Purchases and Sales Made in Q4 2021 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
141+ 1.5% |
$66.2K - $80.1K
|
9.54K
$1.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
141+ 705.0% |
$66.2K - $80.1K
|
161
$29.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
138+ 25.89% |
$64.8K - $78.4K
|
671
$123K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
135New |
$63.4K - $76.7K
|
135
$24.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
134+ 31.83% |
$62.9K - $76.2K
|
555
$102K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132New |
$62K - $75K
|
132
$24.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
131+ 5.43% |
$61.5K - $74.5K
|
2.54K
$467K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
128+ 6.05% |
$60.1K - $72.7K
|
2.24K
$411K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
128+ 1.76% |
$60.1K - $72.7K
|
7.41K
$1.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
127New |
$59.6K - $72.2K
|
127
$23.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
125+ 8.11% |
$58.7K - $71K
|
1.67K
$306K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
123+ 219.64% |
$57.8K - $69.9K
|
179
$32.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
121+ 7.57% |
$56.8K - $68.8K
|
1.72K
$315K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
120+ 1.39% |
$56.3K - $68.2K
|
8.73K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
BUY
|
- |
120+ 24.49% |
$56.3K - $68.2K
|
610
$112K
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
116+ 9.32% |
$54.5K - $65.9K
|
1.36K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
112+ 8.44% |
$52.6K - $63.7K
|
1.44K
$264K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
109+ 10.76% |
$51.2K - $61.9K
|
1.12K
$206K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
109+ 10.67% |
$51.2K - $61.9K
|
1.13K
$207K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
106+ 0.48% |
$49.8K - $60.2K
|
22K
$4.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
105New |
$49.3K - $59.7K
|
105
$19.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
104+ 2.33% |
$48.8K - $59.1K
|
4.57K
$838K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
100+ 0.37% |
$47K - $56.8K
|
26.8K
$4.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100New |
$47K - $56.8K
|
100
$18.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
100New |
$47K - $56.8K
|
100
$18.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
95+ 1.23% |
$44.6K - $54K
|
7.82K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
93+ 21.68% |
$43.7K - $52.9K
|
522
$95.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
91+ 1.76% |
$42.7K - $51.7K
|
5.28K
$968K
|
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
90+ 18.48% |
$42.3K - $51.2K
|
577
$106K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
89+ 6.27% |
$41.8K - $50.6K
|
1.51K
$277K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
84+ 10.42% |
$39.4K - $47.7K
|
890
$163K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
84+ 0.79% |
$39.4K - $47.7K
|
10.8K
$1.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
82+ 23.91% |
$38.5K - $46.6K
|
425
$77.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
81+ 0.82% |
$38K - $46K
|
9.99K
$1.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
80+ 1.0% |
$37.6K - $45.5K
|
8.1K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
79New |
$37.1K - $44.9K
|
79
$14.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79+ 1.49% |
$37.1K - $44.9K
|
5.37K
$984K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
77+ 12.83% |
$36.2K - $43.8K
|
677
$124K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
76+ 13.29% |
$35.7K - $43.2K
|
648
$119K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
75+ 16.52% |
$35.2K - $42.6K
|
529
$97K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
74+ 15.85% |
$34.7K - $42.1K
|
541
$99.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
69+ 1.01% |
$32.4K - $39.2K
|
6.93K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
67+ 14.14% |
$31.5K - $38.1K
|
541
$99.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
66+ 0.18% |
$31K - $37.5K
|
36K
$6.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
65+ 0.44% |
$30.5K - $36.9K
|
14.7K
$2.7M
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
61+ 0.88% |
$28.6K - $34.7K
|
7.01K
$1.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
60+ 2.17% |
$28.2K - $34.1K
|
2.83K
$518K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
60New |
$28.2K - $34.1K
|
60
$11K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
60+ 3.9% |
$28.2K - $34.1K
|
1.6K
$293K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
59+ 1.74% |
$27.7K - $33.5K
|
3.45K
$633K
|