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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-90- 12.77% |
$20.9K - $28.2K
|
615
$121K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-90- 8.21% |
$20.9K - $28.2K
|
1.01K
$198K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-91- 4.8% |
$21.1K - $28.6K
|
1.81K
$355K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-95- 5.92% |
$22K - $29.8K
|
1.51K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-95- 4.24% |
$22K - $29.8K
|
2.14K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-99- 0.15% |
$22.9K - $31.1K
|
67.3K
$13.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 7.14% |
$23.2K - $31.4K
|
1.3K
$255K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-100- 11.11% |
$23.2K - $31.4K
|
800
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-100- 10.68% |
$23.2K - $31.4K
|
836
$164K
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-100- 0.59% |
$23.2K - $31.4K
|
16.8K
$3.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-102- 1.9% |
$23.6K - $32K
|
5.28K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-103- 6.32% |
$23.9K - $32.3K
|
1.53K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-104- 4.02% |
$24.1K - $32.6K
|
2.48K
$488K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-104- 3.4% |
$24.1K - $32.6K
|
2.95K
$580K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-105- 10.45% |
$24.3K - $33K
|
900
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-106- 3.37% |
$24.6K - $33.3K
|
3.04K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-107- 0.95% |
$24.8K - $33.6K
|
11.1K
$2.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-108- 1.16% |
$25K - $33.9K
|
9.2K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-115- 1.08% |
$26.6K - $36.1K
|
10.5K
$2.07M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-115- 1.08% |
$26.6K - $36.1K
|
10.5K
$2.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-116- 2.43% |
$26.9K - $36.4K
|
4.66K
$914K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-120- 3.5% |
$27.8K - $37.7K
|
3.3K
$649K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-123- 6.89% |
$28.5K - $38.6K
|
1.66K
$327K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-125- 15.74% |
$29K - $39.2K
|
669
$131K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-126- 2.1% |
$29.2K - $39.5K
|
5.88K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-128- 13.22% |
$29.7K - $40.2K
|
840
$165K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-130- 0.47% |
$30.1K - $40.8K
|
27.4K
$5.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-130- 64.68% |
$30.1K - $40.8K
|
71
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-130- 18.28% |
$30.1K - $40.8K
|
581
$114K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-135- 8.09% |
$31.3K - $42.4K
|
1.53K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-136- 10.7% |
$31.5K - $42.7K
|
1.14K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-139- 27.47% |
$32.2K - $43.6K
|
367
$72.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-145- 4.05% |
$33.6K - $45.5K
|
3.44K
$675K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-147- 1.75% |
$34.1K - $46.1K
|
8.26K
$1.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-151- 2.93% |
$35K - $47.4K
|
5.01K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-154- 2.55% |
$35.7K - $48.3K
|
5.9K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-155- 2.6% |
$35.9K - $48.6K
|
5.8K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-155- 1.21% |
$35.9K - $48.6K
|
12.6K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-155- 1.55% |
$35.9K - $48.6K
|
9.87K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-156- 11.93% |
$36.1K - $49K
|
1.15K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-156- 0.69% |
$36.1K - $49K
|
22.6K
$4.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-157- 2.1% |
$36.4K - $49.3K
|
7.33K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-157- 1.38% |
$36.4K - $49.3K
|
11.3K
$2.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-158- 1.49% |
$36.6K - $49.6K
|
10.5K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-160- 2.89% |
$37.1K - $50.2K
|
5.37K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-160- 2.55% |
$37.1K - $50.2K
|
6.11K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-160- 5.9% |
$37.1K - $50.2K
|
2.55K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-161- 2.46% |
$37.3K - $50.5K
|
6.39K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-163- 12.25% |
$37.8K - $51.2K
|
1.17K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-163- 2.1% |
$37.8K - $51.2K
|
7.6K
$1.49M
|