Palo Alto Networks Ownership 2024 | Who Owns Palo Alto Networks Now?
Institutional Ownership
76.12%
Insider Ownership
0.93%
Retail Ownership
22.95%
Institutional Holders
2.00K
Palo Alto Networks Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 9.14% | 0.19% | 29,501,109 | 929,011 | 3.25% | 10,001,170,963 | Jun 30, 2024 |
BLACKROCK INC. | 7.75% | 0.19% | 25,010,001 | 924,895 | 3.84% | 8,478,640,433 | Jun 30, 2024 |
MORGAN STANLEY | 4.34% | 0.37% | 14,019,479 | 157,716 | 1.14% | 4,752,744,647 | Jun 30, 2024 |
STATE STREET CORP | 4.18% | 0.20% | 13,512,190 | 517,612 | 3.98% | 4,580,767,532,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 2.57% | 0.25% | 8,313,300 | 756,485 | 10.01% | 2,818,291,767 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.42% | 0.22% | 7,803,746 | 271,432 | 3.60% | 2,645,548,193 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.30% | 0.22% | 7,436,068 | 422,243 | 6.02% | 2,515,061,785 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.63% | 0.39% | 5,250,073 | 902,827 | 20.77% | 1,779,839,537 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 1.12% | 0.33% | 3,603,461 | 70,356 | 1.99% | 1,221,625,632 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.06% | 0.20% | 3,434,474 | 102,719 | 3.08% | 1,164,321,030,000 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.00% | 0.25% | 3,243,457 | 255,060 | 8.54% | 1,099,564,356 | Jun 30, 2024 |
UBS GROUP AG | 0.97% | 0.26% | 3,142,496 | 71,516 | 2.33% | 1,065,337,570 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.92% | 0.23% | 2,977,191 | 350,438 | 13.34% | 1,009,298,000 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.91% | 0.29% | 2,950,204 | -492,158 | -14.30% | 1,000,148,658 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.91% | 0.28% | 2,925,512 | 1,127,173 | 62.68% | 991,777,824 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.85% | 0.16% | 2,760,660 | 470,446 | 20.54% | 935,891,242 | Jun 30, 2024 |
FMR LLC | 0.84% | 0.06% | 2,700,716 | -1,904,296 | -41.35% | 915,569,652 | Jun 30, 2024 |
NORGES BANK | 0.83% | 0.14% | 2,682,312 | 2,682,312 | 100.00% | 909,330,591 | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | 0.83% | 0.74% | 2,666,149 | -91,336 | -3.31% | 903,851,328 | Jun 30, 2024 |
INVESCO LTD. | 0.81% | 0.19% | 2,604,234 | 549,269 | 26.73% | 882,861,210 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ISOMER PARTNERS LP | 0.02% | 14.34% | 57,500 | -15,100 | -20.80% | 19,493,075 | Jun 30, 2024 |
MIZUHO SECURITIES CO. LTD. | 0.00% | 7.85% | 9,960 | 7,120 | 250.70% | 3,376,540 | Jun 30, 2024 |
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 0.01% | 7.47% | 44,000 | 44,000 | 100.00% | 14,916,440 | Jun 30, 2024 |
CROSSLINK CAPITAL INC | 0.04% | 6.47% | 136,713 | -26,947 | -16.47% | 46,347,074 | Jun 30, 2024 |
CARROLL INVESTORS, INC | 0.01% | 6.33% | 26,654 | 588 | 2.26% | 9,039,171 | Jun 30, 2024 |
BURR FINANCIAL SERVICES, LLC | 0.01% | 6.02% | 25,429 | -1,262 | -4.73% | 8,620,685 | Jun 30, 2024 |
SANDHILL CAPITAL PARTNERS LLC | 0.07% | 6.01% | 231,034 | -2,712 | -1.16% | 78,322,689 | Jun 30, 2024 |
TECA PARTNERS, LP | 0.01% | 5.95% | 25,196 | - | - | 8,541,696 | Jun 30, 2024 |
STONY POINT CAPITAL LLC | 0.02% | 5.94% | 68,248 | 12,934 | 23.38% | 23,136,755 | Jun 30, 2024 |
ALTSHULER SHAHAM LTD | 0.14% | 5.12% | 444,000 | 444,000 | 100.00% | 150,520,440 | Jun 30, 2024 |
TRAN CAPITAL MANAGEMENT, L.P. | 0.04% | 5.11% | 129,829 | -3,136 | -2.36% | 44,013,329 | Jun 30, 2024 |
AVALON GLOBAL ASSET MANAGEMENT LLC | 0.02% | 5.10% | 66,220 | 300 | 0.46% | 22,449,000 | Jun 30, 2024 |
0.01% | 4.80% | 22,703 | -820 | -3.49% | 7,696,672 | Jun 30, 2024 | |
WILLS FINANCIAL GROUP, INC. | 0.01% | 4.77% | 30,521 | 31 | 0.10% | 10,346,924 | Jun 30, 2024 |
COMMONS CAPITAL, LLC | 0.00% | 4.53% | 11,103 | 311 | 2.88% | 3,764,028 | Jun 30, 2024 |
WELLS TRECASO FINANCIAL GROUP, LLC | 0.01% | 4.48% | 38,206 | -392 | -1.02% | 12,952,355 | Jun 30, 2024 |
TENERE CAPITAL LLC | 0.01% | 4.46% | 44,321 | 44,321 | 100.00% | 15,025,262 | Jun 30, 2024 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 0.02% | 4.42% | 76,412 | -919 | -1.19% | 25,904,433 | Jun 30, 2024 |
QCM CAYMAN, LTD. | 0.00% | 4.37% | 1,196 | 24 | 2.05% | 405,456 | Jun 30, 2024 |
FINANCIAL PARTNERS GROUP, LLC | 0.01% | 4.30% | 32,696 | 3,985 | 13.88% | 11,084,271 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.83% | 0.14% | 2,682,312 | 2,682,312 | 100.00% | 909,330,591 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.91% | 0.28% | 2,925,512 | 1,127,173 | 62.68% | 991,777,824 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.40% | 0.99% | 1,295,400 | 1,077,700 | 495.04% | 439,153,567 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.14% | 0.19% | 29,501,109 | 929,011 | 3.25% | 10,001,170,963 | Jun 30, 2024 |
BLACKROCK INC. | 7.75% | 0.19% | 25,010,001 | 924,895 | 3.84% | 8,478,640,433 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.63% | 0.39% | 5,250,073 | 902,827 | 20.77% | 1,779,839,537 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 2.57% | 0.25% | 8,313,300 | 756,485 | 10.01% | 2,818,291,767 | Jun 30, 2024 |
INVESCO LTD. | 0.81% | 0.19% | 2,604,234 | 549,269 | 26.73% | 882,861,210 | Jun 30, 2024 |
STATE STREET CORP | 4.18% | 0.20% | 13,512,190 | 517,612 | 3.98% | 4,580,767,532,000 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.85% | 0.16% | 2,760,660 | 470,446 | 20.54% | 935,891,242 | Jun 30, 2024 |
AMUNDI | 0.63% | 0.27% | 2,031,237 | 468,088 | 29.95% | 693,049,550 | Jun 30, 2024 |
