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 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.28K- 4.54% |
$265K - $330K
|
26.9K
$4.93M
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.3K- 3.02% |
$270K - $336K
|
41.8K
$7.66M
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 47.0% |
$270K - $336K
|
1.47K
$269K
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.32K- 2.53% |
$275K - $341K
|
50.9K
$9.34M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.34K- 18.99% |
$278K - $345K
|
5.71K
$1.05M
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.36K- 16.16% |
$282K - $350K
|
7.04K
$1.29M
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.36K- 52.47% |
$282K - $350K
|
1.23K
$226K
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.36K- 1.91% |
$282K - $350K
|
69.8K
$12.8M
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.41K- 4.79% |
$293K - $364K
|
28.1K
$5.14M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.46K- 4.87% |
$302K - $375K
|
28.4K
$5.22M
|
|
Nov 13, 2023
Q3 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-1.48K- 3.77% |
$307K - $381K
|
37.8K
$6.93M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.49K- 5.79% |
$308K - $383K
|
24.2K
$4.44M
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.5K- 0.67% |
$311K - $386K
|
224K
$41M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.6K- 6.46% |
$331K - $411K
|
23.1K
$4.24M
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-1.6K- 37.48% |
$332K - $413K
|
2.67K
$489K
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.61K- 6.46% |
$333K - $414K
|
23.2K
$4.26M
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.61K- 6.46% |
$333K - $414K
|
23.2K
$4.26M
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.61K- 3.4% |
$335K - $416K
|
45.8K
$8.4M
|
|
Nov 14, 2023
Q3 2023
|
Alta Park Capital, LP
San Francisco, CA |
SELL
|
- |
-1.62K- 1.06% |
$336K - $418K
|
151K
$27.7M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.66K- 63.8% |
$345K - $428K
|
942
$173K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.68KClosed |
$349K - $434K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.71K- 12.27% |
$355K - $440K
|
12.2K
$2.24M
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.75K- 66.04% |
$363K - $451K
|
900
$165K
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.79K- 0.81% |
$371K - $461K
|
218K
$40M
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.81K- 0.66% |
$375K - $466K
|
271K
$49.6M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1.83K- 1.52% |
$380K - $473K
|
118K
$21.7M
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.86K- 13.26% |
$386K - $480K
|
12.2K
$2.23M
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.86K- 1.55% |
$386K - $480K
|
118K
$21.7M
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.87K- 17.33% |
$388K - $482K
|
8.93K
$1.64M
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.9K- 6.21% |
$394K - $489K
|
28.6K
$5.25M
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.9K- 50.07% |
$395K - $490K
|
1.9K
$348K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 33.71% |
$396K - $493K
|
3.76K
$689K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.92K- 64.4% |
$398K - $494K
|
1.06K
$194K
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.93K- 13.55% |
$400K - $497K
|
12.3K
$2.26M
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.96K- 51.58% |
$407K - $506K
|
1.84K
$338K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.98K- 35.32% |
$410K - $509K
|
3.62K
$663K
|
|
Nov 06, 2023
Q3 2023
|
F
|
SELL
|
- |
-1.99K- 21.07% |
$412K - $512K
|
7.44K
$1.36M
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.03K- 2.49% |
$421K - $523K
|
79.6K
$14.6M
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.03K- 1.58% |
$422K - $524K
|
126K
$23.2M
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.06K- 1.18% |
$427K - $530K
|
173K
$31.7M
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
SELL
|
- |
-2.09K- 1.16% |
$433K - $538K
|
178K
$32.6M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 7.1% |
$437K - $543K
|
27.5K
$5.05M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.12K- 6.67% |
$440K - $547K
|
29.7K
$5.44M
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.19K- 6.22% |
$455K - $565K
|
33K
$6.06M
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.23K- 50.22% |
$464K - $576K
|
2.21K
$406K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.24K- 38.19% |
$464K - $576K
|
3.62K
$664K
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.26K- 9.04% |
$469K - $582K
|
22.7K
$4.17M
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.28K- 69.49% |
$472K - $587K
|
999
$183K
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.31K- 27.6% |
$479K - $595K
|
6.05K
$1.11M
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2.35K- 86.72% |
$488K - $606K
|
360
$66K
|