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 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.3KNew |
$300K - $406K
|
1.3K
$496K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
77New |
$17.8K - $24.2K
|
77
$29.5K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
41+ 3.95% |
$9.5K - $12.9K
|
1.08K
$413K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
18.1KNew |
$4.18M - $5.67M
|
18.1K
$6.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
11+ 0.16% |
$2.55K - $3.45K
|
7.06K
$2.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-920- 39.35% |
$213K - $289K
|
1.42K
$544K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.5K- 10.1% |
$811K - $1.1M
|
31.1K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1New |
$232 - $314
|
1
$383
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
692New |
$160K - $217K
|
692
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-17- 56.67% |
$3.94K - $5.34K
|
13
$4.98K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.51K- 3.0% |
$1.74M - $2.36M
|
243K
$93.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-59- 5.36% |
$13.7K - $18.5K
|
1.04K
$399K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
2.04KNew |
$473K - $641K
|
2.04K
$782K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12New |
$2.78K - $3.77K
|
12
$4.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
724New |
$168K - $227K
|
724
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17- 0.32% |
$3.94K - $5.34K
|
5.31K
$2.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 7.35% |
$2.32K - $3.14K
|
126
$48.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 2.13% |
$695 - $942
|
144
$55.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
81New |
$18.8K - $25.4K
|
81
$31.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.03KNew |
$1.4M - $1.89M
|
6.03K
$2.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
4.98KNew |
$1.15M - $1.56M
|
4.98K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
681New |
$158K - $214K
|
681
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-125- 15.74% |
$29K - $39.2K
|
669
$256K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
50+ 3.59% |
$11.6K - $15.7K
|
1.44K
$552K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
18KNew |
$4.17M - $5.65M
|
18K
$6.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-36K- 97.91% |
$8.34M - $11.3M
|
768
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14+ 1.2% |
$3.24K - $4.39K
|
1.19K
$454K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
15New |
$3.48K - $4.71K
|
15
$5.75K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
13New |
$3.01K - $4.08K
|
13
$4.98K
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-34- 0.3% |
$7.88K - $10.7K
|
11.3K
$4.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
711New |
$165K - $223K
|
711
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-135- 8.09% |
$31.3K - $42.4K
|
1.53K
$588K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
628+ 10.27% |
$146K - $197K
|
6.74K
$2.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
39.9K+ 1605.52% |
$9.24M - $12.5M
|
42.4K
$16.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
47+ 87.04% |
$10.9K - $14.8K
|
101
$38.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
666New |
$154K - $209K
|
666
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.28KNew |
$528K - $715K
|
2.28K
$873K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-5- 0.16% |
$1.16K - $1.57K
|
3.16K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
8+ 1.28% |
$1.85K - $2.51K
|
632
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
714New |
$165K - $224K
|
714
$274K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-426- 87.84% |
$98.7K - $134K
|
59
$22.6K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-476- 27.06% |
$110K - $149K
|
1.28K
$492K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-80- 8.33% |
$18.5K - $25.1K
|
880
$337K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10New |
$2.32K - $3.14K
|
10
$3.83K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-246- 3.02% |
$57K - $77.2K
|
7.91K
$3.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
57+ 2.82% |
$13.2K - $17.9K
|
2.08K
$798K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.45KNew |
$335K - $454K
|
1.45K
$554K
|
|
|
Jan 09, 2024
Q4 2023
|
Bdl Capital Management
Paris, I0 |
BUY
|
- |
15.1KNew |
$3.5M - $4.74M
|
15.1K
$5.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.15K+ 38.21% |
$1.89M - $2.56M
|
29.5K
$11.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
429+ 97.5% |
$99.4K - $135K
|
869
$333K
|