ALTSHULER SHAHAM LTD | 0.14% | 5.12% | 444,000 | 444,000 | 100.00% | 150,520,440 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.30% | 0.22% | 7,436,068 | 422,243 | 6.02% | 2,515,061,785 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.13% | 0.33% | 413,681 | 413,681 | 100.00% | 140,267,152 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.92% | 0.23% | 2,977,191 | 350,438 | 13.34% | 1,009,298,000 | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.13% | 0.43% | 433,100 | 274,800 | 173.59% | 146,825,231 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.42% | 0.22% | 7,803,746 | 271,432 | 3.60% | 2,645,548,193 | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 0.80% | 1.00% | 2,597,898 | 255,544 | 10.91% | 880,450,179 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.00% | 0.25% | 3,243,457 | 255,060 | 8.54% | 1,099,564,356 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.73% | 0.82% | 2,364,082 | 242,495 | 11.43% | 801,447,447 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FMR LLC | 0.84% | 0.06% | 2,700,716 | -1,904,296 | -41.35% | 915,569,652 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 0.65% | 0.46% | 2,097,042 | -717,839 | -25.50% | 710,918,121 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.52% | 0.17% | 1,663,636 | -574,589 | -25.67% | 563,989,077 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.91% | 0.29% | 2,950,204 | -492,158 | -14.30% | 1,000,148,658 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | - | - | - | -484,350 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.03% | 0.15% | 86,070 | -480,575 | -84.81% | 29,334,377 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | - | - | - | -459,911 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.00% | 0.00% | 1,497 | -357,503 | -99.58% | 507,498 | Jun 30, 2024 |
WHALE ROCK CAPITAL MANAGEMENT LLC | - | - | - | -319,888 | -100.00% | - | Jun 30, 2024 |
EAGLE ASSET MANAGEMENT INC | - | - | - | -317,041 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -298,200 | -100.00% | - | Jun 30, 2024 |
AXIOM INVESTORS LLC /DE | 0.03% | 0.31% | 103,700 | -260,436 | -71.52% | 35,155,337 | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -243,454 | -100.00% | - | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.11% | 0.40% | 363,239 | -217,165 | -37.42% | 123,141,744 | Jun 30, 2024 |
UBS GROUP AG | 0.05% | 0.01% | 156,748 | -206,006 | -56.79% | 53,139,139 | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -201,691 | -100.00% | - | Jun 30, 2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.04% | 0.05% | 144,757 | -188,461 | -56.56% | 49,065,668 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.00% | 0.00% | 1,003 | -169,820 | -99.41% | 340,027 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.10% | 0.02% | 308,247 | -168,330 | -35.32% | 104,498,815 | Jun 30, 2024 |
WESTFIELD CAPITAL MANAGEMENT CO LP | - | - | - | -142,571 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.83% | 0.14% | 2,682,312 | 2,682,312 | 100.00% | 909,330,591 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.13% | 0.33% | 413,681 | 413,681 | 100.00% | 140,267,152 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.21% | 111,341 | 111,341 | 100.00% | 37,745,712 | Jun 30, 2024 |
SHAOLIN CAPITAL MANAGEMENT LLC | 0.02% | 0.71% | 75,600 | 75,600 | 100.00% | 25,629,156,000 | Jun 30, 2024 |
PARK NATIONAL CORP /OH/ | 0.02% | 0.92% | 73,368 | 73,368 | 100.00% | 24,872,486 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.24% | 61,548 | 61,548 | 100.00% | 20,865,000 | Jun 30, 2024 |
ROKOS CAPITAL MANAGEMENT LLP | 0.02% | 0.13% | 60,000 | 60,000 | 100.00% | 20,342,283 | Jun 30, 2024 |
DNCA FINANCE | 0.02% | 1.50% | 51,500 | 51,500 | 100.00% | 17,459,015 | Jun 30, 2024 |
FRANKLIN STREET ADVISORS INC /NC | 0.01% | 1.13% | 46,639 | 46,639 | 100.00% | 15,811,000 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.01% | 0.24% | 38,589 | 38,589 | 100.00% | 13,082,057 | Jun 30, 2024 |
BLB&B ADVISORS, LLC | 0.01% | 0.68% | 36,474 | 36,474 | 100.00% | 12,365,051 | Jun 30, 2024 |
MAGNOLIA CAPITAL ADVISORS LLC | 0.01% | 0.04% | 32,955 | 32,955 | 100.00% | 139,090 | Jun 30, 2024 |
ALIGHT CAPITAL MANAGEMENT LP | 0.01% | 2.07% | 25,000 | 25,000 | 100.00% | 8,475,250 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.19% | 24,916 | 24,916 | 100.00% | 8,446,773 | Jun 30, 2024 |
CAPITAL CS GROUP, LLC | 0.01% | 0.14% | 24,600 | 24,600 | 100.00% | 121,157 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | - | 24,448 | 24,448 | 100.00% | 77,000 | Jun 30, 2024 |
WBI INVESTMENTS, INC. | 0.01% | 1.60% | 19,433 | 19,433 | 100.00% | 6,587,981 | Jun 30, 2024 |
LVM CAPITAL MANAGEMENT LTD/MI | 0.01% | 0.71% | 18,470 | 18,470 | 100.00% | 6,262,000 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.01% | 0.09% | 18,124 | 18,124 | 100.00% | 6,144,217 | Jun 30, 2024 |
JANNEY CAPITAL MANAGEMENT LLC | 0.01% | 0.42% | 17,355 | 17,355 | 100.00% | 5,884,000 | Jun 30, 2024 |
ELEVATUS WELATH MANAGEMENT | 0.01% | 2.13% | 16,830 | 16,830 | 100.00% | 5,705,538 | Jun 30, 2024 |
0.00% | 0.56% | 15,332 | 15,332 | 100.00% | 4,510,368 | Jun 30, 2024 | |
SCHONFELD STRATEGIC ADVISORS LLC | 0.00% | 0.03% | 15,000 | 15,000 | 100.00% | 5,085,150 | Jun 30, 2024 |
RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.65% | 14,836 | 14,836 | 100.00% | 5,029,574 | Jun 30, 2024 |
CARLSON CAPITAL L P | 0.00% | 0.71% | 13,462 | 13,462 | 100.00% | 4,563,753 | Jun 30, 2024 |
ALAMAR CAPITAL MANAGEMENT, LLC | 0.00% | 3.31% | 13,453 | 13,453 | 100.00% | 4,560,702 | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.13% | 13,100 | 13,100 | 100.00% | 4,441,031 | Jun 30, 2024 |
CRESSET ASSET MANAGEMENT, LLC | 0.00% | 0.02% | 12,500 | 12,500 | 100.00% | 4,237,625 | Jun 30, 2024 |
MAINSTREET INVESTMENT ADVISORS LLC | 0.00% | 0.51% | 12,253 | 12,253 | 100.00% | 4,153,890 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.04% | 11,035 | 11,035 | 100.00% | 3,740,975 | Jun 30, 2024 |
MIROVA | 0.00% | 0.63% | 10,150 | 10,150 | 100.00% | 3,440,952 | Jun 30, 2024 |
TORNO CAPITAL, LLC | 0.00% | 0.16% | 10,000 | 10,000 | 100.00% | 3,390,100 | Jun 30, 2024 |
BENDER ROBERT & ASSOCIATES | 0.00% | 0.64% | 8,569 | 8,569 | 100.00% | 2,904,977 | Jun 30, 2024 |
VALICENTI ADVISORY SERVICES INC | 0.00% | 0.76% | 8,364 | 8,364 | 100.00% | 2,835,000 | Jun 30, 2024 |
ALERUS FINANCIAL NA | 0.00% | 0.19% | 7,468 | 7,468 | 100.00% | 2,531,696 | Jun 30, 2024 |
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.00% | 0.11% | 7,121 | 7,121 | 100.00% | 2,414,090 | Jun 30, 2024 |
GREENUP STREET WEALTH MANAGEMENT LLC | 0.00% | 0.55% | 6,900 | 6,900 | 100.00% | 2,339,409 | Jun 30, 2024 |
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH | 0.00% | 0.08% | 6,703 | 6,703 | 100.00% | 2,272,384 | Jun 30, 2024 |
