Purchases and Sales Made in Q1 2024 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q1 2024. The information is specifically focused on institutions that hold shares of Palo Alto Networks Inc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
865+ 13.08% |
$227K - $326K
|
7.48K
$2.87M
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
860+ 44.56% |
$225K - $324K
|
2.79K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
850New |
$223K - $320K
|
850
$326K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
849New |
$222K - $320K
|
849
$325K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
848+ 19.14% |
$222K - $320K
|
5.28K
$2.02M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
847+ 4.51% |
$222K - $319K
|
19.6K
$7.53M
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
845+ 16.85% |
$221K - $318K
|
5.86K
$2.25M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
844+ 15.28% |
$221K - $318K
|
6.37K
$2.44M
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
843+ 11.23% |
$221K - $318K
|
8.35K
$3.2M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
843New |
$221K - $318K
|
843
$323K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
836+ 18.71% |
$219K - $315K
|
5.31K
$2.03M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
836+ 44.87% |
$219K - $315K
|
2.7K
$1.03M
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
827New |
$217K - $312K
|
827
$317K
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
823+ 10.84% |
$216K - $310K
|
8.41K
$3.22M
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
817New |
$214K - $308K
|
817
$313K
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
810New |
$212K - $305K
|
810
$311K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
810New |
$212K - $305K
|
810
$311K
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
809New |
$212K - $305K
|
809
$310K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
802+ 91.03% |
$210K - $302K
|
1.68K
$645K
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
800+ 66.67% |
$210K - $302K
|
2K
$767K
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
800+ 6.33% |
$210K - $302K
|
13.4K
$5.15M
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 1.51% |
$210K - $302K
|
53.7K
$20.6M
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
790+ 0.75% |
$207K - $298K
|
107K
$40.8M
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
790New |
$207K - $298K
|
790
$303K
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
790New |
$207K - $298K
|
790
$303K
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
788+ 17.22% |
$206K - $297K
|
5.36K
$2.06M
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
786New |
$206K - $296K
|
786
$301K
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
BUY
|
- |
777+ 9.77% |
$204K - $293K
|
8.73K
$3.35M
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
776+ 3.11% |
$203K - $292K
|
25.7K
$9.87M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
772+ 4.77% |
$202K - $291K
|
16.9K
$6.5M
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
764New |
$200K - $288K
|
764
$293K
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
762New |
$200K - $287K
|
762
$292K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
755New |
$198K - $285K
|
755
$289K
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
750+ 7.16% |
$196K - $283K
|
11.2K
$4.3M
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
750New |
$196K - $283K
|
750
$288K
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
749+ 74.83% |
$196K - $282K
|
1.75K
$671K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
742+ 17.76% |
$194K - $280K
|
4.92K
$1.89M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
739+ 0.12% |
$194K - $279K
|
623K
$239M
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
738+ 10.97% |
$193K - $278K
|
7.47K
$2.86M
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
737+ 3.02% |
$193K - $278K
|
25.1K
$9.64M
|
|
May 15, 2024
Q1 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
737New |
$193K - $278K
|
737
$283K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
733+ 13.19% |
$192K - $276K
|
6.29K
$2.41M
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
730New |
$191K - $275K
|
730
$280K
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
725+ 19.15% |
$190K - $273K
|
4.51K
$1.73M
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
724New |
$190K - $273K
|
724
$278K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
723New |
$189K - $272K
|
723
$277K
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
718New |
$188K - $271K
|
718
$275K
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
717New |
$188K - $270K
|
717
$275K
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
716New |
$188K - $270K
|
716
$274K
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
716New |
$188K - $270K
|
716
$274K
|