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 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
85+ 1.81% |
$17.6K - $21.9K
|
4.77K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
85+ 0.25% |
$17.6K - $21.9K
|
34.2K
$6.39M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
85+ 1.62% |
$17.6K - $21.9K
|
5.34K
$997K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
84+ 12.61% |
$17.4K - $21.7K
|
750
$140K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
83+ 3.05% |
$17.2K - $21.4K
|
2.8K
$523K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 5.6% |
$17.2K - $21.4K
|
1.57K
$293K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
79+ 0.45% |
$16.4K - $20.4K
|
17.6K
$3.28M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
79+ 0.45% |
$16.4K - $20.4K
|
17.6K
$3.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
78+ 9.06% |
$16.2K - $20.1K
|
939
$175K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
76+ 3.13% |
$15.8K - $19.6K
|
2.51K
$468K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
75+ 0.93% |
$15.6K - $19.3K
|
8.15K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
75+ 2.11% |
$15.6K - $19.3K
|
3.63K
$678K
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
BUY
|
- |
75+ 8.11% |
$15.6K - $19.3K
|
1K
$187K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
74+ 0.09% |
$15.4K - $19.1K
|
86.6K
$16.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
73+ 5.57% |
$15.2K - $18.8K
|
1.38K
$258K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
73+ 1.44% |
$15.2K - $18.8K
|
5.16K
$963K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
73+ 0.16% |
$15.2K - $18.8K
|
44.7K
$8.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
72+ 3.55% |
$14.9K - $18.6K
|
2.1K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
69+ 4.29% |
$14.3K - $17.8K
|
1.68K
$314K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
68+ 4.15% |
$14.1K - $17.5K
|
1.71K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
65+ 3.65% |
$13.5K - $16.8K
|
1.85K
$345K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
64+ 6.7% |
$13.3K - $16.5K
|
1.02K
$190K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
64+ 4.98% |
$13.3K - $16.5K
|
1.35K
$252K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
63+ 420.0% |
$13.1K - $16.2K
|
78
$14.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
63+ 4.76% |
$13.1K - $16.2K
|
1.39K
$259K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
61+ 1.51% |
$12.7K - $15.7K
|
4.1K
$766K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
61+ 6.92% |
$12.7K - $15.7K
|
942
$176K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
61+ 41.78% |
$12.7K - $15.7K
|
207
$38.7K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
60New |
$12.5K - $15.5K
|
60
$11.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 3.41% |
$12.5K - $15.5K
|
1.82K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
59+ 35.33% |
$12.2K - $15.2K
|
226
$42.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
58+ 0.83% |
$12K - $15K
|
7.03K
$1.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
54+ 0.43% |
$11.2K - $13.9K
|
12.7K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
54+ 4.57% |
$11.2K - $13.9K
|
1.24K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
52+ 3.18% |
$10.8K - $13.4K
|
1.69K
$315K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
51+ 1.25% |
$10.6K - $13.2K
|
4.15K
$775K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
50+ 0.54% |
$10.4K - $12.9K
|
9.31K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
50+ 2.23% |
$10.4K - $12.9K
|
2.29K
$428K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
49+ 1.67% |
$10.2K - $12.6K
|
2.99K
$558K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
49+ 1.83% |
$10.2K - $12.6K
|
2.73K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49+ 1.09% |
$10.2K - $12.6K
|
4.55K
$850K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
47+ 25.27% |
$9.76K - $12.1K
|
233
$43.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47+ 54.65% |
$9.76K - $12.1K
|
133
$24.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 671.43% |
$9.76K - $12.1K
|
54
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
46+ 0.33% |
$9.55K - $11.9K
|
14.2K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
46+ 3.33% |
$9.55K - $11.9K
|
1.43K
$267K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
44+ 2.53% |
$9.13K - $11.3K
|
1.78K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44+ 10.4% |
$9.13K - $11.3K
|
467
$87.3K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
BUY
|
- |
43+ 0.63% |
$8.93K - $11.1K
|
6.87K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
43+ 5.16% |
$8.93K - $11.1K
|
877
$164K
|