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 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.57K+ 43.84% |
$239K - $320K
|
5.14K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7.76K+ 0.57% |
$1.18M - $1.59M
|
1.38M
$275M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
93+ 1.3% |
$14.2K - $19K
|
7.25K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
54New |
$8.23K - $11.1K
|
54
$10.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
344+ 12.3% |
$52.4K - $70.4K
|
3.14K
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.46K+ 21.62% |
$222K - $299K
|
8.21K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5- 0.31% |
$762 - $1.02K
|
1.62K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-55- 3.67% |
$8.38K - $11.3K
|
1.44K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-190- 2.12% |
$29K - $38.9K
|
8.76K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-746- 23.66% |
$114K - $153K
|
2.41K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-207- 1.53% |
$31.6K - $42.4K
|
13.3K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-64- 0.98% |
$9.76K - $13.1K
|
6.47K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.17K+ 47.08% |
$330K - $444K
|
6.77K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-145- 1.23% |
$22.1K - $29.7K
|
11.6K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.77K+ 0.67% |
$270K - $362K
|
268K
$53.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.6K+ 78.61% |
$244K - $327K
|
3.63K
$726K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1KNew |
$152K - $205K
|
1K
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
8.32KNew |
$1.27M - $1.7M
|
8.32K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
80+ 0.18% |
$12.2K - $16.4K
|
43.5K
$8.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
336+ 1.77% |
$51.2K - $68.8K
|
19.3K
$3.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
74+ 5.99% |
$11.3K - $15.1K
|
1.31K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-498- 2.03% |
$75.9K - $102K
|
24.1K
$4.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
64.9K+ 59.81% |
$9.9M - $13.3M
|
174K
$34.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$153K - $206K
|
1.01K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.34KNew |
$204K - $273K
|
1.34K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.08KNew |
$165K - $221K
|
1.08K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
885+ 15.12% |
$135K - $181K
|
6.74K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-154- 0.76% |
$23.5K - $31.5K
|
20K
$4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-276- 18.96% |
$42.1K - $56.5K
|
1.18K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
802+ 12.72% |
$122K - $164K
|
7.11K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-71- 2.77% |
$10.8K - $14.5K
|
2.49K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
776+ 47.96% |
$118K - $159K
|
2.39K
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
241+ 1.76% |
$36.7K - $49.3K
|
13.9K
$2.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.53K+ 68.96% |
$234K - $314K
|
3.76K
$751K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
79+ 4.33% |
$12K - $16.2K
|
1.91K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
500+ 15.06% |
$76.2K - $102K
|
3.82K
$763K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.24K+ 5.42% |
$189K - $254K
|
24.2K
$4.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.5K+ 28.08% |
$686K - $920K
|
20.5K
$4.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
18+ 0.14% |
$2.74K - $3.68K
|
12.7K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.24K+ 5.38% |
$341K - $458K
|
43.9K
$8.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.74K+ 10.57% |
$875K - $1.17M
|
60.1K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.84K+ 145.56% |
$280K - $376K
|
3.1K
$619K
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.47K- 1.31% |
$377K - $506K
|
187K
$37.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 6.7% |
$1.98K - $2.66K
|
207
$41.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
304New |
$46.3K - $62.2K
|
304
$60.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.26K+ 5.15% |
$345K - $462K
|
46.2K
$9.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-129- 1.1% |
$19.7K - $26.4K
|
11.6K
$2.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.53K+ 6.11% |
$843K - $1.13M
|
96.1K
$19.2M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
677+ 19.51% |
$103K - $139K
|
4.15K
$829K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.01KNew |
$153K - $206K
|
1.01K
$201K
|