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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
58K+ 286.34% |
$10.6M - $23.6M
|
78.3K
$14.3M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.93K+ 98.72% |
$352K - $785K
|
3.89K
$710K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.48K+ 232.77% |
$451K - $1.01M
|
3.54K
$646K
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
10.6KNew |
$1.93M - $4.3M
|
10.6K
$1.93M
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.48K+ 100.0% |
$269K - $600K
|
2.96K
$539K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
496+ 97.45% |
$90.3K - $201K
|
1.01K
$183K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.28KNew |
$1.32M - $2.95M
|
7.28K
$1.33M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.61K+ 88.94% |
$1.75M - $3.9M
|
20.4K
$3.72M
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.15K+ 101.02% |
$1.3M - $2.9M
|
14.2K
$2.6M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.22K+ 104.99% |
$222K - $495K
|
2.38K
$434K
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.48K+ 150.81% |
$270K - $602K
|
2.47K
$450K
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
178K+ 109.43% |
$32.3M - $72.2M
|
340K
$62M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.98K+ 88.13% |
$1.09M - $2.43M
|
12.8K
$2.33M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2KNew |
$363K - $811K
|
2K
$364K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.26KNew |
$229K - $511K
|
1.26K
$229K
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
721+ 117.62% |
$131K - $293K
|
1.33K
$243K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.56K+ 100.39% |
$285K - $635K
|
3.12K
$569K
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.66K+ 107.66% |
$302K - $673K
|
3.2K
$583K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
22.7K+ 115.45% |
$4.13M - $9.22M
|
42.4K
$7.72M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.96K+ 101.34% |
$357K - $796K
|
3.9K
$711K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8New |
$1.46K - $3.25K
|
8
$1.46K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
556New |
$101K - $226K
|
556
$101K
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
892+ 112.63% |
$162K - $362K
|
1.68K
$307K
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
139K+ 75.81% |
$25.3M - $56.5M
|
323K
$58.8M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
22K+ 95.53% |
$4M - $8.92M
|
45K
$8.2M
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
731+ 68.51% |
$133K - $297K
|
1.8K
$328K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$6.56K
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.7K+ 83.93% |
$309K - $689K
|
3.72K
$678K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
771+ 112.06% |
$140K - $313K
|
1.46K
$266K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
7.85K+ 97.95% |
$1.43M - $3.18M
|
15.9K
$2.89M
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 100.0% |
$3.64K - $8.12K
|
40
$7.29K
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.71KNew |
$857K - $1.91M
|
4.71K
$858K
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
8.16K+ 99.83% |
$1.48M - $3.31M
|
16.3K
$2.98M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25.5K+ 100.26% |
$4.64M - $10.4M
|
51K
$9.29M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.2K+ 102.1% |
$3.49M - $7.79M
|
38K
$6.93M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
36.3K+ 84.51% |
$6.61M - $14.7M
|
79.3K
$14.5M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
70.8K+ 99.9% |
$12.9M - $28.7M
|
142K
$25.8M
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.55K+ 100.0% |
$464K - $1.04M
|
5.1K
$930K
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
2.26K+ 145.02% |
$410K - $915K
|
3.81K
$695K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
108K+ 114.98% |
$19.6M - $43.7M
|
201K
$36.7M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.1K+ 100.26% |
$1.11M - $2.48M
|
12.2K
$2.22M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
686+ 107.69% |
$125K - $278K
|
1.32K
$241K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
34.2K+ 98.69% |
$6.23M - $13.9M
|
68.9K
$12.6M
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.02K+ 43.15% |
$367K - $820K
|
6.7K
$1.22M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.56K+ 117.19% |
$830K - $1.85M
|
8.45K
$1.54M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
10.1K+ 96.96% |
$1.84M - $4.11M
|
20.6K
$3.75M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.8K+ 89.01% |
$2.15M - $4.79M
|
25.1K
$4.57M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.38KNew |
$250K - $558K
|
1.38K
$251K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 100.0% |
$2.18K - $4.87K
|
24
$4.38K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
666+ 95.97% |
$121K - $270K
|
1.36K
$248K
|