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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
78+ 3.75% |
$10.7K - $13.9K
|
2.16K
$423K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
75+ 50.0% |
$10.3K - $13.4K
|
225
$44.2K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
74+ 0.84% |
$10.2K - $13.2K
|
8.86K
$1.74M
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
72New |
$9.89K - $12.8K
|
72
$14.1K
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
72New |
$9.89K - $12.8K
|
72
$14.1K
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
70+ 1.49% |
$9.61K - $12.5K
|
4.78K
$939K
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
66+ 1.22% |
$9.06K - $11.8K
|
5.46K
$1.07M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
63+ 3150.0% |
$8.65K - $11.2K
|
65
$12.8K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
63+ 27.63% |
$8.65K - $11.2K
|
291
$57.2K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
62+ 11.05% |
$8.51K - $11.1K
|
623
$122K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
62+ 10.06% |
$8.51K - $11.1K
|
678
$133K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
60New |
$8.24K - $10.7K
|
60
$11.8K
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
60+ 3.84% |
$8.24K - $10.7K
|
1.62K
$319K
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
59+ 3.78% |
$8.1K - $10.5K
|
1.62K
$318K
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
53New |
$7.28K - $9.46K
|
53
$10.4K
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
52+ 0.5% |
$7.14K - $9.28K
|
10.5K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
50+ 2.45% |
$6.87K - $8.92K
|
2.09K
$410K
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
49+ 7.32% |
$6.73K - $8.74K
|
718
$141K
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
48New |
$6.59K - $8.56K
|
48
$9.43K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48+ 0.1% |
$6.59K - $8.56K
|
47.3K
$9.29M
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
47+ 5.58% |
$6.45K - $8.38K
|
890
$175K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
47+ 2.52% |
$6.45K - $8.38K
|
1.92K
$376K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
46+ 1.42% |
$6.32K - $8.21K
|
3.3K
$647K
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
46+ 0.11% |
$6.32K - $8.21K
|
43.5K
$8.55M
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
46+ 1.44% |
$6.32K - $8.21K
|
3.25K
$638K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
46+ 0.79% |
$6.32K - $8.21K
|
5.85K
$1.15M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45New |
$6.18K - $8.03K
|
45
$8.84K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
44+ 2.85% |
$6.04K - $7.85K
|
1.59K
$311K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
44+ 47.31% |
$6.04K - $7.85K
|
137
$26.9K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
42+ 6.64% |
$5.77K - $7.49K
|
675
$133K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
42New |
$5.77K - $7.49K
|
42
$8.25K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39+ 1.18% |
$5.36K - $6.96K
|
3.36K
$659K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
39New |
$5.36K - $6.96K
|
39
$7.66K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
39+ 36.11% |
$5.36K - $6.96K
|
147
$28.9K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
39+ 3900.0% |
$5.36K - $6.96K
|
40
$7.86K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39New |
$5.36K - $6.96K
|
39
$7.66K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
35+ 0.54% |
$4.81K - $6.24K
|
6.48K
$1.27M
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
34+ 0.17% |
$4.67K - $6.07K
|
20.2K
$3.97M
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
34+ 56.67% |
$4.67K - $6.07K
|
94
$18.5K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33+ 24.44% |
$4.53K - $5.89K
|
168
$33K
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
33+ 0.4% |
$4.53K - $5.89K
|
8.27K
$1.63M
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
30+ 0.75% |
$4.12K - $5.35K
|
4.04K
$794K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
30New |
$4.12K - $5.35K
|
30
$5.89K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30New |
$4.12K - $5.35K
|
30
$5.89K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
30New |
$4.12K - $5.35K
|
30
$5.89K
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
28+ 1.15% |
$3.85K - $5K
|
2.46K
$483K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
26+ 2.2% |
$3.57K - $4.64K
|
1.21K
$237K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25+ 0.72% |
$3.43K - $4.46K
|
3.48K
$683K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
24New |
$3.3K - $4.28K
|
24
$4.71K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 17.65% |
$3.3K - $4.28K
|
160
$31.4K
|