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 28, 2025
Q2 2025
|
Rheos Capital Works Inc.
|
SELL
|
- |
-22.5K- 28.05% |
$3.43M - $4.6M
|
57.7K
$11.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.06KNew |
$162K - $217K
|
1.06K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.6KNew |
$244K - $327K
|
1.6K
$328K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.4KNew |
$213K - $286K
|
1.4K
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$15.2K - $20.5K
|
100
$20.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.09KNew |
$166K - $223K
|
1.09K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19+ 31.67% |
$2.9K - $3.89K
|
79
$16.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.06KNew |
$162K - $217K
|
1.06K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.3K- 55.93% |
$3.55M - $4.76M
|
18.3K
$3.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 0.48% |
$1.52K - $2.05K
|
2.11K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-121- 5.57% |
$18.4K - $24.8K
|
2.05K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-164- 5.17% |
$25K - $33.6K
|
3.01K
$618K
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
1.08KNew |
$165K - $221K
|
1.08K
$222K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
156+ 7.75% |
$23.8K - $31.9K
|
2.17K
$445K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1.52K- 6.82% |
$232K - $311K
|
20.8K
$4.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
29.8K+ 153.24% |
$4.55M - $6.1M
|
49.3K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-240- 18.79% |
$36.6K - $49.1K
|
1.04K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-48- 1.61% |
$7.32K - $9.82K
|
2.94K
$603K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-25- 1.46% |
$3.81K - $5.12K
|
1.69K
$346K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
990New |
$151K - $203K
|
990
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.92K- 71.72% |
$750K - $1.01M
|
1.94K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.56K- 35.04% |
$237K - $318K
|
2.89K
$592K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
986New |
$150K - $202K
|
986
$202K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-40- 43.48% |
$6.1K - $8.19K
|
52
$10.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 13.33% |
$610 - $819
|
26
$5.34K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
26.1KNew |
$3.98M - $5.34M
|
26.1K
$5.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
22+ 1.0% |
$3.35K - $4.5K
|
2.22K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.27KNew |
$194K - $261K
|
1.27K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
53+ 1.15% |
$8.08K - $10.8K
|
4.67K
$958K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.22KNew |
$186K - $249K
|
1.22K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-50- 2.39% |
$7.62K - $10.2K
|
2.04K
$418K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
609New |
$92.8K - $125K
|
609
$125K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-25- 0.3% |
$3.81K - $5.12K
|
8.38K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-408- 28.22% |
$62.2K - $83.5K
|
1.04K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.19KNew |
$181K - $243K
|
1.19K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.38KNew |
$210K - $282K
|
1.38K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-168- 2.6% |
$25.6K - $34.4K
|
6.3K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-3.09M- 99.96% |
$471M - $633M
|
1.12K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
CALL |
2.5KNew |
$381K - $512K
|
2.5K
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-3K- 75.0% |
$457K - $614K
|
1K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
68+ 1.65% |
$10.4K - $13.9K
|
4.18K
$858K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
126+ 52.94% |
$19.2K - $25.8K
|
364
$74.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-448- 96.14% |
$68.3K - $91.7K
|
18
$3.69K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.01KNew |
$459K - $616K
|
3.01K
$618K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
985New |
$150K - $202K
|
985
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
28+ 6.9% |
$4.27K - $5.73K
|
434
$89.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.08KNew |
$164K - $221K
|
1.08K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-189- 58.33% |
$28.8K - $38.7K
|
135
$27.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
133+ 16.79% |
$20.3K - $27.2K
|
925
$190K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$152 - $205
|
4K
$821K
|
|