Purchases and Sales Made in Q3 2024 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
615New |
$181K - $226K
|
615
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
614New |
$181K - $226K
|
614
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
610+ 20.19% |
$179K - $224K
|
3.63K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
608+ 255.46% |
$179K - $224K
|
846
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
607+ 6.44% |
$179K - $223K
|
10K
$3.85M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
606+ 5.15% |
$178K - $223K
|
12.4K
$4.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
604New |
$178K - $222K
|
604
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
601New |
$177K - $221K
|
601
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
600+ 4.47% |
$177K - $221K
|
14K
$5.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
599+ 4.79% |
$176K - $220K
|
13.1K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
597+ 15.37% |
$176K - $220K
|
4.48K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
596+ 17.03% |
$175K - $219K
|
4.1K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
595New |
$175K - $219K
|
595
$228K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
593New |
$174K - $218K
|
593
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
592New |
$174K - $218K
|
592
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
586New |
$172K - $216K
|
586
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
586New |
$172K - $216K
|
586
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
583+ 14.63% |
$172K - $215K
|
4.57K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
576+ 32.63% |
$169K - $212K
|
2.34K
$897K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
566+ 6.33% |
$167K - $208K
|
9.51K
$3.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
565+ 8.55% |
$166K - $208K
|
7.17K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
563+ 24.79% |
$166K - $207K
|
2.83K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
563+ 6.46% |
$166K - $207K
|
9.28K
$3.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
562New |
$165K - $207K
|
562
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
550+ 4.75% |
$162K - $202K
|
12.1K
$4.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
547+ 3.82% |
$161K - $201K
|
14.9K
$5.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
540+ 46.35% |
$159K - $199K
|
1.71K
$654K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
537+ 27.69% |
$158K - $198K
|
2.48K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
535+ 46.56% |
$157K - $197K
|
1.68K
$646K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
532+ 8.4% |
$157K - $196K
|
6.86K
$2.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
523+ 7.08% |
$154K - $192K
|
7.91K
$3.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
521+ 3.81% |
$153K - $192K
|
14.2K
$5.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
520+ 18.92% |
$153K - $191K
|
3.27K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
516+ 12.05% |
$152K - $190K
|
4.8K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
514+ 0.95% |
$151K - $189K
|
54.7K
$21M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
511+ 18.96% |
$150K - $188K
|
3.21K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
511+ 2.04% |
$150K - $188K
|
25.6K
$9.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
509+ 3.86% |
$150K - $187K
|
13.7K
$5.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
501+ 58.94% |
$147K - $184K
|
1.35K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Triodos Investment Management Bv
|
BUY
|
- |
500+ 0.46% |
$147K - $184K
|
110K
$42.2M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
497+ 37.91% |
$146K - $183K
|
1.81K
$693K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
496+ 4.07% |
$146K - $183K
|
12.7K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
493+ 2.41% |
$145K - $181K
|
21K
$8.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
491+ 9.81% |
$144K - $181K
|
5.5K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
491+ 8.16% |
$144K - $181K
|
6.51K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
491+ 5.74% |
$144K - $181K
|
9.04K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
486+ 7.12% |
$143K - $179K
|
7.32K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
484+ 0.97% |
$142K - $178K
|
50.4K
$19.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
483+ 9.33% |
$142K - $178K
|
5.66K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
481+ 22.89% |
$142K - $177K
|
2.58K
$990K
|