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 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
203+ 18.8% |
$47K - $63.7K
|
1.28K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
203+ 1.71% |
$47K - $63.7K
|
12.1K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
203New |
$47K - $63.7K
|
203
$39.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
200+ 8.69% |
$46.3K - $62.8K
|
2.5K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
199+ 0.82% |
$46.1K - $62.5K
|
24.4K
$4.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
199+ 4.62% |
$46.1K - $62.5K
|
4.51K
$886K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
199+ 0.81% |
$46.1K - $62.5K
|
24.9K
$4.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
191+ 8.78% |
$44.3K - $59.9K
|
2.37K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
191+ 5.81% |
$44.3K - $59.9K
|
3.48K
$683K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190+ 44.81% |
$44K - $59.6K
|
614
$121K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
190+ 10.03% |
$44K - $59.6K
|
2.08K
$409K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
189+ 2.77% |
$43.8K - $59.3K
|
7.02K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
188+ 18.43% |
$43.6K - $59K
|
1.21K
$237K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
187+ 3.35% |
$43.3K - $58.7K
|
5.77K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
187+ 7.48% |
$43.3K - $58.7K
|
2.69K
$528K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
185+ 20.69% |
$42.9K - $58.1K
|
1.08K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
185+ 1.92% |
$42.9K - $58.1K
|
9.84K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
184New |
$42.6K - $57.8K
|
184
$36.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
181+ 3.35% |
$41.9K - $56.8K
|
5.58K
$1.1M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
181+ 3.35% |
$41.9K - $56.8K
|
5.58K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
180+ 2.21% |
$41.7K - $56.5K
|
8.33K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
178+ 3.07% |
$41.2K - $55.9K
|
5.97K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
178+ 6.58% |
$41.2K - $55.9K
|
2.88K
$566K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
176+ 6.28% |
$40.8K - $55.2K
|
2.98K
$585K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
175+ 1.81% |
$40.5K - $54.9K
|
9.87K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
174New |
$40.3K - $54.6K
|
174
$34.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
173+ 0.19% |
$40.1K - $54.3K
|
91.1K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
167New |
$38.7K - $52.4K
|
167
$32.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
166+ 0.69% |
$38.5K - $52.1K
|
24.3K
$4.77M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
159New |
$36.8K - $49.9K
|
159
$31.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
158+ 0.7% |
$36.6K - $49.6K
|
22.8K
$4.48M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
158+ 5.72% |
$36.6K - $49.6K
|
2.92K
$573K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
156New |
$36.1K - $49K
|
156
$30.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
153+ 1.46% |
$35.5K - $48K
|
10.6K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
149+ 0.7% |
$34.5K - $46.8K
|
21.4K
$4.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
144+ 5.23% |
$33.4K - $45.2K
|
2.9K
$569K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
143New |
$33.1K - $44.9K
|
143
$28.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
139+ 1.36% |
$32.2K - $43.6K
|
10.3K
$2.03M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
138+ 6.42% |
$32K - $43.3K
|
2.29K
$449K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
137+ 0.57% |
$31.7K - $43K
|
24.2K
$4.76M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
137+ 7.53% |
$31.7K - $43K
|
1.96K
$384K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
136New |
$31.5K - $42.7K
|
136
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
134+ 6.45% |
$31K - $42.1K
|
2.21K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
134+ 11.38% |
$31K - $42.1K
|
1.31K
$258K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
133+ 0.48% |
$30.8K - $41.7K
|
28K
$5.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
132+ 0.75% |
$30.6K - $41.4K
|
17.7K
$3.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
132+ 16.44% |
$30.6K - $41.4K
|
935
$184K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
132+ 0.75% |
$30.6K - $41.4K
|
17.7K
$3.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 5.41% |
$28.7K - $38.9K
|
2.42K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
124+ 3.34% |
$28.7K - $38.9K
|
3.84K
$755K
|