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 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-560- 1.61% |
$99.1K - $143K
|
34.3K
$13.3M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-575- 4.0% |
$102K - $147K
|
13.8K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-577- 95.69% |
$102K - $147K
|
26
$10.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-580- 9.95% |
$103K - $148K
|
5.25K
$2.04M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-588- 33.18% |
$104K - $150K
|
1.18K
$459K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-600- 10.08% |
$106K - $153K
|
5.35K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-613- 10.53% |
$108K - $157K
|
5.21K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-615- 2.06% |
$109K - $157K
|
29.2K
$11.3M
|
|
|
Aug 08, 2024
Q2 2023
|
Robocap Asset Management LTD
London, X0 |
SELL
|
- |
-615- 12.58% |
$109K - $157K
|
4.28K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-629- 1.16% |
$111K - $161K
|
53.8K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-657- 0.19% |
$116K - $168K
|
341K
$132M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-657- 10.01% |
$116K - $168K
|
5.91K
$2.29M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-657- 0.19% |
$116K - $168K
|
341K
$132M
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-669- 8.36% |
$118K - $171K
|
7.33K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-674- 1.53% |
$119K - $172K
|
43.3K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-679- 9.26% |
$120K - $173K
|
6.66K
$2.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-680- 1.89% |
$120K - $174K
|
35.2K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-710- 8.58% |
$126K - $181K
|
7.56K
$2.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-715- 5.4% |
$126K - $183K
|
12.5K
$4.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-745- 7.93% |
$132K - $190K
|
8.65K
$3.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-754- 3.2% |
$133K - $193K
|
22.8K
$8.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-760- 8.77% |
$134K - $194K
|
7.91K
$3.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-761- 6.81% |
$135K - $194K
|
10.4K
$4.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-773- 4.22% |
$137K - $198K
|
17.6K
$6.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-776- 30.78% |
$137K - $198K
|
1.75K
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-781- 5.86% |
$138K - $200K
|
12.6K
$4.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-791- 2.87% |
$140K - $202K
|
26.8K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-792- 2.53% |
$140K - $202K
|
30.5K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-805- 2.15% |
$142K - $206K
|
36.6K
$14.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-819- 6.34% |
$145K - $209K
|
12.1K
$4.69M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-877- 37.16% |
$155K - $224K
|
1.48K
$575K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-879- 3.1% |
$155K - $225K
|
27.5K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-887- 32.72% |
$157K - $227K
|
1.82K
$707K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-919- 11.54% |
$163K - $235K
|
7.04K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-925- 20.56% |
$164K - $236K
|
3.58K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-930- 12.51% |
$165K - $238K
|
6.51K
$2.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-938- 20.39% |
$166K - $240K
|
3.66K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-949- 45.6% |
$168K - $242K
|
1.13K
$439K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-977- 3.51% |
$173K - $250K
|
26.8K
$10.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-995- 1.16% |
$176K - $254K
|
84.4K
$32.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.01K- 10.76% |
$179K - $259K
|
8.4K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-1.02K- 14.19% |
$180K - $261K
|
6.17K
$2.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.03K- 17.69% |
$182K - $263K
|
4.79K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.03K- 5.72% |
$183K - $264K
|
17K
$6.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-1.05K- 13.37% |
$186K - $268K
|
6.81K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.05K- 0.89% |
$186K - $269K
|
117K
$45.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.06K- 1.15% |
$188K - $271K
|
91.3K
$35.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.07K- 7.37% |
$189K - $272K
|
13.4K
$5.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.09K- 6.11% |
$192K - $277K
|
16.7K
$6.47M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.11K- 6.59% |
$197K - $285K
|
15.8K
$6.13M
|