Latest Institutional Purchases of Palo Alto Networks Inc (PANW)
This list provides information on the latest institutional transactions involving Palo Alto Networks Inc (PANW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
718New |
$188K - $271K
|
718
$139K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
717New |
$188K - $270K
|
717
$138K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
716New |
$188K - $270K
|
716
$138K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
713New |
$187K - $269K
|
713
$138K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
500New |
$131K - $188K
|
500
$96.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
500New |
$131K - $188K
|
500
$96.5K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
461+ 40.51% |
$121K - $174K
|
1.6K
$309K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
400New |
$105K - $151K
|
400
$77.2K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
382+ 19.74% |
$100K - $144K
|
2.32K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
370+ 9.99% |
$96.9K - $139K
|
4.08K
$786K
|
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
CALL |
300New |
$78.6K - $113K
|
300
$57.9K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$78.6K - $113K
|
300
$57.9K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$78.6K - $113K
|
300
$57.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
280+ 266.67% |
$73.4K - $106K
|
385
$74.3K
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
278New |
$72.8K - $105K
|
278
$53.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
200New |
$52.4K - $75.4K
|
200
$38.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
196+ 19.6% |
$51.3K - $73.9K
|
1.2K
$231K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
172New |
$45.1K - $64.8K
|
172
$33.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
169+ 2.69% |
$44.3K - $63.7K
|
6.45K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
166New |
$43.5K - $62.6K
|
166
$32K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
162New |
$42.4K - $61.1K
|
162
$31.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
150+ 15.77% |
$39.3K - $56.5K
|
1.1K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
140New |
$36.7K - $52.8K
|
140
$27K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
137New |
$35.9K - $51.6K
|
137
$26.4K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
123+ 17.01% |
$32.2K - $46.4K
|
846
$163K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
108+ 11.31% |
$28.3K - $40.7K
|
1.06K
$205K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104+ 7.32% |
$27.2K - $39.2K
|
1.52K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
101New |
$26.5K - $38.1K
|
101
$19.5K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
100New |
$26.2K - $37.7K
|
100
$19.3K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 833.33% |
$26.2K - $37.7K
|
112
$21.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100+ 100.0% |
$26.2K - $37.7K
|
200
$38.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 25.0% |
$26.2K - $37.7K
|
500
$96.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 3200.0% |
$25.1K - $36.2K
|
99
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
94+ 7.06% |
$24.6K - $35.4K
|
1.43K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
78New |
$20.4K - $29.4K
|
78
$15K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
78New |
$20.4K - $29.4K
|
78
$15K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
72New |
$18.9K - $27.1K
|
72
$13.9K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
71+ 37.77% |
$18.6K - $26.8K
|
259
$50K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
71+ 7.33% |
$18.6K - $26.8K
|
1.04K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
66+ 0.52% |
$17.3K - $24.9K
|
12.7K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
64+ 7.53% |
$16.8K - $24.1K
|
914
$176K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
$16.2K - $23.4K
|
62
$12K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
58+ 8.35% |
$15.2K - $21.9K
|
753
$145K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
55+ 18.33% |
$14.4K - $20.7K
|
355
$68.5K
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
33New |
$8.65K - $12.4K
|
33
$6.37K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
31+ 3.56% |
$8.12K - $11.7K
|
902
$174K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
21+ 1.36% |
$5.5K - $7.91K
|
1.56K
$301K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
20+ 1.7% |
$5.24K - $7.54K
|
1.2K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
16New |
$4.19K - $6.03K
|
16
$3.09K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
15+ 50.0% |
$3.93K - $5.65K
|
45
$8.68K
|