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
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-737- 86.71% |
$193K - $278K
|
113
$44.8K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-755- 34.6% |
$198K - $285K
|
1.43K
$566K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-762- 5.15% |
$200K - $287K
|
14K
$5.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-766- 6.04% |
$201K - $289K
|
11.9K
$4.72M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-767- 5.76% |
$201K - $289K
|
12.5K
$4.97M
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-781- 9.64% |
$205K - $294K
|
7.32K
$2.9M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-794- 1.18% |
$208K - $299K
|
66.4K
$26.3M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-798- 3.5% |
$209K - $301K
|
22K
$8.72M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-802- 12.66% |
$210K - $302K
|
5.53K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-806- 19.89% |
$211K - $304K
|
3.25K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-806- 22.94% |
$211K - $304K
|
2.71K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-814- 10.13% |
$213K - $307K
|
7.22K
$2.86M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-823- 27.24% |
$216K - $310K
|
2.2K
$871K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-837- 18.62% |
$219K - $315K
|
3.66K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-854- 0.16% |
$224K - $322K
|
541K
$215M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-859- 76.29% |
$225K - $324K
|
267
$106K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-862- 1.78% |
$226K - $325K
|
47.7K
$18.9M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-872- 3.69% |
$228K - $329K
|
22.8K
$9.03M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-898- 5.72% |
$235K - $338K
|
14.8K
$5.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-900- 26.78% |
$236K - $339K
|
2.46K
$976K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-908- 36.32% |
$238K - $342K
|
1.59K
$631K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-912- 39.86% |
$239K - $344K
|
1.38K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-924- 3.72% |
$242K - $348K
|
23.9K
$9.49M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-933- 5.17% |
$244K - $352K
|
17.1K
$6.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-934- 3.4% |
$245K - $352K
|
26.6K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-934- 1.6% |
$245K - $352K
|
57.6K
$22.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-939- 13.2% |
$246K - $354K
|
6.18K
$2.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-955- 33.29% |
$250K - $360K
|
1.91K
$759K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-980- 20.96% |
$257K - $369K
|
3.7K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-981- 0.27% |
$257K - $370K
|
359K
$142M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.02K- 8.19% |
$266K - $383K
|
11.4K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.03K- 27.33% |
$270K - $389K
|
2.74K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.04K- 3.43% |
$272K - $391K
|
29.2K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.13K- 20.2% |
$295K - $424K
|
4.44K
$1.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.14K- 5.77% |
$298K - $428K
|
18.5K
$7.35M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.19K- 3.14% |
$310K - $447K
|
36.6K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.2K- 41.08% |
$314K - $452K
|
1.72K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.21K- 29.21% |
$316K - $454K
|
2.92K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.22K- 39.48% |
$320K - $461K
|
1.87K
$742K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.22K- 2.41% |
$320K - $461K
|
49.4K
$19.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-1.23K- 11.55% |
$322K - $463K
|
9.4K
$3.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.25K- 12.79% |
$327K - $470K
|
8.51K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.25K- 6.03% |
$328K - $472K
|
19.5K
$7.73M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.25K- 9.33% |
$328K - $472K
|
12.2K
$4.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.26K- 17.59% |
$331K - $476K
|
5.92K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.27K- 2.32% |
$332K - $477K
|
53.3K
$21.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.27K- 8.29% |
$332K - $477K
|
14K
$5.55M
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.27K- 4.74% |
$332K - $477K
|
25.5K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.28K- 46.7% |
$336K - $483K
|
1.46K
$580K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-1.29K- 15.06% |
$337K - $485K
|
7.26K
$2.88M
|