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 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
40+ 500.0% |
$10.5K - $15.1K
|
48
$9.44K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
40+ 0.59% |
$10.5K - $15.1K
|
6.79K
$1.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
38+ 0.54% |
$9.95K - $14.3K
|
7.06K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
38+ 5.29% |
$9.95K - $14.3K
|
757
$149K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
36+ 2.12% |
$9.43K - $13.6K
|
1.73K
$341K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
35+ 3.87% |
$9.17K - $13.2K
|
939
$185K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
34+ 2.35% |
$8.91K - $12.8K
|
1.48K
$291K
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
33New |
$8.65K - $12.4K
|
33
$6.49K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32+ 800.0% |
$8.38K - $12.1K
|
36
$7.08K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
31+ 3.56% |
$8.12K - $11.7K
|
902
$177K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
30+ 1.8% |
$7.86K - $11.3K
|
1.69K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30+ 1.15% |
$7.86K - $11.3K
|
2.64K
$519K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
30New |
$7.86K - $11.3K
|
30
$5.9K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
30+ 1.92% |
$7.86K - $11.3K
|
1.59K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 2.27% |
$7.86K - $11.3K
|
1.35K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29+ 3.66% |
$7.6K - $10.9K
|
822
$162K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
29+ 4.02% |
$7.6K - $10.9K
|
751
$148K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
29+ 1.14% |
$7.6K - $10.9K
|
2.57K
$506K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
28+ 0.23% |
$7.34K - $10.6K
|
12.5K
$2.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
27+ 2.82% |
$7.07K - $10.2K
|
985
$194K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27+ 1.2% |
$7.07K - $10.2K
|
2.27K
$446K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
27+ 2.21% |
$7.07K - $10.2K
|
1.25K
$245K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
26+ 1.21% |
$6.81K - $9.8K
|
2.17K
$426K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 78.79% |
$6.81K - $9.8K
|
59
$11.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
25+ 2.65% |
$6.55K - $9.42K
|
970
$191K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
25+ 1.66% |
$6.55K - $9.42K
|
1.53K
$301K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
25+ 43.86% |
$6.55K - $9.42K
|
82
$16.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25+ 2.44% |
$6.55K - $9.42K
|
1.05K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 0.87% |
$6.55K - $9.42K
|
2.9K
$570K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$6.55K - $9.42K
|
25
$4.92K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 8.17% |
$6.55K - $9.42K
|
331
$65.1K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
25+ 1.73% |
$6.55K - $9.42K
|
1.47K
$290K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
23+ 1.36% |
$6.03K - $8.67K
|
1.72K
$338K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
23+ 5.68% |
$6.03K - $8.67K
|
428
$84.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
22+ 2.95% |
$5.76K - $8.29K
|
767
$151K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
22+ 2.71% |
$5.76K - $8.29K
|
835
$164K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
22+ 2.14% |
$5.76K - $8.29K
|
1.05K
$207K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
21+ 1.38% |
$5.5K - $7.91K
|
1.55K
$305K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
21+ 1.36% |
$5.5K - $7.91K
|
1.56K
$307K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
20+ 1.7% |
$5.24K - $7.54K
|
1.2K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
20+ 2.16% |
$5.24K - $7.54K
|
946
$186K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
19+ 7.01% |
$4.98K - $7.16K
|
290
$57.1K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
19+ 0.2% |
$4.98K - $7.16K
|
9.33K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
19+ 2.71% |
$4.98K - $7.16K
|
721
$142K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
19+ 0.31% |
$4.98K - $7.16K
|
6.13K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18+ 2.06% |
$4.72K - $6.78K
|
890
$175K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 85.71% |
$4.72K - $6.78K
|
39
$7.67K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
18+ 2.07% |
$4.72K - $6.78K
|
888
$175K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
17+ 7.3% |
$4.45K - $6.41K
|
250
$49.2K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17+ 0.34% |
$4.45K - $6.41K
|
5K
$984K
|