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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-77- 0.22% |
$12.9K - $16K
|
34.6K
$6.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-80- 1.5% |
$13.4K - $16.7K
|
5.25K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-83- 2.1% |
$13.9K - $17.3K
|
3.88K
$780K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-84- 1.24% |
$14.1K - $17.5K
|
6.68K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-86- 0.68% |
$14.4K - $17.9K
|
12.6K
$2.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-90- 2.62% |
$15.1K - $18.7K
|
3.34K
$672K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-90- 63.38% |
$15.1K - $18.7K
|
52
$10.5K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-90- 0.86% |
$15.1K - $18.7K
|
10.3K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-90- 0.74% |
$15.1K - $18.7K
|
12.1K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-90- 6.04% |
$15.1K - $18.7K
|
1.4K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-93- 3.26% |
$15.6K - $19.4K
|
2.76K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-93- 3.62% |
$15.6K - $19.4K
|
2.48K
$498K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-96- 3.22% |
$16.1K - $20K
|
2.88K
$580K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-97- 0.44% |
$16.3K - $20.2K
|
21.8K
$4.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-98- 1.19% |
$16.4K - $20.4K
|
8.1K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-98- 2.28% |
$16.4K - $20.4K
|
4.21K
$846K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-100- 4.55% |
$16.8K - $20.8K
|
2.1K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 23.58% |
$16.8K - $20.8K
|
324
$65.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 2.79% |
$16.8K - $20.8K
|
3.48K
$701K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-100- 7.02% |
$16.8K - $20.8K
|
1.32K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 12.5% |
$16.8K - $20.8K
|
700
$141K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-100- 92.59% |
$16.8K - $20.8K
|
8
$1.61K
|
|
|
May 14, 2025
Q1 2025
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-100- 0.89% |
$16.8K - $20.8K
|
11.1K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-101- 7.31% |
$16.9K - $21K
|
1.28K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-104- 0.4% |
$17.5K - $21.7K
|
25.9K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-104- 2.67% |
$17.5K - $21.7K
|
3.78K
$761K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-105- 2.87% |
$17.6K - $21.9K
|
3.55K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-106- 1.97% |
$17.8K - $22.1K
|
5.26K
$1.06M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-109- 4.9% |
$18.3K - $22.7K
|
2.12K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-109- 78.99% |
$18.3K - $22.7K
|
29
$5.83K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-109- 0.21% |
$18.3K - $22.7K
|
50.7K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-112- 0.69% |
$18.8K - $23.3K
|
16.2K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-113- 0.59% |
$19K - $23.5K
|
19K
$3.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-114- 2.78% |
$19.1K - $23.7K
|
3.99K
$802K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-116- 1.5% |
$19.5K - $24.2K
|
7.61K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-116- 62.37% |
$19.5K - $24.2K
|
70
$14.1K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-117- 8.35% |
$19.6K - $24.4K
|
1.28K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-119- 3.66% |
$20K - $24.8K
|
3.13K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-119- 35.21% |
$20K - $24.8K
|
219
$44.1K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-120- 2.1% |
$20.1K - $25K
|
5.6K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-123- 1.26% |
$20.6K - $25.6K
|
9.61K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-123- 1.85% |
$20.6K - $25.6K
|
6.53K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-125- 0.51% |
$21K - $26K
|
24.6K
$4.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-126- 9.26% |
$21.1K - $26.2K
|
1.24K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-127- 0.07% |
$21.3K - $26.5K
|
184K
$37M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-127- 1.45% |
$21.3K - $26.5K
|
8.61K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-127- 3.52% |
$21.3K - $26.5K
|
3.48K
$699K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-128- 7.22% |
$21.5K - $26.7K
|
1.64K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-128- 4.56% |
$21.5K - $26.7K
|
2.68K
$539K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-129- 2.4% |
$21.6K - $26.9K
|
5.24K
$1.05M
|