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
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
124New |
$28.7K - $38.9K
|
124
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
121New |
$28K - $38K
|
121
$23.8K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
118New |
$27.3K - $37K
|
118
$23.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
118+ 17.25% |
$27.3K - $37K
|
802
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
113+ 6.09% |
$26.2K - $35.5K
|
1.97K
$387K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
110+ 0.53% |
$25.5K - $34.5K
|
20.8K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
110+ 3.4% |
$25.5K - $34.5K
|
3.35K
$658K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
108+ 7.12% |
$25K - $33.9K
|
1.62K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
108+ 35.29% |
$25K - $33.9K
|
414
$81.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
107+ 4.93% |
$24.8K - $33.6K
|
2.28K
$447K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
107+ 2.95% |
$24.8K - $33.6K
|
3.74K
$734K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
106+ 1.1% |
$24.6K - $33.3K
|
9.76K
$1.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
105+ 19.63% |
$24.3K - $33K
|
640
$126K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
105New |
$24.3K - $33K
|
105
$20.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
104+ 12.18% |
$24.1K - $32.6K
|
958
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
104+ 1.58% |
$24.1K - $32.6K
|
6.68K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
102+ 1.55% |
$23.6K - $32K
|
6.68K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
102+ 9.96% |
$23.6K - $32K
|
1.13K
$221K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
101+ 25.0% |
$23.4K - $31.7K
|
505
$99.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 50.0% |
$23.2K - $31.4K
|
300
$58.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
100+ 1.22% |
$23.2K - $31.4K
|
8.26K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
100+ 6.85% |
$23.2K - $31.4K
|
1.56K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
100+ 16.26% |
$23.2K - $31.4K
|
715
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
100+ 10.57% |
$23.2K - $31.4K
|
1.05K
$205K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
100+ 4.13% |
$23.2K - $31.4K
|
2.52K
$495K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
98+ 7.09% |
$22.7K - $30.8K
|
1.48K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
96+ 6.74% |
$22.2K - $30.1K
|
1.52K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
95+ 1.1% |
$22K - $29.8K
|
8.7K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
93+ 67.39% |
$21.5K - $29.2K
|
231
$45.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
93New |
$21.5K - $29.2K
|
93
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
92New |
$21.3K - $28.9K
|
92
$18.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
90+ 3.7% |
$20.9K - $28.2K
|
2.52K
$496K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
85+ 607.14% |
$19.7K - $26.7K
|
99
$19.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
84+ 0.16% |
$19.5K - $26.4K
|
53K
$10.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
82+ 2.61% |
$19K - $25.7K
|
3.23K
$633K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
81New |
$18.8K - $25.4K
|
81
$15.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
81+ 4.83% |
$18.8K - $25.4K
|
1.76K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
81New |
$18.8K - $25.4K
|
81
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
81+ 1.25% |
$18.8K - $25.4K
|
6.56K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
80+ 8.99% |
$18.5K - $25.1K
|
970
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
79+ 2.15% |
$18.3K - $24.8K
|
3.75K
$736K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
78+ 1.08% |
$18.1K - $24.5K
|
7.31K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
78New |
$18.1K - $24.5K
|
78
$15.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
77+ 7.09% |
$17.8K - $24.2K
|
1.16K
$228K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
77New |
$17.8K - $24.2K
|
77
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
75+ 1.11% |
$17.4K - $23.5K
|
6.85K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
71+ 1.24% |
$16.5K - $22.3K
|
5.78K
$1.13M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
70+ 3.9% |
$16.2K - $22K
|
1.87K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
67+ 14.02% |
$15.5K - $21K
|
545
$107K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
65+ 0.8% |
$15.1K - $20.4K
|
8.17K
$1.6M
|