VIVID WEALTH MANAGEMENT, LLC | 0.00% | 1.20% | 6,332 | 6,332 | 100.00% | 2,146,611 | Jun 30, 2024 |
CLEARSTEAD TRUST, LLC | 0.00% | 0.51% | 6,081 | 6,081 | 100.00% | 2,061,521 | Jun 30, 2024 |
MIZUHO MARKETS AMERICAS LLC | 0.00% | 0.05% | 5,816 | 5,816 | 100.00% | 1,971,682 | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | 0.00% | 0.14% | 5,600 | 5,600 | 100.00% | 1,898,456 | Jun 30, 2024 |
0.00% | 0.55% | 5,554 | 5,554 | 100.00% | 1,882,862 | Jun 30, 2024 | |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.00% | 0.01% | 5,335 | 5,335 | 100.00% | 1,808,618 | Jun 30, 2024 |
CONCENTRIC CAPITAL STRATEGIES, LP | 0.00% | 0.09% | 5,142 | 5,142 | 100.00% | 1,743,189 | Jun 30, 2024 |
HARDY REED LLC | 0.00% | 0.17% | 5,098 | 5,098 | 100.00% | 1,728,273 | Jun 30, 2024 |
MOORE CAPITAL MANAGEMENT, LP | 0.00% | 0.03% | 4,740 | 4,740 | 100.00% | 1,606,907 | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | 0.00% | 0.13% | 4,474 | 4,474 | 100.00% | 1,516,731 | Jun 30, 2024 |
BTG PACTUAL ASSET MANAGEMENT US LLC | 0.00% | 0.21% | 4,174 | 4,174 | 100.00% | 1,415,028 | Jun 30, 2024 |
DRW SECURITIES, LLC | 0.00% | 0.05% | 3,413 | 3,413 | 100.00% | 1,156,760 | Jun 30, 2024 |
0.00% | 0.46% | 3,383 | 3,383 | 100.00% | 1,146,871 | Jun 30, 2024 | |
TRIANGLE SECURITIES WEALTH MANAGEMENT | 0.00% | 0.28% | 2,938 | 2,938 | 100.00% | 996,011 | Jun 30, 2024 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 0.00% | 0.24% | 2,835 | 2,835 | 100.00% | 961,093 | Jun 30, 2024 |
CIM INVESTMENT MANAGEMENT INC | 0.00% | 0.29% | 2,749 | 2,749 | 100.00% | 931,938 | Jun 30, 2024 |
NOVARE CAPITAL MANAGEMENT LLC | 0.00% | 0.08% | 2,670 | 2,670 | 100.00% | 905,157 | Jun 30, 2024 |
LEE DANNER & BASS INC | 0.00% | 0.06% | 2,377 | 2,377 | 100.00% | 806,000 | Jun 30, 2024 |
HB WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 2,300 | 2,300 | 100.00% | 779,723 | Jun 30, 2024 |
GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.16% | 2,298 | 2,298 | 100.00% | 779,045 | Jun 30, 2024 |
TRADEWINDS, LLC. | 0.00% | 0.24% | 2,287 | 2,287 | 100.00% | 775,316 | Jun 30, 2024 |
CADENT CAPITAL ADVISORS, LLC | 0.00% | 0.31% | 2,271 | 2,271 | 100.00% | 769,893 | Jun 30, 2024 |
INCEPTIONR LLC | 0.00% | 0.22% | 2,258 | 2,258 | 100.00% | 765,485 | Jun 30, 2024 |
MECHANICS FINANCIAL CORP | 0.00% | 0.38% | 2,156 | 2,156 | 100.00% | 730,906 | Jun 30, 2024 |
ING GROEP NV | 0.00% | 0.00% | 2,041 | 2,041 | 100.00% | 691,919 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.20% | 1,929 | 1,929 | 100.00% | 653,937 | Jun 30, 2024 |
MAIA WEALTH LLC | 0.00% | 0.19% | 1,838 | 1,838 | 100.00% | 626,593 | Jun 30, 2024 |
ATOM INVESTORS LP | 0.00% | 0.06% | 1,756 | 1,756 | 100.00% | 595,302 | Jun 30, 2024 |
WORTH FINANCIAL ADVISORY GROUP, LLC | 0.00% | 0.38% | 1,708 | 1,708 | 100.00% | 579,029 | Jun 30, 2024 |
WEST TOWER GROUP, LLC | 0.00% | 1.37% | 1,500 | 1,500 | 100.00% | 508,515 | Jun 30, 2024 |
PGIM CUSTOM HARVEST LLC | 0.00% | 0.01% | 1,492 | 1,492 | 100.00% | 505,803 | Jun 30, 2024 |
CAPITAL INVESTMENT COUNSEL, INC | 0.00% | 0.07% | 1,450 | 1,450 | 100.00% | 491,565 | Jun 30, 2024 |
PROSSIMO ADVISORS, LLC | 0.00% | 0.43% | 1,390 | 1,390 | 100.00% | 471,000 | Jun 30, 2024 |
CAPE ANN SAVINGS BANK | 0.00% | 0.29% | 1,386 | 1,386 | 100.00% | 469,868 | Jun 30, 2024 |
WAVERLY ADVISORS, LLC | 0.00% | 0.01% | 1,377 | 1,377 | 100.00% | 466,905 | Jun 30, 2024 |
CORTON CAPITAL INC. | 0.00% | 0.24% | 1,355 | 1,355 | 100.00% | 459,359 | Jun 30, 2024 |
RPS ADVISORY SOLUTIONS LLC | 0.00% | 0.40% | 1,274 | 1,274 | 100.00% | 431,899 | Jun 30, 2024 |
NATIONAL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.32% | 1,257 | 1,257 | 100.00% | 426,136 | Jun 30, 2024 |
PEGASUS PARTNERS LTD. | 0.00% | 0.04% | 1,233 | 1,233 | 100.00% | 418,000 | Jun 30, 2024 |
JACOBI CAPITAL MANAGEMENT LLC | 0.00% | 0.03% | 1,149 | 1,149 | 100.00% | 389,515 | Jun 30, 2024 |
ASB CONSULTORES, LLC | 0.00% | 0.13% | 1,088 | 1,088 | 100.00% | 368,843 | Jun 30, 2024 |
BLUE FIN CAPITAL, INC. | 0.00% | 0.07% | 1,084 | 1,084 | 100.00% | 367,487 | Jun 30, 2024 |
CX INSTITUTIONAL | 0.00% | 0.02% | 1,067 | 1,067 | 100.00% | 361,724 | Jun 30, 2024 |
TENCORE PARTNERS, LP | 0.00% | 0.14% | 1,036 | 1,036 | 100.00% | 351,214 | Jun 30, 2024 |
BANK PICTET & CIE (ASIA) LTD | 0.00% | 0.02% | 1,021 | 1,021 | 100.00% | 346,129 | Jun 30, 2024 |
0.00% | 0.21% | 1,014 | 1,014 | 100.00% | 343,756 | Jun 30, 2024 | |
TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.18% | 1,012 | 1,012 | 100.00% | 343,078 | Jun 30, 2024 |
G&S CAPITAL LLC | 0.00% | 0.15% | 1,010 | 1,010 | 100.00% | 344,319 | Jun 30, 2024 |
0.00% | 0.01% | 1,000 | 1,000 | 100.00% | 339,007 | Jun 30, 2024 | |
SHAY CAPITAL LLC | 0.00% | 0.05% | 1,000 | 1,000 | 100.00% | 339,010 | Jun 30, 2024 |
CSENGE ADVISORY GROUP | 0.00% | 0.02% | 989 | 989 | 100.00% | 335,281 | Jun 30, 2024 |
TKG ADVISORS, LLC | 0.00% | 0.18% | 986 | 986 | 100.00% | 334,264 | Jun 30, 2024 |
WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 0.00% | 0.00% | 985 | 985 | 100.00% | 333,925 | Jun 30, 2024 |
DORCHESTER WEALTH MANAGEMENT CO | 0.00% | 0.06% | 985 | 985 | 100.00% | 333,925 | Jun 30, 2024 |
WEALTH EFFECTS LLC | 0.00% | 0.12% | 985 | 985 | 100.00% | 333,956 | Jun 30, 2024 |
LEWIS ASSET MANAGEMENT, LLC | 0.00% | 0.25% | 983 | 983 | 100.00% | 333,247 | Jun 30, 2024 |
TRILOGY CAPITAL INC. | 0.00% | 0.02% | 957 | 957 | 100.00% | 324,433 | Jun 30, 2024 |
CRESCENT STERLING, LTD. | 0.00% | 0.31% | 945 | 945 | 100.00% | 320,364 | Jun 30, 2024 |
0.00% | 0.27% | 914 | 914 | 100.00% | 309,389 | Jun 30, 2024 | |
CORNERSTONE WEALTH MANAGEMENT, LLC | 0.00% | 0.02% | 912 | 912 | 100.00% | 309,175 | Jun 30, 2024 |
AIRE ADVISORS, LLC | 0.00% | 0.07% | 888 | 888 | 100.00% | 301,040 | Jun 30, 2024 |
OMNIA FAMILY WEALTH, LLC | 0.00% | 0.13% | 877 | 877 | 100.00% | 297,312 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CAPITAL WORLD INVESTORS | - | - | - | -484,350 | -100.00% | - | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | - | - | - | -459,911 | -100.00% | - | Jun 30, 2024 |
WHALE ROCK CAPITAL MANAGEMENT LLC | - | - | - | -319,888 | -100.00% | - | Jun 30, 2024 |
