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 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
3+ 0.28% |
$623 - $774
|
1.06K
$208K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3+ 0.03% |
$623 - $774
|
8.99K
$1.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
3+ 0.17% |
$623 - $774
|
1.78K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3+ 1.88% |
$623 - $774
|
163
$32.1K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 33.33% |
$623 - $774
|
12
$2.36K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$415 - $516
|
2
$393
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$208 - $258
|
7.5K
$1.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 8.33% |
$208 - $258
|
13
$2.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1- 0.09% |
$208 - $258
|
1.11K
$219K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 20.0% |
$208 - $258
|
4
$787
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2- 0.2% |
$415 - $516
|
983
$193K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.79% |
$415 - $516
|
250
$49.2K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2Closed |
$415 - $516
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3- 0.1% |
$623 - $774
|
3.13K
$616K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3- 0.16% |
$623 - $774
|
1.82K
$358K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-4- 0.26% |
$830 - $1.03K
|
1.52K
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 3.03% |
$830 - $1.03K
|
128
$25.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4- 0.09% |
$830 - $1.03K
|
4.55K
$895K
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4- 0.36% |
$830 - $1.03K
|
1.12K
$221K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5- 0.2% |
$1.04K - $1.29K
|
2.44K
$480K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5- 0.13% |
$1.04K - $1.29K
|
3.78K
$743K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-6- 0.27% |
$1.25K - $1.55K
|
2.2K
$432K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-6- 0.35% |
$1.25K - $1.55K
|
1.72K
$339K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6- 0.6% |
$1.25K - $1.55K
|
994
$196K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.54% |
$1.45K - $1.81K
|
1.3K
$255K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7- 16.67% |
$1.45K - $1.81K
|
35
$6.89K
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-8- 0.3% |
$1.66K - $2.06K
|
2.69K
$530K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 5.59% |
$1.66K - $2.06K
|
135
$26.6K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 19.51% |
$1.66K - $2.06K
|
33
$6.49K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-10- 0.11% |
$2.08K - $2.58K
|
9.35K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-10- 0.63% |
$2.08K - $2.58K
|
1.58K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-11- 1.2% |
$2.28K - $2.84K
|
904
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-11- 0.14% |
$2.28K - $2.84K
|
7.59K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-12- 0.5% |
$2.49K - $3.09K
|
2.37K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 2.94% |
$2.49K - $3.09K
|
396
$77.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-13- 0.11% |
$2.7K - $3.35K
|
11.8K
$2.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-14- 0.27% |
$2.91K - $3.61K
|
5.14K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-14- 0.13% |
$2.91K - $3.61K
|
10.6K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14- 4.59% |
$2.91K - $3.61K
|
291
$57.2K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-14- 0.13% |
$2.91K - $3.61K
|
10.6K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-15- 0.2% |
$3.11K - $3.87K
|
7.5K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-16- 0.02% |
$3.32K - $4.13K
|
81K
$15.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-17- 2.07% |
$3.53K - $4.38K
|
803
$158K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17- 65.38% |
$3.53K - $4.38K
|
9
$1.77K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-18- 2.06% |
$3.74K - $4.64K
|
854
$168K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-20- 0.3% |
$4.15K - $5.16K
|
6.6K
$1.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 2.6% |
$4.15K - $5.16K
|
750
$148K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-20- 1.46% |
$4.15K - $5.16K
|
1.35K
$265K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-21- 0.27% |
$4.36K - $5.42K
|
7.84K
$1.54M
|