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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
158+ 9.94% |
$41.9K - $53.8K
|
1.75K
$355K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
156+ 0.91% |
$41.4K - $53.2K
|
17.3K
$3.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
156+ 2.53% |
$41.4K - $53.2K
|
6.33K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
156+ 14.22% |
$41.4K - $53.2K
|
1.25K
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
155+ 8.61% |
$41.1K - $52.8K
|
1.96K
$398K
|
|
|
Feb 13, 2025
Q2 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
154+ 2.05% |
$40.8K - $52.5K
|
7.65K
$1.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
152+ 4.92% |
$40.3K - $51.8K
|
3.24K
$659K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
151+ 6.26% |
$40K - $51.5K
|
2.56K
$521K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
150New |
$39.8K - $51.1K
|
150
$30.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
150+ 6.52% |
$39.8K - $51.1K
|
2.45K
$498K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
150+ 5.22% |
$39.8K - $51.1K
|
3.02K
$614K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
149+ 12.02% |
$39.5K - $50.8K
|
1.39K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
149+ 3.5% |
$39.5K - $50.8K
|
4.41K
$897K
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
149+ 1.54% |
$39.5K - $50.8K
|
9.82K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
147+ 7.09% |
$39K - $50.1K
|
2.22K
$451K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
BUY
|
- |
145+ 8.47% |
$38.5K - $49.4K
|
1.86K
$377K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
145+ 5.3% |
$38.5K - $49.4K
|
2.88K
$585K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
144New |
$38.2K - $49.1K
|
144
$29.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
144+ 16.96% |
$38.2K - $49.1K
|
993
$202K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
143+ 10.22% |
$37.9K - $48.7K
|
1.54K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
143+ 255.36% |
$37.9K - $48.7K
|
199
$40.5K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
138New |
$36.6K - $47K
|
138
$28.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
138+ 2.99% |
$36.6K - $47K
|
4.75K
$965K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
136+ 5.71% |
$36.1K - $46.4K
|
2.52K
$512K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
136+ 3.46% |
$36.1K - $46.4K
|
4.07K
$827K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
135+ 13.11% |
$35.8K - $46K
|
1.17K
$237K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
135+ 2.37% |
$35.8K - $46K
|
5.84K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
134+ 0.32% |
$35.5K - $45.7K
|
42.7K
$8.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
133+ 1.28% |
$35.3K - $45.3K
|
10.5K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
130+ 0.61% |
$34.5K - $44.3K
|
21.6K
$4.38M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
129+ 51.6% |
$34.2K - $44K
|
379
$77K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
129+ 0.58% |
$34.2K - $44K
|
22.4K
$4.55M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
129+ 2.37% |
$34.2K - $44K
|
5.57K
$1.13M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
127+ 0.83% |
$33.7K - $43.3K
|
15.5K
$3.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
127+ 1.29% |
$33.7K - $43.3K
|
9.94K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
125+ 1.02% |
$33.2K - $42.6K
|
12.3K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
125+ 7.09% |
$33.2K - $42.6K
|
1.89K
$384K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
124+ 7.75% |
$32.9K - $42.3K
|
1.73K
$351K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
122+ 1.68% |
$32.4K - $41.6K
|
7.38K
$1.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
118+ 4.79% |
$31.3K - $40.2K
|
2.58K
$524K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
116+ 4.5% |
$30.8K - $39.5K
|
2.7K
$548K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
116+ 2.32% |
$30.8K - $39.5K
|
5.12K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
115+ 2.59% |
$30.5K - $39.2K
|
4.55K
$924K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
115+ 14.67% |
$30.5K - $39.2K
|
899
$183K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
115+ 4.43% |
$30.5K - $39.2K
|
2.71K
$551K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
112+ 21.05% |
$29.7K - $38.2K
|
644
$131K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
112+ 0.29% |
$29.7K - $38.2K
|
38.8K
$7.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
111+ 1.05% |
$29.4K - $37.8K
|
10.6K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
111+ 226.53% |
$29.4K - $37.8K
|
160
$32.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
110+ 3.62% |
$29.2K - $37.5K
|
3.15K
$640K
|