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 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
5New |
$1.33K - $1.7K
|
5
$952
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4+ 0.16% |
$1.06K - $1.36K
|
2.46K
$468K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 36.36% |
$1.06K - $1.36K
|
15
$2.86K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$1.06K - $1.36K
|
9.2K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 15.38% |
$1.06K - $1.36K
|
30
$5.71K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4New |
$1.06K - $1.36K
|
4
$762
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3+ 0.54% |
$796 - $1.02K
|
561
$107K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$796 - $1.02K
|
795
$151K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$796 - $1.02K
|
724
$138K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 1.76% |
$796 - $1.02K
|
173
$32.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
3+ 0.11% |
$796 - $1.02K
|
2.84K
$540K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
2New |
$530 - $682
|
2
$381
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
2+ 0.01% |
$530 - $682
|
39.5K
$7.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.14% |
$530 - $682
|
1.42K
$270K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$530 - $682
|
13
$2.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$530 - $682
|
1.14K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2+ 0.04% |
$530 - $682
|
5.13K
$976K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 2.82% |
$530 - $682
|
73
$13.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.22% |
$530 - $682
|
913
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2+ 0.03% |
$530 - $682
|
6.23K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1New |
$265 - $341
|
1
$190
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.08% |
$265 - $341
|
1.25K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$265 - $341
|
1
$190
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1+ 33.33% |
$265 - $341
|
4
$762
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1- 0.18% |
$265 - $341
|
559
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1- 0.24% |
$265 - $341
|
416
$79.2K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 25.0% |
$265 - $341
|
3
$571
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.47% |
$530 - $682
|
424
$80.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.04% |
$530 - $682
|
4.65K
$885K
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
SELL
|
- |
-2- 0.21% |
$530 - $682
|
934
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2- 0.05% |
$530 - $682
|
3.71K
$706K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$796 - $1.02K
|
5.46K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 2.65% |
$796 - $1.02K
|
110
$20.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4- 0.06% |
$1.06K - $1.36K
|
7.06K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4- 0.32% |
$1.06K - $1.36K
|
1.24K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.12% |
$1.06K - $1.36K
|
3.46K
$659K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4- 0.27% |
$1.06K - $1.36K
|
1.46K
$278K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5- 0.29% |
$1.33K - $1.7K
|
1.71K
$326K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 2.36% |
$1.59K - $2.04K
|
248
$47.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-6- 0.18% |
$1.59K - $2.04K
|
3.33K
$635K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-7- 0.08% |
$1.86K - $2.39K
|
8.55K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- 2.41% |
$1.86K - $2.39K
|
283
$53.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7- 0.25% |
$1.86K - $2.39K
|
2.76K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-7- 0.28% |
$1.86K - $2.39K
|
2.46K
$467K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8- 0.81% |
$2.12K - $2.73K
|
974
$185K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-8- 0.35% |
$2.12K - $2.73K
|
2.27K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9- 0.57% |
$2.39K - $3.07K
|
1.56K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-10- 0.07% |
$2.65K - $3.41K
|
14.5K
$2.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-10- 1.23% |
$2.65K - $3.41K
|
800
$152K
|