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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25New |
$11.7K - $14.2K
|
25
$4.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25+ 2.73% |
$11.7K - $14.2K
|
941
$165K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
24+ 2.74% |
$11.3K - $13.6K
|
899
$158K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
23+ 0.92% |
$10.8K - $13.1K
|
2.53K
$444K
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
23+ 0.4% |
$10.8K - $13.1K
|
5.77K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
22+ 4.79% |
$10.3K - $12.5K
|
481
$84.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
22+ 0.76% |
$10.3K - $12.5K
|
2.93K
$514K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 22.58% |
$9.86K - $11.9K
|
114
$20K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20+ 1.07% |
$9.39K - $11.4K
|
1.88K
$330K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
20+ 2.85% |
$9.39K - $11.4K
|
722
$127K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
20+ 2.79% |
$9.39K - $11.4K
|
738
$129K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
20New |
$9.39K - $11.4K
|
20
$3.51K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
20+ 3.72% |
$9.39K - $11.4K
|
557
$97.7K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20New |
$9.39K - $11.4K
|
20
$3.51K
|
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
20+ 0.56% |
$9.39K - $11.4K
|
3.6K
$632K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
19New |
$8.92K - $10.8K
|
19
$3.33K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
19+ 0.76% |
$8.92K - $10.8K
|
2.53K
$443K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
18+ 2.44% |
$8.45K - $10.2K
|
757
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
18+ 0.58% |
$8.45K - $10.2K
|
3.14K
$551K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18+ 0.1% |
$8.45K - $10.2K
|
17.9K
$3.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
17New |
$7.98K - $9.66K
|
17
$2.98K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17+ 0.3% |
$7.98K - $9.66K
|
5.77K
$1.01M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
17+ 2.1% |
$7.98K - $9.66K
|
826
$145K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16+ 2.56% |
$7.51K - $9.09K
|
641
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
16+ 0.6% |
$7.51K - $9.09K
|
2.68K
$469K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 3.08% |
$7.51K - $9.09K
|
536
$94K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
15+ 12.82% |
$7.04K - $8.53K
|
132
$23.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15+ 10.0% |
$7.04K - $8.53K
|
165
$28.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
14New |
$6.57K - $7.96K
|
14
$2.46K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
14+ 2.88% |
$6.57K - $7.96K
|
500
$87.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
13+ 1.95% |
$6.1K - $7.39K
|
679
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13+ 0.85% |
$6.1K - $7.39K
|
1.54K
$271K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$5.63K - $6.82K
|
12
$2.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12+ 1.84% |
$5.63K - $6.82K
|
663
$116K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
12+ 2.59% |
$5.63K - $6.82K
|
475
$83.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
11New |
$5.16K - $6.25K
|
11
$1.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
11New |
$5.16K - $6.25K
|
11
$1.93K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10+ 1.36% |
$4.7K - $5.68K
|
744
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
10+ 1.57% |
$4.7K - $5.68K
|
648
$114K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
10+ 0.02% |
$4.7K - $5.68K
|
47K
$8.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10New |
$4.7K - $5.68K
|
10
$1.75K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10+ 0.9% |
$4.7K - $5.68K
|
1.12K
$197K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
9+ 0.31% |
$4.23K - $5.12K
|
2.89K
$508K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9+ 3.96% |
$4.23K - $5.12K
|
236
$41.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
8+ 0.05% |
$3.76K - $4.55K
|
15.5K
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 80.0% |
$3.76K - $4.55K
|
18
$3.16K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8+ 8.89% |
$3.76K - $4.55K
|
98
$17.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
7New |
$3.29K - $3.98K
|
7
$1.23K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
7+ 6.42% |
$3.29K - $3.98K
|
116
$20.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 9.21% |
$3.29K - $3.98K
|
83
$14.6K
|