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 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
455+ 13.08% |
$61.1K - $90.9K
|
3.93K
$763K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
428+ 8.82% |
$57.4K - $85.5K
|
5.28K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
424+ 18.17% |
$56.9K - $84.7K
|
2.76K
$535K
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
422+ 6.18% |
$56.6K - $84.3K
|
7.25K
$1.41M
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
419+ 27.6% |
$56.2K - $83.7K
|
1.94K
$376K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
417+ 7.7% |
$56K - $83.3K
|
5.83K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
417+ 16.39% |
$56K - $83.3K
|
2.96K
$574K
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
406+ 1.76% |
$54.5K - $81.1K
|
23.5K
$4.56M
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
401+ 1.46% |
$53.8K - $80.1K
|
27.8K
$5.39M
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
400+ 80.0% |
$53.7K - $79.9K
|
900
$175K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
400+ 111.11% |
$53.7K - $79.9K
|
760
$147K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
376+ 13.88% |
$50.5K - $75.1K
|
3.08K
$598K
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
375+ 18.85% |
$50.3K - $74.9K
|
2.36K
$458K
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
375+ 2.5% |
$50.3K - $74.9K
|
15.4K
$2.98M
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
374+ 7.47% |
$50.2K - $74.7K
|
5.38K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
373+ 1.23% |
$50.1K - $74.5K
|
30.7K
$5.94M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
368+ 2.01% |
$49.4K - $73.5K
|
18.7K
$3.62M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
368+ 2.54% |
$49.4K - $73.5K
|
14.8K
$2.88M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
366+ 22.98% |
$49.1K - $73.1K
|
1.96K
$380K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
361+ 10.92% |
$48.4K - $72.1K
|
3.67K
$711K
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
345+ 19.9% |
$46.3K - $68.9K
|
2.08K
$403K
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
344+ 1.48% |
$46.2K - $68.7K
|
23.6K
$4.58M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
341+ 6.76% |
$45.8K - $68.1K
|
5.38K
$1.04M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
335+ 21.12% |
$45K - $66.9K
|
1.92K
$373K
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
330+ 7.25% |
$44.3K - $65.9K
|
4.88K
$947K
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
325+ 1.38% |
$43.6K - $64.9K
|
23.9K
$4.63M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
321+ 9.57% |
$43.1K - $64.1K
|
3.68K
$713K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
314+ 11.83% |
$42.1K - $62.7K
|
2.97K
$576K
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
303+ 2.38% |
$40.7K - $60.5K
|
13K
$2.52M
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
302+ 3.39% |
$40.5K - $60.3K
|
9.2K
$1.78M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.57% |
$40.3K - $59.9K
|
52.6K
$10.2M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
291+ 3.06% |
$39K - $58.1K
|
9.8K
$1.9M
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
290+ 26.36% |
$38.9K - $57.9K
|
1.39K
$270K
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
286New |
$38.4K - $57.1K
|
286
$55.5K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
277+ 10.01% |
$37.2K - $55.3K
|
3.04K
$590K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
270+ 13.71% |
$36.2K - $53.9K
|
2.24K
$434K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
269+ 5.41% |
$36.1K - $53.7K
|
5.24K
$1.02M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
264+ 14.28% |
$35.4K - $52.7K
|
2.11K
$410K
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
256+ 17.2% |
$34.4K - $51.1K
|
1.74K
$338K
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
255+ 0.93% |
$34.2K - $50.9K
|
27.5K
$5.34M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
249+ 4.28% |
$33.4K - $49.7K
|
6.06K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
247+ 1.39% |
$33.1K - $49.3K
|
18K
$3.5M
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
243+ 14.94% |
$32.6K - $48.5K
|
1.87K
$362K
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
243+ 4.57% |
$32.6K - $48.5K
|
5.56K
$1.08M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
239+ 2.69% |
$32.1K - $47.7K
|
9.14K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
236+ 72.39% |
$31.7K - $47.1K
|
562
$109K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
236+ 2.26% |
$31.7K - $47.1K
|
10.7K
$2.07M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
230+ 12.11% |
$30.9K - $45.9K
|
2.13K
$413K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
228+ 47.8% |
$30.6K - $45.5K
|
705
$137K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
225+ 2.87% |
$30.2K - $44.9K
|
8.07K
$1.57M
|