Purchases and Sales Made in Q3 2023 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.54K+ 43.35% |
$320K - $398K
|
5.1K
$941K
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.53K+ 8.73% |
$317K - $394K
|
19.1K
$3.51M
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.52K+ 1.11% |
$315K - $391K
|
139K
$25.6M
|
|
Oct 25, 2023
Q3 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.51K+ 85.24% |
$313K - $389K
|
3.28K
$604K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.5K+ 10.51% |
$312K - $387K
|
15.8K
$2.91M
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.5K+ 0.97% |
$310K - $386K
|
155K
$28.6M
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.49KNew |
$310K - $385K
|
1.49K
$275K
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.49K+ 38.19% |
$309K - $384K
|
5.4K
$995K
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.49KNew |
$308K - $383K
|
1.49K
$274K
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.48K+ 30.86% |
$306K - $380K
|
6.26K
$1.15M
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.45K+ 1.0% |
$301K - $374K
|
147K
$27M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.45K+ 30.07% |
$301K - $374K
|
6.27K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 4.5% |
$299K - $372K
|
33.4K
$6.17M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.44KNew |
$299K - $371K
|
1.44K
$265K
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.44K+ 27.46% |
$298K - $371K
|
6.68K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.42K+ 2.87% |
$295K - $366K
|
50.9K
$9.39M
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
1.42K+ 46.6% |
$294K - $366K
|
4.46K
$823K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
1.42K+ 45.68% |
$294K - $365K
|
4.52K
$833K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.41K+ 113.83% |
$292K - $363K
|
2.64K
$487K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.4K+ 41.41% |
$291K - $362K
|
4.79K
$884K
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.4K+ 6.36% |
$291K - $362K
|
23.4K
$4.32M
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.4K+ 8.46% |
$291K - $361K
|
18K
$3.31M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.39K+ 16.59% |
$289K - $359K
|
9.79K
$1.8M
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.39KNew |
$287K - $357K
|
1.39K
$255K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 27.68% |
$285K - $355K
|
6.34K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
1.37K+ 18.02% |
$285K - $354K
|
8.99K
$1.66M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.36K+ 3.15% |
$283K - $351K
|
44.6K
$8.23M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.36K+ 6.39% |
$282K - $350K
|
22.6K
$4.18M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.35K+ 31.56% |
$280K - $347K
|
5.62K
$1.04M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
1.35K+ 15.63% |
$279K - $347K
|
9.95K
$1.83M
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.34K+ 4.32% |
$277K - $344K
|
32.3K
$5.95M
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.33KNew |
$276K - $343K
|
1.33K
$246K
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.31K+ 70.73% |
$272K - $338K
|
3.17K
$584K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.3K+ 29.04% |
$270K - $336K
|
5.79K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
1.3K+ 21.31% |
$270K - $335K
|
7.4K
$1.36M
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.29KNew |
$268K - $333K
|
1.29K
$238K
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
1.29K+ 96.92% |
$268K - $333K
|
2.63K
$484K
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.29KNew |
$268K - $333K
|
1.29K
$238K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 59.2% |
$268K - $333K
|
3.47K
$640K
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.29KNew |
$268K - $332K
|
1.29K
$238K
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.28K+ 11.81% |
$266K - $331K
|
12.1K
$2.24M
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
1.28KNew |
$265K - $329K
|
1.28K
$236K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.27K+ 13.15% |
$264K - $328K
|
10.9K
$2.02M
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 77.64% |
$259K - $322K
|
2.86K
$527K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.25K+ 55.25% |
$259K - $321K
|
3.5K
$646K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.24K+ 19.72% |
$258K - $320K
|
7.54K
$1.39M
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.24K+ 35.46% |
$256K - $318K
|
4.72K
$870K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.22K+ 2.22% |
$254K - $316K
|
56.4K
$10.4M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.21KNew |
$252K - $313K
|
1.21K
$224K
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.21KNew |
$251K - $312K
|
1.21K
$223K
|