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 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
2.04KNew |
$473K - $641K
|
2.04K
$402K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12New |
$2.78K - $3.77K
|
12
$2.36K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17- 0.32% |
$3.94K - $5.34K
|
5.31K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 2.13% |
$695 - $942
|
144
$28.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
81New |
$18.8K - $25.4K
|
81
$15.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
681New |
$158K - $214K
|
681
$134K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-125- 15.74% |
$29K - $39.2K
|
669
$132K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
18KNew |
$4.17M - $5.65M
|
18K
$3.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-36K- 97.91% |
$8.34M - $11.3M
|
768
$151K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14+ 1.2% |
$3.24K - $4.39K
|
1.19K
$233K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
15New |
$3.48K - $4.71K
|
15
$2.95K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
13New |
$3.01K - $4.08K
|
13
$2.56K
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-34- 0.3% |
$7.88K - $10.7K
|
11.3K
$2.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-135- 8.09% |
$31.3K - $42.4K
|
1.53K
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
628+ 10.27% |
$146K - $197K
|
6.74K
$1.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
39.9K+ 1605.52% |
$9.24M - $12.5M
|
42.4K
$8.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
666New |
$154K - $209K
|
666
$131K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-5- 0.16% |
$1.16K - $1.57K
|
3.16K
$622K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
714New |
$165K - $224K
|
714
$140K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-426- 87.84% |
$98.7K - $134K
|
59
$11.6K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-476- 27.06% |
$110K - $149K
|
1.28K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
57+ 2.82% |
$13.2K - $17.9K
|
2.08K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Bdl Capital Management
Paris, I0 |
BUY
|
- |
15.1KNew |
$3.5M - $4.74M
|
15.1K
$2.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.15K+ 38.21% |
$1.89M - $2.56M
|
29.5K
$5.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
429+ 97.5% |
$99.4K - $135K
|
869
$171K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-314- 1.56% |
$72.8K - $98.6K
|
19.8K
$3.9M
|
|
| Q3 2023 | |||||||
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
297+ 15.99% |
$61.6K - $76.6K
|
2.15K
$424K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 33.33% |
$623 - $774
|
12
$2.36K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
85+ 1.62% |
$17.6K - $21.9K
|
5.34K
$1.05M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
100New |
$20.8K - $25.8K
|
100
$19.7K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.96K- 51.58% |
$407K - $506K
|
1.84K
$362K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-37- 23.13% |
$7.68K - $9.54K
|
123
$24.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
CALL |
100New |
$20.8K - $25.8K
|
100
$19.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-67.5K- 57.45% |
$14M - $17.4M
|
50K
$9.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-524- 54.75% |
$109K - $135K
|
433
$85.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.44KNew |
$299K - $371K
|
1.44K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
4KNew |
$830K - $1.03M
|
4K
$787K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
435+ 11.04% |
$90.3K - $112K
|
4.37K
$860K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-37K- 42.53% |
$7.68M - $9.54M
|
50K
$9.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Atalan Capital Partners, LP
New York, NY |
SELL
|
- |
-160K- 51.61% |
$33.2M - $41.3M
|
150K
$29.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-22K- 36.67% |
$4.57M - $5.67M
|
38K
$7.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-270- 72.58% |
$56K - $69.6K
|
102
$20.1K
|
|
|
Nov 14, 2023
Q3 2023
|
One01 Capital, LP
Burlingame, CA |
BUY
|
- |
3.7K+ 19.07% |
$768K - $954K
|
23.1K
$4.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.65KNew |
$549K - $682K
|
2.65K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
Tremblant Capital Group
Stamford, CT |
SELL
|
CALL |
-13.4K- 15.33% |
$2.78M - $3.46M
|
74K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
100+ 20.0% |
$20.8K - $25.8K
|
600
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-274- 3.5% |
$56.9K - $70.7K
|
7.55K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.78KNew |
$369K - $458K
|
1.78K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.21KNew |
$252K - $313K
|
1.21K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
171K+ 118.64% |
$35.6M - $44.2M
|
316K
$62.1M
|
|