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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
57New |
$2.87K - $3.6K
|
57
$5K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
56+ 32.0% |
$2.82K - $3.53K
|
231
$20.3K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
56+ 0.1% |
$2.82K - $3.53K
|
55.2K
$4.84M
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
54+ 0.06% |
$2.72K - $3.41K
|
97.7K
$8.57M
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
52+ 0.59% |
$2.62K - $3.28K
|
8.93K
$784K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51+ 175.86% |
$2.57K - $3.22K
|
80
$7.02K
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50+ 100.0% |
$2.52K - $3.15K
|
100
$8.78K
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
48+ 0.76% |
$2.42K - $3.03K
|
6.39K
$561K
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
46+ 0.49% |
$2.32K - $2.9K
|
9.5K
$834K
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
46+ 0.66% |
$2.32K - $2.9K
|
7.03K
$617K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
45+ 16.73% |
$2.27K - $2.84K
|
314
$27.6K
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
44+ 0.23% |
$2.22K - $2.78K
|
19.2K
$1.68M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
42New |
$2.12K - $2.65K
|
42
$3.69K
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
40+ 78.43% |
$2.02K - $2.52K
|
91
$7.99K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
40New |
$2.02K - $2.52K
|
40
$3.51K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 3.51% |
$1.86K - $2.33K
|
1.09K
$95.7K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36+ 0.43% |
$1.81K - $2.27K
|
8.33K
$731K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
35+ 8.77% |
$1.76K - $2.21K
|
434
$38.1K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
33+ 1.07% |
$1.66K - $2.08K
|
3.11K
$273K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
31New |
$1.56K - $1.96K
|
31
$2.72K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
30New |
$1.51K - $1.89K
|
30
$2.63K
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
30+ 47.62% |
$1.51K - $1.89K
|
93
$8.16K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
30New |
$1.51K - $1.89K
|
30
$2.63K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
30New |
$1.51K - $1.89K
|
30
$2.63K
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
30+ 0.7% |
$1.51K - $1.89K
|
4.3K
$377K
|
|
Feb 14, 2024
Q4 2023
|
Clearline Capital LP
New York, NY |
BUY
|
- |
28+ 0.01% |
$1.41K - $1.77K
|
197K
$17.3M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
27+ 0.91% |
$1.36K - $1.7K
|
2.99K
$262K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27+ 25.0% |
$1.36K - $1.7K
|
135
$11.8K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
26New |
$1.31K - $1.64K
|
26
$2.28K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
26New |
$1.31K - $1.64K
|
26
$2.28K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
25+ 0.28% |
$1.26K - $1.58K
|
8.99K
$789K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
24New |
$1.21K - $1.51K
|
24
$2.11K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
23+ 1.31% |
$1.16K - $1.45K
|
1.78K
$156K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22+ 3.18% |
$1.11K - $1.39K
|
713
$62.6K
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
21+ 0.54% |
$1.06K - $1.32K
|
3.94K
$346K
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
20+ 0.23% |
$1.01K - $1.26K
|
8.78K
$771K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19+ 3.05% |
$957 - $1.2K
|
642
$56.3K
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
15New |
$756 - $946
|
15
$1.32K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
15+ 0.41% |
$756 - $946
|
3.69K
$324K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
15New |
$756 - $946
|
15
$1.32K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.38% |
$705 - $883
|
3.71K
$325K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12New |
$605 - $757
|
12
$1.05K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
12+ 14.46% |
$605 - $757
|
95
$8.34K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 0.99% |
$504 - $631
|
1.02K
$89.5K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10New |
$504 - $631
|
10
$878
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.26% |
$454 - $568
|
3.44K
$302K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
9New |
$454 - $568
|
9
$790
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9New |
$454 - $568
|
9
$790
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 1.96% |
$403 - $505
|
417
$36.6K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8+ 0.33% |
$403 - $505
|
2.46K
$216K
|