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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.72KNew |
$399K - $540K
|
1.72K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.71KNew |
$395K - $535K
|
1.71K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.69KNew |
$392K - $530K
|
1.69K
$332K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.67KNew |
$388K - $525K
|
1.67K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.67K+ 18.72% |
$387K - $524K
|
10.6K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.64KNew |
$380K - $515K
|
1.64K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.62K+ 4.58% |
$376K - $509K
|
37K
$7.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.61K+ 93.01% |
$373K - $505K
|
3.34K
$657K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.6KNew |
$371K - $503K
|
1.6K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.58KNew |
$367K - $497K
|
1.58K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.58K+ 3.85% |
$365K - $495K
|
42.5K
$8.36M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 54.97% |
$364K - $493K
|
4.43K
$872K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.57K+ 253.24% |
$363K - $491K
|
2.18K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.56K+ 6.01% |
$361K - $489K
|
27.5K
$5.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.55KNew |
$360K - $488K
|
1.55K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.55KNew |
$358K - $485K
|
1.55K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.54KNew |
$357K - $483K
|
1.54K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$355K - $481K
|
1.53K
$302K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.53K+ 0.88% |
$354K - $480K
|
174K
$34.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.53K+ 21.48% |
$353K - $479K
|
8.63K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.51KNew |
$349K - $473K
|
1.51K
$296K
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.5K+ 0.86% |
$348K - $471K
|
175K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
1.5K+ 17.65% |
$348K - $471K
|
10K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.49K+ 120.24% |
$344K - $466K
|
2.72K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.47K+ 1786.59% |
$339K - $460K
|
1.55K
$304K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 15.63% |
$338K - $458K
|
10.8K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.46KNew |
$338K - $457K
|
1.46K
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.45KNew |
$335K - $454K
|
1.45K
$284K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.45KNew |
$335K - $454K
|
1.45K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.45KNew |
$335K - $454K
|
1.45K
$284K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.44K+ 32.91% |
$334K - $452K
|
5.82K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.44K+ 25.01% |
$334K - $452K
|
7.2K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.43K+ 1.05% |
$332K - $450K
|
139K
$27.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.42K+ 152.69% |
$329K - $446K
|
2.35K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.42K+ 5.14% |
$329K - $446K
|
29K
$5.71M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.42K+ 8.3% |
$328K - $445K
|
18.5K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.42KNew |
$328K - $444K
|
1.42K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
1.4K+ 0.28% |
$324K - $439K
|
494K
$97.3M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
1.38K+ 2.59% |
$320K - $433K
|
54.6K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.37K+ 8.78% |
$317K - $429K
|
16.9K
$3.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.36K+ 19.7% |
$316K - $428K
|
8.28K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.36K+ 4.18% |
$315K - $426K
|
33.9K
$6.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
$313K - $424K
|
1.35K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.34K+ 5.25% |
$311K - $422K
|
26.9K
$5.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1.34KNew |
$311K - $422K
|
1.34K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.34KNew |
$310K - $420K
|
1.34K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.33K+ 11.15% |
$309K - $418K
|
13.3K
$2.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.33KNew |
$308K - $417K
|
1.33K
$262K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.33K+ 46.44% |
$307K - $416K
|
4.18K
$822K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.33KNew |
$307K - $416K
|
1.33K
$261K
|