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 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$294 - $368
|
1
$396
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 1.33% |
$294 - $368
|
76
$30.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.37% |
$294 - $368
|
74
$29.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$294 - $368
|
2.52K
$999K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1+ 0.08% |
$294 - $368
|
1.21K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1+ 0.05% |
$294 - $368
|
2.2K
$872K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1New |
$294 - $368
|
1
$396
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1- 0.01% |
$294 - $368
|
9.8K
$3.88M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.12% |
$294 - $368
|
860
$341K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 1.35% |
$588 - $736
|
146
$57.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-3- 0.12% |
$883 - $1.1K
|
2.45K
$972K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3- -0.0% |
$883 - $1.1K
|
78.9K
$31.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.05% |
$883 - $1.1K
|
6.53K
$2.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-4- 0.46% |
$1.18K - $1.47K
|
868
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4- 0.05% |
$1.18K - $1.47K
|
7.9K
$3.13M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5- 0.37% |
$1.47K - $1.84K
|
1.34K
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 0.82% |
$1.47K - $1.84K
|
605
$240K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6- 0.47% |
$1.77K - $2.21K
|
1.26K
$500K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6- 0.29% |
$1.77K - $2.21K
|
2.03K
$806K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7- 0.37% |
$2.06K - $2.58K
|
1.89K
$748K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-8- 0.58% |
$2.35K - $2.94K
|
1.36K
$540K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8- 0.6% |
$2.35K - $2.94K
|
1.34K
$530K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
- |
-8- 0.43% |
$2.35K - $2.94K
|
1.87K
$741K
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-9- 0.33% |
$2.65K - $3.31K
|
2.68K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9- 0.86% |
$2.65K - $3.31K
|
1.03K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-9- 0.72% |
$2.65K - $3.31K
|
1.24K
$492K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9- 1.03% |
$2.65K - $3.31K
|
862
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-9- 0.83% |
$2.65K - $3.31K
|
1.08K
$428K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9- 1.18% |
$2.65K - $3.31K
|
753
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-9- 0.22% |
$2.65K - $3.31K
|
4.17K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9- 0.35% |
$2.65K - $3.31K
|
2.55K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-9- 0.68% |
$2.65K - $3.31K
|
1.31K
$520K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 0.52% |
$2.94K - $3.68K
|
1.92K
$761K
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10- 0.06% |
$2.94K - $3.68K
|
15.9K
$6.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-10- 0.65% |
$2.94K - $3.68K
|
1.53K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-10- 0.16% |
$2.94K - $3.68K
|
6.1K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 1.28% |
$3.24K - $4.05K
|
847
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-12- 2.31% |
$3.53K - $4.42K
|
508
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-12- 1.82% |
$3.53K - $4.42K
|
646
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-12- 32.43% |
$3.53K - $4.42K
|
25
$9.91K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-13- 0.87% |
$3.82K - $4.78K
|
1.47K
$584K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-13- 0.72% |
$3.82K - $4.78K
|
1.79K
$710K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-13- 1.09% |
$3.82K - $4.78K
|
1.18K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-13- 2.15% |
$3.82K - $4.78K
|
592
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14- 6.09% |
$4.12K - $5.15K
|
216
$85.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-15- 0.81% |
$4.41K - $5.52K
|
1.84K
$730K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15- 0.77% |
$4.41K - $5.52K
|
1.95K
$771K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 6.82% |
$4.41K - $5.52K
|
205
$81.3K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 3.8% |
$4.41K - $5.52K
|
380
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-15- 0.06% |
$4.41K - $5.52K
|
25.7K
$10.2M
|