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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.35KNew |
$776K - $1.05M
|
3.35K
$649K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
3.34KNew |
$773K - $1.05M
|
3.34K
$647K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.31KNew |
$767K - $1.04M
|
3.31K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.3K+ 69.67% |
$764K - $1.04M
|
8.03K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.23KNew |
$748K - $1.01M
|
3.23K
$626K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.22K+ 2.49% |
$747K - $1.01M
|
133K
$25.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.19K+ 20.92% |
$740K - $1M
|
18.5K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.19K+ 2.87% |
$739K - $1M
|
114K
$22.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.15K+ 28.8% |
$730K - $989K
|
14.1K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.14KNew |
$728K - $987K
|
3.14K
$610K
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
3.14K+ 150.17% |
$728K - $986K
|
5.23K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.1KNew |
$717K - $971K
|
3.1K
$600K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.08K+ 0.55% |
$714K - $967K
|
568K
$110M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.04K+ 19.24% |
$704K - $954K
|
18.8K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.03K+ 130.04% |
$702K - $951K
|
5.36K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.02KNew |
$701K - $949K
|
3.02K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.02K+ 115.38% |
$699K - $947K
|
5.63K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.02K+ 58.59% |
$699K - $946K
|
8.16K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3KNew |
$694K - $941K
|
3K
$581K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.99K+ 11.41% |
$693K - $939K
|
29.2K
$5.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.94K+ 46.77% |
$680K - $921K
|
9.21K
$1.79M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.92KNew |
$677K - $917K
|
2.92K
$566K
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.92KNew |
$676K - $916K
|
2.92K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.91KNew |
$673K - $912K
|
2.91K
$564K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.89KNew |
$670K - $907K
|
2.89K
$560K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.88K+ 222.99% |
$668K - $904K
|
4.17K
$809K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
2.87K+ 8.4% |
$666K - $902K
|
37.1K
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.87K+ 1.36% |
$666K - $902K
|
214K
$41.5M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.86KNew |
$662K - $896K
|
2.86K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.85KNew |
$660K - $894K
|
2.85K
$552K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
2.84K+ 40.32% |
$658K - $891K
|
9.88K
$1.92M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.8K+ 38.76% |
$649K - $879K
|
10K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.79K+ 80.4% |
$646K - $875K
|
6.26K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.79K+ 15.51% |
$646K - $875K
|
20.8K
$4.03M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.76KNew |
$640K - $867K
|
2.76K
$535K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
2.68K+ 266.43% |
$620K - $840K
|
3.68K
$714K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.65KNew |
$615K - $833K
|
2.65K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.65KNew |
$613K - $830K
|
2.65K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.62K+ 1.72% |
$608K - $823K
|
155K
$30.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.61KNew |
$605K - $819K
|
2.61K
$506K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.61KNew |
$604K - $819K
|
2.61K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.59KNew |
$599K - $812K
|
2.59K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.57K+ 4.02% |
$595K - $806K
|
66.4K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.54K+ 8.75% |
$589K - $798K
|
31.6K
$6.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.53K+ 18.67% |
$587K - $795K
|
16.1K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
2.52KNew |
$583K - $789K
|
2.52K
$488K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.51K+ 34.87% |
$581K - $787K
|
9.7K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.5KNew |
$579K - $784K
|
2.5K
$485K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.48KNew |
$574K - $777K
|
2.48K
$480K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.43KNew |
$563K - $762K
|
2.43K
$471K
|