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 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-396- 20.04% |
$82.2K - $102K
|
1.58K
$299K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-396- 22.73% |
$82.2K - $102K
|
1.35K
$255K
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-400- 18.31% |
$83K - $103K
|
1.79K
$338K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-408- 8.39% |
$84.7K - $105K
|
4.46K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-413- 0.77% |
$85.7K - $107K
|
53.4K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-427- 7.42% |
$88.6K - $110K
|
5.33K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-440- 5.29% |
$91.3K - $113K
|
7.87K
$1.49M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-440- 25.29% |
$91.3K - $113K
|
1.3K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-445- 30.13% |
$92.4K - $115K
|
1.03K
$195K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-452- 1.22% |
$93.8K - $117K
|
36.6K
$6.93M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-460- 34.69% |
$95.5K - $119K
|
866
$164K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-477- 1.22% |
$99K - $123K
|
38.5K
$7.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-489- 0.67% |
$102K - $126K
|
72.3K
$13.7M
|
|
|
Aug 08, 2024
Q3 2023
|
Robocap Asset Management LTD
London, X0 |
SELL
|
- |
-496- 11.6% |
$103K - $128K
|
3.78K
$715K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-497- 6.75% |
$103K - $128K
|
6.86K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-499- 1.95% |
$104K - $129K
|
25K
$4.74M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-499- 1.95% |
$104K - $129K
|
25K
$4.74M
|
|
|
Nov 14, 2023
Q3 2023
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-500- 15.6% |
$104K - $129K
|
2.71K
$512K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-515- 5.65% |
$107K - $133K
|
8.61K
$1.63M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-523- 29.07% |
$109K - $135K
|
1.28K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-524- 54.75% |
$109K - $135K
|
433
$82K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-525- 2.4% |
$109K - $135K
|
21.4K
$4.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-525- 0.93% |
$109K - $135K
|
56.1K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-533- 4.04% |
$111K - $137K
|
12.7K
$2.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-535- 24.22% |
$111K - $138K
|
1.67K
$317K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-548- 1.38% |
$114K - $141K
|
39.1K
$7.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-550- 15.17% |
$114K - $142K
|
3.08K
$582K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-580- 4.46% |
$120K - $150K
|
12.4K
$2.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-586- 1.71% |
$122K - $151K
|
33.7K
$6.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-591- 1.94% |
$123K - $152K
|
29.9K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-592- 26.63% |
$123K - $153K
|
1.63K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-594- 0.08% |
$123K - $153K
|
720K
$136M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-623- 34.96% |
$129K - $161K
|
1.16K
$219K
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-626- 23.0% |
$130K - $161K
|
2.1K
$397K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-660- 72.29% |
$137K - $170K
|
253
$47.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-676- 2.52% |
$140K - $174K
|
26.1K
$4.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-680- 3.77% |
$141K - $175K
|
17.4K
$3.29M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-680- 3.77% |
$141K - $175K
|
17.4K
$3.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-681- 10.93% |
$141K - $176K
|
5.55K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-691- 4.39% |
$143K - $178K
|
15.1K
$2.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-692- 14.86% |
$144K - $178K
|
3.97K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-695- 18.17% |
$144K - $179K
|
3.13K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-702- 15.52% |
$146K - $181K
|
3.82K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-703- 31.34% |
$146K - $181K
|
1.54K
$292K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-712- 4.97% |
$148K - $184K
|
13.6K
$2.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-718- 4.8% |
$149K - $185K
|
14.3K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-731- 17.97% |
$152K - $189K
|
3.34K
$632K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-736- 14.56% |
$153K - $190K
|
4.32K
$817K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-739- 9.36% |
$153K - $191K
|
7.15K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-743- 12.43% |
$154K - $192K
|
5.24K
$991K
|