Purchases and Sales Made in Q2 2023 in Pay Pal Holdings, Inc. (PYPL)
This table provides information about the institutional ownership of Pay Pal Holdings, Inc. (PYPL) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
107+ 5.62% |
$6.35K - $8.27K
|
2.01K
$179K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
104+ 1.76% |
$6.17K - $8.04K
|
6K
$535K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
100+ 3.48% |
$5.94K - $7.73K
|
2.97K
$265K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
95+ 1.56% |
$5.64K - $7.35K
|
6.19K
$551K
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
92+ 3.47% |
$5.46K - $7.11K
|
2.74K
$244K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
92+ 3.08% |
$5.46K - $7.11K
|
3.08K
$274K
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 0.43% |
$5.4K - $7.04K
|
21.5K
$1.91M
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
90+ 2.49% |
$5.34K - $6.96K
|
3.7K
$330K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
88New |
$5.22K - $6.81K
|
88
$7.84K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
86+ 0.17% |
$5.11K - $6.65K
|
51.5K
$4.59M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
86+ 2.0% |
$5.11K - $6.65K
|
4.38K
$390K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
86+ 0.17% |
$5.11K - $6.65K
|
51.5K
$4.59M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
85+ 3.12% |
$5.05K - $6.57K
|
2.81K
$250K
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
85+ 19.77% |
$5.05K - $6.57K
|
515
$45.9K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
84+ 39.81% |
$4.99K - $6.5K
|
295
$26.3K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 4.83% |
$4.87K - $6.34K
|
1.78K
$159K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 4.83% |
$4.87K - $6.34K
|
1.78K
$159K
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
81+ 1.02% |
$4.81K - $6.26K
|
8.03K
$716K
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
80+ 2.66% |
$4.75K - $6.19K
|
3.09K
$275K
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
80+ 0.85% |
$4.75K - $6.19K
|
9.53K
$849K
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
77+ 14.61% |
$4.57K - $5.95K
|
604
$53.8K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
76+ 2.14% |
$4.51K - $5.88K
|
3.64K
$324K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 1.27% |
$4.45K - $5.8K
|
5.97K
$532K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
70+ 350.0% |
$4.16K - $5.41K
|
90
$8.02K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
69+ 11.88% |
$4.1K - $5.34K
|
650
$57.9K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
67+ 121.82% |
$3.98K - $5.18K
|
122
$10.9K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
65+ 6.98% |
$3.86K - $5.03K
|
996
$88.8K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
60New |
$3.56K - $4.64K
|
60
$5.35K
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
58+ 0.3% |
$3.44K - $4.49K
|
19.7K
$1.76M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
57+ 11.78% |
$3.38K - $4.41K
|
541
$48.2K
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
57+ 0.23% |
$3.38K - $4.41K
|
24.8K
$2.21M
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$3.27K - $4.25K
|
55
$4.9K
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
54+ 0.24% |
$3.21K - $4.18K
|
23K
$2.05M
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
51+ 0.44% |
$3.03K - $3.94K
|
11.5K
$1.03M
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
50+ 0.46% |
$2.97K - $3.87K
|
10.9K
$973K
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
50New |
$2.97K - $3.87K
|
50
$4.46K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
45New |
$2.67K - $3.48K
|
45
$4.01K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
42New |
$2.49K - $3.25K
|
42
$3.74K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
36+ 0.26% |
$2.14K - $2.78K
|
14.1K
$1.26M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
35+ 5.37% |
$2.08K - $2.71K
|
687
$61.2K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
35+ 10.09% |
$2.08K - $2.71K
|
382
$34K
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
33+ 0.0% |
$1.96K - $2.55K
|
776K
$69.1M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32+ 0.35% |
$1.9K - $2.47K
|
9.25K
$824K
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
31+ 0.37% |
$1.84K - $2.4K
|
8.5K
$757K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28+ 1.89% |
$1.66K - $2.17K
|
1.51K
$135K
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
26+ 0.74% |
$1.54K - $2.01K
|
3.53K
$314K
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
25+ 0.01% |
$1.48K - $1.93K
|
262K
$23.4M
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
25+ 7.94% |
$1.48K - $1.93K
|
340
$30.3K
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
25+ 0.36% |
$1.48K - $1.93K
|
6.94K
$618K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25+ 312.5% |
$1.48K - $1.93K
|
33
$2.94K
|