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 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
23+ 0.94% |
$3.16K - $4.1K
|
2.46K
$483K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
22+ 0.27% |
$3.02K - $3.92K
|
8.1K
$1.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
22+ 61.11% |
$3.02K - $3.92K
|
58
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.65% |
$2.88K - $3.75K
|
3.24K
$636K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20New |
$2.75K - $3.57K
|
20
$3.93K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19+ 0.71% |
$2.61K - $3.39K
|
2.71K
$532K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
18+ 150.0% |
$2.47K - $3.21K
|
30
$5.89K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
18New |
$2.47K - $3.21K
|
18
$3.54K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
17+ 0.34% |
$2.33K - $3.03K
|
4.98K
$978K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.44% |
$2.33K - $3.03K
|
3.9K
$767K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 66.67% |
$2.2K - $2.85K
|
40
$7.86K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
15New |
$2.06K - $2.68K
|
15
$2.95K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15New |
$2.06K - $2.68K
|
15
$2.95K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
15New |
$2.06K - $2.68K
|
15
$2.95K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
14+ 8.64% |
$1.92K - $2.5K
|
176
$34.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 19.23% |
$1.37K - $1.78K
|
62
$12.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
9+ 0.13% |
$1.24K - $1.61K
|
6.71K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9+ 0.01% |
$1.24K - $1.61K
|
75.8K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6New |
$824 - $1.07K
|
6
$1.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6New |
$824 - $1.07K
|
6
$1.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 4.65% |
$824 - $1.07K
|
135
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$824 - $1.07K
|
6
$1.18K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
5New |
$687 - $892
|
5
$982
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 23.81% |
$687 - $892
|
26
$5.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$549 - $714
|
4
$786
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$412 - $535
|
3
$589
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3+ 25.0% |
$412 - $535
|
15
$2.95K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 10.0% |
$275 - $357
|
22
$4.32K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 9.52% |
$275 - $357
|
23
$4.52K
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$275 - $357
|
2.47K
$484K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.8% |
$275 - $357
|
251
$49.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 9.09% |
$275 - $357
|
24
$4.71K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$275 - $357
|
2
$393
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.49% |
$137 - $178
|
205
$40.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$137 - $178
|
6
$1.18K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2- 0.84% |
$275 - $357
|
236
$46.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-3- 20.0% |
$412 - $535
|
12
$2.36K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3- 0.01% |
$412 - $535
|
26.6K
$5.22M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5- 11.9% |
$687 - $892
|
37
$7.27K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-5- 71.43% |
$687 - $892
|
2
$393
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-5- 0.05% |
$687 - $892
|
10.2K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7- 0.08% |
$961 - $1.25K
|
8.35K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8- 0.29% |
$1.1K - $1.43K
|
2.72K
$534K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 3.1% |
$1.37K - $1.78K
|
313
$61.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.74% |
$1.51K - $1.96K
|
1.49K
$292K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-12- 4.4% |
$1.65K - $2.14K
|
261
$51.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-12- 0.58% |
$1.65K - $2.14K
|
2.05K
$402K
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-12- 0.33% |
$1.65K - $2.14K
|
3.64K
$715K
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-14- 0.07% |
$1.92K - $2.5K
|
20K
$3.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-14- 0.11% |
$1.92K - $2.5K
|
12.3K
$2.42M
|