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 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
4.71K+ 154.63% |
$1.09M - $1.48M
|
7.76K
$3.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.7K+ 77.0% |
$1.09M - $1.48M
|
10.8K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.7K+ 26.04% |
$1.09M - $1.47M
|
22.7K
$9.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.68K+ 12.38% |
$1.09M - $1.47M
|
42.5K
$16.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.62K+ 6.83% |
$1.07M - $1.45M
|
72.2K
$28.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.58K+ 8.5% |
$1.06M - $1.44M
|
58.5K
$23.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4.57K+ 26.32% |
$1.06M - $1.43M
|
21.9K
$8.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.56K+ 18.79% |
$1.06M - $1.43M
|
28.8K
$11.4M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.54K+ 179.33% |
$1.05M - $1.42M
|
7.07K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4.53K+ 43.14% |
$1.05M - $1.42M
|
15K
$5.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
4.48KNew |
$1.04M - $1.41M
|
4.48K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.43KNew |
$1.03M - $1.39M
|
4.43K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
4.35KNew |
$1.01M - $1.36M
|
4.35K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 44.17% |
$988K - $1.34M
|
13.9K
$5.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.23KNew |
$979K - $1.33M
|
4.23K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.22KNew |
$977K - $1.32M
|
4.22K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
4.13K+ 36.12% |
$958K - $1.3M
|
15.6K
$6.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.12KNew |
$954K - $1.29M
|
4.12K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.09K+ 82.69% |
$948K - $1.28M
|
9.04K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
4.09KNew |
$948K - $1.28M
|
4.09K
$1.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.03K+ 47.58% |
$933K - $1.26M
|
12.5K
$4.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.99K+ 23.96% |
$924K - $1.25M
|
20.6K
$8.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.98K+ 23.18% |
$921K - $1.25M
|
21.1K
$8.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
3.96K+ 87.62% |
$917K - $1.24M
|
8.47K
$3.36M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.94K+ 458.91% |
$913K - $1.24M
|
4.8K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.94KNew |
$912K - $1.24M
|
3.94K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.92K+ 12.73% |
$907K - $1.23M
|
34.7K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
3.88K+ 1.39% |
$899K - $1.22M
|
284K
$113M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.85KNew |
$892K - $1.21M
|
3.85K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.84K+ 117.63% |
$891K - $1.21M
|
7.11K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.8K+ 0.95% |
$880K - $1.19M
|
402K
$159M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.8K+ 0.95% |
$880K - $1.19M
|
402K
$159M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.78K+ 378.48% |
$876K - $1.19M
|
4.78K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.67KNew |
$851K - $1.15M
|
3.67K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
3.67K+ 24.69% |
$849K - $1.15M
|
18.5K
$7.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.66KNew |
$847K - $1.15M
|
3.66K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.64K+ 4.56% |
$844K - $1.14M
|
83.6K
$33.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.57K+ 135.19% |
$828K - $1.12M
|
6.22K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
3.57K+ 109.93% |
$826K - $1.12M
|
6.81K
$2.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.55KNew |
$822K - $1.11M
|
3.55K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
3.54KNew |
$821K - $1.11M
|
3.54K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.48K+ 14.99% |
$807K - $1.09M
|
26.7K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.48K+ 127.14% |
$807K - $1.09M
|
6.22K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.46KNew |
$801K - $1.09M
|
3.46K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.46K+ 0.46% |
$801K - $1.08M
|
755K
$299M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.4K+ 17.99% |
$788K - $1.07M
|
22.3K
$8.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.38KNew |
$783K - $1.06M
|
3.38K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.36K+ 9.63% |
$779K - $1.06M
|
38.3K
$15.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.35KNew |
$776K - $1.05M
|
3.35K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
3.34KNew |
$773K - $1.05M
|
3.34K
$1.32M
|