.1K - $31.9K
|
1.21K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-128- 5.76% |
$22.6K - $32.7K
|
2.1K
$812K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-128- 2.35% |
$22.6K - $32.7K
|
5.31K
$2.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-130- 0.33% |
$23K - $33.2K
|
39K
$15.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-132- 2.45% |
$23.3K - $33.7K
|
5.25K
$2.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-132- 2.45% |
$23.3K - $33.7K
|
5.26K
$2.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-133- 0.68% |
$23.5K - $34K
|
19.6K
$7.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-136- 2.24% |
$24.1K - $34.7K
|
5.95K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-136- 1.27% |
$24.1K - $34.7K
|
10.6K
$4.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-139- 7.41% |
$24.6K - $35.5K
|
1.74K
$674K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-143- 20.72% |
$25.3K - $36.5K
|
547
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-145- 10.35% |
$25.6K - $37K
|
1.26K
$487K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-150- 8.93% |
$26.5K - $38.3K
|
1.53K
$593K
|