Purchases and Sales Made in Q4 2023 in Pay Pal Holdings, Inc. (PYPL)
This table provides information about the institutional ownership of Pay Pal Holdings, Inc. (PYPL) during Q4 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 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
400+ 7.02% |
$20.2K - $25.2K
|
6.1K
$535K
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
385+ 5.92% |
$19.4K - $24.3K
|
6.88K
$604K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
383+ 2.4% |
$19.3K - $24.2K
|
16.3K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
382+ 5.08% |
$19.2K - $24.1K
|
7.91K
$694K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
380+ 4.52% |
$19.1K - $24K
|
8.8K
$772K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
364+ 2.73% |
$18.3K - $23K
|
13.7K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
355+ 1420.0% |
$17.9K - $22.4K
|
380
$33.4K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
353+ 1.3% |
$17.8K - $22.3K
|
27.5K
$2.41M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
339New |
$17.1K - $21.4K
|
339
$29.8K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
337+ 119.93% |
$17K - $21.3K
|
618
$54.2K
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
334+ 9.12% |
$16.8K - $21.1K
|
4K
$351K
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
317+ 1.77% |
$16K - $20K
|
18.2K
$1.6M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
302New |
$15.2K - $19.1K
|
302
$26.5K
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
301+ 7.13% |
$15.2K - $19K
|
4.53K
$397K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 5.02% |
$15.1K - $18.9K
|
6.27K
$550K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
288+ 3.8% |
$14.5K - $18.2K
|
7.88K
$691K
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
286+ 7.45% |
$14.4K - $18K
|
4.13K
$362K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
285New |
$14.4K - $18K
|
285
$25K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
280New |
$14.1K - $17.7K
|
280
$24.6K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
275+ 6.38% |
$13.9K - $17.3K
|
4.59K
$402K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
261+ 7.36% |
$13.2K - $16.5K
|
3.81K
$334K
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
254+ 5.76% |
$12.8K - $16K
|
4.67K
$410K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
250+ 5.21% |
$12.6K - $15.8K
|
5.05K
$443K
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
250+ 3.58% |
$12.6K - $15.8K
|
7.24K
$635K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
248+ 1.13% |
$12.5K - $15.6K
|
22.3K
$1.95M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
247+ 5.37% |
$12.4K - $15.6K
|
4.85K
$426K
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
239+ 1.87% |
$12K - $15.1K
|
13K
$1.14M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
229+ 2.56% |
$11.5K - $14.4K
|
9.19K
$806K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
225+ 58.59% |
$11.3K - $14.2K
|
609
$53.5K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
224New |
$11.3K - $14.1K
|
224
$19.7K
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
219+ 3.64% |
$11K - $13.8K
|
6.24K
$548K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
217+ 180.83% |
$10.9K - $13.7K
|
337
$29.6K
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
215+ 5.74% |
$10.8K - $13.6K
|
3.96K
$348K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
214+ 1.7% |
$10.8K - $13.5K
|
12.8K
$1.12M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
209New |
$10.5K - $13.2K
|
209
$18.3K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
209+ 2.12% |
$10.5K - $13.2K
|
10.1K
$884K
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
208+ 3.98% |
$10.5K - $13.1K
|
5.44K
$477K
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
208+ 0.02% |
$10.5K - $13.1K
|
1.17M
$103M
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
207+ 5.55% |
$10.4K - $13.1K
|
3.94K
$346K
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
207+ 0.15% |
$10.4K - $13.1K
|
141K
$12.4M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
206+ 1.34% |
$10.4K - $13K
|
15.6K
$1.36M
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
206+ 24.97% |
$10.4K - $13K
|
1.03K
$90.5K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
200+ 769.23% |
$10.1K - $12.6K
|
226
$19.8K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
192New |
$9.67K - $12.1K
|
192
$16.9K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
186New |
$9.37K - $11.7K
|
186
$16.3K
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
185+ 2.89% |
$9.32K - $11.7K
|
6.59K
$578K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
182+ 1.93% |
$9.17K - $11.5K
|
9.62K
$844K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
182+ 1.93% |
$9.17K - $11.5K
|
9.62K
$844K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
181+ 80.44% |
$9.12K - $11.4K
|
406
$35.6K
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
175+ 1.84% |
$8.82K - $11K
|
9.7K
$852K
|