Purchases and Sales Made in Q1 2023 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q1 2023. The information is specifically focused on institutions that hold shares of Palo Alto Networks Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$213K
|
|
|
Feb 05, 2025
Q1 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
1.1K+ 14.67% |
$148K - $220K
|
8.6K
$1.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.1KNew |
$147K - $219K
|
1.1K
$213K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.09K+ 43.7% |
$147K - $218K
|
3.59K
$697K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
BUY
|
- |
1.09KNew |
$147K - $218K
|
1.09K
$212K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
1.09KNew |
$146K - $217K
|
1.09K
$211K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.09K+ 14.74% |
$146K - $217K
|
8.44K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.07K+ 0.58% |
$144K - $214K
|
186K
$36.1M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.07KNew |
$144K - $214K
|
1.07K
$208K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.07KNew |
$143K - $213K
|
1.07K
$207K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.06KNew |
$142K - $212K
|
1.06K
$205K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.06KNew |
$142K - $211K
|
1.06K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$142K - $211K
|
1.06K
$205K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.05KNew |
$141K - $211K
|
1.05K
$204K
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
BUY
|
- |
1.05KNew |
$141K - $210K
|
1.05K
$204K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.05KNew |
$141K - $210K
|
1.05K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.05KNew |
$140K - $209K
|
1.05K
$203K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.05KNew |
$140K - $209K
|
1.05K
$203K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.04KNew |
$139K - $207K
|
1.04K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1.04K+ 8.81% |
$139K - $207K
|
12.8K
$2.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.03KNew |
$138K - $206K
|
1.03K
$200K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.03KNew |
$138K - $205K
|
1.03K
$199K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.02KNew |
$136K - $203K
|
1.02K
$197K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.01K+ 4.36% |
$135K - $201K
|
24.1K
$4.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 1149.43% |
$134K - $200K
|
1.09K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
981New |
$132K - $196K
|
981
$190K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
960+ 3.51% |
$129K - $192K
|
28.3K
$5.5M
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
943+ 12.06% |
$127K - $188K
|
8.76K
$1.7M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
942+ 8.09% |
$126K - $188K
|
12.6K
$2.44M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
937+ 27.58% |
$126K - $187K
|
4.34K
$841K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
926+ 19.81% |
$124K - $185K
|
5.6K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
BUY
|
- |
925New |
$124K - $185K
|
925
$179K
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
918+ 3.68% |
$123K - $183K
|
25.9K
$5.02M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
913+ 3.94% |
$123K - $182K
|
24.1K
$4.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
912+ 2.98% |
$122K - $182K
|
31.6K
$6.12M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
886+ 61.66% |
$119K - $177K
|
2.32K
$451K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
878+ 19.44% |
$118K - $175K
|
5.4K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
875+ 0.84% |
$117K - $175K
|
105K
$20.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
855+ 18.68% |
$115K - $171K
|
5.43K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
850+ 0.89% |
$114K - $170K
|
96.7K
$18.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
840+ 1.07% |
$113K - $168K
|
79.6K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
819+ 7.67% |
$110K - $164K
|
11.5K
$2.23M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
813+ 15.08% |
$109K - $162K
|
6.21K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
812+ 2.03% |
$109K - $162K
|
40.7K
$7.9M
|
|
|
May 12, 2023
Q1 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
800+ 8.42% |
$107K - $160K
|
10.3K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
795New |
$107K - $159K
|
795
$154K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
793+ 160.2% |
$106K - $158K
|
1.29K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
789+ 5.84% |
$106K - $158K
|
14.3K
$2.77M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
784+ 0.15% |
$105K - $157K
|
508K
$98.5M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
784+ 14.51% |
$105K - $157K
|
6.19K
$1.2M
|