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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
624+ 37.19% |
$130K - $161K
|
2.3K
$430K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
613+ 12.0% |
$127K - $158K
|
5.72K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
607+ 38.74% |
$126K - $157K
|
2.17K
$406K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
605+ 2.02% |
$126K - $156K
|
30.5K
$5.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
600+ 15.93% |
$125K - $155K
|
4.37K
$816K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.2% |
$125K - $155K
|
294K
$55M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
600+ 66.67% |
$125K - $155K
|
1.5K
$280K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
591+ 43.97% |
$123K - $152K
|
1.94K
$362K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
583+ 8.97% |
$121K - $150K
|
7.09K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
583+ 6.99% |
$121K - $150K
|
8.92K
$1.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
583+ 43.06% |
$121K - $150K
|
1.94K
$362K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
582+ 42.42% |
$121K - $150K
|
1.95K
$365K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
566+ 6.48% |
$117K - $146K
|
9.3K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
550+ 20.88% |
$114K - $142K
|
3.18K
$595K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
550New |
$114K - $142K
|
550
$103K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
546+ 8.39% |
$113K - $141K
|
7.05K
$1.32M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
543+ 43.34% |
$113K - $140K
|
1.8K
$336K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
542+ 17.37% |
$113K - $140K
|
3.66K
$684K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
535New |
$111K - $138K
|
535
$100K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
532+ 7.35% |
$110K - $137K
|
7.77K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
532+ 40.83% |
$110K - $137K
|
1.84K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
527+ 2.49% |
$109K - $136K
|
21.7K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
523+ 12.14% |
$109K - $135K
|
4.83K
$903K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
521+ 9.73% |
$108K - $134K
|
5.87K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
521+ 5.22% |
$108K - $134K
|
10.5K
$1.96M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
518+ 3.75% |
$108K - $134K
|
14.3K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
517+ 6.45% |
$107K - $133K
|
8.54K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
516+ 7.72% |
$107K - $133K
|
7.2K
$1.35M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
514New |
$107K - $133K
|
514
$96K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
511+ 9.74% |
$106K - $132K
|
5.76K
$1.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
494+ 38.29% |
$103K - $127K
|
1.78K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
490+ 16.28% |
$102K - $126K
|
3.5K
$654K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
479+ 40.46% |
$99.4K - $124K
|
1.66K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
477+ 53.48% |
$99K - $123K
|
1.37K
$256K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
476+ 38.89% |
$98.8K - $123K
|
1.7K
$318K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
474+ 17.74% |
$98.4K - $122K
|
3.15K
$588K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
470+ 39.9% |
$97.6K - $121K
|
1.65K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
454New |
$94.2K - $117K
|
454
$84.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
454+ 14.03% |
$94.2K - $117K
|
3.69K
$690K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
450+ 18.0% |
$93.4K - $116K
|
2.95K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
448+ 25.6% |
$93K - $116K
|
2.2K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
447+ 1.84% |
$92.8K - $115K
|
24.7K
$4.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
438+ 21.38% |
$90.9K - $113K
|
2.49K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
435+ 11.04% |
$90.3K - $112K
|
4.37K
$817K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
434+ 35.87% |
$90.1K - $112K
|
1.64K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
434+ 6.0% |
$90.1K - $112K
|
7.67K
$1.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
433+ 1.9% |
$89.9K - $112K
|
23.2K
$4.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
430+ 1.57% |
$89.3K - $111K
|
27.9K
$5.21M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
430+ 17.19% |
$89.3K - $111K
|
2.93K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
425+ 3.17% |
$88.2K - $110K
|
13.8K
$2.58M
|