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 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-73- 0.61% |
$19.1K - $27.5K
|
11.9K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-74- 7.36% |
$19.4K - $27.9K
|
932
$183K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-74- 0.7% |
$19.4K - $27.9K
|
10.5K
$2.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-75- 38.46% |
$19.6K - $28.3K
|
120
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-75- 9.64% |
$19.6K - $28.3K
|
703
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-76- 2.98% |
$19.9K - $28.6K
|
2.47K
$487K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-77- 6.62% |
$20.2K - $29K
|
1.09K
$214K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-80- 9.98% |
$21K - $30.2K
|
722
$142K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-82- 0.06% |
$21.5K - $30.9K
|
140K
$27.6M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-86- 1.33% |
$22.5K - $32.4K
|
6.37K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-86- 2.08% |
$22.5K - $32.4K
|
4.04K
$795K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-91- 3.17% |
$23.8K - $34.3K
|
2.78K
$547K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-92- 50.0% |
$24.1K - $34.7K
|
92
$18.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-94- 5.78% |
$24.6K - $35.4K
|
1.53K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-94- 0.66% |
$24.6K - $35.4K
|
14K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-94- 0.68% |
$24.6K - $35.4K
|
13.8K
$2.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-95- 0.39% |
$24.9K - $35.8K
|
24.3K
$4.78M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-96- 8.07% |
$25.1K - $36.2K
|
1.09K
$215K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-97- 11.6% |
$25.4K - $36.6K
|
739
$145K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-98- 10.16% |
$25.7K - $36.9K
|
867
$171K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-98- 1.79% |
$25.7K - $36.9K
|
5.39K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-100- 7.42% |
$26.2K - $37.7K
|
1.25K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-100- 2.34% |
$26.2K - $37.7K
|
4.18K
$821K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 11.51% |
$26.2K - $37.7K
|
769
$151K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-100- 0.23% |
$26.2K - $37.7K
|
42.5K
$8.37M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-101- 2.99% |
$26.5K - $38.1K
|
3.27K
$644K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-102- 3.92% |
$26.7K - $38.4K
|
2.5K
$492K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-105- 1.38% |
$27.5K - $39.6K
|
7.5K
$1.48M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-110- 1.76% |
$28.8K - $41.5K
|
6.14K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-111- 1.28% |
$29.1K - $41.8K
|
8.59K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-114- 5.11% |
$29.9K - $43K
|
2.12K
$416K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-115- 49.78% |
$30.1K - $43.3K
|
116
$22.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-115- 1.39% |
$30.1K - $43.3K
|
8.15K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-118- 14.13% |
$30.9K - $44.5K
|
717
$141K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-122- 4.83% |
$32K - $46K
|
2.4K
$473K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-123- 14.77% |
$32.2K - $46.4K
|
710
$140K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-127- 13.58% |
$33.3K - $47.9K
|
808
$159K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-128- 10.6% |
$33.5K - $48.2K
|
1.08K
$212K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-134- 7.26% |
$35.1K - $50.5K
|
1.71K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-135- 0.64% |
$35.4K - $50.9K
|
21K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-135- 12.91% |
$35.4K - $50.9K
|
911
$179K
|
|
|
May 15, 2024
Q1 2024
|
Carroll Investors, Inc
|
SELL
|
- |
-136- 0.52% |
$35.6K - $51.3K
|
26.1K
$5.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-138- 15.95% |
$36.2K - $52K
|
727
$143K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-141- 3.34% |
$36.9K - $53.1K
|
4.08K
$802K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-141- 10.37% |
$36.9K - $53.1K
|
1.22K
$240K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-143- 8.29% |
$37.5K - $53.9K
|
1.58K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-144- 23.41% |
$37.7K - $54.3K
|
471
$92.7K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-154- 7.87% |
$40.3K - $58K
|
1.8K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-158- 0.44% |
$41.4K - $59.6K
|
36.1K
$7.1M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-159- 61.63% |
$41.7K - $59.9K
|
99
$19.5K
|