Latest Institutional Transactions on Palo Alto Networks Inc (PANW)
This table provides information on the latest institutional transactions involving Palo Alto Networks Inc (PANW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
350+ 700.0% |
$103K - $129K
|
400
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
310+ 4.98% |
$91.2K - $114K
|
6.54K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
139+ 3.35% |
$40.9K - $51.2K
|
4.29K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-670- 13.72% |
$197K - $247K
|
4.21K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-746- 8.37% |
$219K - $275K
|
8.17K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.82% |
$5.88K - $7.36K
|
2.46K
$942K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
70+ 7.11% |
$20.6K - $25.8K
|
1.06K
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-50- 44.64% |
$14.7K - $18.4K
|
62
$23.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.51KNew |
$738K - $923K
|
2.51K
$961K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
604New |
$178K - $222K
|
604
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-23.8K- 45.31% |
$7.01M - $8.77M
|
28.8K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
131+ 6.61% |
$38.5K - $48.2K
|
2.11K
$810K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
121+ 4.69% |
$35.6K - $44.5K
|
2.7K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-15- 0.81% |
$4.41K - $5.52K
|
1.84K
$706K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-615- 7.73% |
$181K - $226K
|
7.34K
$2.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 4.55% |
$29.4K - $36.8K
|
2.1K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
273+ 1.53% |
$80.3K - $100K
|
18.1K
$6.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
75+ 3.02% |
$22.1K - $27.6K
|
2.56K
$981K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
106+ 2.63% |
$31.2K - $39K
|
4.14K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
75.7K+ 123.98% |
$22.3M - $27.8M
|
137K
$52.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
496+ 4.07% |
$146K - $183K
|
12.7K
$4.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
157+ 2.69% |
$46.2K - $57.8K
|
6K
$2.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-16- 0.83% |
$4.71K - $5.89K
|
1.91K
$731K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
193+ 2.93% |
$56.8K - $71K
|
6.78K
$2.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-155- 5.73% |
$45.6K - $57K
|
2.55K
$977K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25.8K- 15.64% |
$7.6M - $9.5M
|
139K
$53.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-59- 1.08% |
$17.4K - $21.7K
|
5.4K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
95+ 8.04% |
$27.9K - $35K
|
1.28K
$489K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
271+ 5.78% |
$79.7K - $99.7K
|
4.96K
$1.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.4K- 93.74% |
$4.82M - $6.03M
|
1.09K
$419K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
19+ 8.15% |
$5.59K - $6.99K
|
252
$96.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-829- 37.33% |
$244K - $305K
|
1.39K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.32K+ 9.72% |
$683K - $854K
|
26.2K
$10M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-404- 16.96% |
$119K - $149K
|
1.98K
$758K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 11.08% |
$10.3K - $12.9K
|
351
$135K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.22KNew |
$947K - $1.18M
|
3.22K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
918+ 6.22% |
$270K - $338K
|
15.7K
$6.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
405+ 1.98% |
$119K - $149K
|
20.8K
$7.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.02KNew |
$300K - $375K
|
1.02K
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-531- 1.82% |
$156K - $195K
|
28.7K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.03K- 2.06% |
$303K - $379K
|
49K
$18.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-505- 0.18% |
$149K - $186K
|
284K
$109M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 37.5% |
$883K - $1.1M
|
5K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
396+ 59.19% |
$116K - $146K
|
1.07K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-275- 0.49% |
$80.9K - $101K
|
55.9K
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.28K+ 1.34% |
$2.43M - $3.05M
|
628K
$241M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 8.86% |
$2.06K - $2.58K
|
86
$33K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
41.4K+ 256.68% |
$12.2M - $15.2M
|
57.5K
$22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.3K+ 7.42% |
$7.43M - $9.3M
|
366K
$140M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
161+ 42.82% |
$47.4K - $59.2K
|
537
$206K
|