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 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-166- 4.93% |
$38.5K - $52.1K
|
3.2K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-167- 2.92% |
$38.7K - $52.4K
|
5.55K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-171- 3.21% |
$39.6K - $53.7K
|
5.16K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-172- 9.68% |
$39.9K - $54K
|
1.61K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-181- 5.6% |
$41.9K - $56.8K
|
3.05K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-181- 9.29% |
$41.9K - $56.8K
|
1.77K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-181- 20.66% |
$41.9K - $56.8K
|
695
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-187- 9.03% |
$43.3K - $58.7K
|
1.88K
$370K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-191- 2.55% |
$44.3K - $59.9K
|
7.31K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-194- 0.72% |
$45K - $60.9K
|
26.9K
$5.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-197- 3.83% |
$45.6K - $61.8K
|
4.94K
$971K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-200- 17.47% |
$46.3K - $62.8K
|
945
$186K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-200- 26.67% |
$46.3K - $62.8K
|
550
$108K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-200- 4.25% |
$46.3K - $62.8K
|
4.51K
$885K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-202- 2.51% |
$46.8K - $63.4K
|
7.83K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-202- 15.59% |
$46.8K - $63.4K
|
1.09K
$215K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-203- 14.24% |
$47K - $63.7K
|
1.22K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-207- 0.68% |
$48K - $65K
|
30.3K
$5.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-208- 1.55% |
$48.2K - $65.3K
|
13.2K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-210- 17.34% |
$48.7K - $65.9K
|
1K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-214- 4.47% |
$49.6K - $67.2K
|
4.58K
$899K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-216- 10.6% |
$50K - $67.8K
|
1.82K
$358K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-218- 10.71% |
$50.5K - $68.4K
|
1.82K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-219- 8.04% |
$50.7K - $68.7K
|
2.51K
$492K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-221- 3.48% |
$51.2K - $69.4K
|
6.12K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-221- 13.2% |
$51.2K - $69.4K
|
1.45K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-228- 11.67% |
$52.8K - $71.6K
|
1.73K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-231- 2.19% |
$53.5K - $72.5K
|
10.3K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-235- 2.95% |
$54.5K - $73.8K
|
7.73K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-238- 9.83% |
$55.1K - $74.7K
|
2.18K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-240- 1.58% |
$55.6K - $75.3K
|
14.9K
$2.93M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-245- 5.15% |
$56.8K - $76.9K
|
4.51K
$885K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-245- 15.17% |
$56.8K - $76.9K
|
1.37K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-246- 3.02% |
$57K - $77.2K
|
7.91K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-246- 11.74% |
$57K - $77.2K
|
1.85K
$363K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-250- 35.71% |
$57.9K - $78.5K
|
450
$88.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-253- 1.78% |
$58.6K - $79.4K
|
13.9K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-254- 0.67% |
$58.9K - $79.7K
|
37.5K
$7.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-256- 3.73% |
$59.3K - $80.3K
|
6.61K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-261- 13.49% |
$60.5K - $81.9K
|
1.67K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-273- 2.28% |
$63.3K - $85.7K
|
11.7K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-276- 4.7% |
$64K - $86.6K
|
5.6K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-290- 2.49% |
$67.2K - $91K
|
11.3K
$2.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-291- 3.86% |
$67.4K - $91.3K
|
7.25K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-291- 1.53% |
$67.4K - $91.3K
|
18.8K
$3.69M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-291- 4.73% |
$67.4K - $91.3K
|
5.87K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-293- 13.53% |
$67.9K - $92K
|
1.87K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-297- 0.97% |
$68.8K - $93.2K
|
30.3K
$5.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-300- 18.2% |
$69.5K - $94.2K
|
1.35K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-300- 15.82% |
$69.5K - $94.2K
|
1.6K
$313K
|