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 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-154- 14.1% |
$27.2K - $39.3K
|
938
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-158- 3.72% |
$27.9K - $40.4K
|
4.1K
$1.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-160- 4.53% |
$28.3K - $40.9K
|
3.38K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-160- 4.85% |
$28.3K - $40.9K
|
3.14K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-160- 0.6% |
$28.3K - $40.9K
|
26.3K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-161- 0.78% |
$28.5K - $41.1K
|
20.6K
$8.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-165- 4.2% |
$29.2K - $42.2K
|
3.77K
$1.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-165- 13.89% |
$29.2K - $42.2K
|
1.02K
$406K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-166- 7.08% |
$29.4K - $42.4K
|
2.18K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-169- 25.04% |
$29.9K - $43.2K
|
506
$201K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-179- 8.06% |
$31.7K - $45.7K
|
2.04K
$809K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-184- 1.68% |
$32.5K - $47K
|
10.7K
$4.26M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-189- 17.98% |
$33.4K - $48.3K
|
862
$342K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-192- 3.47% |
$34K - $49.1K
|
5.35K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-193- 0.52% |
$34.1K - $49.3K
|
37K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-193- 0.63% |
$34.1K - $49.3K
|
30.5K
$12.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-200- 14.59% |
$35.4K - $51.1K
|
1.17K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-200- 5.56% |
$35.4K - $51.1K
|
3.39K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 1.06% |
$35.4K - $51.1K
|
18.7K
$7.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-201- 8.34% |
$35.6K - $51.4K
|
2.21K
$876K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-202- 0.8% |
$35.7K - $51.6K
|
25K
$9.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-202- 10.31% |
$35.7K - $51.6K
|
1.76K
$696K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-209- 2.24% |
$37K - $53.4K
|
9.11K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-210- 16.56% |
$37.1K - $53.7K
|
1.06K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-210- 3.86% |
$37.1K - $53.7K
|
5.24K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-215- 15.24% |
$38K - $54.9K
|
1.2K
$474K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-216- 49.32% |
$38.2K - $55.2K
|
222
$88K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-223- 51.26% |
$39.4K - $57K
|
212
$84K
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-229- 5.2% |
$40.5K - $58.5K
|
4.17K
$1.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-235- 18.25% |
$41.6K - $60K
|
1.05K
$417K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-237- 95.18% |
$41.9K - $60.6K
|
12
$4.76K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-243- 2.7% |
$43K - $62.1K
|
8.77K
$3.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-245- 2.8% |
$43.3K - $62.6K
|
8.52K
$3.38M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-247- 15.3% |
$43.7K - $63.1K
|
1.37K
$542K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-250- 10.19% |
$44.2K - $63.9K
|
2.2K
$874K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-252- 2.65% |
$44.6K - $64.4K
|
9.26K
$3.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-252- 1.3% |
$44.6K - $64.4K
|
19.2K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-253- 17.99% |
$44.8K - $64.6K
|
1.15K
$457K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-259- 22.1% |
$45.8K - $66.2K
|
913
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-259- 11.77% |
$45.8K - $66.2K
|
1.94K
$770K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-261- 3.32% |
$46.2K - $66.7K
|
7.6K
$3.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-265- 2.08% |
$46.9K - $67.7K
|
12.5K
$4.95M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
SELL
|
- |
-267- 2.76% |
$47.2K - $68.2K
|
9.42K
$3.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-270- 22.54% |
$47.8K - $69K
|
928
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-271- 2.64% |
$47.9K - $69.2K
|
9.99K
$3.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-277- 3.63% |
$49K - $70.8K
|
7.36K
$2.92M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-277- 7.41% |
$49K - $70.8K
|
3.46K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-280- 5.49% |
$49.5K - $71.5K
|
4.82K
$1.91M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-284- 9.25% |
$50.2K - $72.6K
|
2.79K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-291- 0.47% |
$51.5K - $74.4K
|
61.2K
$24.3M
|