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
|
Quarry LP
New York, NY |
BUY
|
- |
164+ 60.07% |
$48.2K - $60.4K
|
437
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
163+ 4.93% |
$48K - $60K
|
3.47K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
163+ 1.43% |
$48K - $60K
|
11.5K
$4.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
161+ 42.82% |
$47.4K - $59.2K
|
537
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
161+ 0.69% |
$47.4K - $59.2K
|
23.5K
$9.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
159+ 17.26% |
$46.8K - $58.5K
|
1.08K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
159+ 10.15% |
$46.8K - $58.5K
|
1.73K
$662K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
158+ 3.49% |
$46.5K - $58.1K
|
4.68K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
158+ 22.6% |
$46.5K - $58.1K
|
857
$329K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
157+ 2.69% |
$46.2K - $57.8K
|
6K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
157+ 12.89% |
$46.2K - $57.8K
|
1.38K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
153+ 19.1% |
$45K - $56.3K
|
954
$366K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
151+ 39.84% |
$44.4K - $55.6K
|
530
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
150+ 5.21% |
$44.1K - $55.2K
|
3.03K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
150+ 4.99% |
$44.1K - $55.2K
|
3.16K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
150+ 6.71% |
$44.1K - $55.2K
|
2.39K
$915K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
149+ 0.29% |
$43.8K - $54.8K
|
51K
$19.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
142+ 2.95% |
$41.8K - $52.3K
|
4.96K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
142+ 0.44% |
$41.8K - $52.3K
|
32.7K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
141+ 0.29% |
$41.5K - $51.9K
|
49.4K
$18.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
140+ 0.65% |
$41.2K - $51.5K
|
21.7K
$8.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
140+ 1.73% |
$41.2K - $51.5K
|
8.21K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
139+ 3.35% |
$40.9K - $51.2K
|
4.29K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
139+ 3475.0% |
$40.9K - $51.2K
|
143
$54.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
138+ 3.03% |
$40.6K - $50.8K
|
4.69K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
135+ 9.43% |
$39.7K - $49.7K
|
1.57K
$600K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
135+ 0.38% |
$39.7K - $49.7K
|
35.7K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
134+ 10.19% |
$39.4K - $49.3K
|
1.45K
$555K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
132+ 77.65% |
$38.8K - $48.6K
|
302
$116K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
131+ 6.61% |
$38.5K - $48.2K
|
2.11K
$810K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
130+ 0.7% |
$38.2K - $47.8K
|
18.6K
$7.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
130+ 3.79% |
$38.2K - $47.8K
|
3.56K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
130+ 3.48% |
$38.2K - $47.8K
|
3.87K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
130+ 1444.44% |
$38.2K - $47.8K
|
139
$53.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
129+ 5.6% |
$37.9K - $47.5K
|
2.43K
$932K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
128+ 4.92% |
$37.7K - $47.1K
|
2.73K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
128+ 3.4% |
$37.7K - $47.1K
|
3.89K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
126+ 18.92% |
$37.1K - $46.4K
|
792
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
126+ 19.06% |
$37.1K - $46.4K
|
787
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
126+ 3.78% |
$37.1K - $46.4K
|
3.46K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
125+ 2.23% |
$36.8K - $46K
|
5.72K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
124+ 14.3% |
$36.5K - $45.6K
|
991
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
122+ 4.98% |
$35.9K - $44.9K
|
2.57K
$986K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
121+ 4.69% |
$35.6K - $44.5K
|
2.7K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
119+ 2.79% |
$35K - $43.8K
|
4.38K
$1.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
119+ 0.18% |
$35K - $43.8K
|
66.8K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
119+ 11.56% |
$35K - $43.8K
|
1.15K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
118+ 0.45% |
$34.7K - $43.4K
|
26.1K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
118+ 28.37% |
$34.7K - $43.4K
|
534
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
117+ 4.82% |
$34.4K - $43.1K
|
2.55K
$976K
|