Purchases and Sales Made in Q1 2023 in Pay Pal Holdings, Inc. (PYPL)
This table provides information about the institutional ownership of Pay Pal Holdings, Inc. (PYPL) during Q1 2023. The information is specifically focused on institutions that hold shares of PayPal Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
23+ 0.3% |
$1.67K - $2K
|
7.7K
$691K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
21+ 0.25% |
$1.52K - $1.83K
|
8.37K
$751K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 0.34% |
$1.45K - $1.74K
|
5.9K
$529K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
19+ 0.11% |
$1.38K - $1.65K
|
16.6K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.31K - $1.57K
|
18
$1.62K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 1.66% |
$1.31K - $1.57K
|
1.1K
$99.1K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
18+ 0.23% |
$1.31K - $1.57K
|
7.86K
$705K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
17+ 53.13% |
$1.23K - $1.48K
|
49
$4.4K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
17+ 0.36% |
$1.23K - $1.48K
|
4.7K
$422K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
16+ 0.31% |
$1.16K - $1.39K
|
5.15K
$462K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
16+ 1.52% |
$1.16K - $1.39K
|
1.07K
$95.7K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14+ 46.67% |
$1.02K - $1.22K
|
44
$3.95K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$943 - $1.13K
|
13
$1.17K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
13+ 0.19% |
$943 - $1.13K
|
6.75K
$606K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
10+ 0.33% |
$726 - $870
|
3.01K
$270K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8+ 0.17% |
$580 - $696
|
4.71K
$423K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8+ 0.12% |
$580 - $696
|
6.48K
$581K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
7+ 0.16% |
$508 - $609
|
4.38K
$393K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 24.0% |
$435 - $522
|
31
$2.78K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6+ 1.94% |
$435 - $522
|
316
$28.4K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6+ 0.68% |
$435 - $522
|
887
$79.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.19% |
$363 - $435
|
2.65K
$238K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
5New |
$363 - $435
|
5
$449
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.35% |
$218 - $261
|
226
$20.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3+ 0.03% |
$218 - $261
|
10.3K
$929K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
3+ 0.06% |
$218 - $261
|
5.42K
$486K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.15% |
$72.6 - $87
|
652
$58.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.4% |
$72.6 - $87
|
250
$22.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
1+ 0.03% |
$72.6 - $87
|
3.66K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$72.6 - $87
|
17.5K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.06% |
$72.6 - $87
|
1.68K
$151K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$145 - $174
|
10.9K
$975K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-2- 0.01% |
$145 - $174
|
17.6K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3- 0.69% |
$218 - $261
|
429
$38.5K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3- 0.52% |
$218 - $261
|
574
$51.5K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4- 0.45% |
$290 - $348
|
887
$79.6K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$363 - $435
|
14.4K
$1.3M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-6- 1.9% |
$435 - $522
|
310
$27.8K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6- 0.13% |
$435 - $522
|
4.6K
$413K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.23% |
$508 - $609
|
3.08K
$277K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9- 23.68% |
$653 - $783
|
29
$2.6K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10- 16.67% |
$726 - $870
|
50
$4.49K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-13- 33.33% |
$943 - $1.13K
|
26
$2.33K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13- 6.6% |
$943 - $1.13K
|
184
$16.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 4.33% |
$1.02K - $1.22K
|
309
$27.7K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 22.54% |
$1.16K - $1.39K
|
55
$4.94K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-19- 17.43% |
$1.38K - $1.65K
|
90
$8.08K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-20- 41.67% |
$1.45K - $1.74K
|
28
$2.51K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-20- 0.71% |
$1.45K - $1.74K
|
2.81K
$253K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-20- 0.04% |
$1.45K - $1.74K
|
45.4K
$4.07M
|