Purchases and Sales Made in Q2 2025 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.44K+ 2.51% |
$220K - $295K
|
59K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.39K+ 66.3% |
$212K - $284K
|
3.48K
$685K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.38KNew |
$210K - $282K
|
1.38K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.35K+ 12.62% |
$205K - $275K
|
12K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.34KNew |
$204K - $273K
|
1.34K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.34K+ 81.3% |
$204K - $273K
|
2.98K
$586K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1.3KNew |
$198K - $265K
|
1.3K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.29KNew |
$196K - $263K
|
1.29K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.28KNew |
$196K - $263K
|
1.28K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.27KNew |
$194K - $261K
|
1.27K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.26K+ 99.14% |
$193K - $259K
|
2.54K
$499K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.26K+ 96.04% |
$192K - $258K
|
2.57K
$506K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.26K+ 10.02% |
$191K - $257K
|
13.8K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.25KNew |
$191K - $256K
|
1.25K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.24K+ 5.42% |
$189K - $254K
|
24.2K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.24KNew |
$188K - $253K
|
1.24K
$243K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
1.24K+ 4.15% |
$188K - $253K
|
31K
$6.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.23KNew |
$187K - $252K
|
1.23K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.22K+ 21.97% |
$186K - $250K
|
6.77K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.22KNew |
$186K - $249K
|
1.22K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.21KNew |
$184K - $247K
|
1.21K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.2K+ 55.6% |
$183K - $246K
|
3.36K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.2KNew |
$182K - $245K
|
1.2K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.2K+ 47.91% |
$182K - $245K
|
3.69K
$726K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.19K+ 13.39% |
$181K - $243K
|
10K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.19KNew |
$181K - $243K
|
1.19K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.18K+ 0.84% |
$180K - $242K
|
142K
$28M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.18K+ 26.72% |
$180K - $241K
|
5.59K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.17KNew |
$178K - $239K
|
1.17K
$229K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 19.92% |
$178K - $238K
|
7.01K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.16KNew |
$177K - $238K
|
1.16K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.14KNew |
$174K - $233K
|
1.14K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
1.14K+ 4.62% |
$173K - $232K
|
25.7K
$5.06M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.14KNew |
$173K - $232K
|
1.14K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.12KNew |
$170K - $229K
|
1.12K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.12K+ 1.83% |
$170K - $228K
|
62.1K
$12.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.12KNew |
$170K - $228K
|
1.12K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.11K+ 23.28% |
$170K - $228K
|
5.89K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.11K+ 1.09% |
$169K - $227K
|
103K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.1KNew |
$168K - $225K
|
1.1K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.1KNew |
$168K - $225K
|
1.1K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.09KNew |
$166K - $223K
|
1.09K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.09K+ 92.84% |
$166K - $223K
|
2.26K
$445K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 62.91% |
$165K - $222K
|
2.81K
$552K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.08K+ 66.28% |
$165K - $222K
|
2.72K
$535K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.08KNew |
$165K - $221K
|
1.08K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.08KNew |
$164K - $221K
|
1.08K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.07KNew |
$163K - $219K
|
1.07K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.07KNew |
$163K - $218K
|
1.07K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.07KNew |
$163K - $218K
|
1.07K
$210K
|