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 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-301- 8.99% |
$78.9K - $113K
|
3.05K
$599K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-324- 48.29% |
$84.9K - $122K
|
347
$68.3K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-326- 28.13% |
$85.4K - $123K
|
833
$164K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-330- 19.71% |
$86.5K - $124K
|
1.34K
$264K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-362- 7.03% |
$94.8K - $136K
|
4.79K
$942K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-384- 25.43% |
$101K - $145K
|
1.13K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-385- 7.73% |
$101K - $145K
|
4.59K
$904K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-385- 2.82% |
$101K - $145K
|
13.3K
$2.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-387- 2.63% |
$101K - $146K
|
14.3K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-392- 11.6% |
$103K - $148K
|
2.99K
$588K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-400- 18.32% |
$105K - $151K
|
1.78K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-407- 2.57% |
$107K - $153K
|
15.4K
$3.04M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-415- 2.25% |
$109K - $156K
|
18K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-416- 33.52% |
$109K - $157K
|
825
$162K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-420- 24.63% |
$110K - $158K
|
1.29K
$253K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-426- 7.26% |
$112K - $161K
|
5.44K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-428- 4.94% |
$112K - $161K
|
8.24K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-430- 30.37% |
$113K - $162K
|
986
$194K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-434- 0.95% |
$114K - $164K
|
45.5K
$8.94M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-441- 34.81% |
$116K - $166K
|
826
$162K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-441- 0.78% |
$116K - $166K
|
55.9K
$11M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-450- 1.02% |
$118K - $170K
|
43.8K
$8.61M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-453- 36.39% |
$119K - $171K
|
792
$156K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-455- 48.61% |
$119K - $171K
|
481
$94.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-466- 1.35% |
$122K - $176K
|
34K
$6.7M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-478- 0.23% |
$125K - $180K
|
206K
$40.5M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-480- 24.94% |
$126K - $181K
|
1.45K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-481- 3.62% |
$126K - $181K
|
12.8K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-485- 29.32% |
$127K - $183K
|
1.17K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-486- 8.68% |
$127K - $183K
|
5.11K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-486- 6.94% |
$127K - $183K
|
6.52K
$1.28M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-488- 6.79% |
$128K - $184K
|
6.7K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-490- 25.99% |
$128K - $185K
|
1.4K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-490- 8.48% |
$128K - $185K
|
5.29K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-490- 5.93% |
$128K - $185K
|
7.77K
$1.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-499- 21.51% |
$131K - $188K
|
1.82K
$358K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-502- 2.97% |
$132K - $189K
|
16.4K
$3.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-521- 2.3% |
$136K - $196K
|
22.1K
$4.35M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-527- 28.92% |
$138K - $199K
|
1.3K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-552- 0.3% |
$145K - $208K
|
186K
$36.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-563- 3.01% |
$147K - $212K
|
18.1K
$3.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-570- 2.72% |
$149K - $215K
|
20.4K
$4.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-572- 4.99% |
$150K - $216K
|
10.9K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-574- 13.29% |
$150K - $216K
|
3.74K
$737K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-581- 11.06% |
$152K - $219K
|
4.67K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-583- 9.3% |
$153K - $220K
|
5.68K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-592- 1.94% |
$155K - $223K
|
29.9K
$5.88M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-595- 1.03% |
$156K - $224K
|
57.3K
$11.3M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-598- 23.41% |
$157K - $225K
|
1.96K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-606- 9.85% |
$159K - $228K
|
5.55K
$1.09M
|