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 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.7K+ 1199.11% |
$477K - $689K
|
2.92K
$1.16M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.66K+ 177.77% |
$471K - $680K
|
4.16K
$1.65M
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.57K+ 95.22% |
$454K - $656K
|
5.26K
$2.09M
|
|
Aug 09, 2023
Q2 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
2.5KNew |
$442K - $639K
|
2.5K
$991K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.49K+ 25.43% |
$441K - $636K
|
12.3K
$4.87M
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.46KNew |
$436K - $630K
|
2.46K
$977K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.45KNew |
$433K - $626K
|
2.45K
$971K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.43K+ 6.92% |
$430K - $621K
|
37.6K
$14.9M
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.41K+ 5.37% |
$427K - $616K
|
47.3K
$18.7M
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.34K+ 45.29% |
$415K - $599K
|
7.52K
$2.98M
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.32KNew |
$411K - $593K
|
2.32K
$920K
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
2.31KNew |
$408K - $590K
|
2.31K
$915K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.3K+ 33.92% |
$408K - $589K
|
9.1K
$3.61M
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.3K+ 773.15% |
$408K - $589K
|
2.6K
$1.03M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.29K+ 13.05% |
$406K - $586K
|
19.9K
$7.88M
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.29K+ 9.22% |
$405K - $585K
|
27.1K
$10.8M
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.28K+ 14.45% |
$403K - $582K
|
18K
$7.14M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.28K+ 227.73% |
$402K - $581K
|
3.27K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
2.27K+ 4.65% |
$402K - $580K
|
51.1K
$20.2M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.27K+ 64.48% |
$401K - $579K
|
5.78K
$2.29M
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.24KNew |
$397K - $573K
|
2.24K
$889K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.24K+ 22.24% |
$396K - $573K
|
12.3K
$4.88M
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.24KNew |
$396K - $572K
|
2.24K
$887K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.23K+ 9.92% |
$394K - $570K
|
24.7K
$9.79M
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.22K+ 59.48% |
$392K - $567K
|
5.95K
$2.36M
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
2.2KNew |
$389K - $562K
|
2.2K
$872K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.11K+ 13.12% |
$373K - $539K
|
18.2K
$7.22M
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.1K+ 165.67% |
$372K - $538K
|
3.37K
$1.34M
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
BUY
|
- |
2.09K+ 6.51% |
$369K - $533K
|
34.1K
$13.5M
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.05K+ 24.1% |
$363K - $524K
|
10.6K
$4.18M
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.04K+ 158.31% |
$361K - $521K
|
3.33K
$1.32M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.02K+ 10.43% |
$357K - $515K
|
21.4K
$8.46M
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.01K+ 9.46% |
$356K - $514K
|
23.3K
$9.22M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.01K+ 16.27% |
$355K - $513K
|
14.3K
$5.68M
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2K+ 6.29% |
$354K - $511K
|
33.8K
$13.4M
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.99KNew |
$351K - $507K
|
1.99K
$787K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 148.5% |
$350K - $505K
|
3.31K
$1.31M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.98K+ 97.15% |
$350K - $505K
|
4.01K
$1.59M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.97K+ 58.33% |
$349K - $504K
|
5.35K
$2.12M
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.96K+ 128.09% |
$346K - $500K
|
3.48K
$1.38M
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.92K+ 6.86% |
$339K - $490K
|
29.9K
$11.8M
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.9KNew |
$336K - $485K
|
1.9K
$753K
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.89KNew |
$334K - $483K
|
1.89K
$749K
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$328K - $474K
|
1.86K
$736K
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.86KNew |
$328K - $474K
|
1.86K
$735K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.83KNew |
$324K - $468K
|
1.83K
$727K
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.83KNew |
$324K - $468K
|
1.83K
$726K
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.83KNew |
$323K - $467K
|
1.83K
$725K
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.8K+ 67.84% |
$318K - $459K
|
4.45K
$1.76M
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.78K+ 27.25% |
$315K - $455K
|
8.31K
$3.29M
|