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PALO ALTO NETWORKS
PALO ALTO NETWORKS. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 592 Institutional holders with a total value of $12,672,276,732.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 QS Investors, LLC 8 1,000 0.00%
2 Creative Planning 200 1,000 0.00% Put
3 Catalyst Capital Advisors LLC 11 2,000 0.00%
4 QUADRANT CAPITAL GROUP LLC 14 2,000 0.00%
5 Creative Planning 100 2,000 0.00% Call
6 FEDERATED HERMES, INC. 15 2,000 0.00%
7 SIGNATUREFD, LLC 10 2,000 0.00%
8 WASHINGTON TRUST BANK 10 2,000 0.00%
9 US FINANCIAL ADVISORS, LLC 20 3,000 0.00%
10 ENTERPRISE FINANCIAL SERVICES CORP 17 3,000 0.00%
11 ARMBRUSTER CAPITAL MANAGEMENT, INC. 23 4,000 0.00%
12 Ledyard National Bank 22 4,000 0.00%
13 Evercore Wealth Management, LLC 29 5,000 0.00%
14 Alexandria Capital, LLC 29 5,000 0.00%
15 Cable Hill Partners, LLC 30 5,000 0.00%
16 Carroll Financial Associates, Inc. 33 5,000 0.00%
17 FNY Managed Accounts LLC 36 5,250 0.00% Call
18 ADIRONDACK TRUST CO 50 8,000 0.00%
19 GENEOS WEALTH MANAGEMENT INC. 56 9,000 0.00%
20 MassMutual Private Wealth & Trust, FSB 57 9,299 0.00%
21 TOMPKINS FINANCIAL CORP 60 10,000 0.00%
22 SeaBridge Investment Advisors LLC 60 10,000 0.00%
23 BALENTINE LLC 63 10,000 0.00%
24 Formidable Asset Management, LLC 75 11,000 0.00%
25 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 75 12,000 0.00%
26 ASSETMARK, INC 77 13,000 0.00%
27 SONORA INVESTMENT MANAGEMENT, LLC 100 15,051 0.00%
28 WFG Advisors, LP 100 16,000 0.00%
29 HUNTINGTON NATIONAL BANK 108 16,000 0.00%
30 Donald L. Hagan, LLC 108 18,000 0.00%
31 Barrett Asset Management, LLC 110 18,000 0.00%
32 RPG FAMILY WEALTH ADVISORY, LLC 122 19,903 0.00%
33 ROYAL LONDON ASSET MANAGEMENT LTD 3,239,498 20,000 0.00%
34 ETF MANAGERS GROUP, LLC 175 20,000 0.00%
35 PACER ADVISORS, INC. 161 26,000 0.00%
36 Allworth Financial LP 175 29,000 0.00%
37 Capital Advisors, Ltd. LLC 200 33,000 0.00%
38 Blume Capital Management, Inc. 200 33,000 0.00%
39 THOMPSON DAVIS & CO., INC. 200 33,000 0.00%
40 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 210 34,000 0.00%
41 Shinko Asset Management Co., Ltd. 213 35,000 0.00%
42 Financial Architects, Inc 240 39,000 0.00%
43 Stanford Investment Group, Inc. 242 39,000 0.00%
44 Endurance Wealth Management, Inc. 250 41,000 0.00%
45 Global X Management CO LLC 253 41,000 0.00%
46 First Horizon Advisors, Inc. 323 43,000 0.00%
47 SARGENT BICKHAM LAGUDIS LLC 268 44,000 0.00%
48 Johnson Financial Group, Inc. 295 48,000 0.00%
49 EXANE DERIVATIVES 321 52,365 0.00%
50 Plante Moran Financial Advisors, LLC 326 53,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.