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 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
19+ 0.76% |
$3.94K - $4.9K
|
2.51K
$464K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 11.76% |
$3.74K - $4.64K
|
171
$31.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$3.74K - $4.64K
|
18
$3.34K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
18+ 1.44% |
$3.74K - $4.64K
|
1.27K
$235K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
17New |
$3.53K - $4.38K
|
17
$3.15K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
17+ 0.26% |
$3.53K - $4.38K
|
6.58K
$1.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.36% |
$3.53K - $4.38K
|
4.79K
$888K
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
16+ 0.03% |
$3.32K - $4.13K
|
61.2K
$11.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 15.96% |
$3.11K - $3.87K
|
109
$20.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15New |
$3.11K - $3.87K
|
15
$2.78K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
15+ 0.6% |
$3.11K - $3.87K
|
2.5K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
15+ 1.19% |
$3.11K - $3.87K
|
1.27K
$236K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15+ 2.24% |
$3.11K - $3.87K
|
684
$127K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
15+ 2.17% |
$3.11K - $3.87K
|
705
$131K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
14+ 1.17% |
$2.91K - $3.61K
|
1.21K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13+ 0.55% |
$2.7K - $3.35K
|
2.37K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13+ 0.46% |
$2.7K - $3.35K
|
2.82K
$522K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
12+ 9.52% |
$2.49K - $3.09K
|
138
$25.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12+ 0.45% |
$2.49K - $3.09K
|
2.7K
$501K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
12New |
$2.49K - $3.09K
|
12
$2.23K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
12+ 80.0% |
$2.49K - $3.09K
|
27
$5.01K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
12New |
$2.49K - $3.09K
|
12
$2.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12+ 0.4% |
$2.49K - $3.09K
|
3.03K
$562K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$2.28K - $2.84K
|
11
$2.04K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
11+ 0.48% |
$2.28K - $2.84K
|
2.3K
$427K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
11+ 0.19% |
$2.28K - $2.84K
|
5.88K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 4.59% |
$2.08K - $2.58K
|
228
$42.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
BUY
|
- |
10+ 0.25% |
$2.08K - $2.58K
|
3.98K
$738K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 12.66% |
$2.08K - $2.58K
|
89
$16.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 0.22% |
$1.87K - $2.32K
|
4.17K
$773K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.35% |
$1.87K - $2.32K
|
2.55K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9New |
$1.87K - $2.32K
|
9
$1.67K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8New |
$1.66K - $2.06K
|
8
$1.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
8+ 50.0% |
$1.66K - $2.06K
|
24
$4.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
8+ 0.35% |
$1.66K - $2.06K
|
2.28K
$423K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
7+ 0.35% |
$1.45K - $1.81K
|
2K
$370K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7+ 0.36% |
$1.45K - $1.81K
|
1.95K
$361K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
7+ 116.67% |
$1.45K - $1.81K
|
13
$2.41K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6New |
$1.25K - $1.55K
|
6
$1.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 0.12% |
$1.25K - $1.55K
|
4.99K
$925K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5New |
$1.04K - $1.29K
|
5
$927
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.49% |
$1.04K - $1.29K
|
1.02K
$189K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5New |
$1.04K - $1.29K
|
5
$927
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 0.42% |
$830 - $1.03K
|
953
$177K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 23.53% |
$830 - $1.03K
|
21
$3.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
4+ 0.22% |
$830 - $1.03K
|
1.81K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$623 - $774
|
3
$556
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
3+ 0.28% |
$623 - $774
|
1.06K
$196K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3+ 0.03% |
$623 - $774
|
8.99K
$1.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
3+ 0.17% |
$623 - $774
|
1.78K
$329K
|