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 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
273+ 3.0% |
$56.7K - $70.4K
|
9.37K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
271+ 3.53% |
$56.3K - $69.9K
|
7.96K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
269+ 157.31% |
$55.8K - $69.4K
|
440
$86.6K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
269+ 157.31% |
$55.8K - $69.4K
|
440
$86.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
268+ 18.32% |
$55.6K - $69.1K
|
1.73K
$341K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
268+ 23.14% |
$55.6K - $69.1K
|
1.43K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
266+ 9.93% |
$55.2K - $68.6K
|
2.95K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
259+ 1.27% |
$53.8K - $66.8K
|
20.7K
$4.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
258+ 2.89% |
$53.6K - $66.5K
|
9.19K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
257+ 57.88% |
$53.3K - $66.3K
|
701
$138K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
255+ 14.61% |
$52.9K - $65.8K
|
2K
$393K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
251+ 23.13% |
$52.1K - $64.7K
|
1.34K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
250+ 1.09% |
$51.9K - $64.5K
|
23.3K
$4.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
249+ 22.8% |
$51.7K - $64.2K
|
1.34K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
247+ 3.75% |
$51.3K - $63.7K
|
6.84K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
243+ 1.82% |
$50.4K - $62.7K
|
13.6K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
243+ 26.05% |
$50.4K - $62.7K
|
1.18K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
243+ 3.9% |
$50.4K - $62.7K
|
6.48K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
242+ 4.07% |
$50.2K - $62.4K
|
6.19K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
239+ 7.54% |
$49.6K - $61.6K
|
3.41K
$671K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
237+ 2.33% |
$49.2K - $61.1K
|
10.4K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
235+ 10.9% |
$48.8K - $60.6K
|
2.39K
$470K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
235+ 12.27% |
$48.8K - $60.6K
|
2.15K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
233+ 9.35% |
$48.4K - $60.1K
|
2.73K
$536K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
230+ 41.14% |
$47.7K - $59.3K
|
789
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
230+ 5.23% |
$47.7K - $59.3K
|
4.62K
$910K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
225New |
$46.7K - $58K
|
225
$44.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
221+ 2.16% |
$45.9K - $57K
|
10.4K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
220New |
$45.7K - $56.7K
|
220
$43.3K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
218+ 25.29% |
$45.3K - $56.2K
|
1.08K
$212K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
217+ 13.83% |
$45K - $56K
|
1.79K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
217+ 0.46% |
$45K - $56K
|
47.6K
$9.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
199+ 5.66% |
$41.3K - $51.3K
|
3.72K
$731K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
197+ 13.7% |
$40.9K - $50.8K
|
1.64K
$322K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
196+ 10.72% |
$40.7K - $50.5K
|
2.02K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
196+ 0.82% |
$40.7K - $50.5K
|
24.2K
$4.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
194+ 0.69% |
$40.3K - $50K
|
28.2K
$5.55M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
186+ 2.6% |
$38.6K - $48K
|
7.33K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
185+ 18500.0% |
$38.4K - $47.7K
|
186
$36.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
183+ 7.04% |
$38K - $47.2K
|
2.78K
$548K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
180+ 3.89% |
$37.4K - $46.4K
|
4.81K
$946K
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
BUY
|
- |
179+ 17.03% |
$37.2K - $46.2K
|
1.23K
$242K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
175+ 3.09% |
$36.3K - $45.1K
|
5.83K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
174+ 3.06% |
$36.1K - $44.9K
|
5.87K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
169+ 3.63% |
$35.1K - $43.6K
|
4.83K
$950K
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
168+ 0.82% |
$34.9K - $43.3K
|
20.6K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
168+ 6.33% |
$34.9K - $43.3K
|
2.82K
$555K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
164+ 49.7% |
$34K - $42.3K
|
494
$97.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
162+ 14.14% |
$33.6K - $41.8K
|
1.31K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
160+ 6.41% |
$33.2K - $41.3K
|
2.66K
$523K
|