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 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
68+ 5.35% |
$17.8K - $25.6K
|
1.34K
$272K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
68+ 0.47% |
$17.8K - $25.6K
|
14.4K
$2.94M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
68+ 2.19% |
$17.8K - $25.6K
|
3.17K
$644K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
67+ 8.97% |
$17.6K - $25.3K
|
814
$165K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
66+ 0.52% |
$17.3K - $24.9K
|
12.7K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
65+ 0.16% |
$17K - $24.5K
|
39.5K
$8.03M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
64New |
$16.8K - $24.1K
|
64
$13K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
64+ 1.34% |
$16.8K - $24.1K
|
4.85K
$985K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
64+ 7.53% |
$16.8K - $24.1K
|
914
$186K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
64+ 5.84% |
$16.8K - $24.1K
|
1.16K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
63New |
$16.5K - $23.7K
|
63
$12.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
63+ 8.05% |
$16.5K - $23.7K
|
846
$172K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
63+ 27.04% |
$16.5K - $23.7K
|
296
$60.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
62+ 4.83% |
$16.2K - $23.4K
|
1.35K
$274K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
62+ 0.4% |
$16.2K - $23.4K
|
15.4K
$3.13M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
$16.2K - $23.4K
|
62
$12.6K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
61+ 1.46% |
$16K - $23K
|
4.23K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
60+ 6.28% |
$15.7K - $22.6K
|
1.02K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 2.55% |
$15.7K - $22.6K
|
2.41K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
60+ 0.55% |
$15.7K - $22.6K
|
10.9K
$2.21M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
60+ 1.54% |
$15.7K - $22.6K
|
3.96K
$806K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
59+ 0.3% |
$15.5K - $22.2K
|
19.6K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
58+ 8.35% |
$15.2K - $21.9K
|
753
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
57+ 158.33% |
$14.9K - $21.5K
|
93
$18.9K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
56+ 0.84% |
$14.7K - $21.1K
|
6.74K
$1.37M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
55+ 18.33% |
$14.4K - $20.7K
|
355
$72.2K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
55New |
$14.4K - $20.7K
|
55
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
52+ 3.57% |
$13.6K - $19.6K
|
1.51K
$307K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
50+ 4.17% |
$13.1K - $18.8K
|
1.25K
$254K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
50+ 89.29% |
$13.1K - $18.8K
|
106
$21.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
50+ 4.18% |
$13.1K - $18.8K
|
1.25K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
BUY
|
- |
50+ 0.33% |
$13.1K - $18.8K
|
15K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50+ 13.62% |
$13.1K - $18.8K
|
417
$84.8K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
49+ 136.11% |
$12.8K - $18.5K
|
85
$17.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
49+ 6.95% |
$12.8K - $18.5K
|
754
$153K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48+ 208.7% |
$12.6K - $18.1K
|
71
$14.4K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
48+ 0.27% |
$12.6K - $18.1K
|
17.7K
$3.61M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
47+ 2.95% |
$12.3K - $17.7K
|
1.64K
$334K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
46+ 11.53% |
$12.1K - $17.3K
|
445
$90.5K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
46+ 5.79% |
$12.1K - $17.3K
|
841
$171K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 2.7% |
$11.8K - $17K
|
1.71K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
45+ 3.34% |
$11.8K - $17K
|
1.39K
$283K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
45+ 1125.0% |
$11.8K - $17K
|
49
$9.96K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
44+ 44.44% |
$11.5K - $16.6K
|
143
$29.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
44+ 3.91% |
$11.5K - $16.6K
|
1.17K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
43+ 2.99% |
$11.3K - $16.2K
|
1.48K
$301K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
43New |
$11.3K - $16.2K
|
43
$8.74K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
41+ 2.34% |
$10.7K - $15.5K
|
1.79K
$364K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
41+ 5.07% |
$10.7K - $15.5K
|
850
$173K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 5.74% |
$10.5K - $15.1K
|
737
$150K
|