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 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-619- 11.03% |
$164K - $211K
|
5K
$1.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-487- 16.1% |
$129K - $166K
|
2.54K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.3K- 57.06% |
$344K - $442K
|
976
$387K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.35KNew |
$358K - $460K
|
1.35K
$535K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
25KNew |
$6.64M - $8.53M
|
25K
$9.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
945New |
$251K - $322K
|
945
$375K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 0.68% |
$5.83K - $7.5K
|
3.23K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-17.2K- 57.19% |
$4.57M - $5.87M
|
12.9K
$5.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-250- 26.4% |
$66.3K - $85.2K
|
697
$276K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
138New |
$36.6K - $47K
|
138
$54.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
600New |
$159K - $204K
|
600
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
597New |
$158K - $203K
|
597
$237K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-284- 28.77% |
$75.3K - $96.8K
|
703
$279K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.02KNew |
$271K - $348K
|
1.02K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 2.11% |
$1.59K - $2.04K
|
291
$115K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 34.56% |
$277K - $356K
|
4.07K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
18.5KNew |
$4.9M - $6.29M
|
18.5K
$7.32M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$796 - $1.02K
|
795
$315K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
620New |
$164K - $211K
|
620
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-530- 46.09% |
$141K - $181K
|
620
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
147+ 7.09% |
$39K - $50.1K
|
2.22K
$880K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.41K- 53.64% |
$904K - $1.16M
|
2.95K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-4.85KClosed |
$1.29M - $1.65M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
660New |
$175K - $225K
|
660
$262K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.29% |
$1.33K - $1.7K
|
1.72K
$680K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
20+ 0.48% |
$5.3K - $6.82K
|
4.15K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-35- 2.8% |
$9.28K - $11.9K
|
1.21K
$481K
|
|
|
Jul 12, 2024
Q2 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
SELL
|
- |
-41.4K- 28.79% |
$11M - $14.1M
|
102K
$40.6M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
6New |
$1.59K - $2.04K
|
6
$2.38K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-13- 1.76% |
$3.45K - $4.43K
|
724
$287K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
793New |
$210K - $270K
|
793
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
627New |
$166K - $214K
|
627
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.8KNew |
$3.93M - $5.06M
|
14.8K
$5.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
24.6KNew |
$6.52M - $8.38M
|
24.6K
$9.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
2New |
$530 - $682
|
2
$793
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-217- 4.81% |
$57.5K - $74K
|
4.29K
$1.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 6.25% |
$3.71K - $4.77K
|
210
$83.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
413+ 34.39% |
$110K - $141K
|
1.61K
$640K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
343+ 5.93% |
$91K - $117K
|
6.13K
$2.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
177New |
$46.9K - $60.3K
|
177
$70.2K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-24- 3.05% |
$6.36K - $8.18K
|
762
$302K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
183+ 14.87% |
$48.5K - $62.4K
|
1.41K
$561K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-13- 6.6% |
$3.45K - $4.43K
|
184
$72.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-432- 38.06% |
$115K - $147K
|
703
$279K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
639New |
$169K - $218K
|
639
$253K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
600New |
$159K - $204K
|
600
$238K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
150New |
$39.8K - $51.1K
|
150
$59.5K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-2- 2.08% |
$524 - $754
|
94
$37.3K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
21+ 1.36% |
$5.5K - $7.91K
|
1.56K
$618K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
15+ 50.0% |
$3.93K - $5.65K
|
45
$17.8K
|
|