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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-3- 0.21% |
$695 - $942
|
1.44K
$282K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.57% |
$695 - $942
|
525
$103K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 2.74% |
$927 - $1.26K
|
142
$27.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-4- 0.03% |
$927 - $1.26K
|
12.7K
$2.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 2.19% |
$1.16K - $1.57K
|
223
$43.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-5- 0.16% |
$1.16K - $1.57K
|
3.16K
$621K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5- 0.24% |
$1.16K - $1.57K
|
2.06K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5- 0.58% |
$1.16K - $1.57K
|
861
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 0.1% |
$1.16K - $1.57K
|
4.98K
$979K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6- 2.84% |
$1.39K - $1.88K
|
205
$40.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6- 0.11% |
$1.39K - $1.88K
|
5.32K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-6- 0.49% |
$1.39K - $1.88K
|
1.22K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6- 4.11% |
$1.39K - $1.88K
|
140
$27.5K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-7- 0.35% |
$1.62K - $2.2K
|
1.99K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-9- 26.47% |
$2.09K - $2.82K
|
25
$4.91K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-10- 0.08% |
$2.32K - $3.14K
|
12.1K
$2.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 7.35% |
$2.32K - $3.14K
|
126
$24.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-10- 0.01% |
$2.32K - $3.14K
|
177K
$34.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-13- 0.25% |
$3.01K - $4.08K
|
5.29K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-14- 0.67% |
$3.24K - $4.39K
|
2.08K
$409K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-14- 1.16% |
$3.24K - $4.39K
|
1.2K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-14- 2.37% |
$3.24K - $4.39K
|
577
$113K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 13.76% |
$3.48K - $4.71K
|
94
$18.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-15- 1.35% |
$3.48K - $4.71K
|
1.1K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-16- 0.13% |
$3.71K - $5.02K
|
12.1K
$2.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-17- 0.57% |
$3.94K - $5.34K
|
2.97K
$583K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17- 0.32% |
$3.94K - $5.34K
|
5.31K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-17- 56.67% |
$3.94K - $5.34K
|
13
$2.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-17- 0.48% |
$3.94K - $5.34K
|
3.51K
$690K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-18- 1.04% |
$4.17K - $5.65K
|
1.71K
$336K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-18- 0.27% |
$4.17K - $5.65K
|
6.62K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-20- 0.14% |
$4.63K - $6.28K
|
14.6K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-20- 0.2% |
$4.63K - $6.28K
|
10.1K
$1.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21- 2.19% |
$4.87K - $6.59K
|
936
$184K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-21- 0.37% |
$4.87K - $6.59K
|
5.59K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-23- 1.92% |
$5.33K - $7.22K
|
1.18K
$231K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-25- 2.08% |
$5.79K - $7.85K
|
1.18K
$231K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-25- 2.62% |
$5.79K - $7.85K
|
928
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-25- 1.84% |
$5.79K - $7.85K
|
1.33K
$262K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-27- 3.08% |
$6.26K - $8.47K
|
850
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-27- 2.09% |
$6.26K - $8.47K
|
1.27K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-30- 3.18% |
$6.95K - $9.42K
|
912
$179K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-30- 31.91% |
$6.95K - $9.42K
|
64
$12.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-31- 0.43% |
$7.18K - $9.73K
|
7.12K
$1.4M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32- 88.89% |
$7.41K - $10K
|
4
$786
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-33- 1.9% |
$7.65K - $10.4K
|
1.71K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-33- 2.49% |
$7.65K - $10.4K
|
1.29K
$254K
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-34- 0.3% |
$7.88K - $10.7K
|
11.3K
$2.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-35- 0.6% |
$8.11K - $11K
|
5.83K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-35- 7.94% |
$8.11K - $11K
|
406
$79.7K
|