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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-387- 2.63% |
$101K - $146K
|
14.3K
$5.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
152+ 2.57% |
$39.8K - $57.3K
|
6.06K
$2.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
2New |
$524 - $754
|
2
$767
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
50+ 4.18% |
$13.1K - $18.8K
|
1.25K
$478K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
105New |
$27.5K - $39.6K
|
105
$40.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.16K- 49.09% |
$1.09M - $1.57M
|
4.31K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 25.0% |
$26.2K - $37.7K
|
500
$192K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
790New |
$207K - $298K
|
790
$303K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6.3K+ 477.27% |
$1.65M - $2.37M
|
7.62K
$2.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
78New |
$20.4K - $29.4K
|
78
$29.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.99K- 49.51% |
$784K - $1.13M
|
3.05K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.49KNew |
$389K - $560K
|
1.49K
$570K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-166- 90.22% |
$43.5K - $62.6K
|
18
$6.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
500New |
$131K - $188K
|
500
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
817New |
$214K - $308K
|
817
$313K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-673- 15.02% |
$176K - $254K
|
3.81K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.73KNew |
$454K - $654K
|
1.73K
$665K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-87.3K- 97.98% |
$22.9M - $32.9M
|
1.8K
$690K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
14New |
$3.67K - $5.28K
|
14
$5.37K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
150+ 15.77% |
$39.3K - $56.5K
|
1.1K
$422K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1- 0.27% |
$262 - $377
|
366
$140K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
871+ 17.6% |
$228K - $328K
|
5.82K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.67K- 99.52% |
$436K - $628K
|
8
$3.07K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
100New |
$26.2K - $37.7K
|
100
$38.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
26+ 1.21% |
$6.81K - $9.8K
|
2.17K
$830K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
718New |
$188K - $271K
|
718
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1KNew |
$262K - $377K
|
1K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
790+ 0.75% |
$207K - $298K
|
107K
$40.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
166New |
$43.5K - $62.6K
|
166
$63.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-45- 5.31% |
$11.8K - $17K
|
803
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 4.35% |
$524 - $754
|
44
$16.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
196+ 19.6% |
$51.3K - $73.9K
|
1.2K
$458K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
764New |
$200K - $288K
|
764
$293K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
169+ 2.69% |
$44.3K - $63.7K
|
6.45K
$2.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 3200.0% |
$25.1K - $36.2K
|
99
$38K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
200New |
$52.4K - $75.4K
|
200
$76.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
20+ 1.7% |
$5.24K - $7.54K
|
1.2K
$458K
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-4.88K- 27.11% |
$1.28M - $1.84M
|
13.1K
$5.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
8.22KNew |
$2.15M - $3.1M
|
8.22K
$3.15M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-115- 49.78% |
$30.1K - $43.3K
|
116
$44.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
25+ 2.65% |
$6.55K - $9.42K
|
970
$372K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
1.39KNew |
$364K - $524K
|
1.39K
$533K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
55+ 18.33% |
$14.4K - $20.7K
|
355
$136K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8New |
$2.1K - $3.02K
|
8
$3.07K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-77- 6.62% |
$20.2K - $29K
|
1.09K
$416K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
335+ 11.43% |
$77.6K - $105K
|
3.27K
$1.25M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.8K+ 0.95% |
$880K - $1.19M
|
402K
$154M
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-3.36K- 58.41% |
$778K - $1.05M
|
2.39K
$917K
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
699New |
$162K - $219K
|
699
$268K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
514New |
$119K - $161K
|
514
$197K
|
|