Purchases and Sales Made in Q1 2025 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q1 2025. 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 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.3KNew |
$217K - $270K
|
1.3K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.28K+ 62.7% |
$215K - $266K
|
3.32K
$653K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.27K+ 17.91% |
$212K - $264K
|
8.34K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.26K+ 2.78% |
$212K - $263K
|
46.7K
$9.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.26KNew |
$211K - $262K
|
1.26K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.26K+ 9.75% |
$211K - $262K
|
14.2K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.26KNew |
$211K - $262K
|
1.26K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.26K+ 1.78% |
$211K - $262K
|
72.2K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1.26K+ 80.77% |
$211K - $262K
|
2.82K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.25K+ 8.39% |
$210K - $261K
|
16.2K
$3.18M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.25K+ 12.99% |
$210K - $261K
|
10.9K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.25KNew |
$210K - $260K
|
1.25K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.24KNew |
$209K - $259K
|
1.24K
$245K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.24KNew |
$208K - $258K
|
1.24K
$244K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.24KNew |
$207K - $257K
|
1.24K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.23K+ 0.76% |
$207K - $257K
|
164K
$32.2M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.23KNew |
$207K - $257K
|
1.23K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.23K+ 20.74% |
$207K - $256K
|
7.17K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.23K+ 17.28% |
$207K - $256K
|
8.35K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.23KNew |
$206K - $256K
|
1.23K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.23KNew |
$206K - $255K
|
1.23K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.23KNew |
$206K - $255K
|
1.23K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.22K+ 1.56% |
$205K - $255K
|
79.5K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.22K+ 8.97% |
$205K - $255K
|
14.8K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.22K+ 77.01% |
$205K - $254K
|
2.8K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$204K - $254K
|
1.22K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 19.47% |
$204K - $253K
|
7.46K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.21K+ 19.93% |
$203K - $252K
|
7.29K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
1.21K+ 10.34% |
$203K - $251K
|
12.9K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.21K+ 20.24% |
$202K - $251K
|
7.17K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.2K+ 82.19% |
$201K - $250K
|
2.66K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 54.55% |
$201K - $250K
|
3.4K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.18K+ 3.87% |
$198K - $246K
|
31.7K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.18K+ 49.19% |
$198K - $246K
|
3.58K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.18KNew |
$197K - $245K
|
1.18K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.17K+ 2.71% |
$197K - $245K
|
44.4K
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.17K+ 1.62% |
$196K - $243K
|
73.5K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.16K+ 6.06% |
$195K - $242K
|
20.4K
$4.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.16K+ 3.67% |
$195K - $242K
|
32.9K
$6.46M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.16K+ 6.79% |
$195K - $242K
|
18.3K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.16K+ 17.29% |
$194K - $241K
|
7.86K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16K+ 27.21% |
$194K - $241K
|
5.41K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 92.63% |
$194K - $241K
|
2.4K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.15K+ 15.18% |
$194K - $240K
|
8.75K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
1.15KNew |
$193K - $240K
|
1.15K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.15K+ 39.55% |
$193K - $240K
|
4.06K
$798K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.15K+ 3.79% |
$192K - $239K
|
31.4K
$6.17M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.14K+ 0.33% |
$191K - $237K
|
342K
$67.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 4.76% |
$188K - $234K
|
24.7K
$4.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.12K+ 18.63% |
$188K - $233K
|
7.12K
$1.4M
|