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 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-300- 15.82% |
$69.5K - $94.2K
|
1.6K
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-301- 84.08% |
$69.7K - $94.5K
|
57
$11.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-314- 1.56% |
$72.8K - $98.6K
|
19.8K
$4M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-320- 0.83% |
$74.1K - $100K
|
38.2K
$7.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-322- 6.72% |
$74.6K - $101K
|
4.47K
$902K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-322- 5.8% |
$74.6K - $101K
|
5.23K
$1.06M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-324- 22.07% |
$75.1K - $102K
|
1.14K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-325- 1.21% |
$75.3K - $102K
|
26.6K
$5.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-332- 3.89% |
$76.9K - $104K
|
8.21K
$1.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-332- 2.54% |
$76.9K - $104K
|
12.7K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-345- 6.09% |
$79.9K - $108K
|
5.32K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-349- 49.79% |
$80.9K - $110K
|
352
$71.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-351- 9.59% |
$81.3K - $110K
|
3.31K
$668K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-353- 17.29% |
$81.8K - $111K
|
1.69K
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-358- 8.24% |
$83K - $112K
|
3.99K
$804K
|
|
|
Aug 08, 2024
Q4 2023
|
Robocap Asset Management LTD
London, X0 |
SELL
|
- |
-369- 9.76% |
$85.5K - $116K
|
3.41K
$688K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-375- 3.77% |
$86.9K - $118K
|
9.57K
$1.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-378- 1.15% |
$87.6K - $119K
|
32.4K
$6.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-384- 2.89% |
$89K - $121K
|
12.9K
$2.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-395- 6.13% |
$91.5K - $124K
|
6.05K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-396- 2.29% |
$91.8K - $124K
|
16.9K
$3.41M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-397- 1.99% |
$92K - $125K
|
19.6K
$3.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-399- 21.94% |
$92.5K - $125K
|
1.42K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-407- 9.14% |
$94.3K - $128K
|
4.05K
$817K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-412- 26.75% |
$95.5K - $129K
|
1.13K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-423- 13.5% |
$98K - $133K
|
2.71K
$547K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-426- 87.84% |
$98.7K - $134K
|
59
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-432- 0.49% |
$100K - $136K
|
87.7K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-450- 5.93% |
$104K - $141K
|
7.14K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-456- 0.37% |
$106K - $143K
|
123K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-462- 5.89% |
$107K - $145K
|
7.38K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-465- 14.46% |
$108K - $146K
|
2.75K
$555K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-465- 14.46% |
$108K - $146K
|
2.75K
$555K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-476- 27.06% |
$110K - $149K
|
1.28K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-477- 2.86% |
$111K - $150K
|
16.2K
$3.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-478- 1.99% |
$111K - $150K
|
23.5K
$4.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-482- 28.27% |
$112K - $151K
|
1.22K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-487- 15.48% |
$113K - $153K
|
2.66K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-498- 3.4% |
$115K - $156K
|
14.1K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Keystone Investors Pte LTD
Singapore, U0 |
SELL
|
- |
-507- 6.66% |
$117K - $159K
|
7.1K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-510- 23.95% |
$118K - $160K
|
1.62K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-513- 16.46% |
$119K - $161K
|
2.6K
$525K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-518- 9.05% |
$120K - $163K
|
5.2K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-521- 4.73% |
$121K - $164K
|
10.5K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-525- 1.68% |
$122K - $165K
|
30.7K
$6.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-527- 25.96% |
$122K - $165K
|
1.5K
$303K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-554- 6.03% |
$128K - $174K
|
8.64K
$1.74M
|
|
|
May 21, 2024
Q4 2023
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-563- 2.11% |
$130K - $177K
|
26.1K
$5.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-568- 0.7% |
$132K - $178K
|
80.4K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-571- 20.51% |
$132K - $179K
|
2.21K
$447K
|