EAGLE ASSET MANAGEMENT INC | - | - | - | -317,041 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -298,200 | -100.00% | - | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -243,454 | -100.00% | - | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -201,691 | -100.00% | - | Jun 30, 2024 |
WESTFIELD CAPITAL MANAGEMENT CO LP | - | - | - | -142,571 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -117,727 | -100.00% | - | Jun 30, 2024 |
AMF TJANSTEPENSION AB | - | - | - | -106,534 | -100.00% | - | Jun 30, 2024 |
ANOMALY CAPITAL MANAGEMENT, LP | - | - | - | -96,011 | -100.00% | - | Jun 30, 2024 |
CLOUGH CAPITAL PARTNERS L P | - | - | - | -71,348 | -100.00% | - | Jun 30, 2024 |
KODAI CAPITAL MANAGEMENT LP | - | - | - | -67,299 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -66,040 | -100.00% | - | Jun 30, 2024 |
GILDER GAGNON HOWE & CO LLC | - | - | - | -65,631 | -100.00% | - | Jun 30, 2024 |
LAURION CAPITAL MANAGEMENT LP | - | - | - | -61,831 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
CADIAN CAPITAL MANAGEMENT, LP | - | - | - | -59,000 | -100.00% | - | Jun 30, 2024 |
CERCANO MANAGEMENT LLC | - | - | - | -54,546 | -100.00% | - | Jun 30, 2024 |
NOMURA HOLDINGS INC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
BOCHK ASSET MANAGEMENT LTD | - | - | - | -46,600 | -100.00% | - | Jun 30, 2024 |
SENVEST MANAGEMENT, LLC | - | - | - | -29,500 | -100.00% | - | Jun 30, 2024 |
PGGM INVESTMENTS | - | - | - | -22,324 | -100.00% | - | Jun 30, 2024 |
MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -18,116 | -100.00% | - | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -17,700 | -100.00% | - | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | - | - | - | -16,525 | -100.00% | - | Jun 30, 2024 |
CENTERBOOK PARTNERS LP | - | - | - | -15,235 | -100.00% | - | Jun 30, 2024 |
PATTON FUND MANAGEMENT, INC. | - | - | - | -14,218 | -100.00% | - | Jun 30, 2024 |
IMC-CHICAGO, LLC | - | - | - | -13,383 | -100.00% | - | Jun 30, 2024 |
BENSON INVESTMENT MANAGEMENT COMPANY, INC. | - | - | - | -13,118 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -12,717 | -100.00% | - | Jun 30, 2024 |
WESTERLY CAPITAL MANAGEMENT, LLC | - | - | - | -12,000 | -100.00% | - | Jun 30, 2024 |
REDWOOD INVESTMENTS, LLC | - | - | - | -11,332 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -10,867 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -10,346 | -100.00% | - | Jun 30, 2024 |
SANDLER CAPITAL MANAGEMENT | - | - | - | -10,115 | -100.00% | - | Jun 30, 2024 |
DEL-SETTE CAPITAL MANAGEMENT, LLC | - | - | - | -9,934 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -9,351 | -100.00% | - | Jun 30, 2024 |
BENDER ROBERT & ASSOCIATES | - | - | - | -8,729 | -100.00% | - | Jun 30, 2024 |
EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -8,588 | -100.00% | - | Jun 30, 2024 |
FRED ALGER MANAGEMENT, LLC | - | - | - | -8,204 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -7,917 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -7,700 | -100.00% | - | Jun 30, 2024 |
ANDREW HILL INVESTMENT ADVISORS, INC. | - | - | - | -7,566 | -100.00% | - | Jun 30, 2024 |
FORA CAPITAL, LLC | - | - | - | -7,374 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -7,209 | -100.00% | - | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -6,900 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -6,612 | -100.00% | - | Jun 30, 2024 |
RANGE FINANCIAL GROUP LLC | - | - | - | -6,445 | -100.00% | - | Jun 30, 2024 |
EVERENCE CAPITAL MANAGEMENT INC | - | - | - | -6,210 | -100.00% | - | Jun 30, 2024 |
LECAP ASSET MANAGEMENT LTD | - | - | - | -6,171 | -100.00% | - | Jun 30, 2024 |
WEALTHSTAR ADVISORS, LLC | - | - | - | -5,819 | -100.00% | - | Jun 30, 2024 |
OPTIMAS CAPITAL LTD | - | - | - | -5,800 | -100.00% | - | Jun 30, 2024 |
ANTHRACITE INVESTMENT COMPANY, INC. | - | - | - | -5,650 | -100.00% | - | Jun 30, 2024 |
WILLIAMSON LEGACY GROUP, LLC | - | - | - | -5,545 | -100.00% | - | Jun 30, 2024 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | - | - | - | -5,520 | -100.00% | - | Jun 30, 2024 |
MICHAEL & SUSAN DELL FOUNDATION | - | - | - | -4,749 | -100.00% | - | Jun 30, 2024 |
BRANDYWINE MANAGERS, LLC | - | - | - | -4,075 | -100.00% | - | Jun 30, 2024 |
CAAS CAPITAL MANAGEMENT LP | - | - | - | -3,900 | -100.00% | - | Jun 30, 2024 |
GENUS CAPITAL MANAGEMENT INC. | - | - | - | -3,780 | -100.00% | - | Jun 30, 2024 |
SIRIOS CAPITAL MANAGEMENT L P | - | - | - | -3,765 | -100.00% | - | Jun 30, 2024 |
HIGHVISTA STRATEGIES LLC | - | - | - | -3,700 | -100.00% | - | Jun 30, 2024 |
STONERIDGE INVESTMENT PARTNERS LLC | - | - | - | -3,568 | -100.00% | - | Jun 30, 2024 |
ADVISOR RESOURCE COUNCIL | - | - | - | -3,284 | -100.00% | - | Jun 30, 2024 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | - | - | - | -3,225 | -100.00% | - | Jun 30, 2024 |
NOKED ISRAEL LTD | - | - | - | -3,100 | -100.00% | - | Jun 30, 2024 |
EFG ASSET MANAGEMENT (AMERICAS) CORP. | - | - | - | -3,052 | -100.00% | - | Jun 30, 2024 |
USA FINANCIAL PORTFORMULAS CORP | - | - | - | -3,023 | -100.00% | - | Jun 30, 2024 |
TE AHUMAIRANGI INVESTMENT MANAGEMENT LTD | - | - | - | -2,875 | -100.00% | - | Jun 30, 2024 |
EVOKE WEALTH, LLC | - | - | - | -2,780 | -100.00% | - | Jun 30, 2024 |
STRATEGY ASSET MANAGERS LLC | - | - | - | -2,711 | -100.00% | - | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | - | - | - | -2,529 | -100.00% | - | Jun 30, 2024 |
DELTA FINANCIAL GROUP, INC. | - | - | - | -2,474 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -2,317 | -100.00% | - | Jun 30, 2024 |
QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -2,233 | -100.00% | - | Jun 30, 2024 |
CITO CAPITAL GROUP, LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
GRANITE BAY WEALTH MANAGEMENT, LLC | - | - | - | -1,900 | -100.00% | - | Jun 30, 2024 |
DEUTSCHE BANK AG\ | - | - | - | -1,800 | -100.00% | - | Jun 30, 2024 |
BRIDGEWATER ASSOCIATES, LP | - | - | - | -1,771 | -100.00% | - | Jun 30, 2024 |
MORGENS WATERFALL VINTIADIS & CO INC | - | - | - | -1,750 | -100.00% | - | Jun 30, 2024 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -1,690 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -1,685 | -100.00% | - | Jun 30, 2024 |
