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
|
Bison Wealth, LLC
|
BUY
|
- |
1.78KNew |
$315K - $455K
|
1.78K
$356K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.77KNew |
$314K - $453K
|
1.77K
$355K
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$313K - $452K
|
1.77K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.7K+ 57.36% |
$301K - $434K
|
4.66K
$932K
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.7K+ 30.64% |
$300K - $434K
|
7.24K
$1.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.69K+ 5.14% |
$298K - $431K
|
34.5K
$6.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.64K+ 0.56% |
$291K - $420K
|
295K
$58.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.61KNew |
$285K - $411K
|
1.61K
$322K
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.61K+ 8.62% |
$284K - $411K
|
20.2K
$4.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.6K+ 3.85% |
$284K - $410K
|
43.3K
$8.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.6KNew |
$283K - $409K
|
1.6K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.59KNew |
$281K - $406K
|
1.59K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
1.57K+ 40.97% |
$277K - $400K
|
5.39K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.56K+ 133.42% |
$275K - $398K
|
2.72K
$545K
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.55KNew |
$275K - $397K
|
1.55K
$311K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.55K+ 16.25% |
$275K - $397K
|
11.1K
$2.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.55KNew |
$274K - $396K
|
1.55K
$310K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.54KNew |
$272K - $393K
|
1.54K
$308K
|
|
|
Aug 02, 2023
Q2 2023
|
Nkcfo LLC
|
BUY
|
- |
1.5K+ 115.38% |
$265K - $383K
|
2.8K
$560K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.5K+ 21.1% |
$265K - $383K
|
8.61K
$1.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 36.32% |
$264K - $381K
|
5.59K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.48KNew |
$261K - $377K
|
1.48K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.42KNew |
$252K - $363K
|
1.42K
$284K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.41K+ 3.34% |
$249K - $359K
|
43.5K
$8.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.4KNew |
$248K - $358K
|
1.4K
$280K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.39K+ 9.64% |
$245K - $354K
|
15.8K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$244K - $353K
|
1.38K
$276K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.37K+ 74.3% |
$243K - $351K
|
3.22K
$644K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.37K+ 12.03% |
$241K - $349K
|
12.7K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.36KNew |
$241K - $348K
|
1.36K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.36KNew |
$241K - $347K
|
1.36K
$272K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.35K+ 26.48% |
$239K - $345K
|
6.45K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.35KNew |
$238K - $344K
|
1.35K
$269K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.35KNew |
$238K - $344K
|
1.35K
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$238K - $343K
|
1.34K
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
1.33KNew |
$236K - $341K
|
1.33K
$267K
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.32K+ 94.96% |
$233K - $337K
|
2.71K
$542K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.31KNew |
$232K - $335K
|
1.31K
$262K
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.29K+ 2.31% |
$227K - $328K
|
57K
$11.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.28K+ 29.48% |
$226K - $327K
|
5.61K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.28K+ 104.16% |
$226K - $327K
|
2.51K
$501K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
1.26K+ 20.4% |
$224K - $323K
|
7.46K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 3.21% |
$223K - $323K
|
40.6K
$8.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.25KNew |
$221K - $320K
|
1.25K
$250K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.24KNew |
$219K - $316K
|
1.24K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.24KNew |
$219K - $316K
|
1.24K
$247K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.23K+ 112.18% |
$218K - $315K
|
2.33K
$467K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.2K+ 202.19% |
$212K - $306K
|
1.79K
$358K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.18KNew |
$209K - $302K
|
1.18K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$209K - $302K
|
1.18K
$236K
|