Purchases and Sales Made in Q2 2024 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
946New |
$251K - $322K
|
946
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
946+ 9.08% |
$251K - $322K
|
11.4K
$4.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
945New |
$251K - $322K
|
945
$362K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
944+ 16.89% |
$250K - $322K
|
6.53K
$2.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
940+ 122.24% |
$249K - $320K
|
1.71K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
937+ 9.69% |
$248K - $319K
|
10.6K
$4.07M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
925+ 90.24% |
$245K - $315K
|
1.95K
$748K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
925+ 2.7% |
$245K - $315K
|
35.1K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
925+ 18.66% |
$245K - $315K
|
5.88K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
924+ 129.05% |
$245K - $315K
|
1.64K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
918+ 65.95% |
$243K - $313K
|
2.31K
$886K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
914New |
$242K - $312K
|
914
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
912New |
$242K - $311K
|
912
$350K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
908+ 29.84% |
$241K - $309K
|
3.95K
$1.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
898+ 2.72% |
$238K - $306K
|
33.9K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
892+ 7.85% |
$237K - $304K
|
12.3K
$4.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
888New |
$235K - $303K
|
888
$340K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
883+ 25.48% |
$234K - $301K
|
4.35K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
882+ 39.77% |
$234K - $301K
|
3.1K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
877New |
$233K - $299K
|
877
$336K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
875New |
$232K - $298K
|
875
$335K
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
872New |
$231K - $297K
|
872
$334K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
870New |
$231K - $297K
|
870
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
869+ 7.63% |
$230K - $296K
|
12.3K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
868New |
$230K - $296K
|
868
$333K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
865+ 6.44% |
$229K - $295K
|
14.3K
$5.48M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
865New |
$229K - $295K
|
865
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
865+ 27.72% |
$229K - $295K
|
3.99K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
862New |
$229K - $294K
|
862
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
861+ 5.58% |
$228K - $293K
|
16.3K
$6.24M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
861New |
$228K - $293K
|
861
$330K
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
860+ 2.33% |
$228K - $293K
|
37.8K
$14.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
860New |
$228K - $293K
|
860
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
856+ 35.21% |
$227K - $292K
|
3.29K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
855+ 4.35% |
$227K - $291K
|
20.5K
$7.86M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
849+ 1.78% |
$225K - $289K
|
48.5K
$18.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
848New |
$225K - $289K
|
848
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
840+ 26.71% |
$223K - $286K
|
3.99K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
839New |
$223K - $286K
|
839
$322K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
837+ 146.07% |
$222K - $285K
|
1.41K
$541K
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
837+ 2.91% |
$222K - $285K
|
29.6K
$11.4M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
836New |
$222K - $285K
|
836
$320K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
827+ 10.14% |
$219K - $282K
|
8.99K
$3.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
827+ 12.82% |
$219K - $282K
|
7.28K
$2.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
826+ 16.16% |
$219K - $282K
|
5.94K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
825+ 0.34% |
$219K - $281K
|
243K
$93.3M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
808+ 24.0% |
$214K - $275K
|
4.18K
$1.6M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
793New |
$210K - $270K
|
793
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
793+ 29.94% |
$210K - $270K
|
3.44K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
791+ 3.14% |
$210K - $270K
|
26K
$9.95M
|