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 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.28K+ 59.71% |
$474K - $588K
|
6.1K
$1.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.25KNew |
$467K - $580K
|
2.25K
$413K
|
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 10.89% |
$467K - $580K
|
22.9K
$4.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
2.23K+ 12.08% |
$464K - $576K
|
20.7K
$3.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.23K+ 14.34% |
$462K - $575K
|
17.8K
$3.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.18KNew |
$453K - $562K
|
2.18K
$400K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.17KNew |
$450K - $559K
|
2.17K
$398K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.16KNew |
$448K - $557K
|
2.16K
$396K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.16KNew |
$448K - $557K
|
2.16K
$396K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
2.16K+ 3.26% |
$448K - $556K
|
68.3K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.15KNew |
$447K - $555K
|
2.15K
$395K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.15KNew |
$446K - $554K
|
2.15K
$394K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.12K+ 11.88% |
$440K - $547K
|
20K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.1K+ 3.67% |
$436K - $541K
|
59.4K
$10.9M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.1K+ 104.7% |
$435K - $541K
|
4.1K
$752K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.09K+ 10.2% |
$433K - $538K
|
22.5K
$4.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.04K+ 1.68% |
$424K - $527K
|
124K
$22.7M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 18.07% |
$422K - $524K
|
13.3K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2K+ 113.89% |
$415K - $516K
|
3.76K
$689K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2K+ 16.67% |
$415K - $516K
|
14K
$2.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$410K - $509K
|
1.97K
$362K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.95KNew |
$405K - $503K
|
1.95K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.94K+ 7.57% |
$403K - $501K
|
27.6K
$5.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.88KNew |
$390K - $485K
|
1.88K
$345K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 47.78% |
$386K - $480K
|
5.76K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.86KNew |
$385K - $478K
|
1.86K
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
1.85KNew |
$384K - $477K
|
1.85K
$339K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.82K+ 1.99% |
$377K - $469K
|
93.1K
$17.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.81K+ 3.55% |
$377K - $468K
|
52.9K
$9.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.8K+ 35.09% |
$373K - $463K
|
6.92K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
1.78K+ 3.46% |
$369K - $459K
|
53.2K
$9.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.78KNew |
$369K - $459K
|
1.78K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.78KNew |
$369K - $458K
|
1.78K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.77K+ 17.32% |
$368K - $457K
|
12K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.77K+ 54.84% |
$367K - $455K
|
4.99K
$914K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.76KNew |
$365K - $454K
|
1.76K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.76K+ 6.51% |
$365K - $454K
|
28.8K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.75K+ 136.92% |
$364K - $452K
|
3.04K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.73KNew |
$360K - $447K
|
1.73K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.73K+ 99.71% |
$358K - $445K
|
3.46K
$634K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.67K+ 2.13% |
$347K - $431K
|
80.3K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1.66K+ 19.25% |
$345K - $429K
|
10.3K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
BUY
|
- |
1.66K+ 6.96% |
$344K - $427K
|
25.4K
$4.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.66KNew |
$344K - $427K
|
1.66K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.66K+ 40.05% |
$344K - $427K
|
5.79K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1.62K+ 13.76% |
$336K - $418K
|
13.4K
$2.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$333K - $414K
|
1.6K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
1.6K+ 21.31% |
$332K - $412K
|
9.1K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.58K+ 2.02% |
$329K - $408K
|
79.9K
$14.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 35.77% |
$323K - $402K
|
5.91K
$1.08M
|