FULLERTON FUND MANAGEMENT CO LTD. | - | - | - | -1,676 | -100.00% | - | Jun 30, 2024 |
INTACT INVESTMENT MANAGEMENT INC. | - | - | - | -1,600 | -100.00% | - | Jun 30, 2024 |
MORAN WEALTH MANAGEMENT, LLC | - | - | - | -1,599 | -100.00% | - | Jun 30, 2024 |
ALTFEST L J & CO INC | - | - | - | -1,486 | -100.00% | - | Jun 30, 2024 |
RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -1,455 | -100.00% | - | Jun 30, 2024 |
UBS OCONNOR LLC | - | - | - | -1,400 | -100.00% | - | Jun 30, 2024 |
PARNASSUS INVESTMENTS, LLC | - | - | - | -1,395 | -100.00% | - | Jun 30, 2024 |
ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -1,376 | -100.00% | - | Jun 30, 2024 |
PEREGRINE ASSET ADVISERS, INC. | - | - | - | -1,359 | -100.00% | - | Jun 30, 2024 |
BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -1,343 | -100.00% | - | Jun 30, 2024 |
DELAP WEALTH ADVISORY, LLC | - | - | - | -1,311 | -100.00% | - | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -1,169 | -100.00% | - | Jun 30, 2024 |
VERACITY CAPITAL LLC | - | - | - | -1,101 | -100.00% | - | Jun 30, 2024 |
SHEAFF BROCK INVESTMENT ADVISORS, LLC | - | - | - | -1,100 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -1,098 | -100.00% | - | Jun 30, 2024 |
ISRAEL DISCOUNT BANK OF NEW YORK | - | - | - | -1,063 | -100.00% | - | Jun 30, 2024 |
YEOMANS CONSULTING GROUP, INC. | - | - | - | -1,025 | -100.00% | - | Jun 30, 2024 |
CENTRAL ASSET INVESTMENTS & MANAGEMENT HOLDINGS (HK) LTD | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
Palo Alto Networks Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
PUTNAM CONVERTIBLE SECURITIES FUND | 2.57% | 12,550,000 | - | - | Jan 31, 2024 |
ADVENT CONVERTIBLE & INCOME FUND | 1.87% | 6,428,000 | - | - | Jan 31, 2024 |
Virtus Artificial Intelligence & Technology Opportunities Fund | 1.80% | 7,100,000 | - | - | Jan 31, 2024 |
Leader Funds Trust | 1.56% | 1,000,000 | - | - | Aug 31, 2022 |
CAPITAL MANAGEMENT INVESTMENT TRUST | 1.37% | 5,000 | - | - | Feb 29, 2024 |
Virtus Dividend, Interest & Premium Strategy Fund | 1.31% | 3,115,000 | - | - | Jan 31, 2024 |
FORUM FUNDS | 1.30% | 3,000,000 | - | - | Jan 31, 2024 |
Virtus Equity & Convertible Income Fund | 1.27% | 2,525,000 | - | - | Jan 31, 2024 |
Virtus Diversified Income & Convertible Fund | 1.22% | 2,490,000 | - | - | Jan 31, 2024 |
ALGER FUNDS II | 1.21% | 273,744 | - | - | Jan 31, 2024 |
Virtus Artificial Intelligence & Technology Opportunities Fund | 1.17% | 4,600,000 | - | - | Jan 31, 2024 |
Virtus Strategy Trust | 1.15% | 24,315,000 | - | - | Mar 28, 2024 |
BlackRock Capital Appreciation Fund, Inc. | 1.03% | 166,125 | - | - | Feb 29, 2024 |
BRIDGES INVESTMENT FUND INC | 0.99% | 30,000 | -3,000 | -9.09% | Dec 31, 2022 |
Virtus Equity & Convertible Income Fund | 0.95% | 1,885,000 | -510,000 | -21.29% | Jan 31, 2024 |
Virtus Dividend, Interest & Premium Strategy Fund | 0.94% | 2,230,000 | -595,000 | -21.06% | Jan 31, 2024 |
VOYAGEUR MUTUAL FUNDS III | 0.83% | 8,193 | - | - | Jan 31, 2024 |
Virtus Diversified Income & Convertible Fund | 0.81% | 1,640,000 | -425,000 | -20.58% | Jan 31, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.75% | 78,845,000 | - | - | Jan 31, 2024 |
FIDELITY FINANCIAL TRUST | 0.68% | 12,227,000 | - | - | Feb 29, 2024 |
ALGER GLOBAL FOCUS FUND | 0.59% | 1,700 | - | - | Jan 31, 2024 |
Virtus Investment Trust | 0.58% | 19,995,000 | -17,885,000 | -47.21% | Mar 28, 2024 |
Virtus Dividend, Interest & Premium Strategy Fund | 0.58% | 1,375,000 | - | - | Jan 31, 2024 |
Virtus Convertible & Income Fund | 0.58% | 2,850,000 | - | - | Jan 31, 2024 |
Virtus Diversified Income & Convertible Fund | 0.57% | 1,160,000 | - | - | Jan 31, 2024 |
Virtus Convertible & Income Fund II | 0.57% | 2,150,000 | - | - | Jan 31, 2024 |
Virtus Equity & Convertible Income Fund | 0.56% | 1,110,000 | - | - | Jan 31, 2024 |
Virtus Convertible & Income Fund II | 0.54% | 2,040,000 | -535,000 | -20.78% | Jan 31, 2024 |
Virtus Convertible & Income Fund | 0.52% | 2,580,000 | -675,000 | -20.74% | Jan 31, 2024 |
Manager Directed Portfolios | 0.52% | 85,605 | - | - | Jan 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.51% | 591,000 | - | - | Mar 28, 2024 |
GABELLI GROWTH FUND | 0.50% | 28,600 | 3,200 | 12.60% | Dec 29, 2023 |
Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.50% | 57,432 | - | - | Jan 31, 2024 |
Virtus Investment Trust | 0.49% | 17,060,000 | - | - | Mar 28, 2024 |
Virtus Strategy Trust | 0.48% | 10,160,000 | - | - | Mar 28, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.41% | 212,281 | - | - | Mar 31, 2024 |
INVESCO QQQ TRUST, SERIES 1 | 0.38% | 6,056,435 | 289,715 | 5.02% | Mar 31, 2024 |
Eaton Vance Enhanced Equity Income Fund II | 0.38% | 30,893 | - | - | Mar 31, 2024 |
Alger ETF Trust | 0.36% | 2,568 | - | - | Dec 31, 2023 |
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.34% | 90,000 | -30,000 | -25.00% | Feb 28, 2023 |
Milliman Variable Insurance Trust | 0.33% | 137 | -29 | -17.47% | Mar 31, 2024 |
CALAMOS STRATEGIC TOTAL RETURN FUND | 0.32% | 3,520,000 | - | - | Jan 31, 2024 |
Virtus Strategy Trust | 0.31% | 6,587,000 | -6,075,000 | -47.98% | Mar 28, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.31% | 117,632 | -35,420 | -23.14% | Mar 31, 2024 |
Tax-Managed Multi-Cap Growth Portfolio | 0.31% | 8,192 | - | - | Jan 31, 2024 |
Delaware Enhanced Global Dividend & Income Fund | 0.30% | 109,000 | -105,000 | -49.07% | Feb 28, 2023 |
SPARROW FUNDS | 0.29% | 1,045 | 255 | 32.28% | Feb 29, 2024 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.29% | 93,000 | - | - | Dec 31, 2023 |
AMCAP FUND | 0.28% | 2,379,817 | -314,357 | -11.67% | Feb 29, 2024 |
Virtus Investment Trust | 0.28% | 9,650,000 | - | - | Mar 28, 2024 |
Transparent Value Trust | 0.26% | 4,242 | -5,490 | -56.41% | Dec 31, 2023 |
REYNOLDS FUNDS INC | 0.26% | 2,950 | -5,250 | -64.02% | Mar 31, 2024 |
Virtus Convertible & Income Fund II | 0.25% | 960,000 | - | - | Jan 31, 2024 |
Virtus Convertible & Income Fund | 0.24% | 1,205,000 | - | - | Jan 31, 2024 |
FIDELITY MAGELLAN FUND | 0.24% | 1,908,740 | - | - | Mar 31, 2024 |
Connors Funds | 0.24% | 2,550 | - | - | Feb 29, 2024 |
