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 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.14K+ 71.1% |
$1.08M - $1.56M
|
9.96K
$1.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.13KNew |
$1.08M - $1.56M
|
4.13K
$827K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
4.12K+ 53.12% |
$1.08M - $1.55M
|
11.9K
$2.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.08KNew |
$1.07M - $1.54M
|
4.08K
$816K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
4.04KNew |
$1.06M - $1.52M
|
4.04K
$808K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.03K+ 693.46% |
$1.06M - $1.52M
|
4.61K
$922K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
4.02K+ 51.45% |
$1.05M - $1.51M
|
11.8K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 947.75% |
$1.05M - $1.51M
|
4.43K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
4KNew |
$1.05M - $1.51M
|
4K
$800K
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
3.97K+ 2.71% |
$1.04M - $1.5M
|
150K
$30.1M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.97K+ 38.63% |
$1.04M - $1.49M
|
14.2K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.95K+ 28.38% |
$1.03M - $1.49M
|
17.9K
$3.57M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
3.92K+ 99.62% |
$1.03M - $1.48M
|
7.85K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.89K+ 339.86% |
$1.02M - $1.47M
|
5.03K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.88K+ 59.12% |
$1.02M - $1.46M
|
10.4K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.88K+ 6.85% |
$1.02M - $1.46M
|
60.5K
$12.1M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.82KNew |
$1M - $1.44M
|
3.82K
$764K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.81K+ 42.13% |
$998K - $1.44M
|
12.9K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.78KNew |
$990K - $1.42M
|
3.78K
$756K
|
|
|
May 15, 2024
Q1 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
3.7KNew |
$969K - $1.39M
|
3.7K
$740K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.67K+ 13.17% |
$960K - $1.38M
|
31.5K
$6.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.65K+ 74.39% |
$957K - $1.38M
|
8.56K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.64K+ 79.56% |
$952K - $1.37M
|
8.2K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.6K+ 265.02% |
$943K - $1.36M
|
4.96K
$992K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$942K - $1.35M
|
3.6K
$719K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.59K+ 4.97% |
$940K - $1.35M
|
75.8K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.59K+ 3.14% |
$940K - $1.35M
|
118K
$23.5M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
3.57KNew |
$935K - $1.34M
|
3.57K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
3.5K+ 35.25% |
$917K - $1.32M
|
13.4K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.45KNew |
$905K - $1.3M
|
3.45K
$691K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.43K+ 3.66% |
$898K - $1.29M
|
97K
$19.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.41K+ 7.2% |
$894K - $1.29M
|
50.8K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.31K+ 2736.36% |
$867K - $1.25M
|
3.43K
$687K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
3.31K+ 14.18% |
$867K - $1.25M
|
26.6K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.29K+ 25.59% |
$862K - $1.24M
|
16.1K
$3.23M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.27K+ 30.99% |
$856K - $1.23M
|
13.8K
$2.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.24KNew |
$849K - $1.22M
|
3.24K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
3.24KNew |
$848K - $1.22M
|
3.24K
$647K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.23KNew |
$846K - $1.22M
|
3.23K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.23KNew |
$845K - $1.22M
|
3.23K
$645K
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3.21KNew |
$841K - $1.21M
|
3.21K
$642K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
3.2K+ 15.37% |
$839K - $1.21M
|
24K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.2K+ 61.47% |
$838K - $1.21M
|
8.41K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3.18K+ 67.84% |
$832K - $1.2M
|
7.86K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.14K+ 25.16% |
$823K - $1.18M
|
15.6K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.13KNew |
$819K - $1.18M
|
3.13K
$625K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.09KNew |
$809K - $1.16M
|
3.09K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.08K+ 6.3% |
$807K - $1.16M
|
52K
$10.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.05K+ 125.65% |
$800K - $1.15M
|
5.48K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.05K+ 559.08% |
$798K - $1.15M
|
3.59K
$719K
|