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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
245+ 49.7% |
$72.1K - $90.2K
|
738
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
242+ 5.73% |
$71.2K - $89.1K
|
4.47K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
240+ 2.66% |
$70.6K - $88.3K
|
9.26K
$3.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
239+ 2.19% |
$70.3K - $88K
|
11.1K
$4.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
238+ 3.76% |
$70K - $87.6K
|
6.57K
$2.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
234+ 4.0% |
$68.8K - $86.1K
|
6.09K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
234+ 13.09% |
$68.8K - $86.1K
|
2.02K
$775K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
232+ 32.68% |
$68.2K - $85.4K
|
942
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
232+ 41.35% |
$68.2K - $85.4K
|
793
$304K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
232+ 0.45% |
$68.2K - $85.4K
|
51.4K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
230+ 19.69% |
$67.7K - $84.6K
|
1.4K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
229+ 572.5% |
$67.4K - $84.3K
|
269
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
228+ 26.27% |
$67.1K - $83.9K
|
1.1K
$420K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
227+ 9.82% |
$66.8K - $83.5K
|
2.54K
$973K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
227+ 0.06% |
$66.8K - $83.5K
|
410K
$157M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
225+ 0.88% |
$66.2K - $82.8K
|
25.8K
$9.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
225+ 9.73% |
$66.2K - $82.8K
|
2.54K
$973K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
224+ 26.79% |
$65.9K - $82.4K
|
1.06K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
224+ 3.09% |
$65.9K - $82.4K
|
7.48K
$2.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
223+ 9.58% |
$65.6K - $82.1K
|
2.55K
$978K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
221+ 613.89% |
$65K - $81.3K
|
257
$98.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
220+ 5.53% |
$64.7K - $81K
|
4.2K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
218+ 3.52% |
$64.1K - $80.2K
|
6.41K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
216+ 36.8% |
$63.5K - $79.5K
|
803
$308K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
213+ 20.99% |
$62.7K - $78.4K
|
1.23K
$471K
|
|
|
Nov 05, 2024
Q3 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
213+ 7.07% |
$62.7K - $78.4K
|
3.23K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
212+ 3.48% |
$62.4K - $78K
|
6.31K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
209+ 1.62% |
$61.5K - $76.9K
|
13.1K
$5.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
203+ 3.48% |
$59.7K - $74.7K
|
6.04K
$2.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
200+ 12.08% |
$58.8K - $73.6K
|
1.86K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
198+ 13.33% |
$58.2K - $72.9K
|
1.68K
$645K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
196+ 6.64% |
$57.7K - $72.1K
|
3.15K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
193+ 2.93% |
$56.8K - $71K
|
6.78K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
193+ 27.11% |
$56.8K - $71K
|
905
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
191+ 6.63% |
$56.2K - $70.3K
|
3.07K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
189+ 1.05% |
$55.6K - $69.6K
|
18.2K
$7M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
189+ 9.81% |
$55.6K - $69.6K
|
2.12K
$811K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
185+ 4.11% |
$54.4K - $68.1K
|
4.69K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
183+ 0.2% |
$53.8K - $67.3K
|
91.9K
$35.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
183+ 0.18% |
$53.8K - $67.3K
|
99.2K
$38M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
182+ 2.99% |
$53.5K - $67K
|
6.26K
$2.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
179+ 0.75% |
$52.7K - $65.9K
|
23.9K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
179+ 0.33% |
$52.7K - $65.9K
|
55.1K
$21.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
176+ 25.84% |
$51.8K - $64.8K
|
857
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
175New |
$51.5K - $64.4K
|
175
$67.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
175+ 2.13% |
$51.5K - $64.4K
|
8.39K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
172+ 3.58% |
$50.6K - $63.3K
|
4.97K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
168+ 9.26% |
$49.4K - $61.8K
|
1.98K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
167New |
$49.1K - $61.5K
|
167
$64K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
165+ 2.34% |
$48.5K - $60.7K
|
7.22K
$2.77M
|