Stock Portfolio | 0.24% | 14,510 | 14,510 | - | Mar 31, 2024 |
Impact Shares Trust I | 0.23% | 2,461 | 1,440 | 141.04% | Mar 31, 2024 |
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 0.23% | 106,919 | -4,911 | -4.39% | Jan 31, 2024 |
Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.23% | 27,036 | - | - | Mar 31, 2024 |
JP MORGAN MUTUAL FUND INVESTMENT TRUST | 0.22% | 831,331 | -61,319 | -6.87% | Dec 31, 2023 |
Voya VARIABLE PRODUCTS TRUST | 0.20% | 72,680 | - | - | Mar 31, 2024 |
FIRST TRUST ENHANCED EQUITY INCOME FUND | 0.20% | 7,500 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND II | 0.19% | 1,387,698 | 220,619 | 18.90% | Mar 31, 2024 |
T. Rowe Price Global Technology Fund, Inc. | 0.17% | 86,500 | - | - | Mar 31, 2024 |
SEI Exchange Traded Funds | 0.17% | 2,437 | 223 | 10.07% | Dec 31, 2023 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.17% | 15,800 | - | - | Feb 29, 2024 |
Voya VARIABLE FUNDS | 0.17% | 142,446 | - | - | Mar 31, 2024 |
SIT LARGE CAP GROWTH FUND INC | 0.16% | 9,225 | - | - | Mar 28, 2024 |
Eaton Vance Enhanced Equity Income Fund | 0.16% | 19,598 | - | - | Mar 31, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.15% | 15,770,000 | - | - | Jan 31, 2024 |
NICHOLAS II, INC | 0.15% | 70,340 | -15,145 | -17.72% | Dec 31, 2023 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.14% | 50,517 | - | - | Mar 31, 2024 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 0.14% | 55,155 | - | - | Feb 29, 2024 |
Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.13% | 13,677 | -3,620 | -20.93% | Mar 31, 2024 |
MANOR INVESTMENT FUNDS INC | 0.11% | 2,616 | - | - | Mar 31, 2024 |
PIONEER SERIES TRUST XII | 0.11% | 80,774 | -82,479 | -50.52% | Feb 29, 2024 |
T. Rowe Price Science & Technology Fund, Inc. | 0.11% | 156,775 | -109,100 | -41.03% | Mar 31, 2024 |
COPLEY FUND INC /NV/ | 0.10% | 1,400 | - | - | Nov 30, 2022 |
Clough Global Equity Fund | 0.10% | 6,208 | - | - | Jan 31, 2024 |
NICHOLAS FUND, INC. | 0.10% | 163,795 | -12,330 | -7.00% | Dec 31, 2023 |
SPDR S&P 500 ETF TRUST | 0.10% | 3,834,134 | -23,261 | -0.60% | Mar 31, 2024 |
Index Funds | 0.10% | 817 | -5 | -0.61% | Mar 31, 2024 |
Columbia Seligman Premium Technology Growth Fund, Inc. | 0.10% | 18,533 | -3,100 | -14.33% | Mar 31, 2024 |
PUTNAM INVESTMENT FUNDS | 0.09% | 464,846 | -1,700 | -0.36% | Jan 31, 2024 |
NEW ECONOMY FUND | 0.08% | 368,731 | -274,400 | -42.67% | Feb 29, 2024 |
LORD ABBETT SECURITIES TRUST | 0.08% | 386,177 | 1,830 | 0.48% | Jan 31, 2024 |
PIONEER FUND /MA/ | 0.08% | 107,018 | 107,018 | - | Mar 28, 2024 |
Engine No. 1 ETF Trust | 0.08% | 4,540 | 24 | 0.53% | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.07% | 2,273,857 | 5,226 | 0.23% | Mar 31, 2024 |
TOUCHSTONE INSTITUTIONAL FUNDS TRUST | 0.07% | 74,984 | - | - | Sep 30, 2020 |
ALGER INSTITUTIONAL FUNDS | 0.07% | 17,579 | - | - | Jan 31, 2024 |
MAINSTAY VP FUNDS TRUST | 0.07% | 8,438,000 | - | - | Mar 31, 2024 |
GROWTH FUND OF AMERICA | 0.06% | 1,589,905 | -714,705 | -31.01% | Feb 29, 2024 |
SARATOGA ADVANTAGE TRUST | 0.06% | 3,755 | -588 | -13.54% | Feb 29, 2024 |
Clough Funds Trust | 0.06% | 2,450 | -1,480 | -37.66% | Jan 31, 2023 |
SELECT SECTOR SPDR TRUST | 0.06% | 2,129,543 | 155,335 | 7.87% | Mar 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.06% | 1,689 | - | - | Mar 31, 2024 |
UBS RELATIONSHIP FUNDS | 0.05% | 12,321 | -1,628 | -11.67% | Jun 30, 2020 |
VANGUARD INDEX FUNDS | 0.05% | 21,527,836 | 793,766 | 3.83% | Mar 31, 2024 |
Palo Alto Networks Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 1,997 | 1.63% |
31 Mar, 24 | 1,965 | 3.53% |
31 Dec, 23 | 1,898 | 12.31% |
30 Sep, 23 | 1,690 | 2.36% |
30 Jun, 23 | 1,651 | 8.69% |
31 Mar, 23 | 1,519 | 5.49% |
31 Dec, 22 | 1,440 | 2.49% |
30 Sep, 22 | 1,405 | 2.86% |
30 Jun, 22 | 1,366 | 0.22% |
31 Mar, 22 | 1,363 | 6.48% |
31 Dec, 21 | 1,280 | 12.97% |
30 Sep, 21 | 1,133 | 10.32% |
30 Jun, 21 | 1,027 | 1.88% |
31 Mar, 21 | 1,008 | 2.86% |
31 Dec, 20 | 980 | 13.69% |
30 Sep, 20 | 862 | 2.86% |
30 Jun, 20 | 838 | 12.79% |
31 Mar, 20 | 743 | -12.79% |
31 Dec, 19 | 852 | 6.90% |
30 Sep, 19 | 797 | -2.21% |
30 Jun, 19 | 815 | -6.21% |
31 Mar, 19 | 869 | 10.14% |
31 Dec, 18 | 789 | -0.13% |
30 Sep, 18 | 790 | 7.48% |
30 Jun, 18 | 735 | 3.67% |
31 Mar, 18 | 709 | 5.04% |
31 Dec, 17 | 675 | 8.52% |
30 Sep, 17 | 622 | - |
30 Jun, 17 | 622 | 1.80% |
31 Mar, 17 | 611 | 0.99% |
31 Dec, 16 | 605 | 6.70% |
30 Sep, 16 | 567 | 3.09% |
30 Jun, 16 | 550 | -6.78% |
31 Mar, 16 | 590 | -3.44% |
31 Dec, 15 | 611 | 9.89% |
30 Sep, 15 | 556 | 5.90% |
30 Jun, 15 | 525 | 8.47% |
31 Mar, 15 | 484 | 12.04% |
31 Dec, 14 | 432 | 25.95% |
30 Sep, 14 | 343 | 15.88% |
30 Jun, 14 | 296 | 17.46% |
31 Mar, 14 | 252 | 20.57% |
31 Dec, 13 | 209 | 6.09% |
30 Sep, 13 | 197 | 11.93% |
30 Jun, 13 | 176 | 131.58% |
31 Mar, 13 | 76 | 40.74% |
31 Dec, 12 | 54 | 14.89% |
30 Sep, 12 | 47 | - |
30 Sep, 11 | 1 | - |
31 Mar, 10 | 1 | - |
31 Mar, 87 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 245,792,576 | 1.90% |
31 Mar, 24 | 241,220,223 | -6.35% |
31 Dec, 23 | 257,565,605 | -0.02% |
30 Sep, 23 | 257,628,191 | -3.33% |
30 Jun, 23 | 266,501,732 | -5.41% |
31 Mar, 23 | 281,731,388 | 12.85% |
31 Dec, 22 | 249,653,105 | -0.53% |
30 Sep, 22 | 250,972,827 | 189.22% |
30 Jun, 22 | 86,776,796 | 0.46% |
31 Mar, 22 | 86,377,540 | 3.70% |
31 Dec, 21 | 83,295,542 | -1.91% |
30 Sep, 21 | 84,920,747 | 4.74% |
30 Jun, 21 | 81,079,720 | 0.18% |
31 Mar, 21 | 80,933,191 | -1.47% |
31 Dec, 20 | 82,141,436 | 4.45% |
30 Sep, 20 | 78,639,759 | -1.25% |
30 Jun, 20 | 79,632,456 | 1.51% |
31 Mar, 20 | 78,447,617 | -0.41% |
31 Dec, 19 | 78,769,212 | 0.06% |
30 Sep, 19 | 78,723,490 | 1.89% |
30 Jun, 19 | 77,260,108 | 0.18% |
31 Mar, 19 | 77,123,269 | 0.83% |
31 Dec, 18 | 76,488,126 | -2.04% |
30 Sep, 18 | 78,081,616 | 1.03% |
30 Jun, 18 | 77,285,778 | 0.57% |
31 Mar, 18 | 76,850,462 | 1.52% |
31 Dec, 17 | 75,696,695 | 1.77% |
30 Sep, 17 | 74,382,247 | 4.67% |
30 Jun, 17 | 71,062,871 | -3.03% |
31 Mar, 17 | 73,283,306 | -4.89% |
31 Dec, 16 | 77,049,494 | -3.97% |
30 Sep, 16 | 80,236,728 | 8.79% |
30 Jun, 16 | 73,751,803 | -4.17% |
31 Mar, 16 | 76,958,757 | 11.76% |
