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 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.82% |
$262 - $377
|
56
$22.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1- 0.27% |
$262 - $377
|
366
$145K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 4.35% |
$262 - $377
|
22
$8.72K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$262 - $377
|
3
$1.19K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.29% |
$262 - $377
|
338
$134K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2- 0.04% |
$524 - $754
|
5.16K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 4.35% |
$524 - $754
|
44
$17.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2- 1.13% |
$524 - $754
|
175
$69.4K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-2- 2.08% |
$524 - $754
|
94
$37.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 0.06% |
$786 - $1.13K
|
4.65K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 1.35% |
$786 - $1.13K
|
220
$87.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3- 1.05% |
$786 - $1.13K
|
284
$113K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3- 0.02% |
$786 - $1.13K
|
14.8K
$5.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-5- 0.07% |
$1.31K - $1.88K
|
7.31K
$2.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 1.93% |
$1.31K - $1.88K
|
254
$101K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6- 0.03% |
$1.57K - $2.26K
|
21.4K
$8.5M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7- 0.02% |
$1.83K - $2.64K
|
34K
$13.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-8- 0.33% |
$2.1K - $3.02K
|
2.45K
$970K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-9- 1.13% |
$2.36K - $3.39K
|
784
$311K
|
|
|
May 09, 2024
Q1 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-9- 0.06% |
$2.36K - $3.39K
|
15.9K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-9- 0.34% |
$2.36K - $3.39K
|
2.65K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-9- 0.13% |
$2.36K - $3.39K
|
6.84K
$2.71M
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-11- 0.33% |
$2.88K - $4.15K
|
3.35K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-11- 0.95% |
$2.88K - $4.15K
|
1.15K
$456K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-11- 1.34% |
$2.88K - $4.15K
|
811
$321K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-12- 0.03% |
$3.14K - $4.52K
|
34.6K
$13.7M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-14- 0.77% |
$3.67K - $5.28K
|
1.8K
$714K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-15- 0.72% |
$3.93K - $5.65K
|
2.07K
$822K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-15- 0.07% |
$3.93K - $5.65K
|
21.1K
$8.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-15- 1.3% |
$3.93K - $5.65K
|
1.14K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-15- 55.56% |
$3.93K - $5.65K
|
12
$4.76K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-16- 8.12% |
$4.19K - $6.03K
|
181
$71.7K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 4.72% |
$4.45K - $6.41K
|
343
$136K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-17- 0.32% |
$4.45K - $6.41K
|
5.3K
$2.1M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-20- 0.14% |
$5.24K - $7.54K
|
14.5K
$5.77M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-20- 7.75% |
$5.24K - $7.54K
|
238
$94.3K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 1.23% |
$5.5K - $7.91K
|
1.69K
$668K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-21- 1.91% |
$5.5K - $7.91K
|
1.08K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-23- 3.0% |
$6.03K - $8.67K
|
744
$295K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-24- 2.34% |
$6.29K - $9.05K
|
1K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-25- 0.28% |
$6.55K - $9.42K
|
9.03K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25- 2.45% |
$6.55K - $9.42K
|
997
$395K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-27- 1.17% |
$7.07K - $10.2K
|
2.28K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-27- 0.6% |
$7.07K - $10.2K
|
4.48K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-27- 0.41% |
$7.07K - $10.2K
|
6.59K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-27- 19.29% |
$7.07K - $10.2K
|
113
$44.8K
|
|
|
May 07, 2024
Q1 2024
|
Windward Capital Management CO
|
SELL
|
- |
-29- 1.39% |
$7.6K - $10.9K
|
2.05K
$814K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-34- 2.52% |
$8.91K - $12.8K
|
1.31K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-35- 0.68% |
$9.17K - $13.2K
|
5.13K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-36- 0.96% |
$9.43K - $13.6K
|
3.71K
$1.47M
|