Purchases and Sales Made in Q4 2023 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
587New |
$136K - $184K
|
587
$114K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
585+ 24.48% |
$136K - $184K
|
2.98K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
585+ 19.86% |
$136K - $184K
|
3.53K
$685K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
581New |
$135K - $182K
|
581
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
580+ 25.32% |
$134K - $182K
|
2.87K
$557K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
578+ 7.68% |
$134K - $181K
|
8.1K
$1.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
568+ 0.61% |
$132K - $178K
|
93.6K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
567+ 17.92% |
$131K - $178K
|
3.73K
$724K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
566+ 0.37% |
$131K - $178K
|
152K
$29.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
554+ 1.75% |
$128K - $174K
|
32.1K
$6.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
551+ 2.27% |
$128K - $173K
|
24.8K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
549+ 10.28% |
$127K - $172K
|
5.89K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
547+ 2.82% |
$127K - $172K
|
19.9K
$3.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
545+ 21.48% |
$126K - $171K
|
3.08K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
541+ 31.82% |
$125K - $170K
|
2.24K
$435K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
540+ 12.94% |
$125K - $169K
|
4.71K
$914K
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
533+ 0.09% |
$124K - $167K
|
565K
$110M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
526+ 10.31% |
$122K - $165K
|
5.63K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
523+ 2.14% |
$121K - $164K
|
25K
$4.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
523+ 40.99% |
$121K - $164K
|
1.8K
$349K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
523+ 40.99% |
$121K - $164K
|
1.8K
$349K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
520+ 3.43% |
$120K - $163K
|
15.7K
$3.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
520+ 11.18% |
$120K - $163K
|
5.17K
$1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
517+ 9.1% |
$120K - $162K
|
6.2K
$1.2M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
514New |
$119K - $161K
|
514
$99.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
513+ 38.51% |
$119K - $161K
|
1.85K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
509+ 3.8% |
$118K - $160K
|
13.9K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
507+ 35.5% |
$117K - $159K
|
1.94K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
504+ 6.48% |
$117K - $158K
|
8.28K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
503+ 7.03% |
$117K - $158K
|
7.66K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
500+ 6.75% |
$116K - $157K
|
7.91K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
500+ 27.65% |
$116K - $157K
|
2.31K
$448K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
491+ 13.57% |
$114K - $154K
|
4.11K
$797K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
491+ 4.27% |
$114K - $154K
|
12K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
490+ 9.74% |
$114K - $154K
|
5.52K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
485New |
$112K - $152K
|
485
$94.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
480+ 20.99% |
$111K - $151K
|
2.77K
$537K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
479+ 4.9% |
$111K - $150K
|
10.3K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
476+ 9.37% |
$110K - $149K
|
5.56K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
466+ 30.86% |
$108K - $146K
|
1.98K
$383K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
466+ 20.24% |
$108K - $146K
|
2.77K
$537K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
441+ 0.79% |
$102K - $138K
|
56.3K
$10.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
438+ 31.99% |
$101K - $137K
|
1.81K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
435+ 14.65% |
$101K - $137K
|
3.41K
$660K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
431+ 8.53% |
$99.9K - $135K
|
5.48K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
431+ 11.47% |
$99.9K - $135K
|
4.19K
$812K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
429+ 97.5% |
$99.4K - $135K
|
869
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
429+ 97.5% |
$99.4K - $135K
|
869
$169K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
428+ 13.15% |
$99.2K - $134K
|
3.68K
$714K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
427+ 1.61% |
$98.9K - $134K
|
27K
$5.23M
|