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 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.3K+ 15.34% |
$453K - $589K
|
24.8K
$4.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.3K+ 260.09% |
$453K - $588K
|
4.57K
$886K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.29K+ 110.52% |
$452K - $587K
|
6.27K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 71.64% |
$451K - $586K
|
7.87K
$1.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.21KNew |
$440K - $572K
|
3.21K
$622K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.17K+ 16.39% |
$435K - $565K
|
22.5K
$4.36M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.15K+ 140.65% |
$433K - $562K
|
5.39K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3.14K+ 51.06% |
$431K - $560K
|
9.29K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.11KNew |
$427K - $554K
|
3.11K
$603K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.11K+ 17.46% |
$427K - $554K
|
20.9K
$4.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.08K+ 44.68% |
$423K - $549K
|
9.96K
$1.93M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.07KNew |
$421K - $547K
|
3.07K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3K+ 176.5% |
$413K - $536K
|
4.71K
$913K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3K+ 12.35% |
$412K - $535K
|
27.3K
$5.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.95K+ 111.03% |
$405K - $526K
|
5.61K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.85K+ 13.8% |
$392K - $509K
|
23.5K
$4.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.82K+ 104.07% |
$387K - $502K
|
5.52K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.8K+ 20.32% |
$385K - $500K
|
16.6K
$3.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.73K+ 10.15% |
$375K - $488K
|
29.7K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.71K+ 161.16% |
$373K - $484K
|
4.4K
$853K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.65K+ 25.57% |
$364K - $473K
|
13K
$2.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Nia Impact Advisors, LLC
|
BUY
|
- |
2.64K+ 9.75% |
$363K - $471K
|
29.7K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.59K+ 66.94% |
$355K - $462K
|
6.45K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$348K - $453K
|
2.54K
$492K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.52K+ 3.69% |
$346K - $449K
|
70.6K
$13.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Trellus Management Company, LLC
|
BUY
|
- |
2.5KNew |
$343K - $446K
|
2.5K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 3.27% |
$343K - $446K
|
79K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
2.5KNew |
$343K - $446K
|
2.5K
$485K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.49K+ 0.76% |
$342K - $444K
|
331K
$64.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.49K+ 13.19% |
$342K - $444K
|
21.4K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.47KNew |
$339K - $440K
|
2.47K
$478K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.46K+ 1.64% |
$338K - $439K
|
152K
$29.5M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.46K+ 8.42% |
$337K - $438K
|
31.6K
$6.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
2.45K+ 5.45% |
$337K - $437K
|
47.4K
$9.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.4KNew |
$329K - $428K
|
2.4K
$465K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
2.36K+ 17.61% |
$323K - $420K
|
15.7K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.35KNew |
$323K - $419K
|
2.35K
$456K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.31K+ 198.19% |
$317K - $411K
|
3.47K
$673K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.28K+ 348.62% |
$313K - $407K
|
2.93K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.25KNew |
$309K - $401K
|
2.25K
$436K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.23K+ 109.1% |
$306K - $398K
|
4.27K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.23K+ 71.0% |
$306K - $397K
|
5.36K
$1.04M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.22K+ 7410.0% |
$305K - $397K
|
2.25K
$437K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.2K+ 200.0% |
$302K - $392K
|
3.3K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.19K+ 1.59% |
$301K - $391K
|
140K
$27.2M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.16K+ 0.43% |
$297K - $385K
|
507K
$98.3M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.15KNew |
$295K - $384K
|
2.15K
$417K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.14K+ 140.28% |
$294K - $382K
|
3.67K
$712K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.13K+ 172.25% |
$292K - $380K
|
3.37K
$653K
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
2.12KNew |
$291K - $378K
|
2.12K
$411K
|