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 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
975+ 41.02% |
$287K - $359K
|
3.35K
$1.29M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
974+ 3.01% |
$287K - $358K
|
33.3K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
970+ 60.29% |
$285K - $357K
|
2.58K
$989K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
945+ 13.7% |
$278K - $348K
|
7.85K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
943New |
$277K - $347K
|
943
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
942+ 4.28% |
$277K - $347K
|
22.9K
$8.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
934+ 153.87% |
$275K - $344K
|
1.54K
$591K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
931+ 5.91% |
$274K - $343K
|
16.7K
$6.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
924New |
$272K - $340K
|
924
$354K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
918+ 6.22% |
$270K - $338K
|
15.7K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
915+ 16.93% |
$269K - $337K
|
6.32K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
911New |
$268K - $335K
|
911
$349K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
909New |
$267K - $335K
|
909
$348K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
908New |
$267K - $334K
|
908
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
908New |
$267K - $334K
|
908
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
898+ 761.02% |
$264K - $330K
|
1.02K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
891New |
$262K - $328K
|
891
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
890+ 69.97% |
$262K - $328K
|
2.16K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
888New |
$261K - $327K
|
888
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
880+ 6.27% |
$259K - $324K
|
14.9K
$5.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
879+ 0.25% |
$259K - $323K
|
354K
$136M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
871+ 44.01% |
$256K - $321K
|
2.85K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
866+ 3.17% |
$255K - $319K
|
28.2K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
855New |
$252K - $315K
|
855
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
850+ 71.61% |
$250K - $313K
|
2.04K
$781K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
845+ 14.23% |
$249K - $311K
|
6.78K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
841+ 4.0% |
$247K - $309K
|
21.9K
$8.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
837+ 88.48% |
$246K - $308K
|
1.78K
$684K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
835New |
$246K - $307K
|
835
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
830New |
$244K - $305K
|
830
$318K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
824New |
$242K - $303K
|
824
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
823+ 59.38% |
$242K - $303K
|
2.21K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
822+ 4.14% |
$242K - $303K
|
20.7K
$7.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
817+ 21.82% |
$240K - $301K
|
4.56K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
817+ 12.63% |
$240K - $301K
|
7.29K
$2.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
807+ 4.59% |
$237K - $297K
|
18.4K
$7.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
805+ 7.4% |
$237K - $296K
|
11.7K
$4.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
800+ 1.82% |
$235K - $294K
|
44.8K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
800+ 3.96% |
$235K - $294K
|
21K
$8.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
799+ 11.96% |
$235K - $294K
|
7.48K
$2.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
797+ 1.71% |
$234K - $293K
|
47.4K
$18.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
796+ 2.86% |
$234K - $293K
|
28.6K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
795+ 5.61% |
$234K - $293K
|
15K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
791+ 2.04% |
$233K - $291K
|
39.6K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
789+ 63.12% |
$232K - $290K
|
2.04K
$782K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
775+ 9.3% |
$228K - $285K
|
9.11K
$3.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
766+ 5.03% |
$225K - $282K
|
16K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
766+ 15.09% |
$225K - $282K
|
5.84K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
758New |
$223K - $279K
|
758
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
742New |
$218K - $273K
|
742
$284K
|