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 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
300New |
$69.5K - $94.2K
|
300
$58.9K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
298+ 1.7% |
$69K - $93.5K
|
17.8K
$3.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
295+ 4.04% |
$68.4K - $92.6K
|
7.59K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
293+ 146.5% |
$67.9K - $92K
|
493
$96.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
290+ 9.02% |
$67.2K - $91K
|
3.5K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
287New |
$66.5K - $90.1K
|
287
$56.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
285+ 172.73% |
$66K - $89.5K
|
450
$88.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
276+ 9.8% |
$64K - $86.6K
|
3.09K
$607K
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
271+ 1.7% |
$62.8K - $85.1K
|
16.2K
$3.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
270+ 7.23% |
$62.6K - $84.7K
|
4.01K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
269+ 0.64% |
$62.3K - $84.4K
|
42.2K
$8.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
268+ 525.49% |
$62.1K - $84.1K
|
319
$62.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
265+ 6.93% |
$61.4K - $83.2K
|
4.09K
$803K
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
265+ 2.09% |
$61.4K - $83.2K
|
13K
$2.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
264+ 31.54% |
$61.2K - $82.9K
|
1.1K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
262New |
$60.7K - $82.2K
|
262
$51.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
259+ 1363.16% |
$60K - $81.3K
|
278
$54.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
258+ 20.33% |
$59.8K - $81K
|
1.53K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
258New |
$59.8K - $81K
|
258
$50.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
257+ 2.93% |
$59.5K - $80.7K
|
9.04K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
255+ 5.36% |
$59.1K - $80K
|
5.01K
$984K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
253+ 2.1% |
$58.6K - $79.4K
|
12.3K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
253New |
$58.6K - $79.4K
|
253
$49.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
250+ 7.85% |
$57.9K - $78.5K
|
3.43K
$674K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
250+ 1.08% |
$57.9K - $78.5K
|
23.5K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
250+ 3.34% |
$57.9K - $78.5K
|
7.74K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
250+ 0.67% |
$57.9K - $78.5K
|
37.8K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
250+ 25.0% |
$57.9K - $78.5K
|
1.25K
$246K
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
250+ 82.51% |
$57.9K - $78.5K
|
553
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
244+ 1060.87% |
$56.5K - $76.6K
|
267
$52.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
242+ 23.75% |
$56.1K - $76K
|
1.26K
$248K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
242+ 0.95% |
$56.1K - $76K
|
25.6K
$5.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
241+ 13.8% |
$55.8K - $75.6K
|
1.99K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
241+ 4.13% |
$55.8K - $75.6K
|
6.08K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
237+ 6.77% |
$54.9K - $74.4K
|
3.74K
$734K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
229+ 1908.33% |
$53.1K - $71.9K
|
241
$47.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
228New |
$52.8K - $71.6K
|
228
$44.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
226+ 10.28% |
$52.4K - $70.9K
|
2.42K
$476K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
225+ 12.98% |
$52.1K - $70.6K
|
1.96K
$385K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
223+ 12.02% |
$51.7K - $70K
|
2.08K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
222+ 23.97% |
$51.4K - $69.7K
|
1.15K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
222+ 0.66% |
$51.4K - $69.7K
|
34K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
220+ 1.18% |
$51K - $69K
|
18.8K
$3.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
217+ 3.79% |
$50.3K - $68.1K
|
5.94K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
216+ 114.29% |
$50K - $67.8K
|
405
$79.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
212+ 12.58% |
$49.1K - $66.5K
|
1.9K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
210+ 3.43% |
$48.7K - $65.9K
|
6.34K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
208+ 2.87% |
$48.2K - $65.3K
|
7.47K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
205+ 3.4% |
$47.5K - $64.3K
|
6.24K
$1.22M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
204New |
$47.3K - $64K
|
204
$40.1K
|