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 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
156+ 11.01% |
$40.9K - $58.8K
|
1.57K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
155+ 7.02% |
$40.6K - $58.4K
|
2.36K
$906K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
154+ 3.27% |
$40.3K - $58K
|
4.87K
$1.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
152+ 2.57% |
$39.8K - $57.3K
|
6.06K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
152+ 9.83% |
$39.8K - $57.3K
|
1.7K
$651K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
151+ 160.64% |
$39.6K - $56.9K
|
245
$93.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
151+ 8.77% |
$39.6K - $56.9K
|
1.87K
$718K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
150+ 21.87% |
$39.3K - $56.5K
|
836
$320K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
150+ 15.77% |
$39.3K - $56.5K
|
1.1K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
150+ 9.35% |
$39.3K - $56.5K
|
1.76K
$673K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
147+ 1.9% |
$38.5K - $55.4K
|
7.88K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
145+ 0.27% |
$38K - $54.7K
|
53.6K
$20.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
144+ 6.51% |
$37.7K - $54.3K
|
2.36K
$904K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
143+ 6.21% |
$37.5K - $53.9K
|
2.45K
$937K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
142+ 2.25% |
$37.2K - $53.5K
|
6.45K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
142+ 2.33% |
$37.2K - $53.5K
|
6.25K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
141+ 0.46% |
$36.9K - $53.1K
|
30.5K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
140New |
$36.7K - $52.8K
|
140
$53.7K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
140New |
$36.7K - $52.8K
|
140
$53.7K
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
140+ 1.35% |
$36.7K - $52.8K
|
10.5K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
140+ 4.13% |
$36.7K - $52.8K
|
3.53K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
139+ 12.62% |
$36.4K - $52.4K
|
1.24K
$475K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
137New |
$35.9K - $51.6K
|
137
$52.5K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
135+ 236.84% |
$35.4K - $50.9K
|
192
$73.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
133+ 3.0% |
$34.8K - $50.1K
|
4.57K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
130+ 6.24% |
$34.1K - $49K
|
2.21K
$849K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
126+ 190.91% |
$33K - $47.5K
|
192
$73.6K
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
125+ 2.19% |
$32.7K - $47.1K
|
5.84K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
123+ 17.01% |
$32.2K - $46.4K
|
846
$324K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
122+ 0.75% |
$32K - $46K
|
16.3K
$6.26M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
121+ 4.8% |
$31.7K - $45.6K
|
2.64K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
120+ 2.06% |
$31.4K - $45.2K
|
5.96K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
119+ 127.96% |
$31.2K - $44.9K
|
212
$81.3K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
116+ 9.04% |
$30.4K - $43.7K
|
1.4K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
115+ 4.5% |
$30.1K - $43.3K
|
2.67K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
112New |
$29.3K - $42.2K
|
112
$42.9K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
111+ 12.8% |
$29.1K - $41.8K
|
978
$375K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
108+ 11.31% |
$28.3K - $40.7K
|
1.06K
$408K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
107+ 8.45% |
$28K - $40.3K
|
1.37K
$527K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
107+ 0.68% |
$28K - $40.3K
|
15.9K
$6.1M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
107+ 4.48% |
$28K - $40.3K
|
2.5K
$957K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
105New |
$27.5K - $39.6K
|
105
$40.3K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
105+ 12.47% |
$27.5K - $39.6K
|
947
$363K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104+ 7.32% |
$27.2K - $39.2K
|
1.52K
$584K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
103+ 4.16% |
$27K - $38.8K
|
2.58K
$989K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
103+ 10.07% |
$27K - $38.8K
|
1.13K
$432K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
101+ 8.54% |
$26.5K - $38.1K
|
1.28K
$492K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
101New |
$26.5K - $38.1K
|
101
$38.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100+ 7.19% |
$26.2K - $37.7K
|
1.49K
$572K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
100New |
$26.2K - $37.7K
|
100
$38.3K
|