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 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65+ 5.53% |
$15.1K - $20.4K
|
1.24K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
65+ 2.91% |
$15.1K - $20.4K
|
2.3K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
64+ 1.08% |
$14.8K - $20.1K
|
5.97K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
64+ 16.84% |
$14.8K - $20.1K
|
444
$87.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
63+ 3.0% |
$14.6K - $19.8K
|
2.17K
$425K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
63+ 0.93% |
$14.6K - $19.8K
|
6.82K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 0.63% |
$14.4K - $19.5K
|
9.9K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
62+ 4.47% |
$14.4K - $19.5K
|
1.45K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
61+ 3.71% |
$14.1K - $19.1K
|
1.71K
$335K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
61+ 5.44% |
$14.1K - $19.1K
|
1.18K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
61+ 2.26% |
$14.1K - $19.1K
|
2.76K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
61+ 0.34% |
$14.1K - $19.1K
|
17.9K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
61+ 26.99% |
$14.1K - $19.1K
|
287
$56.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
60+ 4.49% |
$13.9K - $18.8K
|
1.4K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
60+ 3.76% |
$13.9K - $18.8K
|
1.65K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
59+ 0.54% |
$13.7K - $18.5K
|
11.1K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
59+ 6.81% |
$13.7K - $18.5K
|
926
$182K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 5.78% |
$13.7K - $18.5K
|
1.08K
$212K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
59+ 7.87% |
$13.7K - $18.5K
|
809
$159K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
58+ 0.67% |
$13.4K - $18.2K
|
8.73K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
57+ 2.82% |
$13.2K - $17.9K
|
2.08K
$409K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
57+ 3.28% |
$13.2K - $17.9K
|
1.8K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
57New |
$13.2K - $17.9K
|
57
$11.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
55+ 3.24% |
$12.7K - $17.3K
|
1.75K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 2.58% |
$12K - $16.3K
|
2.07K
$407K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
51+ 1.0% |
$11.8K - $16K
|
5.16K
$1.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
51+ 2.16% |
$11.8K - $16K
|
2.41K
$473K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
50+ 3.59% |
$11.6K - $15.7K
|
1.44K
$283K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
50New |
$11.6K - $15.7K
|
50
$9.82K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
49+ 1.96% |
$11.4K - $15.4K
|
2.56K
$502K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
47+ 87.04% |
$10.9K - $14.8K
|
101
$19.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
45+ 21.03% |
$10.4K - $14.1K
|
259
$50.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
43+ 0.08% |
$9.96K - $13.5K
|
54.7K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
42+ 0.08% |
$9.73K - $13.2K
|
53.4K
$10.5M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 140.0% |
$9.73K - $13.2K
|
72
$14.1K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
41+ 3.95% |
$9.5K - $12.9K
|
1.08K
$212K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40+ 2.41% |
$9.27K - $12.6K
|
1.7K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
40+ 1.93% |
$9.27K - $12.6K
|
2.11K
$415K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
38+ 211.11% |
$8.8K - $11.9K
|
56
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
38+ 1.03% |
$8.8K - $11.9K
|
3.73K
$732K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
38+ 13.06% |
$8.8K - $11.9K
|
329
$64.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
37+ 2.0% |
$8.57K - $11.6K
|
1.89K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
37+ 3.49% |
$8.57K - $11.6K
|
1.1K
$215K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
36+ 1.44% |
$8.34K - $11.3K
|
2.54K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
36+ 2.79% |
$8.34K - $11.3K
|
1.33K
$260K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
35+ 2.11% |
$8.11K - $11K
|
1.7K
$333K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
35+ 3.41% |
$8.11K - $11K
|
1.06K
$208K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
35+ 20.47% |
$8.11K - $11K
|
206
$40.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
35+ 41.18% |
$8.11K - $11K
|
120
$23.6K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
35+ 1.0% |
$8.11K - $11K
|
3.54K
$695K
|