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 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-206- 15.96% |
$54K - $77.6K
|
1.09K
$416K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-211- 8.49% |
$55.3K - $79.5K
|
2.27K
$871K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-219- 1.22% |
$57.4K - $82.5K
|
17.7K
$6.78M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-219- 1.07% |
$57.4K - $82.5K
|
20.3K
$7.78M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-222- 12.56% |
$58.2K - $83.7K
|
1.55K
$593K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-223- 6.42% |
$58.4K - $84K
|
3.25K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-230- 0.85% |
$60.3K - $86.7K
|
26.9K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-231- 1.0% |
$60.5K - $87.1K
|
22.8K
$8.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-235- 13.28% |
$61.6K - $88.6K
|
1.53K
$588K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-236- 2.02% |
$61.8K - $88.9K
|
11.5K
$4.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-237- 19.19% |
$62.1K - $89.3K
|
998
$383K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-237- 85.25% |
$62.1K - $89.3K
|
41
$15.7K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-240- 62.18% |
$62.9K - $90.5K
|
146
$56K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-241- 8.92% |
$63.1K - $90.8K
|
2.46K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-242- 3.33% |
$63.4K - $91.2K
|
7.02K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-246- 3.61% |
$64.4K - $92.7K
|
6.57K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-254- 3.98% |
$66.5K - $95.7K
|
6.13K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-260- 24.14% |
$68.1K - $98K
|
817
$313K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-261- 8.33% |
$68.4K - $98.4K
|
2.87K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-262- 6.82% |
$68.6K - $98.7K
|
3.58K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-266- 99.63% |
$69.7K - $100K
|
1
$383
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-271- 17.13% |
$71K - $102K
|
1.31K
$503K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-272- 34.87% |
$71.3K - $103K
|
508
$195K
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
SELL
|
- |
-273- 1.04% |
$71.5K - $103K
|
26.1K
$10M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-274- 12.9% |
$71.8K - $103K
|
1.85K
$709K
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-275- 18.73% |
$72K - $104K
|
1.19K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-275- 7.37% |
$72K - $104K
|
3.46K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-280- 4.12% |
$73.4K - $106K
|
6.52K
$2.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-284- 2.13% |
$74.4K - $107K
|
13.1K
$5.01M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-290- 82.86% |
$76K - $109K
|
60
$23K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-295- 4.22% |
$77.3K - $111K
|
6.69K
$2.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-295- 17.29% |
$77.3K - $111K
|
1.41K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-298- 20.61% |
$78.1K - $112K
|
1.15K
$440K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-299- 3.9% |
$78.3K - $113K
|
7.36K
$2.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-301- 8.99% |
$78.9K - $113K
|
3.05K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-324- 48.29% |
$84.9K - $122K
|
347
$133K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-326- 28.13% |
$85.4K - $123K
|
833
$319K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-330- 19.71% |
$86.5K - $124K
|
1.34K
$515K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-362- 7.03% |
$94.8K - $136K
|
4.79K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-384- 25.43% |
$101K - $145K
|
1.13K
$432K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-385- 7.73% |
$101K - $145K
|
4.59K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-385- 2.82% |
$101K - $145K
|
13.3K
$5.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-387- 2.63% |
$101K - $146K
|
14.3K
$5.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-392- 11.6% |
$103K - $148K
|
2.99K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-400- 18.32% |
$105K - $151K
|
1.78K
$684K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-407- 2.57% |
$107K - $153K
|
15.4K
$5.91M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-415- 2.25% |
$109K - $156K
|
18K
$6.91M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-416- 33.52% |
$109K - $157K
|
825
$316K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-420- 24.63% |
$110K - $158K
|
1.29K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-428- 4.94% |
$112K - $161K
|
8.24K
$3.16M
|