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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
5.65KNew |
$1.48M - $2.13M
|
5.65K
$2.17M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.31K - $1.88K
|
5
$1.92K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
809New |
$212K - $305K
|
809
$310K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
100New |
$26.2K - $37.7K
|
100
$38.3K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
71+ 37.77% |
$18.6K - $26.8K
|
259
$99.3K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.88KNew |
$753K - $1.08M
|
2.88K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2KNew |
$524K - $754K
|
2K
$767K
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.55K- 9.82% |
$406K - $583K
|
14.2K
$5.45M
|
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.52K- 42.12% |
$1.18M - $1.7M
|
6.21K
$2.38M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
717New |
$188K - $270K
|
717
$275K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$262 - $377
|
1
$383
|
|
|
May 07, 2024
Q1 2024
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-6.48K- 52.77% |
$1.7M - $2.44M
|
5.8K
$2.22M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.7K+ 69.27% |
$3.86M - $5.55M
|
36K
$13.8M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
108+ 11.31% |
$28.3K - $40.7K
|
1.06K
$408K
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-6.81K- 75.31% |
$1.78M - $2.57M
|
2.23K
$856K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
31+ 3.56% |
$8.12K - $11.7K
|
902
$346K
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
33New |
$8.65K - $12.4K
|
33
$12.7K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
137New |
$35.9K - $51.6K
|
137
$52.5K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
36+ 2.12% |
$9.43K - $13.6K
|
1.73K
$665K
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
3.57KNew |
$935K - $1.34M
|
3.57K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
713New |
$187K - $269K
|
713
$273K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
724New |
$190K - $273K
|
724
$278K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-32.4K- 99.99% |
$8.48M - $12.2M
|
2
$767
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-3.03K- 23.4% |
$795K - $1.14M
|
9.93K
$3.81M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.6KNew |
$419K - $603K
|
1.6K
$613K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 1.23% |
$5.5K - $7.91K
|
1.69K
$646K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
CALL |
2.6KNew |
$681K - $980K
|
2.6K
$997K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
400New |
$105K - $151K
|
400
$153K
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-5.62K- 42.62% |
$1.47M - $2.12M
|
7.57K
$2.9M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
71+ 7.33% |
$18.6K - $26.8K
|
1.04K
$398K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 833.33% |
$26.2K - $37.7K
|
112
$42.9K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.36KNew |
$356K - $512K
|
1.36K
$521K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.78KNew |
$990K - $1.42M
|
3.78K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104+ 7.32% |
$27.2K - $39.2K
|
1.52K
$584K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
1.25K+ 25.0% |
$327K - $471K
|
6.25K
$2.4M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1New |
$262 - $377
|
1
$383
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.27K+ 83.93% |
$1.12M - $1.61M
|
9.35K
$3.58M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
278New |
$72.8K - $105K
|
278
$107K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.03KNew |
$269K - $386K
|
1.03K
$393K
|
|
|
Apr 30, 2024
Q1 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
265+ 2.34% |
$69.4K - $99.9K
|
11.6K
$4.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-806- 19.89% |
$211K - $304K
|
3.25K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-76- 2.98% |
$19.9K - $28.6K
|
2.47K
$948K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 85.71% |
$4.72K - $6.78K
|
39
$15K
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.43K+ 100.0% |
$373K - $537K
|
2.85K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
8+ 10.81% |
$2.1K - $3.02K
|
82
$31.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-6.6K- 50.0% |
$1.73M - $2.49M
|
6.6K
$2.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1+ 0.08% |
$262 - $377
|
1.23K
$470K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-75- 38.46% |
$19.6K - $28.3K
|
120
$46K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
72New |
$18.9K - $27.1K
|
72
$27.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100+ 100.0% |
$26.2K - $37.7K
|
200
$76.7K
|