Purchases and Sales Made in Q4 2021 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
6New |
$2.82K - $3.41K
|
6
$1.16K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
6New |
$2.82K - $3.41K
|
6
$1.16K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 0.4% |
$2.82K - $3.41K
|
1.52K
$294K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6New |
$2.82K - $3.41K
|
6
$1.16K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6New |
$2.82K - $3.41K
|
6
$1.16K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$2.35K - $2.84K
|
5
$970
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$2.35K - $2.84K
|
5
$970
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
5New |
$2.35K - $2.84K
|
5
$970
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
5New |
$2.35K - $2.84K
|
5
$970
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
4New |
$1.88K - $2.27K
|
4
$776
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4+ 0.05% |
$1.88K - $2.27K
|
7.54K
$1.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4New |
$1.88K - $2.27K
|
4
$776
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4New |
$1.88K - $2.27K
|
4
$776
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
4New |
$1.88K - $2.27K
|
4
$776
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 0.68% |
$1.88K - $2.27K
|
591
$115K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$1.41K - $1.71K
|
3
$582
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.38% |
$1.41K - $1.71K
|
785
$152K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 75.0% |
$1.41K - $1.71K
|
7
$1.36K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3+ 0.24% |
$1.41K - $1.71K
|
1.25K
$243K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3New |
$1.41K - $1.71K
|
3
$582
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2New |
$939 - $1.14K
|
2
$388
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
2+ 0.08% |
$939 - $1.14K
|
2.64K
$512K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.59% |
$939 - $1.14K
|
343
$66.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$939 - $1.14K
|
2
$388
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
2+ 0.02% |
$939 - $1.14K
|
11K
$2.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 3.7% |
$470 - $568
|
28
$5.43K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
1+ 0.01% |
$470 - $568
|
10.8K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$470 - $568
|
1
$194
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$470 - $568
|
7.12K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-1- 0.24% |
$470 - $568
|
423
$82K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 10.0% |
$939 - $1.14K
|
18
$3.49K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3- 0.1% |
$1.41K - $1.71K
|
2.95K
$573K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-4- 0.29% |
$1.88K - $2.27K
|
1.36K
$265K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4- 2.22% |
$1.88K - $2.27K
|
176
$34.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.64% |
$2.35K - $2.84K
|
782
$152K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-6- 0.23% |
$2.82K - $3.41K
|
2.57K
$499K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-6Closed |
$2.82K - $3.41K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6- 0.61% |
$2.82K - $3.41K
|
980
$190K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6- 1.67% |
$2.82K - $3.41K
|
354
$68.7K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6Closed |
$2.82K - $3.41K
|
0
$0
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6- 5.66% |
$2.82K - $3.41K
|
100
$19.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
SELL
|
- |
-7- 0.9% |
$3.29K - $3.98K
|
773
$150K
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-7- 0.04% |
$3.29K - $3.98K
|
15.6K
$3.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-7- 0.39% |
$3.29K - $3.98K
|
1.78K
$345K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-8- 1.82% |
$3.76K - $4.55K
|
431
$83.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Emerald Advisers, LLC
|
SELL
|
- |
-8- 0.65% |
$3.76K - $4.55K
|
1.23K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-8- 1.11% |
$3.76K - $4.55K
|
710
$138K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.3% |
$4.23K - $5.12K
|
2.94K
$571K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-9- 6.82% |
$4.23K - $5.12K
|
123
$23.9K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-9- 0.11% |
$4.23K - $5.12K
|
8.12K
$1.57M
|