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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
356+ 1.39% |
$93.3K - $134K
|
25.9K
$9.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
355+ 4.35% |
$93K - $134K
|
8.52K
$3.27M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
353+ 1.42% |
$92.5K - $133K
|
25.2K
$9.65M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
351+ 3.56% |
$92K - $132K
|
10.2K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
351+ 1.09% |
$92K - $132K
|
32.5K
$12.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
350+ 31.67% |
$91.7K - $132K
|
1.46K
$558K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
350+ 17.57% |
$91.7K - $132K
|
2.34K
$898K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
350New |
$91.7K - $132K
|
350
$134K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
350+ 14.09% |
$91.7K - $132K
|
2.83K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
350+ 3.44% |
$91.7K - $132K
|
10.5K
$4.03M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
342+ 7.86% |
$89.6K - $129K
|
4.69K
$1.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
339+ 3.06% |
$88.8K - $128K
|
11.4K
$4.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
338+ 6.5% |
$88.5K - $127K
|
5.54K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
335+ 4.28% |
$87.8K - $126K
|
8.17K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
334+ 3.16% |
$87.5K - $126K
|
10.9K
$4.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
330+ 4.42% |
$86.5K - $124K
|
7.8K
$2.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
325+ 2.07% |
$85.1K - $122K
|
16K
$6.15M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
325+ 17.88% |
$85.1K - $122K
|
2.14K
$822K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
325+ 42.82% |
$85.1K - $122K
|
1.08K
$416K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
321+ 2.3% |
$84.1K - $121K
|
14.3K
$5.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
321+ 34.59% |
$84.1K - $121K
|
1.25K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
321+ 9.93% |
$84.1K - $121K
|
3.56K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
305+ 43.26% |
$79.9K - $115K
|
1.01K
$387K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
303+ 3.26% |
$79.4K - $114K
|
9.59K
$3.68M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
302+ 23.63% |
$79.1K - $114K
|
1.58K
$606K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
300+ 11.28% |
$78.6K - $113K
|
2.96K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$78.6K - $113K
|
300
$115K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
298+ 232.81% |
$78.1K - $112K
|
426
$163K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
297+ 145.59% |
$77.8K - $112K
|
501
$192K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
293+ 19.43% |
$76.8K - $110K
|
1.8K
$690K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
292+ 1.64% |
$76.5K - $110K
|
18.1K
$6.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
288+ 6.38% |
$75.4K - $109K
|
4.8K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
283+ 11.86% |
$74.1K - $107K
|
2.67K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
283+ 5.47% |
$74.1K - $107K
|
5.45K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
281+ 2.12% |
$73.6K - $106K
|
13.6K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
280+ 266.67% |
$73.4K - $106K
|
385
$148K
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
278New |
$72.8K - $105K
|
278
$107K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
274+ 5.22% |
$71.8K - $103K
|
5.52K
$2.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
265+ 49.91% |
$69.4K - $99.9K
|
796
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
265+ 2.34% |
$69.4K - $99.9K
|
11.6K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
265+ 37.22% |
$69.4K - $99.9K
|
977
$375K
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
265+ 14.82% |
$69.4K - $99.9K
|
2.05K
$787K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
264+ 30.0% |
$69.2K - $99.5K
|
1.14K
$439K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
258+ 14.72% |
$67.6K - $97.2K
|
2.01K
$771K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
255+ 11.71% |
$66.8K - $96.1K
|
2.43K
$933K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
250+ 3.44% |
$65.5K - $94.2K
|
7.52K
$2.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
245+ 19.31% |
$64.2K - $92.3K
|
1.51K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
244+ 10.13% |
$63.9K - $92K
|
2.65K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
243+ 19.29% |
$63.7K - $91.6K
|
1.5K
$576K
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
240+ 16.05% |
$62.9K - $90.5K
|
1.74K
$665K
|