Purchases and Sales Made in Q3 2021 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
138+ 21.07% |
$50K - $67.7K
|
793
$159K
|
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
137+ 1.4% |
$49.6K - $67.2K
|
9.91K
$1.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
136+ 11.42% |
$49.3K - $66.7K
|
1.33K
$265K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
131+ 2.12% |
$47.5K - $64.3K
|
6.3K
$1.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
127New |
$46K - $62.3K
|
127
$25.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
124+ 177.14% |
$44.9K - $60.8K
|
194
$38.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 13.91% |
$44.6K - $60.3K
|
1.01K
$201K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
122+ 1.96% |
$44.2K - $59.8K
|
6.34K
$1.27M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
121+ 0.79% |
$43.8K - $59.3K
|
15.5K
$3.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
119+ 17.81% |
$43.1K - $58.4K
|
787
$157K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
119+ 6.57% |
$43.1K - $58.4K
|
1.93K
$386K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
117+ 650.0% |
$42.4K - $57.4K
|
135
$27K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
110+ 3.54% |
$39.9K - $54K
|
3.22K
$644K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
109+ 8.32% |
$39.5K - $53.5K
|
1.42K
$284K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
106+ 12.05% |
$38.4K - $52K
|
986
$197K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
105+ 18.75% |
$38K - $51.5K
|
665
$133K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
104+ 3.65% |
$37.7K - $51K
|
2.95K
$591K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
101New |
$36.6K - $49.5K
|
101
$20.2K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
101+ 18.2% |
$36.6K - $49.5K
|
656
$131K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
100+ 38.17% |
$36.2K - $49K
|
362
$72.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
100+ 1.4% |
$36.2K - $49K
|
7.24K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
100+ 2.86% |
$36.2K - $49K
|
3.6K
$720K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$36.2K - $49K
|
100
$20K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
96+ 8.85% |
$34.8K - $47.1K
|
1.18K
$236K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
95+ 202.13% |
$34.4K - $46.6K
|
142
$28.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
90+ 3.91% |
$32.6K - $44.1K
|
2.39K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
90+ 2.25% |
$32.6K - $44.1K
|
4.1K
$820K
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
90+ 20.13% |
$32.6K - $44.1K
|
537
$107K
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
87+ 6.06% |
$31.5K - $42.7K
|
1.52K
$305K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
85+ 6.89% |
$30.8K - $41.7K
|
1.32K
$264K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
85+ 7.66% |
$30.8K - $41.7K
|
1.2K
$239K
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
82+ 0.14% |
$29.7K - $40.2K
|
57.3K
$11.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
80+ 10.39% |
$29K - $39.2K
|
850
$170K
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
79+ 11.43% |
$28.6K - $38.7K
|
770
$154K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 5.39% |
$28.6K - $38.7K
|
1.55K
$309K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
78+ 8.41% |
$28.3K - $38.3K
|
1.01K
$201K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
77+ 6.58% |
$27.9K - $37.8K
|
1.25K
$250K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
76+ 155.1% |
$27.5K - $37.3K
|
125
$25K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
76+ 155.1% |
$27.5K - $37.3K
|
125
$25K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
76New |
$27.5K - $37.3K
|
76
$15.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
75+ 75.0% |
$27.2K - $36.8K
|
175
$35K
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
75New |
$27.2K - $36.8K
|
75
$15K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
75+ 10.87% |
$27.2K - $36.8K
|
765
$153K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
75+ 833.33% |
$27.2K - $36.8K
|
84
$16.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
70New |
$25.4K - $34.3K
|
70
$14K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
70+ 1.47% |
$25.4K - $34.3K
|
4.82K
$964K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
70+ 19.5% |
$25.4K - $34.3K
|
429
$85.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 16.63% |
$25.4K - $34.3K
|
491
$98.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
70+ 4.42% |
$25.4K - $34.3K
|
1.65K
$331K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70+ 21.15% |
$25.4K - $34.3K
|
401
$80.2K
|