Purchases and Sales Made in Q4 2023 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q4 2023. 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, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.32K+ 26.04% |
$305K - $414K
|
6.38K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.31K+ 69.41% |
$302K - $410K
|
3.19K
$627K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 0.44% |
$301K - $408K
|
296K
$58.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.3KNew |
$300K - $406K
|
1.3K
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.29KNew |
$298K - $404K
|
1.29K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.28K+ 10.56% |
$297K - $402K
|
13.4K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.28KNew |
$296K - $401K
|
1.28K
$251K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.28K+ 5.97% |
$295K - $400K
|
22.6K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.27K+ 5.87% |
$295K - $400K
|
23K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.27KNew |
$295K - $399K
|
1.27K
$250K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.27KNew |
$294K - $398K
|
1.27K
$250K
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.27K+ 4.97% |
$293K - $397K
|
26.7K
$5.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.26KNew |
$293K - $397K
|
1.26K
$249K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.26KNew |
$292K - $395K
|
1.26K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.26K+ 1123.21% |
$291K - $395K
|
1.37K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.24KNew |
$287K - $389K
|
1.24K
$244K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
1.23K+ 1.8% |
$285K - $387K
|
69.6K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.22KNew |
$283K - $383K
|
1.22K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
1.21KNew |
$281K - $381K
|
1.21K
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.21K+ 27.98% |
$281K - $380K
|
5.54K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.2K+ 50.67% |
$279K - $378K
|
3.58K
$704K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.2K+ 18.9% |
$278K - $376K
|
7.54K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.2KNew |
$278K - $376K
|
1.2K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
1.2KNew |
$277K - $375K
|
1.2K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.19KNew |
$276K - $373K
|
1.19K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.18K+ 8.66% |
$273K - $370K
|
14.8K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.16KNew |
$269K - $364K
|
1.16K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.16K+ 18.94% |
$268K - $363K
|
7.27K
$1.43M
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.16KNew |
$268K - $363K
|
1.16K
$227K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.15K+ 28.12% |
$267K - $362K
|
5.25K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.14KNew |
$265K - $359K
|
1.14K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.14KNew |
$264K - $357K
|
1.14K
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.14KNew |
$264K - $357K
|
1.14K
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 14.22% |
$262K - $355K
|
9.09K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
1.13KNew |
$262K - $355K
|
1.13K
$223K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.13K+ 3.41% |
$261K - $354K
|
34.2K
$6.72M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.13KNew |
$261K - $353K
|
1.13K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.13K+ 37.53% |
$261K - $353K
|
4.13K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.12K+ 106.56% |
$260K - $352K
|
2.17K
$427K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.11KNew |
$257K - $348K
|
1.11K
$218K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$256K - $347K
|
1.11K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.1KNew |
$256K - $346K
|
1.1K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.1KNew |
$255K - $346K
|
1.1K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
1.1K+ 14.86% |
$255K - $345K
|
8.5K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.1K+ 34.6% |
$255K - $345K
|
4.28K
$841K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
1.08KNew |
$250K - $338K
|
1.08K
$212K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 30.68% |
$249K - $337K
|
4.58K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.06K+ 15.49% |
$246K - $334K
|
7.93K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 15.95% |
$245K - $331K
|
7.68K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.06KNew |
$244K - $331K
|
1.06K
$208K
|