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 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-472- 15.91% |
$79.2K - $98.3K
|
2.49K
$491K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-477- 6.5% |
$80.1K - $99.3K
|
6.86K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-480- 26.7% |
$80.6K - $100K
|
1.32K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-483- 12.18% |
$81.1K - $101K
|
3.48K
$685K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-495- 1.16% |
$83.1K - $103K
|
42.3K
$8.32M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-496- 1.78% |
$83.2K - $103K
|
27.3K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-504- 3.17% |
$84.6K - $105K
|
15.4K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-507- 1.61% |
$85.1K - $106K
|
31K
$6.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-510- 7.89% |
$85.6K - $106K
|
5.96K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-514- 24.69% |
$86.3K - $107K
|
1.57K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-516- 18.26% |
$86.6K - $107K
|
2.31K
$454K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-520- 0.79% |
$87.3K - $108K
|
65.6K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-524- 24.67% |
$87.9K - $109K
|
1.6K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-527- 1.05% |
$88.4K - $110K
|
49.8K
$9.8M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-542- 33.07% |
$91K - $113K
|
1.1K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-545- 1.35% |
$91.5K - $114K
|
39.7K
$7.81M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-546- 22.32% |
$91.6K - $114K
|
1.9K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-548- 4.41% |
$92K - $114K
|
11.9K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-567- 12.68% |
$95.2K - $118K
|
3.91K
$768K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-571- 0.69% |
$95.8K - $119K
|
82.6K
$16.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-576- 20.98% |
$96.7K - $120K
|
2.17K
$427K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-577- 0.87% |
$96.8K - $120K
|
66K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-579- 6.16% |
$97.2K - $121K
|
8.81K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-585- 4.12% |
$98.2K - $122K
|
13.6K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-585- 15.7% |
$98.2K - $122K
|
3.14K
$618K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-585- 7.38% |
$98.2K - $122K
|
7.35K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-595- 19.85% |
$99.9K - $124K
|
2.4K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-596- 17.18% |
$100K - $124K
|
2.87K
$565K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-599- 2.85% |
$101K - $125K
|
20.4K
$4.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-600- 12.2% |
$101K - $125K
|
4.32K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-603- 18.22% |
$101K - $126K
|
2.71K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-606- 12.74% |
$102K - $126K
|
4.15K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-609- 2.51% |
$102K - $127K
|
23.6K
$4.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-612- 8.62% |
$103K - $127K
|
6.49K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-625- 3.91% |
$105K - $130K
|
15.4K
$3.02M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-630- 2.71% |
$106K - $131K
|
22.6K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-635- 8.73% |
$107K - $132K
|
6.64K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-638- 75.77% |
$107K - $133K
|
204
$40.1K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-647- 13.88% |
$109K - $135K
|
4.02K
$790K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-668- 8.48% |
$112K - $139K
|
7.21K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-668- 17.96% |
$112K - $139K
|
3.05K
$600K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-684- 65.64% |
$115K - $142K
|
358
$70.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-685- 2.0% |
$115K - $143K
|
33.6K
$6.62M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-694- 0.29% |
$116K - $145K
|
240K
$47.2M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-701- 6.34% |
$118K - $146K
|
10.4K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-708- 3.23% |
$119K - $147K
|
21.2K
$4.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-714- 1.6% |
$120K - $149K
|
43.9K
$8.64M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-726- 3.19% |
$122K - $151K
|
22K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-729- 5.8% |
$122K - $152K
|
11.9K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-744- 15.92% |
$125K - $155K
|
3.93K
$773K
|