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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
61+ 3.87% |
$9.3K - $12.5K
|
1.64K
$328K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.7K+ 365.43% |
$2.09M - $2.81M
|
17.5K
$3.5M
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
133+ 16.79% |
$20.3K - $27.2K
|
925
$185K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.29K+ 94.54% |
$349K - $468K
|
4.71K
$941K
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
219+ 0.43% |
$33.4K - $44.8K
|
51K
$10.2M
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
4.43K+ 93.42% |
$676K - $907K
|
9.18K
$1.83M
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-289- 2.87% |
$44.1K - $59.1K
|
9.79K
$1.96M
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
76+ 3.6% |
$11.6K - $15.6K
|
2.19K
$437K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.07K+ 7.04% |
$468K - $628K
|
46.7K
$9.34M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.74K- 22.06% |
$1.18M - $1.58M
|
27.3K
$5.46M
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-811- 1.92% |
$124K - $166K
|
41.5K
$8.29M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66.8K- 18.96% |
$10.2M - $13.7M
|
285K
$57M
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
853+ 1.65% |
$130K - $175K
|
52.5K
$10.5M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.04KNew |
$159K - $214K
|
1.04K
$209K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 8.6% |
$3.66K - $4.91K
|
255
$51K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.48K+ 74.65% |
$531K - $712K
|
8.14K
$1.63M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.65KNew |
$1.32M - $1.77M
|
8.65K
$1.73M
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-61- 1.87% |
$9.3K - $12.5K
|
3.21K
$641K
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-842- 33.87% |
$128K - $172K
|
1.64K
$329K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-40- 1.98% |
$6.1K - $8.19K
|
1.98K
$396K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.07K- 23.73% |
$1.08M - $1.45M
|
22.7K
$4.54M
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
3.89KNew |
$593K - $796K
|
3.89K
$777K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-582- 8.91% |
$88.7K - $119K
|
5.95K
$1.19M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-376- 5.39% |
$57.3K - $76.9K
|
6.59K
$1.32M
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
47+ 2.05% |
$7.16K - $9.62K
|
2.34K
$469K
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-541- 6.32% |
$82.5K - $111K
|
8.02K
$1.6M
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-150- 1.41% |
$22.9K - $30.7K
|
10.5K
$2.1M
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$152 - $205
|
4K
$800K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
569+ 27.1% |
$86.7K - $116K
|
2.67K
$533K
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.1KNew |
$168K - $225K
|
1.1K
$220K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.91K+ 12.59% |
$291K - $391K
|
17.1K
$3.42M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
83+ 4.88% |
$12.7K - $17K
|
1.79K
$357K
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
170K+ 277.25% |
$25.9M - $34.8M
|
231K
$46.2M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.2K+ 47.91% |
$182K - $245K
|
3.69K
$737K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.95K+ 15.02% |
$907K - $1.22M
|
45.6K
$9.11M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70+ 4.38% |
$10.7K - $14.3K
|
1.67K
$333K
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-2- 2.63% |
$305 - $409
|
74
$14.8K
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
144+ 54.75% |
$22K - $29.5K
|
407
$81.4K
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.97K- 33.89% |
$452K - $607K
|
5.79K
$1.16M
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-451- 1.12% |
$68.8K - $92.3K
|
40K
$7.99M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-7.15K- 1.26% |
$1.09M - $1.46M
|
561K
$112M
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.29K- 2.29% |
$196K - $263K
|
54.8K
$11M
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.88K+ 7.33% |
$743K - $998K
|
71.4K
$14.3M
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.29KNew |
$196K - $263K
|
1.29K
$257K
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
30+ 1.82% |
$4.57K - $6.14K
|
1.68K
$336K
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.56KNew |
$237K - $319K
|
1.56K
$311K
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.08K+ 66.28% |
$165K - $222K
|
2.72K
$543K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$253K - $340K
|
1.66K
$332K
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
127+ 0.15% |
$19.4K - $26K
|
82.7K
$16.5M
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
42+ 1.34% |
$6.4K - $8.59K
|
3.18K
$635K
|