Purchases and Sales Made in Q3 2023 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
899New |
$187K - $232K
|
899
$170K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
894New |
$186K - $231K
|
894
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
894New |
$186K - $231K
|
894
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
887+ 1.73% |
$184K - $229K
|
52.1K
$9.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
887New |
$184K - $229K
|
887
$168K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
885+ 74.49% |
$184K - $228K
|
2.07K
$392K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
883+ 50.6% |
$183K - $228K
|
2.63K
$497K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
878New |
$182K - $226K
|
878
$166K
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
867+ 6.23% |
$180K - $224K
|
14.8K
$2.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
867New |
$180K - $224K
|
867
$164K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
864New |
$179K - $223K
|
864
$164K
|
|
|
Nov 07, 2023
Q3 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
860New |
$179K - $222K
|
860
$163K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
858New |
$178K - $221K
|
858
$162K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
857+ 3.69% |
$178K - $221K
|
24.1K
$4.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
854+ 64.4% |
$177K - $220K
|
2.18K
$413K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
852+ 10.04% |
$177K - $220K
|
9.34K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
852+ 44.61% |
$177K - $220K
|
2.76K
$523K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
851+ 6.7% |
$177K - $219K
|
13.6K
$2.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
842+ 0.39% |
$175K - $217K
|
219K
$41.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
841+ 14.55% |
$175K - $217K
|
6.62K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
838+ 191.32% |
$174K - $216K
|
1.28K
$242K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
837New |
$174K - $216K
|
837
$158K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
812+ 12.42% |
$169K - $209K
|
7.35K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
800+ 22.38% |
$166K - $206K
|
4.38K
$828K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 1.56% |
$166K - $206K
|
52K
$9.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
790+ 1.39% |
$164K - $204K
|
57.4K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
789+ 10.13% |
$164K - $203K
|
8.58K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
774+ 13.79% |
$161K - $200K
|
6.39K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
764New |
$159K - $197K
|
764
$145K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
752+ 25.85% |
$156K - $194K
|
3.66K
$693K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
752+ 59.03% |
$156K - $194K
|
2.03K
$384K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
746+ 1.12% |
$155K - $192K
|
67.6K
$12.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
BUY
|
- |
740+ 11.86% |
$154K - $191K
|
6.98K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
735+ 0.54% |
$153K - $190K
|
137K
$26M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
731+ 88.82% |
$152K - $189K
|
1.55K
$294K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
724+ 1.8% |
$150K - $187K
|
40.9K
$7.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
724+ 38.31% |
$150K - $187K
|
2.61K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
705+ 17.8% |
$146K - $182K
|
4.67K
$883K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
703+ 4.86% |
$146K - $181K
|
15.2K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
697+ 2.8% |
$145K - $180K
|
25.6K
$4.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
681+ 24.77% |
$141K - $176K
|
3.43K
$649K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
681+ 47.89% |
$141K - $176K
|
2.1K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
680+ 11.16% |
$141K - $175K
|
6.78K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
675+ 5.57% |
$140K - $174K
|
12.8K
$2.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
642+ 30.88% |
$133K - $166K
|
2.72K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
640+ 25.55% |
$133K - $165K
|
3.15K
$595K
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
639+ 32.06% |
$133K - $165K
|
2.63K
$498K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
634+ 5.56% |
$132K - $163K
|
12K
$2.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
627+ 9.77% |
$130K - $162K
|
7.05K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
626+ 70.34% |
$130K - $161K
|
1.52K
$287K
|