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 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.4% |
$3.67K - $5.28K
|
3.52K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
13+ 0.4% |
$3.41K - $4.9K
|
3.25K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
13+ 1.07% |
$3.41K - $4.9K
|
1.22K
$485K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 162.5% |
$3.41K - $4.9K
|
21
$8.32K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 5.26% |
$3.14K - $4.52K
|
240
$95.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 11.21% |
$3.14K - $4.52K
|
119
$47.2K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12New |
$3.14K - $4.52K
|
12
$4.76K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
11+ 0.64% |
$2.88K - $4.15K
|
1.72K
$682K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
11+ 0.19% |
$2.88K - $4.15K
|
5.91K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 111.11% |
$2.62K - $3.77K
|
19
$7.53K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
10+ 0.94% |
$2.62K - $3.77K
|
1.07K
$424K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10+ 1.24% |
$2.62K - $3.77K
|
817
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 1000.0% |
$2.62K - $3.77K
|
11
$4.36K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 3.94% |
$2.62K - $3.77K
|
264
$105K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 1.29% |
$2.62K - $3.77K
|
783
$310K
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10+ 1.81% |
$2.62K - $3.77K
|
563
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9+ 0.85% |
$2.36K - $3.39K
|
1.07K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9+ 0.13% |
$2.36K - $3.39K
|
7.21K
$2.86M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
9New |
$2.36K - $3.39K
|
9
$3.57K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
9+ 0.12% |
$2.36K - $3.39K
|
7.39K
$2.93M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8New |
$2.1K - $3.02K
|
8
$3.17K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
8+ 0.6% |
$2.1K - $3.02K
|
1.33K
$528K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
8+ 10.81% |
$2.1K - $3.02K
|
82
$32.5K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7+ 0.25% |
$1.83K - $2.64K
|
2.77K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 7.22% |
$1.83K - $2.64K
|
104
$41.2K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
7+ 0.14% |
$1.83K - $2.64K
|
4.99K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 2.77% |
$1.83K - $2.64K
|
260
$103K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$1.57K - $2.26K
|
6
$2.38K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 3.9% |
$1.57K - $2.26K
|
160
$63.4K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6+ 0.84% |
$1.57K - $2.26K
|
720
$285K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 0.66% |
$1.31K - $1.88K
|
765
$303K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5+ 3.79% |
$1.31K - $1.88K
|
137
$54.3K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.31K - $1.88K
|
5
$1.98K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$1.31K - $1.88K
|
10.5K
$4.16M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4New |
$1.05K - $1.51K
|
4
$1.59K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 1.25% |
$1.05K - $1.51K
|
323
$128K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4New |
$1.05K - $1.51K
|
4
$1.59K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3+ 0.17% |
$786 - $1.13K
|
1.76K
$698K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
3+ 0.03% |
$786 - $1.13K
|
9.2K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 100.0% |
$786 - $1.13K
|
6
$2.38K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
3+ 0.25% |
$786 - $1.13K
|
1.22K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 1.8% |
$786 - $1.13K
|
170
$67.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 0.9% |
$524 - $754
|
224
$88.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 10.53% |
$524 - $754
|
21
$8.32K
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
2New |
$524 - $754
|
2
$793
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.19% |
$524 - $754
|
1.04K
$412K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 100.0% |
$524 - $754
|
4
$1.59K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1+ 0.08% |
$262 - $377
|
1.23K
$486K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1New |
$262 - $377
|
1
$396
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$262 - $377
|
1
$396
|