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 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-400- 57.97% |
$29K - $34.8K
|
290
$26K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-403- 3.73% |
$29.2K - $35K
|
10.4K
$933K
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-406- 3.75% |
$29.5K - $35.3K
|
10.4K
$934K
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-406- 2.83% |
$29.5K - $35.3K
|
14K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-409- 1.02% |
$29.7K - $35.6K
|
39.8K
$3.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-410- 10.46% |
$29.7K - $35.7K
|
3.51K
$315K
|
|
|
May 01, 2023
Q1 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-410- 0.73% |
$29.7K - $35.7K
|
55.5K
$4.98M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-410- 10.46% |
$29.7K - $35.7K
|
3.51K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-412- 8.01% |
$29.9K - $35.8K
|
4.73K
$424K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-415- 3.56% |
$30.1K - $36.1K
|
11.3K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-418- 3.15% |
$30.3K - $36.3K
|
12.9K
$1.15M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-419- 3.71% |
$30.4K - $36.4K
|
10.9K
$977K
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-419- 11.93% |
$30.4K - $36.4K
|
3.09K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-423- 12.47% |
$30.7K - $36.8K
|
2.97K
$266K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-426- 7.43% |
$30.9K - $37K
|
5.31K
$476K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-430- 0.28% |
$31.2K - $37.4K
|
155K
$13.9M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-434- 1.17% |
$31.5K - $37.7K
|
36.7K
$3.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-435- 5.0% |
$31.6K - $37.8K
|
8.27K
$742K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-440- 13.37% |
$31.9K - $38.3K
|
2.85K
$256K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-440- 0.47% |
$31.9K - $38.3K
|
93.3K
$8.37M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-443- 56.51% |
$32.1K - $38.5K
|
341
$30.6K
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-446- 1.71% |
$32.4K - $38.8K
|
25.6K
$2.3M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-446- 1.71% |
$32.4K - $38.8K
|
25.6K
$2.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-452- 7.14% |
$32.8K - $39.3K
|
5.88K
$528K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-452- 4.21% |
$32.8K - $39.3K
|
10.3K
$922K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-459- 8.4% |
$33.3K - $39.9K
|
5K
$449K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-477- 54.2% |
$34.6K - $41.5K
|
403
$36.2K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-477- 12.44% |
$34.6K - $41.5K
|
3.36K
$301K
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-486- 0.76% |
$35.3K - $42.3K
|
63.1K
$5.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-488- 13.44% |
$35.4K - $42.4K
|
3.14K
$282K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-491- 1.56% |
$35.6K - $42.7K
|
31K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-496- 41.82% |
$36K - $43.1K
|
690
$61.9K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-497- 1.76% |
$36.1K - $43.2K
|
27.8K
$2.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-499- 2.52% |
$36.2K - $43.4K
|
19.3K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-499- 10.78% |
$36.2K - $43.4K
|
4.13K
$371K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500- 5.55% |
$36.3K - $43.5K
|
8.52K
$764K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 16.84% |
$36.3K - $43.5K
|
2.47K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-500- 3.32% |
$36.3K - $43.5K
|
14.6K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-502- 8.86% |
$36.4K - $43.7K
|
5.16K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-502- 1.71% |
$36.4K - $43.7K
|
28.9K
$2.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-507- 7.99% |
$36.8K - $44.1K
|
5.84K
$524K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-520- 5.37% |
$37.7K - $45.2K
|
9.16K
$822K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-525- 2.35% |
$38.1K - $45.7K
|
21.8K
$1.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-528- 6.32% |
$38.3K - $45.9K
|
7.83K
$702K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-535- 8.38% |
$38.8K - $46.5K
|
5.85K
$525K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-542- 83.77% |
$39.3K - $47.1K
|
105
$9.42K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-559- 5.05% |
$40.6K - $48.6K
|
10.5K
$942K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-559- 7.37% |
$40.6K - $48.6K
|
7.03K
$630K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-565- 10.85% |
$41K - $49.1K
|
4.64K
$416K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-569- 8.51% |
$41.3K - $49.5K
|
6.12K
$549K
|