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 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
30+ 1.92% |
$7.86K - $11.3K
|
1.59K
$610K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 2.27% |
$7.86K - $11.3K
|
1.35K
$517K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29+ 3.66% |
$7.6K - $10.9K
|
822
$315K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
29+ 4.02% |
$7.6K - $10.9K
|
751
$288K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
29+ 1.14% |
$7.6K - $10.9K
|
2.57K
$985K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
28+ 0.23% |
$7.34K - $10.6K
|
12.5K
$4.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
27+ 2.82% |
$7.07K - $10.2K
|
985
$378K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27+ 1.2% |
$7.07K - $10.2K
|
2.27K
$869K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
27+ 2.21% |
$7.07K - $10.2K
|
1.25K
$478K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
26+ 1.21% |
$6.81K - $9.8K
|
2.17K
$830K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 78.79% |
$6.81K - $9.8K
|
59
$22.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
25+ 2.65% |
$6.55K - $9.42K
|
970
$372K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
25+ 1.66% |
$6.55K - $9.42K
|
1.53K
$587K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
25+ 43.86% |
$6.55K - $9.42K
|
82
$31.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25+ 2.44% |
$6.55K - $9.42K
|
1.05K
$403K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 0.87% |
$6.55K - $9.42K
|
2.9K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$6.55K - $9.42K
|
25
$9.58K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 8.17% |
$6.55K - $9.42K
|
331
$127K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
25+ 1.73% |
$6.55K - $9.42K
|
1.47K
$565K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
23+ 1.36% |
$6.03K - $8.67K
|
1.72K
$659K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
23+ 5.68% |
$6.03K - $8.67K
|
428
$164K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
22+ 2.95% |
$5.76K - $8.29K
|
767
$294K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
22+ 2.71% |
$5.76K - $8.29K
|
835
$320K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
22+ 2.14% |
$5.76K - $8.29K
|
1.05K
$403K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
21+ 1.38% |
$5.5K - $7.91K
|
1.55K
$593K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
21+ 1.36% |
$5.5K - $7.91K
|
1.56K
$598K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
20+ 1.7% |
$5.24K - $7.54K
|
1.2K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
20+ 2.16% |
$5.24K - $7.54K
|
946
$363K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
19+ 7.01% |
$4.98K - $7.16K
|
290
$111K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
19+ 0.2% |
$4.98K - $7.16K
|
9.33K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
19+ 2.71% |
$4.98K - $7.16K
|
721
$276K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
19+ 0.31% |
$4.98K - $7.16K
|
6.13K
$2.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18+ 2.06% |
$4.72K - $6.78K
|
890
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 85.71% |
$4.72K - $6.78K
|
39
$15K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
18+ 2.07% |
$4.72K - $6.78K
|
888
$340K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
17+ 7.3% |
$4.45K - $6.41K
|
250
$95.8K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17+ 0.34% |
$4.45K - $6.41K
|
5K
$1.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 2.61% |
$4.19K - $6.03K
|
630
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
16+ 2.17% |
$4.19K - $6.03K
|
754
$289K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
16+ 0.2% |
$4.19K - $6.03K
|
7.93K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
16New |
$4.19K - $6.03K
|
16
$6.13K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 29.09% |
$4.19K - $6.03K
|
71
$27.2K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15New |
$3.93K - $5.65K
|
15
$5.75K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
15+ 0.86% |
$3.93K - $5.65K
|
1.76K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
15+ 2.23% |
$3.93K - $5.65K
|
688
$264K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 0.24% |
$3.93K - $5.65K
|
6.23K
$2.39M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
15+ 50.0% |
$3.93K - $5.65K
|
45
$17.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
14New |
$3.67K - $5.28K
|
14
$5.37K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.77% |
$3.67K - $5.28K
|
1.82K
$698K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.4% |
$3.67K - $5.28K
|
3.52K
$1.35M
|