31 Dec, 15 | 68,860,358 | 4.30% |
30 Sep, 15 | 66,021,407 | -2.31% |
30 Jun, 15 | 67,579,908 | -0.99% |
31 Mar, 15 | 68,255,535 | 4.33% |
31 Dec, 14 | 65,423,163 | 5.59% |
30 Sep, 14 | 61,961,407 | 1.48% |
30 Jun, 14 | 61,054,773 | 7.22% |
31 Mar, 14 | 56,940,939 | 1.87% |
31 Dec, 13 | 55,895,715 | 10.66% |
30 Sep, 13 | 50,510,729 | 3.61% |
30 Jun, 13 | 48,748,921 | 204.62% |
31 Mar, 13 | 16,003,253 | 101.34% |
31 Dec, 12 | 7,948,185 | 38.25% |
30 Sep, 12 | 5,748,980 | - |
30 Sep, 11 | 3,886 | - |
31 Mar, 10 | 171 | - |
31 Mar, 87 | 1,764 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 76.12% | 1.36% |
31 Mar, 24 | 74.70% | 1.15% |
31 Dec, 23 | 80.59% | 1.17% |
30 Sep, 23 | 83.08% | 1.10% |
30 Jun, 23 | 86.84% | 1.01% |
31 Mar, 23 | 92.71% | 1.36% |
31 Dec, 22 | 82.58% | 1.18% |
30 Sep, 22 | 83.71% | 9.71% |
30 Jun, 22 | 29.37% | 3.46% |
31 Mar, 22 | 29.11% | 3.58% |
31 Dec, 21 | 28.51% | 3.39% |
30 Sep, 21 | 29.00% | 3.75% |
30 Jun, 21 | 27.81% | 3.59% |
31 Mar, 21 | 27.84% | 3.42% |
31 Dec, 20 | 28.55% | 3.79% |
30 Sep, 20 | 27.45% | 3.66% |
30 Jun, 20 | 27.39% | 3.75% |
31 Mar, 20 | 27.04% | 3.79% |
31 Dec, 19 | 26.71% | 3.62% |
30 Sep, 19 | 27.16% | 3.66% |
30 Jun, 19 | 27.25% | 3.67% |
31 Mar, 19 | 27.23% | 3.70% |
31 Dec, 18 | 27.12% | 3.52% |
30 Sep, 18 | 27.75% | 3.52% |
30 Jun, 18 | 28.09% | 3.62% |
31 Mar, 18 | 27.87% | 3.63% |
31 Dec, 17 | 27.70% | 3.72% |
30 Sep, 17 | 27.28% | 4.02% |
30 Jun, 17 | 26.06% | 3.62% |
31 Mar, 17 | 26.84% | 3.35% |
31 Dec, 16 | 28.32% | 3.19% |
30 Sep, 16 | 29.78% | 3.74% |
30 Jun, 16 | 28.23% | 3.31% |
31 Mar, 16 | 29.22% | 4.16% |
31 Dec, 15 | 26.51% | 3.96% |
30 Sep, 15 | 25.86% | 3.39% |
30 Jun, 15 | 27.61% | 3.61% |
31 Mar, 15 | 27.64% | 3.80% |
31 Dec, 14 | 26.99% | 3.99% |
30 Sep, 14 | 26.01% | 3.80% |
30 Jun, 14 | 26.15% | 4.08% |
31 Mar, 14 | 25.32% | 3.87% |
31 Dec, 13 | 25.57% | 4.64% |
30 Sep, 13 | 23.49% | 4.20% |
30 Jun, 13 | 23.66% | 40.25% |
31 Mar, 13 | 7.67% | 49.99% |
31 Dec, 12 | 3.92% | 47.60% |
30 Sep, 12 | 2.87% | - |
30 Sep, 11 | 0.00% | - |
31 Mar, 10 | 0.00% | - |
31 Mar, 87 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 1,105 | 3.95% |
31 Mar, 24 | 1,063 | 1.72% |
31 Dec, 23 | 1,045 | 22.80% |
30 Sep, 23 | 851 | 4.80% |
30 Jun, 23 | 812 | -0.85% |
31 Mar, 23 | 819 | 15.03% |
31 Dec, 22 | 712 | -44.98% |
30 Sep, 22 | 1,294 | 100.93% |
30 Jun, 22 | 644 | -1.23% |
31 Mar, 22 | 652 | - |
31 Dec, 21 | 652 | 12.41% |
30 Sep, 21 | 580 | 19.34% |
30 Jun, 21 | 486 | 2.53% |
31 Mar, 21 | 474 | -10.23% |
31 Dec, 20 | 528 | 26.92% |
30 Sep, 20 | 416 | -7.35% |
30 Jun, 20 | 449 | 38.15% |
31 Mar, 20 | 325 | -21.31% |
31 Dec, 19 | 413 | 15.04% |
30 Sep, 19 | 359 | -12.01% |
30 Jun, 19 | 408 | -8.93% |
31 Mar, 19 | 448 | 16.97% |
31 Dec, 18 | 383 | 4.93% |
30 Sep, 18 | 365 | 7.67% |
30 Jun, 18 | 339 | 4.31% |
31 Mar, 18 | 325 | 1.25% |
31 Dec, 17 | 321 | 21.59% |
30 Sep, 17 | 264 | -4.00% |
30 Jun, 17 | 275 | -12.14% |
31 Mar, 17 | 313 | 6.10% |
31 Dec, 16 | 295 | - |
30 Sep, 16 | 295 | -5.14% |
30 Jun, 16 | 311 | -2.81% |
31 Mar, 16 | 320 | -6.43% |
31 Dec, 15 | 342 | 14.00% |
30 Sep, 15 | 300 | 14.07% |
30 Jun, 15 | 263 | 13.36% |
31 Mar, 15 | 232 | -6.07% |
31 Dec, 14 | 247 | 29.32% |
30 Sep, 14 | 191 | 3.80% |
30 Jun, 14 | 184 | 15.00% |
31 Mar, 14 | 160 | 50.94% |
31 Dec, 13 | 106 | -9.40% |
30 Sep, 13 | 117 | -11.36% |
30 Jun, 13 | 132 | 123.73% |
31 Mar, 13 | 59 | 37.21% |
31 Dec, 12 | 43 | -2.27% |
30 Sep, 12 | 44 | - |
30 Sep, 11 | 1 | - |
31 Mar, 10 | 1 | - |
31 Mar, 87 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 569 | -8.37% |
31 Mar, 24 | 621 | 7.44% |
31 Dec, 23 | 578 | 5.67% |
30 Sep, 23 | 547 | -4.04% |
30 Jun, 23 | 570 | 23.11% |
31 Mar, 23 | 463 | -5.70% |
31 Dec, 22 | 491 | 1227.03% |
30 Sep, 22 | 37 | -92.16% |
30 Jun, 22 | 472 | 3.06% |
31 Mar, 22 | 458 | 18.96% |
31 Dec, 21 | 385 | 19.94% |
30 Sep, 21 | 321 | 6.64% |
30 Jun, 21 | 301 | -5.64% |
31 Mar, 21 | 319 | 24.61% |
31 Dec, 20 | 256 | 1.19% |
30 Sep, 20 | 253 | 12.95% |
30 Jun, 20 | 224 | -18.55% |
31 Mar, 20 | 275 | 4.56% |
31 Dec, 19 | 263 | 6.05% |
30 Sep, 19 | 248 | -1.59% |
30 Jun, 19 | 252 | 0.80% |
31 Mar, 19 | 250 | 4.60% |
31 Dec, 18 | 239 | -3.63% |
30 Sep, 18 | 248 | 2.48% |
30 Jun, 18 | 242 | 4.31% |
31 Mar, 18 | 232 | 19.59% |
31 Dec, 17 | 194 | -0.51% |
30 Sep, 17 | 195 | -3.94% |
30 Jun, 17 | 203 | 9.73% |
31 Mar, 17 | 185 | - |
31 Dec, 16 | 185 | 8.19% |
30 Sep, 16 | 171 | 11.76% |
30 Jun, 16 | 153 | -13.07% |
31 Mar, 16 | 176 | 3.53% |
31 Dec, 15 | 170 | 2.41% |
30 Sep, 15 | 166 | -1.78% |
30 Jun, 15 | 169 | -3.43% |
31 Mar, 15 | 175 | 41.13% |
31 Dec, 14 | 124 | 36.26% |
30 Sep, 14 | 91 | 33.82% |
30 Jun, 14 | 68 | 21.43% |
31 Mar, 14 | 56 | -17.65% |
31 Dec, 13 | 68 | 30.77% |
30 Sep, 13 | 52 | 160.00% |
30 Jun, 13 | 20 | 100.00% |
31 Mar, 13 | 10 | 100.00% |
31 Dec, 12 | 5 | - |
30 Sep, 12 | - | - |
30 Sep, 11 | - | - |
31 Mar, 10 | - | - |
31 Mar, 87 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 1,997 | 1.63% | 245,792,576 | 1.90% | 76.12% | 1.36% | 1,105 | 3.95% | 569 | -8.37% |
31 Mar, 24 | 1,965 | 3.53% | 241,220,223 | -6.35% | 74.70% | 1.15% | 1,063 | 1.72% | 621 | 7.44% |
31 Dec, 23 | 1,898 | 12.31% | 257,565,605 | -0.02% | 80.59% | 1.17% | 1,045 | 22.80% | 578 | 5.67% |
30 Sep, 23 | 1,690 | 2.36% | 257,628,191 | -3.33% | 83.08% | 1.10% | 851 | 4.80% | 547 | -4.04% |
30 Jun, 23 | 1,651 | 8.69% | 266,501,732 | -5.41% | 86.84% | 1.01% | 812 | -0.85% | 570 | 23.11% |
31 Mar, 23 | 1,519 | 5.49% | 281,731,388 | 12.85% | 92.71% | 1.36% | 819 | 15.03% | 463 | -5.70% |
31 Dec, 22 | 1,440 | 2.49% | 249,653,105 | -0.53% | 82.58% | 1.18% | 712 | -44.98% | 491 | 1227.03% |
30 Sep, 22 | 1,405 | 2.86% | 250,972,827 | 189.22% | 83.71% | 9.71% | 1,294 | 100.93% | 37 | -92.16% |
30 Jun, 22 | 1,366 | 0.22% | 86,776,796 | 0.46% | 29.37% | 3.46% | 644 | -1.23% | 472 | 3.06% |
31 Mar, 22 | 1,363 | 6.48% | 86,377,540 | 3.70% | 29.11% | 3.58% | 652 | - | 458 | 18.96% |
31 Dec, 21 | 1,280 | 12.97% | 83,295,542 | -1.91% | 28.51% | 3.39% | 652 | 12.41% | 385 | 19.94% |
30 Sep, 21 | 1,133 | 10.32% | 84,920,747 | 4.74% | 29.00% | 3.75% | 580 | 19.34% | 321 | 6.64% |
