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 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
850New |
$197K - $267K
|
850
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
846New |
$196K - $266K
|
846
$166K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
843New |
$195K - $265K
|
843
$166K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
840+ 38.51% |
$195K - $264K
|
3.02K
$594K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
837+ 62.42% |
$194K - $263K
|
2.18K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
836+ 15.36% |
$194K - $262K
|
6.28K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
835New |
$193K - $262K
|
835
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
833New |
$193K - $261K
|
833
$164K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
822New |
$190K - $258K
|
822
$162K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
822New |
$190K - $258K
|
822
$162K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
821+ 34.67% |
$190K - $258K
|
3.19K
$627K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
816New |
$189K - $256K
|
816
$161K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
815New |
$189K - $256K
|
815
$160K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
813New |
$188K - $255K
|
813
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
811New |
$188K - $255K
|
811
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
807New |
$187K - $253K
|
807
$159K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
804+ 3.06% |
$186K - $252K
|
27.1K
$5.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
795New |
$184K - $250K
|
795
$156K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
793New |
$184K - $249K
|
793
$156K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
788+ 36.25% |
$183K - $247K
|
2.96K
$583K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
788New |
$183K - $247K
|
788
$155K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
783New |
$181K - $246K
|
783
$154K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
783+ 8.39% |
$181K - $246K
|
10.1K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
780New |
$181K - $245K
|
780
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Carroll Investors, Inc
|
BUY
|
- |
779+ 3.06% |
$181K - $244K
|
26.2K
$5.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
778New |
$180K - $244K
|
778
$153K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
774New |
$179K - $243K
|
774
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
773New |
$179K - $243K
|
773
$152K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
767New |
$178K - $241K
|
767
$151K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
765New |
$177K - $240K
|
765
$150K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
761+ 88.08% |
$176K - $239K
|
1.63K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
759New |
$176K - $238K
|
759
$149K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
752New |
$174K - $236K
|
752
$148K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
750+ 28.54% |
$174K - $235K
|
3.38K
$665K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
750New |
$174K - $235K
|
750
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
748New |
$173K - $235K
|
748
$147K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
747New |
$173K - $234K
|
747
$147K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
745New |
$173K - $234K
|
745
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
745New |
$173K - $234K
|
745
$147K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
743New |
$172K - $233K
|
743
$146K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
738New |
$171K - $232K
|
738
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
733+ 19.65% |
$170K - $230K
|
4.46K
$878K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
730New |
$169K - $229K
|
730
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
727New |
$168K - $228K
|
727
$143K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
726New |
$168K - $228K
|
726
$143K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
724New |
$168K - $227K
|
724
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
723New |
$168K - $227K
|
723
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
722New |
$167K - $227K
|
722
$142K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
719New |
$167K - $226K
|
719
$141K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
718New |
$166K - $225K
|
718
$141K
|