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
|
Sage Mountain Advisors LLC
|
BUY
|
- |
62+ 4.83% |
$16.2K - $23.4K
|
1.35K
$516K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
62+ 0.4% |
$16.2K - $23.4K
|
15.4K
$5.9M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
$16.2K - $23.4K
|
62
$23.8K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
61+ 1.46% |
$16K - $23K
|
4.23K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
60+ 6.28% |
$15.7K - $22.6K
|
1.02K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 2.55% |
$15.7K - $22.6K
|
2.41K
$925K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
60+ 0.55% |
$15.7K - $22.6K
|
10.9K
$4.17M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
60+ 1.54% |
$15.7K - $22.6K
|
3.96K
$1.52M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
59+ 0.3% |
$15.5K - $22.2K
|
19.6K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
58+ 8.35% |
$15.2K - $21.9K
|
753
$289K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
57+ 158.33% |
$14.9K - $21.5K
|
93
$35.7K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
56+ 0.84% |
$14.7K - $21.1K
|
6.74K
$2.58M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
55+ 18.33% |
$14.4K - $20.7K
|
355
$136K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
55New |
$14.4K - $20.7K
|
55
$21.1K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
52+ 3.57% |
$13.6K - $19.6K
|
1.51K
$578K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
50+ 4.17% |
$13.1K - $18.8K
|
1.25K
$479K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
50+ 89.29% |
$13.1K - $18.8K
|
106
$40.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
50+ 4.18% |
$13.1K - $18.8K
|
1.25K
$478K
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
BUY
|
- |
50+ 0.33% |
$13.1K - $18.8K
|
15K
$5.74M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50+ 13.62% |
$13.1K - $18.8K
|
417
$160K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
49+ 136.11% |
$12.8K - $18.5K
|
85
$32.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
49+ 6.95% |
$12.8K - $18.5K
|
754
$289K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48+ 208.7% |
$12.6K - $18.1K
|
71
$27.2K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
48+ 0.27% |
$12.6K - $18.1K
|
17.7K
$6.8M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
47+ 2.95% |
$12.3K - $17.7K
|
1.64K
$629K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
46+ 11.53% |
$12.1K - $17.3K
|
445
$171K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
46+ 5.79% |
$12.1K - $17.3K
|
841
$322K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 2.7% |
$11.8K - $17K
|
1.71K
$656K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
45+ 3.34% |
$11.8K - $17K
|
1.39K
$534K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
45+ 1125.0% |
$11.8K - $17K
|
49
$18.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
44+ 44.44% |
$11.5K - $16.6K
|
143
$54.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
44+ 3.91% |
$11.5K - $16.6K
|
1.17K
$448K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
43+ 2.99% |
$11.3K - $16.2K
|
1.48K
$568K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
43New |
$11.3K - $16.2K
|
43
$16.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
41+ 2.34% |
$10.7K - $15.5K
|
1.79K
$687K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
41+ 5.07% |
$10.7K - $15.5K
|
850
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 5.74% |
$10.5K - $15.1K
|
737
$283K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
40+ 500.0% |
$10.5K - $15.1K
|
48
$18.4K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
40+ 0.59% |
$10.5K - $15.1K
|
6.79K
$2.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
38+ 0.54% |
$9.95K - $14.3K
|
7.06K
$2.71M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
38+ 5.29% |
$9.95K - $14.3K
|
757
$290K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
36+ 2.12% |
$9.43K - $13.6K
|
1.73K
$665K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
35+ 3.87% |
$9.17K - $13.2K
|
939
$360K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
34+ 2.35% |
$8.91K - $12.8K
|
1.48K
$567K
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
33New |
$8.65K - $12.4K
|
33
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32+ 800.0% |
$8.38K - $12.1K
|
36
$13.8K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
31+ 3.56% |
$8.12K - $11.7K
|
902
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
30+ 1.8% |
$7.86K - $11.3K
|
1.69K
$649K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30+ 1.15% |
$7.86K - $11.3K
|
2.64K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
30New |
$7.86K - $11.3K
|
30
$11.5K
|