30 Jun, 21 | 1,027 | 1.88% | 81,079,720 | 0.18% | 27.81% | 3.59% | 486 | 2.53% | 301 | -5.64% |
31 Mar, 21 | 1,008 | 2.86% | 80,933,191 | -1.47% | 27.84% | 3.42% | 474 | -10.23% | 319 | 24.61% |
31 Dec, 20 | 980 | 13.69% | 82,141,436 | 4.45% | 28.55% | 3.79% | 528 | 26.92% | 256 | 1.19% |
30 Sep, 20 | 862 | 2.86% | 78,639,759 | -1.25% | 27.45% | 3.66% | 416 | -7.35% | 253 | 12.95% |
30 Jun, 20 | 838 | 12.79% | 79,632,456 | 1.51% | 27.39% | 3.75% | 449 | 38.15% | 224 | -18.55% |
31 Mar, 20 | 743 | -12.79% | 78,447,617 | -0.41% | 27.04% | 3.79% | 325 | -21.31% | 275 | 4.56% |
31 Dec, 19 | 852 | 6.90% | 78,769,212 | 0.06% | 26.71% | 3.62% | 413 | 15.04% | 263 | 6.05% |
30 Sep, 19 | 797 | -2.21% | 78,723,490 | 1.89% | 27.16% | 3.66% | 359 | -12.01% | 248 | -1.59% |
30 Jun, 19 | 815 | -6.21% | 77,260,108 | 0.18% | 27.25% | 3.67% | 408 | -8.93% | 252 | 0.80% |
31 Mar, 19 | 869 | 10.14% | 77,123,269 | 0.83% | 27.23% | 3.70% | 448 | 16.97% | 250 | 4.60% |
31 Dec, 18 | 789 | -0.13% | 76,488,126 | -2.04% | 27.12% | 3.52% | 383 | 4.93% | 239 | -3.63% |
30 Sep, 18 | 790 | 7.48% | 78,081,616 | 1.03% | 27.75% | 3.52% | 365 | 7.67% | 248 | 2.48% |
30 Jun, 18 | 735 | 3.67% | 77,285,778 | 0.57% | 28.09% | 3.62% | 339 | 4.31% | 242 | 4.31% |
31 Mar, 18 | 709 | 5.04% | 76,850,462 | 1.52% | 27.87% | 3.63% | 325 | 1.25% | 232 | 19.59% |
31 Dec, 17 | 675 | 8.52% | 75,696,695 | 1.77% | 27.70% | 3.72% | 321 | 21.59% | 194 | -0.51% |
30 Sep, 17 | 622 | - | 74,382,247 | 4.67% | 27.28% | 4.02% | 264 | -4.00% | 195 | -3.94% |
30 Jun, 17 | 622 | 1.80% | 71,062,871 | -3.03% | 26.06% | 3.62% | 275 | -12.14% | 203 | 9.73% |
31 Mar, 17 | 611 | 0.99% | 73,283,306 | -4.89% | 26.84% | 3.35% | 313 | 6.10% | 185 | - |
31 Dec, 16 | 605 | 6.70% | 77,049,494 | -3.97% | 28.32% | 3.19% | 295 | - | 185 | 8.19% |
30 Sep, 16 | 567 | 3.09% | 80,236,728 | 8.79% | 29.78% | 3.74% | 295 | -5.14% | 171 | 11.76% |
30 Jun, 16 | 550 | -6.78% | 73,751,803 | -4.17% | 28.23% | 3.31% | 311 | -2.81% | 153 | -13.07% |
31 Mar, 16 | 590 | -3.44% | 76,958,757 | 11.76% | 29.22% | 4.16% | 320 | -6.43% | 176 | 3.53% |
31 Dec, 15 | 611 | 9.89% | 68,860,358 | 4.30% | 26.51% | 3.96% | 342 | 14.00% | 170 | 2.41% |
30 Sep, 15 | 556 | 5.90% | 66,021,407 | -2.31% | 25.86% | 3.39% | 300 | 14.07% | 166 | -1.78% |
30 Jun, 15 | 525 | 8.47% | 67,579,908 | -0.99% | 27.61% | 3.61% | 263 | 13.36% | 169 | -3.43% |
31 Mar, 15 | 484 | 12.04% | 68,255,535 | 4.33% | 27.64% | 3.80% | 232 | -6.07% | 175 | 41.13% |
31 Dec, 14 | 432 | 25.95% | 65,423,163 | 5.59% | 26.99% | 3.99% | 247 | 29.32% | 124 | 36.26% |
30 Sep, 14 | 343 | 15.88% | 61,961,407 | 1.48% | 26.01% | 3.80% | 191 | 3.80% | 91 | 33.82% |
30 Jun, 14 | 296 | 17.46% | 61,054,773 | 7.22% | 26.15% | 4.08% | 184 | 15.00% | 68 | 21.43% |
31 Mar, 14 | 252 | 20.57% | 56,940,939 | 1.87% | 25.32% | 3.87% | 160 | 50.94% | 56 | -17.65% |
31 Dec, 13 | 209 | 6.09% | 55,895,715 | 10.66% | 25.57% | 4.64% | 106 | -9.40% | 68 | 30.77% |
30 Sep, 13 | 197 | 11.93% | 50,510,729 | 3.61% | 23.49% | 4.20% | 117 | -11.36% | 52 | 160.00% |
30 Jun, 13 | 176 | 131.58% | 48,748,921 | 204.62% | 23.66% | 40.25% | 132 | 123.73% | 20 | 100.00% |
31 Mar, 13 | 76 | 40.74% | 16,003,253 | 101.34% | 7.67% | 49.99% | 59 | 37.21% | 10 | 100.00% |
31 Dec, 12 | 54 | 14.89% | 7,948,185 | 38.25% | 3.92% | 47.60% | 43 | -2.27% | 5 | - |
30 Sep, 12 | 47 | - | 5,748,980 | - | 2.87% | - | 44 | - | - | - |
30 Sep, 11 | 1 | - | 3,886 | - | 0.00% | - | 1 | - | - | - |
31 Mar, 10 | 1 | - | 171 | - | 0.00% | - | 1 | - | - | - |
31 Mar, 87 | 1 | - | 1,764 | - | 0.00% | - | 1 | - | - | - |
Palo Alto Networks Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Palo Alto Networks Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2024 | - | 1 | - |
Q3 2024 | 6 | 71 | 8.45% |
Q2 2024 | 8 | 80 | 10.00% |
Q1 2024 | 6 | 132 | 4.55% |
Q4 2023 | 24 | 85 | 28.24% |
Q3 2023 | 7 | 47 | 14.89% |
Q2 2023 | 8 | 63 | 12.70% |
Q1 2023 | 6 | 37 | 16.22% |
Q4 2022 | 12 | 53 | 22.64% |
Q3 2022 | 1 | 25 | 4.00% |
Q2 2022 | - | 22 | - |
Q1 2022 | - | 66 | - |
Q4 2021 | 15 | 77 | 19.48% |
Q3 2021 | 3 | 49 | 6.12% |
Q2 2021 | 2 | 38 | 5.26% |
Q1 2021 | 1 | 86 | 1.16% |
Q4 2020 | 13 | 51 | 25.49% |
Q3 2020 | 1 | 38 | 2.63% |
Q2 2020 | - | 38 | - |
Q1 2020 | 17 | 39 | 43.59% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2024 | - | - | - |
Q3 2024 | - | 64 | - |
Q2 2024 | - | 69 | - |
Q1 2024 | - | 123 | - |
Q4 2023 | - | 69 | - |
Q3 2023 | - | 36 | - |
Q2 2023 | - | 52 | - |
Q1 2023 | - | 28 | - |
Q4 2022 | - | 44 | - |
Q3 2022 | - | 20 | - |
Q2 2022 | - | 13 | - |
Q1 2022 | - | 60 | - |
Q4 2021 | - | 69 | - |
Q3 2021 | - | 39 | - |
Q2 2021 | - | 27 | - |
Q1 2021 | - | 75 | - |
Q4 2020 | - | 40 | - |
Q3 2020 | - | 23 | - |
Q2 2020 | - | 19 | - |
Q1 2020 | 17 | 20 | 85.00% |
PANW Ownership FAQ
Who Owns Palo Alto Networks?
Palo Alto Networks is owned by institutional shareholders (76.12%), insiders (0.93%), and public (22.95%). The largest institutional shareholder of Palo Alto Networks is VANGUARD GROUP INC (9.14% of total shares) and the top mutual fund owner is PUTNAM CONVERTIBLE SECURITIES FUND (2.57% of total shares).
Who are the major institutional shareholders of Palo Alto Networks?
Palo Alto Networks's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., MORGAN STANLEY, STATE STREET CORP, and BANK OF AMERICA CORP /DE/. The top five shareholders own together 27.98% of the company's share outstanding.
How many Palo Alto Networks shareholders are there?
As of Jun 2024, there are 1,997 institutional shareholders of Palo Alto Networks.
What percentage of Palo Alto Networks is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 29.5M shares of Palo Alto Networks, representing 9.14% of the company's total shares outstanding, valued at $10B (as of Jun 2024).
What percentage of Palo Alto Networks is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 25.01M shares of Palo Alto Networks (PANW), compromising 7.75% of the company, valued at $8.48B.
What percentage of Palo Alto Networks is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of Palo Alto Networks. The company owns 14.02M of the company's shares outstanding (worth $4.75B).