Purchases and Sales Made in Q4 2022 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q4 2022. 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 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
505+ 12.34% |
$69.4K - $90.1K
|
4.6K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
500New |
$68.7K - $89.2K
|
500
$101K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
498+ 47.56% |
$68.4K - $88.8K
|
1.55K
$312K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
493New |
$67.7K - $88K
|
493
$99.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
487+ 4.36% |
$66.9K - $86.9K
|
11.6K
$2.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
485+ 2.41% |
$66.6K - $86.5K
|
20.6K
$4.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
483New |
$66.3K - $86.2K
|
483
$97.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
480+ 100.0% |
$65.9K - $85.6K
|
960
$194K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
476+ 1.86% |
$65.4K - $84.9K
|
26K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
475+ 92.95% |
$65.2K - $84.7K
|
986
$199K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
475+ 16.49% |
$65.2K - $84.7K
|
3.36K
$678K
|
|
|
Feb 01, 2023
Q4 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
465+ 5.74% |
$63.9K - $83K
|
8.57K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
459New |
$63K - $81.9K
|
459
$92.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
452+ 3.72% |
$62.1K - $80.6K
|
12.6K
$2.55M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
450+ 19.97% |
$61.8K - $80.3K
|
2.7K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$61.8K - $80.3K
|
450
$90.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
449+ 12.35% |
$61.7K - $80.1K
|
4.09K
$825K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
441+ 1.95% |
$60.6K - $78.7K
|
23.1K
$4.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
441+ 2.27% |
$60.6K - $78.7K
|
19.8K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
441+ 13.28% |
$60.6K - $78.7K
|
3.76K
$759K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
434+ 15.11% |
$59.6K - $77.4K
|
3.31K
$668K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
431+ 3.99% |
$59.2K - $76.9K
|
11.2K
$2.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
426New |
$58.5K - $76K
|
426
$86K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
425+ 1.11% |
$58.4K - $75.8K
|
38.8K
$7.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
422+ 9.13% |
$58K - $75.3K
|
5.04K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
422+ 8.12% |
$58K - $75.3K
|
5.62K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
421+ 38.38% |
$57.8K - $75.1K
|
1.52K
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
407+ 19.44% |
$55.9K - $72.6K
|
2.5K
$505K
|
|
|
Feb 05, 2025
Q4 2022
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
400+ 5.63% |
$54.9K - $71.4K
|
7.5K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
386+ 0.34% |
$53K - $68.9K
|
115K
$23.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
382+ 14.28% |
$52.5K - $68.1K
|
3.06K
$617K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
382+ 2.02% |
$52.5K - $68.1K
|
19.3K
$3.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
380New |
$52.2K - $67.8K
|
380
$76.7K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
380New |
$52.2K - $67.8K
|
380
$76.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
370+ 1.01% |
$50.8K - $66K
|
37K
$7.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
359+ 3.63% |
$49.3K - $64K
|
10.3K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
352+ 0.66% |
$48.3K - $62.8K
|
53.9K
$10.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
346+ 2.92% |
$47.5K - $61.7K
|
12.2K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
345+ 5.81% |
$47.4K - $61.5K
|
6.28K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
329+ 0.08% |
$45.2K - $58.7K
|
395K
$79.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
328New |
$45K - $58.5K
|
328
$66.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
324+ 450.0% |
$44.5K - $57.8K
|
396
$79.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
324+ 7.2% |
$44.5K - $57.8K
|
4.82K
$973K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
317+ 4.87% |
$43.5K - $56.6K
|
6.83K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
314+ 7.95% |
$43.1K - $56K
|
4.27K
$861K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
304+ 0.79% |
$41.7K - $54.2K
|
38.7K
$7.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
304+ 10.3% |
$41.7K - $54.2K
|
3.26K
$657K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
300+ 5.91% |
$41.2K - $53.5K
|
5.38K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
300+ 8.01% |
$41.2K - $53.5K
|
4.04K
$816K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
300New |
$41.2K - $53.5K
|
300
$60.6K
|