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 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.39KNew |
$554K - $750K
|
2.39K
$464K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.39KNew |
$553K - $749K
|
2.39K
$463K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.37KNew |
$550K - $745K
|
2.37K
$460K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.36K+ 43.43% |
$546K - $739K
|
7.78K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$545K - $738K
|
2.35K
$456K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.34K+ 8.52% |
$543K - $735K
|
29.8K
$5.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.33K+ 145.29% |
$540K - $731K
|
3.93K
$763K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.32KNew |
$538K - $728K
|
2.32K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.32K+ 146.71% |
$537K - $728K
|
3.9K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$533K - $722K
|
2.3K
$446K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.3K+ 30.29% |
$532K - $721K
|
9.88K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.29K+ 70.05% |
$532K - $720K
|
5.57K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.28KNew |
$528K - $715K
|
2.28K
$442K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.28K+ 3.02% |
$528K - $715K
|
77.6K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.26K+ 8.82% |
$523K - $708K
|
27.8K
$5.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.24K+ 14.41% |
$519K - $703K
|
17.8K
$3.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.24K+ 6.94% |
$519K - $703K
|
34.5K
$6.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.23KNew |
$517K - $700K
|
2.23K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.23KNew |
$516K - $700K
|
2.23K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.23K+ 9.89% |
$516K - $698K
|
24.7K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.21KNew |
$512K - $693K
|
2.21K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.17K+ 71.53% |
$503K - $681K
|
5.21K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.17K+ 30.46% |
$502K - $680K
|
9.27K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.17K+ 52.22% |
$502K - $680K
|
6.31K
$1.22M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.16K+ 7.41% |
$501K - $679K
|
31.4K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.14K+ 47.0% |
$495K - $671K
|
6.69K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.07K+ 68.15% |
$479K - $649K
|
5.1K
$989K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.05KNew |
$475K - $643K
|
2.05K
$398K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
2.04KNew |
$473K - $641K
|
2.04K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.04K+ 5.46% |
$472K - $639K
|
39.4K
$7.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.03K+ 6.86% |
$469K - $636K
|
31.5K
$6.12M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2K+ 48.85% |
$464K - $628K
|
6.1K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.99KNew |
$462K - $625K
|
1.99K
$386K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.99K+ 15.0% |
$461K - $625K
|
15.3K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.97K+ 8.55% |
$457K - $620K
|
25.1K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.93K+ 14.94% |
$446K - $604K
|
14.8K
$2.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 33.04% |
$441K - $597K
|
7.66K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.88KNew |
$436K - $591K
|
1.88K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.88K+ 92.65% |
$435K - $589K
|
3.9K
$757K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.86K+ 9.96% |
$431K - $583K
|
20.5K
$3.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.86KNew |
$431K - $583K
|
1.86K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.85K+ 10.42% |
$429K - $581K
|
19.6K
$3.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 112.17% |
$425K - $576K
|
3.47K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.83K+ 390.79% |
$423K - $573K
|
2.29K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.82K+ 110.21% |
$423K - $572K
|
3.48K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.8KNew |
$417K - $565K
|
1.8K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.78K+ 57.72% |
$411K - $557K
|
4.85K
$941K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.76KNew |
$407K - $551K
|
1.76K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.74K+ 3.02% |
$402K - $545K
|
59.2K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.73K+ 63.44% |
$401K - $543K
|
4.46K
$864K
|