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 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
42New |
$8.72K - $10.8K
|
42
$7.85K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
41+ 4.86% |
$8.51K - $10.6K
|
884
$165K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
40+ 1.9% |
$8.3K - $10.3K
|
2.14K
$400K
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
40+ 0.43% |
$8.3K - $10.3K
|
9.3K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
40+ 2.89% |
$8.3K - $10.3K
|
1.43K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
40+ 0.06% |
$8.3K - $10.3K
|
67.4K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
40+ 2.93% |
$8.3K - $10.3K
|
1.41K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39+ 5.8% |
$8.1K - $10.1K
|
711
$133K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 2.63% |
$8.1K - $10.1K
|
1.52K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
38+ 760.0% |
$7.89K - $9.8K
|
43
$8.03K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
38+ 1.09% |
$7.89K - $9.8K
|
3.53K
$660K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38+ 1.3% |
$7.89K - $9.8K
|
2.96K
$553K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
38+ 0.72% |
$7.89K - $9.8K
|
5.3K
$990K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 2.87% |
$7.68K - $9.54K
|
1.32K
$247K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
37+ 1.54% |
$7.68K - $9.54K
|
2.43K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
36+ 2.56% |
$7.47K - $9.28K
|
1.44K
$269K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
35New |
$7.26K - $9.03K
|
35
$6.54K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 1.71% |
$7.26K - $9.03K
|
2.08K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
35+ 4.75% |
$7.26K - $9.03K
|
772
$144K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
34+ 3.7% |
$7.06K - $8.77K
|
953
$178K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
34+ 0.3% |
$7.06K - $8.77K
|
11.5K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
34+ 70.83% |
$7.06K - $8.77K
|
82
$15.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33+ 0.62% |
$6.85K - $8.51K
|
5.38K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
32+ 0.22% |
$6.64K - $8.25K
|
14.6K
$2.74M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
31+ 1.98% |
$6.43K - $7.99K
|
1.6K
$298K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31+ 0.51% |
$6.43K - $7.99K
|
6.16K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
30+ 1.84% |
$6.23K - $7.74K
|
1.66K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
29+ 0.17% |
$6.02K - $7.48K
|
17.4K
$3.26M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 7.07% |
$5.81K - $7.22K
|
424
$79.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
27New |
$5.6K - $6.96K
|
27
$5.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 5.49% |
$5.6K - $6.96K
|
519
$97K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
27+ 0.36% |
$5.6K - $6.96K
|
7.49K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
26+ 0.75% |
$5.4K - $6.7K
|
3.49K
$652K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
25+ 14.2% |
$5.19K - $6.45K
|
201
$37.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 0.53% |
$5.19K - $6.45K
|
4.75K
$888K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
25+ 14.2% |
$5.19K - $6.45K
|
201
$37.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24+ 16.0% |
$4.98K - $6.19K
|
174
$32.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
23+ 1.07% |
$4.77K - $5.93K
|
2.18K
$407K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22+ 1.2% |
$4.57K - $5.67K
|
1.86K
$347K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22+ 1.73% |
$4.57K - $5.67K
|
1.3K
$242K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22+ 6.94% |
$4.57K - $5.67K
|
339
$63.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
21+ 140.0% |
$4.36K - $5.42K
|
36
$6.73K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21+ 11.05% |
$4.36K - $5.42K
|
211
$39.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
21+ 1.25% |
$4.36K - $5.42K
|
1.7K
$317K
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.56% |
$4.15K - $5.16K
|
3.58K
$669K
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
BUY
|
- |
20+ 2.13% |
$4.15K - $5.16K
|
958
$179K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
20+ 1.22% |
$4.15K - $5.16K
|
1.67K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
20+ 2.69% |
$4.15K - $5.16K
|
763
$143K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
20+ 0.2% |
$4.15K - $5.16K
|
10.1K
$1.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
19+ 0.36% |
$3.94K - $4.9K
|
5.25K
$980K
|