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 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
93+ 0.93% |
$27.4K - $34.2K
|
10.1K
$2.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
91+ 12.82% |
$26.8K - $33.5K
|
801
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
91+ 29.74% |
$26.8K - $33.5K
|
397
$79.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
91+ 2.06% |
$26.8K - $33.5K
|
4.5K
$901K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
91+ 3.13% |
$26.8K - $33.5K
|
3K
$600K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
90+ 0.92% |
$26.5K - $33.1K
|
9.85K
$1.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
90+ 15.23% |
$26.5K - $33.1K
|
681
$136K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
90+ 1.33% |
$26.5K - $33.1K
|
6.84K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
90+ 0.26% |
$26.5K - $33.1K
|
35K
$7.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
89+ 1.35% |
$26.2K - $32.8K
|
6.67K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
89+ 0.66% |
$26.2K - $32.8K
|
13.6K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
88+ 12.81% |
$25.9K - $32.4K
|
775
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
88+ 1.06% |
$25.9K - $32.4K
|
8.36K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
88+ 2933.33% |
$25.9K - $32.4K
|
91
$18.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
87+ 0.43% |
$25.6K - $32K
|
20.4K
$4.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
86+ 11.99% |
$25.3K - $31.6K
|
803
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
86New |
$25.3K - $31.6K
|
86
$17.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
85New |
$25K - $31.3K
|
85
$17K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
84+ 4.56% |
$24.7K - $30.9K
|
1.93K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
83+ 33.47% |
$24.4K - $30.5K
|
331
$66.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
83+ 1.04% |
$24.4K - $30.5K
|
8.03K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 2.18% |
$24.1K - $30.2K
|
3.84K
$768K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
79+ 5.69% |
$23.2K - $29.1K
|
1.47K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
78+ 6.23% |
$22.9K - $28.7K
|
1.33K
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
78+ 2.88% |
$22.9K - $28.7K
|
2.79K
$558K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
78+ 7.2% |
$22.9K - $28.7K
|
1.16K
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
77+ 4.61% |
$22.7K - $28.3K
|
1.75K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
77+ 2.82% |
$22.7K - $28.3K
|
2.81K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
76+ 5.61% |
$22.4K - $28K
|
1.43K
$286K
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
75+ 3.14% |
$22.1K - $27.6K
|
2.46K
$492K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
75+ 6.0% |
$22.1K - $27.6K
|
1.33K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
75+ 3.02% |
$22.1K - $27.6K
|
2.56K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
75+ 1.47% |
$22.1K - $27.6K
|
5.17K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
75+ 192.31% |
$22.1K - $27.6K
|
114
$22.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
73+ 69.52% |
$21.5K - $26.9K
|
178
$35.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
72+ 5.62% |
$21.2K - $26.5K
|
1.35K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
72+ 0.41% |
$21.2K - $26.5K
|
17.7K
$3.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
71+ 24.83% |
$20.9K - $26.1K
|
357
$71.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
70+ 7.11% |
$20.6K - $25.8K
|
1.06K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
70+ 1.0% |
$20.6K - $25.8K
|
7.07K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
70+ 0.66% |
$20.6K - $25.8K
|
10.7K
$2.14M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
70+ 4.32% |
$20.6K - $25.8K
|
1.69K
$338K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
69+ 10.39% |
$20.3K - $25.4K
|
733
$147K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
69+ 0.31% |
$20.3K - $25.4K
|
22.2K
$4.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 352.63% |
$19.7K - $24.7K
|
86
$17.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
65+ 2.43% |
$19.1K - $23.9K
|
2.74K
$547K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
65+ 1.37% |
$19.1K - $23.9K
|
4.81K
$963K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
63+ 5.15% |
$18.5K - $23.2K
|
1.29K
$257K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
63+ 0.64% |
$18.5K - $23.2K
|
9.85K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
BUY
|
- |
62+ 0.02% |
$18.2K - $22.8K
|
351K
$70.1M
|