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 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-200- 1.15% |
$26.8K - $39.9K
|
17.2K
$3.38M
|
|
Apr 17, 2023
Q1 2023
|
Covea Finance
|
SELL
|
- |
-200- 0.78% |
$26.8K - $39.9K
|
25.3K
$4.97M
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-200- 8.39% |
$26.8K - $39.9K
|
2.19K
$429K
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-206- 0.28% |
$27.6K - $41.1K
|
72.1K
$14.2M
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-209- 2.69% |
$28K - $41.7K
|
7.56K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-213- 6.77% |
$28.6K - $42.5K
|
2.93K
$576K
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-222- 13.37% |
$29.8K - $44.3K
|
1.44K
$283K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-232- 2.07% |
$31.1K - $46.3K
|
11K
$2.16M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-244- 3.78% |
$32.7K - $48.7K
|
6.21K
$1.22M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-250- 9.2% |
$33.5K - $49.9K
|
2.47K
$485K
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-252- 9.32% |
$33.8K - $50.3K
|
2.45K
$481K
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-255- 5.29% |
$34.2K - $50.9K
|
4.57K
$897K
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-264- 0.83% |
$35.4K - $52.7K
|
31.6K
$6.2M
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-267- 19.82% |
$35.8K - $53.3K
|
1.08K
$212K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-269- 14.05% |
$36.1K - $53.7K
|
1.65K
$323K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-275- 5.0% |
$36.9K - $54.9K
|
5.23K
$1.03M
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-280- 0.75% |
$37.6K - $55.9K
|
37.2K
$7.31M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-280- 8.34% |
$37.6K - $55.9K
|
3.08K
$604K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-284- 42.58% |
$38.1K - $56.7K
|
383
$75.2K
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-285- 7.39% |
$38.2K - $56.9K
|
3.57K
$702K
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-285- 18.39% |
$38.2K - $56.9K
|
1.27K
$248K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-290- 1.63% |
$38.9K - $57.9K
|
17.5K
$3.44M
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-296- 5.36% |
$39.7K - $59.1K
|
5.23K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-298- 6.42% |
$40K - $59.5K
|
4.35K
$854K
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-300- 14.64% |
$40.3K - $59.9K
|
1.75K
$344K
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-300- 1.13% |
$40.3K - $59.9K
|
26.2K
$5.15M
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-301- 3.75% |
$40.4K - $60.1K
|
7.73K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-308- 10.53% |
$41.3K - $61.5K
|
2.62K
$514K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-313- 3.94% |
$42K - $62.5K
|
7.63K
$1.5M
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-314- 8.19% |
$42.1K - $62.7K
|
3.52K
$691K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-317- 8.26% |
$42.5K - $63.3K
|
3.52K
$692K
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-320- 10.03% |
$42.9K - $63.9K
|
2.87K
$564K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-324- 7.98% |
$43.5K - $64.7K
|
3.73K
$733K
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-325- 1.62% |
$43.6K - $64.9K
|
19.7K
$3.87M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-327- 6.88% |
$43.9K - $65.3K
|
4.43K
$870K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-337- 10.23% |
$45.2K - $67.3K
|
2.96K
$581K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-343- 9.36% |
$46K - $68.5K
|
3.32K
$652K
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-355- 3.4% |
$47.6K - $70.9K
|
10.1K
$1.98M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-361- 1.87% |
$48.4K - $72.1K
|
18.9K
$3.72M
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-362- 4.34% |
$48.6K - $72.3K
|
7.98K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-370- 11.9% |
$49.7K - $73.9K
|
2.74K
$538K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-371- 3.97% |
$49.8K - $74.1K
|
8.98K
$1.76M
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-373- 0.22% |
$50.1K - $74.5K
|
171K
$33.6M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-374- 1.89% |
$50.2K - $74.7K
|
19.5K
$3.82M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-377- 0.84% |
$50.6K - $75.3K
|
44.6K
$8.76M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-380Closed |
$51K - $75.9K
|
0
$0
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-382- 16.19% |
$51.3K - $76.3K
|
1.98K
$388K
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-386- 2.13% |
$51.8K - $77.1K
|
17.8K
$3.49M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-389- 6.12% |
$52.2K - $77.7K
|
5.97K
$1.17M
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-395- 3.19% |
$53K - $78.9K
|
12K
$2.36M
|