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 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
127+ 0.15% |
$19.4K - $26K
|
82.7K
$16.5M
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
42+ 1.34% |
$6.4K - $8.59K
|
3.18K
$635K
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-262- 18.27% |
$39.9K - $53.6K
|
1.17K
$234K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.14KNew |
$174K - $233K
|
1.14K
$228K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-4.21K- 57.45% |
$642K - $862K
|
3.12K
$623K
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.01KNew |
$306K - $411K
|
2.01K
$401K
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
103+ 3.15% |
$15.7K - $21.1K
|
3.37K
$674K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-192- 5.63% |
$29.3K - $39.3K
|
3.22K
$643K
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.7K+ 25.4% |
$868K - $1.17M
|
28.1K
$5.62M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
830+ 0.79% |
$127K - $170K
|
106K
$21.3M
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
150+ 4.62% |
$22.9K - $30.7K
|
3.4K
$679K
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.73K+ 5.64% |
$263K - $353K
|
32.3K
$6.46M
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.08K- 3.97% |
$470K - $630K
|
74.5K
$14.9M
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-5.63K- 18.14% |
$857K - $1.15M
|
25.4K
$5.07M
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.23KNew |
$187K - $252K
|
1.23K
$246K
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-825- 1.17% |
$126K - $169K
|
69.6K
$13.9M
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-895- 0.42% |
$136K - $183K
|
213K
$42.7M
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.07KNew |
$163K - $219K
|
1.07K
$214K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 0.07% |
$2.9K - $3.89K
|
28.8K
$5.75M
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
57+ 4.32% |
$8.69K - $11.7K
|
1.38K
$275K
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
200+ 1.04% |
$30.5K - $40.9K
|
19.4K
$3.89M
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
7.11K+ 65.32% |
$1.08M - $1.46M
|
18K
$3.6M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-356- 2.64% |
$54.3K - $72.9K
|
13.1K
$2.62M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.2K+ 55.6% |
$183K - $246K
|
3.36K
$672K
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-219- 0.36% |
$33.4K - $44.8K
|
61.2K
$12.2M
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-200- 1.59% |
$30.5K - $40.9K
|
12.4K
$2.47M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-476- 0.28% |
$72.6K - $97.4K
|
169K
$33.8M
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.44K+ 2.51% |
$220K - $295K
|
59K
$11.8M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$610 - $819
|
4
$800
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-512- 5.93% |
$78K - $105K
|
8.12K
$1.62M
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
986New |
$150K - $202K
|
986
$197K
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1K+ 7.47% |
$153K - $205K
|
14.4K
$2.88M
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.02KNew |
$155K - $208K
|
1.02K
$203K
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
1.14K+ 4.62% |
$173K - $232K
|
25.7K
$5.14M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 0.28% |
$915 - $1.23K
|
2.14K
$428K
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-10.3K- 57.02% |
$1.58M - $2.11M
|
7.79K
$1.56M
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.07KNew |
$163K - $218K
|
1.07K
$213K
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-43- 0.95% |
$6.55K - $8.8K
|
4.51K
$900K
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.12K+ 1.83% |
$170K - $228K
|
62.1K
$12.4M
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
302+ 6.44% |
$46K - $61.8K
|
4.99K
$998K
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
80+ 2.78% |
$12.2K - $16.4K
|
2.96K
$592K
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.73KNew |
$264K - $354K
|
1.73K
$346K
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
156KNew |
$23.8M - $32M
|
156K
$31.2M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-255- 5.38% |
$38.9K - $52.2K
|
4.48K
$896K
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-32.2K- 3.15% |
$4.9M - $6.58M
|
989K
$198M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-108- 28.57% |
$16.5K - $22.1K
|
270
$54K
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
32+ 0.54% |
$4.88K - $6.55K
|
5.99K
$1.2M
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1.3KNew |
$198K - $265K
|
1.3K
$259K
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
735+ 2.41% |
$112K - $150K
|
31.2K
$6.25M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.09KNew |
$166K - $223K
|
1.09K
$218K
|