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 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
34+ 2.28% |
$7.88K - $10.7K
|
1.53K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
34+ 3.74% |
$7.88K - $10.7K
|
944
$185K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
33+ 2.22% |
$7.65K - $10.4K
|
1.52K
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
32+ 15.92% |
$7.41K - $10K
|
233
$45.8K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
32+ 15.92% |
$7.41K - $10K
|
233
$45.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
31+ 0.17% |
$7.18K - $9.73K
|
18K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$6.95K - $9.42K
|
30
$5.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 17.24% |
$6.95K - $9.42K
|
204
$40.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
29+ 2.6% |
$6.72K - $9.1K
|
1.14K
$224K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
29+ 37.18% |
$6.72K - $9.1K
|
107
$21K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
29New |
$6.72K - $9.1K
|
29
$5.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
28+ 1.15% |
$6.49K - $8.79K
|
2.46K
$484K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
27+ 0.71% |
$6.26K - $8.47K
|
3.8K
$747K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
26+ 0.53% |
$6.02K - $8.16K
|
4.98K
$978K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
24+ 0.84% |
$5.56K - $7.53K
|
2.87K
$564K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 17.29% |
$5.33K - $7.22K
|
156
$30.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
23+ 2.34% |
$5.33K - $7.22K
|
1.01K
$198K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22+ 66.67% |
$5.1K - $6.9K
|
55
$10.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 2.72% |
$4.87K - $6.59K
|
793
$156K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
21New |
$4.87K - $6.59K
|
21
$4.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
21New |
$4.87K - $6.59K
|
21
$4.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
20+ 0.49% |
$4.63K - $6.28K
|
4.13K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20New |
$4.63K - $6.28K
|
20
$3.93K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20+ 1.03% |
$4.63K - $6.28K
|
1.96K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19+ 14.07% |
$4.4K - $5.96K
|
154
$30.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
18+ 0.98% |
$4.17K - $5.65K
|
1.86K
$366K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
18+ 1.59% |
$4.17K - $5.65K
|
1.15K
$226K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
18New |
$4.17K - $5.65K
|
18
$3.54K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17+ 1.44% |
$3.94K - $5.34K
|
1.2K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17+ 188.89% |
$3.94K - $5.34K
|
26
$5.11K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17+ 188.89% |
$3.94K - $5.34K
|
26
$5.11K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16+ 0.76% |
$3.71K - $5.02K
|
2.12K
$415K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16New |
$3.71K - $5.02K
|
16
$3.14K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
16+ 1.65% |
$3.71K - $5.02K
|
987
$194K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16+ 0.66% |
$3.71K - $5.02K
|
2.46K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
16+ 27.59% |
$3.71K - $5.02K
|
74
$14.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
15+ 5.86% |
$3.48K - $4.71K
|
271
$53.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
15New |
$3.48K - $4.71K
|
15
$2.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15+ 0.44% |
$3.48K - $4.71K
|
3.39K
$666K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14+ 1.2% |
$3.24K - $4.39K
|
1.19K
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
14+ 0.43% |
$3.24K - $4.39K
|
3.24K
$636K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
13New |
$3.01K - $4.08K
|
13
$2.55K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 5.91% |
$3.01K - $4.08K
|
233
$45.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13+ 10.83% |
$3.01K - $4.08K
|
133
$26.1K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
12+ 10.0% |
$2.78K - $3.77K
|
132
$25.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
12+ 1.28% |
$2.78K - $3.77K
|
951
$187K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12New |
$2.78K - $3.77K
|
12
$2.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
12+ 1.27% |
$2.78K - $3.77K
|
954
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
12+ 0.85% |
$2.78K - $3.77K
|
1.42K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
12+ 0.08% |
$2.78K - $3.77K
|
14.4K
$2.82M
|