Purchases and Sales Made in Q4 2024 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
862+ 100.0% |
$157K - $350K
|
1.72K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
851+ 109.95% |
$155K - $345K
|
1.63K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
849+ 130.41% |
$154K - $345K
|
1.5K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
847+ 100.0% |
$154K - $344K
|
1.69K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
826+ 100.0% |
$150K - $335K
|
1.65K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
803+ 100.0% |
$146K - $326K
|
1.61K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
800+ 103.36% |
$146K - $325K
|
1.57K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
773+ 97.48% |
$141K - $314K
|
1.57K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
771+ 112.06% |
$140K - $313K
|
1.46K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
759+ 102.71% |
$138K - $308K
|
1.5K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
749+ 89.06% |
$136K - $304K
|
1.59K
$298K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
749+ 104.32% |
$136K - $304K
|
1.47K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
745+ 67.97% |
$136K - $302K
|
1.84K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
743+ 103.63% |
$135K - $302K
|
1.46K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
731+ 102.81% |
$133K - $297K
|
1.44K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
731+ 68.51% |
$133K - $297K
|
1.8K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
721+ 102.27% |
$131K - $293K
|
1.43K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
719+ 115.97% |
$131K - $292K
|
1.34K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
712+ 95.19% |
$130K - $289K
|
1.46K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
709+ 100.85% |
$129K - $288K
|
1.41K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
694+ 100.0% |
$126K - $282K
|
1.39K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
683+ 111.24% |
$124K - $277K
|
1.3K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
681+ 104.29% |
$124K - $276K
|
1.33K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
678+ 99.56% |
$123K - $275K
|
1.36K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
672+ 101.51% |
$122K - $273K
|
1.33K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
667+ 88.46% |
$121K - $271K
|
1.42K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
667+ 77.56% |
$121K - $271K
|
1.53K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
667+ 100.0% |
$121K - $271K
|
1.33K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
664+ 100.61% |
$121K - $270K
|
1.32K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
663+ 102.16% |
$121K - $269K
|
1.31K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
659+ 129.72% |
$120K - $267K
|
1.17K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
655+ 100.0% |
$119K - $266K
|
1.31K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
650+ 103.67% |
$118K - $264K
|
1.28K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
644+ 99.69% |
$117K - $261K
|
1.29K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
639+ 101.59% |
$116K - $259K
|
1.27K
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
629+ 100.0% |
$114K - $255K
|
1.26K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
627+ 100.0% |
$114K - $254K
|
1.25K
$235K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
626+ 105.56% |
$114K - $254K
|
1.22K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
621+ 100.98% |
$113K - $252K
|
1.24K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
616+ 97.47% |
$112K - $250K
|
1.25K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
604+ 97.11% |
$110K - $245K
|
1.23K
$230K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
603+ 97.1% |
$110K - $245K
|
1.22K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
602+ 100.0% |
$110K - $244K
|
1.2K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
600+ 100.0% |
$109K - $244K
|
1.2K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
599+ 100.0% |
$109K - $243K
|
1.2K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
599+ 180.97% |
$109K - $243K
|
930
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
597+ 70.82% |
$109K - $242K
|
1.44K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
597+ 100.0% |
$109K - $242K
|
1.19K
$224K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
596+ 212.86% |
$108K - $242K
|
876
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
595+ 95.2% |
$108K - $242K
|
1.22K
$229K
|