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 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
478+ 3.91% |
$141K - $176K
|
12.7K
$4.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
475+ 94.81% |
$140K - $175K
|
976
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
475+ 53.49% |
$140K - $175K
|
1.36K
$523K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
467+ 6.63% |
$137K - $172K
|
7.51K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
465+ 28.88% |
$137K - $171K
|
2.08K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
465+ 5.81% |
$137K - $171K
|
8.48K
$3.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
463+ 8.9% |
$136K - $170K
|
5.66K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
461+ 0.17% |
$136K - $170K
|
269K
$103M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
460+ 3.36% |
$135K - $169K
|
14.2K
$5.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
459+ 2.59% |
$135K - $169K
|
18.2K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
459+ 2.98% |
$135K - $169K
|
15.9K
$6.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
458+ 6.29% |
$135K - $169K
|
7.74K
$2.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
457+ 4.24% |
$134K - $168K
|
11.2K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
455+ 4.32% |
$134K - $167K
|
11K
$4.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
453+ 1.3% |
$133K - $167K
|
35.2K
$13.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
443+ 3.62% |
$130K - $163K
|
12.7K
$4.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
439+ 10.71% |
$129K - $162K
|
4.54K
$1.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
437+ 2.73% |
$129K - $161K
|
16.4K
$6.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
428+ 69.59% |
$126K - $158K
|
1.04K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
428New |
$126K - $158K
|
428
$164K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
427+ 1.73% |
$126K - $157K
|
25.1K
$9.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
421+ 20.08% |
$124K - $155K
|
2.52K
$965K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
418+ 7.53% |
$123K - $154K
|
5.97K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
416+ 3.48% |
$122K - $153K
|
12.4K
$4.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
415+ 4.06% |
$122K - $153K
|
10.6K
$4.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
409+ 15.21% |
$120K - $151K
|
3.1K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
405+ 1.98% |
$119K - $149K
|
20.8K
$7.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
402+ 10.18% |
$118K - $148K
|
4.35K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
400+ 1.25% |
$118K - $147K
|
32.3K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
396+ 59.19% |
$116K - $146K
|
1.07K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
396+ 0.88% |
$116K - $146K
|
45.5K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
395+ 4.4% |
$116K - $145K
|
9.38K
$3.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
390+ 2.22% |
$115K - $144K
|
17.9K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
390+ 2.54% |
$115K - $144K
|
15.7K
$6.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
389+ 7.82% |
$114K - $143K
|
5.36K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
385+ 65.25% |
$113K - $142K
|
975
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
381+ 49.87% |
$112K - $140K
|
1.15K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
365+ 9.72% |
$107K - $134K
|
4.12K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
362+ 7.59% |
$106K - $133K
|
5.13K
$1.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
360+ 30.0% |
$106K - $132K
|
1.56K
$598K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
358+ 3.39% |
$105K - $132K
|
10.9K
$4.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
357+ 5.31% |
$105K - $131K
|
7.08K
$2.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
351+ 10.72% |
$103K - $129K
|
3.62K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
350+ 700.0% |
$103K - $129K
|
400
$153K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
346+ 4.62% |
$102K - $127K
|
7.83K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
344+ 2.2% |
$101K - $127K
|
16K
$6.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
338+ 1.31% |
$99.4K - $124K
|
26.2K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
338+ 0.92% |
$99.4K - $124K
|
36.9K
$14.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
337+ 10.7% |
$99.1K - $124K
|
3.49K
$1.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
335+ 19.49% |
$98.6K - $123K
|
2.05K
$787K
|