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 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-203- 0.19% |
$34.1K - $42.3K
|
107K
$21.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-207- 17.74% |
$34.7K - $43.1K
|
960
$189K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-209- 4.83% |
$35.1K - $43.5K
|
4.12K
$811K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-211- 0.33% |
$35.4K - $43.9K
|
62.9K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-213- 6.04% |
$35.7K - $44.4K
|
3.31K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-214- 4.8% |
$35.9K - $44.6K
|
4.25K
$835K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-215- 15.21% |
$36.1K - $44.8K
|
1.2K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-216- 13.71% |
$36.2K - $45K
|
1.36K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-218- 7.76% |
$36.6K - $45.4K
|
2.59K
$510K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-221- 0.88% |
$37.1K - $46K
|
24.9K
$4.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-224- 2.59% |
$37.6K - $46.7K
|
8.41K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-224- 0.52% |
$37.6K - $46.7K
|
42.5K
$8.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-226- 1.86% |
$37.9K - $47.1K
|
12K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-227- 85.98% |
$38.1K - $47.3K
|
37
$7.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-228- 7.76% |
$38.3K - $47.5K
|
2.71K
$534K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-229- 3.96% |
$38.4K - $47.7K
|
5.55K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-238- 1.54% |
$39.9K - $49.6K
|
15.3K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-238- 1.31% |
$39.9K - $49.6K
|
17.9K
$3.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-249- 4.11% |
$41.8K - $51.9K
|
5.81K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-250- 17.48% |
$42K - $52.1K
|
1.18K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-260- 1.8% |
$43.6K - $54.2K
|
14.2K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-261- 1.57% |
$43.8K - $54.4K
|
16.4K
$3.23M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-263- 4.47% |
$44.1K - $54.8K
|
5.62K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-266- 16.77% |
$44.6K - $55.4K
|
1.32K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-266- 3.13% |
$44.6K - $55.4K
|
8.24K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-266- 30.3% |
$44.6K - $55.4K
|
612
$120K
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-267- 0.27% |
$44.8K - $55.6K
|
98.1K
$19.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-268- 2.59% |
$45K - $55.8K
|
10.1K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-273- 1.86% |
$45.8K - $56.9K
|
14.4K
$2.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-275- 5.67% |
$46.2K - $57.3K
|
4.57K
$899K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-275- 2.02% |
$46.2K - $57.3K
|
13.3K
$2.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-276- 2.79% |
$46.3K - $57.5K
|
9.62K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-280- 11.98% |
$47K - $58.3K
|
2.06K
$405K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-281- 17.13% |
$47.2K - $58.5K
|
1.36K
$267K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-284- 15.52% |
$47.7K - $59.2K
|
1.55K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-285- 1.93% |
$47.8K - $59.4K
|
14.5K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-287- 0.71% |
$48.2K - $59.8K
|
40K
$7.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-289- 4.47% |
$48.5K - $60.2K
|
6.18K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-289- 0.05% |
$48.5K - $60.2K
|
582K
$115M
|
|
|
May 12, 2025
Q1 2025
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-290- 0.59% |
$48.7K - $60.4K
|
48.6K
$9.55M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-296- 6.73% |
$49.7K - $61.7K
|
4.1K
$807K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-300- 5.03% |
$50.3K - $62.5K
|
5.67K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-300- 0.8% |
$50.3K - $62.5K
|
37.3K
$7.34M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-300- 1.97% |
$50.3K - $62.5K
|
14.9K
$2.94M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-300- 8.69% |
$50.3K - $62.5K
|
3.15K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-300- 6.49% |
$50.3K - $62.5K
|
4.33K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-301- 11.35% |
$50.5K - $62.7K
|
2.35K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-303- 1.42% |
$50.8K - $63.1K
|
21.1K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-303- 11.03% |
$50.8K - $63.1K
|
2.44K
$481K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-306- 1.9% |
$51.4K - $63.7K
|
15.8K
$3.1M
|