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 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-25- 0.17% |
$5.19K - $6.45K
|
14.6K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-25- 5.9% |
$5.19K - $6.45K
|
399
$74K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-25- 22.73% |
$5.19K - $6.45K
|
85
$15.8K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-27- 1.28% |
$5.6K - $6.96K
|
2.09K
$387K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 11.84% |
$5.6K - $6.96K
|
201
$37.3K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-27- 75.0% |
$5.6K - $6.96K
|
9
$1.67K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29- 76.32% |
$6.02K - $7.48K
|
9
$1.67K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-30- 25.0% |
$6.23K - $7.74K
|
90
$16.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-30- 0.53% |
$6.23K - $7.74K
|
5.62K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-30- 50.0% |
$6.23K - $7.74K
|
30
$5.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-33- 15.71% |
$6.85K - $8.51K
|
177
$32.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-33- 1.82% |
$6.85K - $8.51K
|
1.78K
$330K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-33- 0.13% |
$6.85K - $8.51K
|
25.9K
$4.81M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-33- 2.43% |
$6.85K - $8.51K
|
1.33K
$246K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-35- 0.1% |
$7.26K - $9.03K
|
35.7K
$6.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-35- 27.13% |
$7.26K - $9.03K
|
94
$17.4K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-37- 1.09% |
$7.68K - $9.54K
|
3.37K
$624K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-37- 3.02% |
$7.68K - $9.54K
|
1.19K
$220K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-37- 23.13% |
$7.68K - $9.54K
|
123
$22.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-39- 9.44% |
$8.1K - $10.1K
|
374
$69.3K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-39- 0.2% |
$8.1K - $10.1K
|
19.5K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-39- 0.15% |
$8.1K - $10.1K
|
26.8K
$4.97M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-43- 0.98% |
$8.93K - $11.1K
|
4.34K
$805K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-43- 1.29% |
$8.93K - $11.1K
|
3.29K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-43- 3.8% |
$8.93K - $11.1K
|
1.09K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-44- 2.16% |
$9.13K - $11.3K
|
1.99K
$369K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-45- 7.03% |
$9.34K - $11.6K
|
595
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-45- 10.59% |
$9.34K - $11.6K
|
380
$70.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-47- 0.76% |
$9.76K - $12.1K
|
6.11K
$1.13M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-49- 39.52% |
$10.2K - $12.6K
|
75
$13.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-49- 5.24% |
$10.2K - $12.6K
|
886
$164K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-50- 2.28% |
$10.4K - $12.9K
|
2.14K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-50- 3.55% |
$10.4K - $12.9K
|
1.36K
$252K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-52- 0.04% |
$10.8K - $13.4K
|
119K
$22M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 0.55% |
$11.2K - $13.9K
|
9.84K
$1.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-58- 5.56% |
$12K - $15K
|
985
$183K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-60- 3.34% |
$12.5K - $15.5K
|
1.74K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-60- 18.87% |
$12.5K - $15.5K
|
258
$47.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-60- 0.32% |
$12.5K - $15.5K
|
18.9K
$3.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-62- 1.55% |
$12.9K - $16K
|
3.95K
$732K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-63- 5.8% |
$13.1K - $16.2K
|
1.02K
$190K
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-63- 0.37% |
$13.1K - $16.2K
|
16.9K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-64- 65.31% |
$13.3K - $16.5K
|
34
$6.3K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-67- 2.1% |
$13.9K - $17.3K
|
3.12K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-68- 0.47% |
$14.1K - $17.5K
|
14.4K
$2.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-69- 4.53% |
$14.3K - $17.8K
|
1.46K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-72- 0.26% |
$14.9K - $18.6K
|
27.8K
$5.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-74- 4.08% |
$15.4K - $19.1K
|
1.74K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-75- 14.53% |
$15.6K - $19.3K
|
441
$81.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-78- 2.32% |
$16.2K - $20.1K
|
3.29K
$610K
|