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 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-2.13K- 6.51% |
$376K - $544K
|
30.6K
$12.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-2.23K- 68.44% |
$395K - $570K
|
1.03K
$408K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-2.24K- 32.77% |
$396K - $572K
|
4.59K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.25K- 13.63% |
$397K - $574K
|
14.2K
$5.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.29K- 5.72% |
$406K - $586K
|
37.8K
$15M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.3K- 1.9% |
$407K - $587K
|
119K
$47.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.34K- 2.14% |
$414K - $598K
|
107K
$42.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.35K- 28.2% |
$415K - $600K
|
5.98K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.38K- 18.06% |
$421K - $608K
|
10.8K
$4.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.4K- 3.44% |
$425K - $613K
|
67.4K
$26.7M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.4K- 11.87% |
$425K - $613K
|
17.8K
$7.07M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.43K- 3.84% |
$431K - $622K
|
60.9K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.49K- 5.58% |
$440K - $635K
|
42.1K
$16.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.5K- 44.64% |
$442K - $639K
|
3.1K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-2.51K- 15.79% |
$444K - $641K
|
13.4K
$5.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-2.53K- 1.11% |
$447K - $646K
|
225K
$89.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.58K- 0.97% |
$455K - $658K
|
263K
$104M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.63K- 22.85% |
$465K - $671K
|
8.87K
$3.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 7.31% |
$466K - $673K
|
33.4K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.67K- 24.86% |
$472K - $682K
|
8.07K
$3.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.7K- 5.9% |
$478K - $690K
|
43.1K
$17.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.75K- 51.71% |
$486K - $701K
|
2.56K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.8K- 61.81% |
$496K - $716K
|
1.73K
$687K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.81K- 25.08% |
$497K - $718K
|
8.39K
$3.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.87K- 6.93% |
$508K - $733K
|
38.6K
$15.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.88K- 56.41% |
$509K - $735K
|
2.22K
$881K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.9K- 1.38% |
$512K - $740K
|
207K
$82M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.9K- 9.43% |
$514K - $742K
|
27.9K
$11.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.97K- 12.97% |
$525K - $759K
|
19.9K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Maytus Capital Management, LLC
New York, NY |
SELL
|
- |
-3K- 16.67% |
$531K - $767K
|
15K
$5.95M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.07K- 44.48% |
$542K - $783K
|
3.83K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.07K- 5.28% |
$544K - $785K
|
55.2K
$21.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.2K- 12.01% |
$566K - $817K
|
23.4K
$9.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.21K- 1.73% |
$568K - $820K
|
183K
$72.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.32K- 4.17% |
$587K - $848K
|
76.3K
$30.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.4K- 4.41% |
$601K - $868K
|
73.6K
$29.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.41K- 15.77% |
$602K - $870K
|
18.2K
$7.21M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3.47K- 58.12% |
$614K - $887K
|
2.5K
$991K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.5K- 0.73% |
$619K - $894K
|
478K
$189M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.54K- 7.16% |
$626K - $905K
|
45.9K
$18.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.62K- 15.04% |
$641K - $925K
|
20.5K
$8.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.68K- 66.98% |
$651K - $941K
|
1.82K
$719K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.69K- 4.74% |
$653K - $943K
|
74.2K
$29.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.69K- 4.74% |
$653K - $943K
|
74.2K
$29.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-3.72K- 1.9% |
$658K - $950K
|
192K
$76M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-3.86K- 6.16% |
$683K - $987K
|
58.9K
$23.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.07K- 5.73% |
$719K - $1.04M
|
66.9K
$26.5M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.15K- 4.39% |
$734K - $1.06M
|
90.4K
$35.8M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.24K- 1.95% |
$749K - $1.08M
|
213K
$84.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-4.27K- 4.47% |
$756K - $1.09M
|
91.3K
$36.2M
|