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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.67K+ 75.33% |
$304K - $678K
|
3.89K
$726K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.67K+ 61.78% |
$304K - $677K
|
4.37K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.67K+ 100.91% |
$303K - $676K
|
3.32K
$619K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.66KNew |
$303K - $675K
|
1.66K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.66K+ 107.66% |
$302K - $673K
|
3.2K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.66KNew |
$302K - $673K
|
1.66K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 100.0% |
$300K - $669K
|
3.3K
$616K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.64KNew |
$298K - $666K
|
1.64K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.64K+ 116.36% |
$298K - $664K
|
3.04K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.63KNew |
$297K - $662K
|
1.63K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.63K+ 102.07% |
$297K - $662K
|
3.23K
$603K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.61KNew |
$293K - $654K
|
1.61K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.6K+ 88.56% |
$292K - $651K
|
3.41K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 243.9% |
$291K - $649K
|
2.26K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.6K+ 117.13% |
$291K - $649K
|
2.97K
$554K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.59KNew |
$290K - $647K
|
1.59K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$290K - $647K
|
1.59K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.59K+ 100.0% |
$290K - $646K
|
3.18K
$595K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.59K+ 74.32% |
$289K - $644K
|
3.72K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.58K+ 75.42% |
$288K - $643K
|
3.68K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.56KNew |
$285K - $635K
|
1.56K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.56K+ 100.39% |
$285K - $635K
|
3.12K
$583K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.55K+ 21.14% |
$282K - $630K
|
8.89K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.54K+ 106.35% |
$280K - $625K
|
2.99K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.54K+ 106.66% |
$280K - $624K
|
2.98K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.53K+ 100.66% |
$279K - $622K
|
3.05K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 101.13% |
$278K - $620K
|
3.04K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53K+ 96.52% |
$278K - $620K
|
3.11K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.53K+ 100.0% |
$277K - $619K
|
3.05K
$570K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.5KNew |
$273K - $608K
|
1.5K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.5K+ 84.92% |
$273K - $608K
|
3.26K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 97.65% |
$272K - $607K
|
3.03K
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.48K+ 150.81% |
$270K - $602K
|
2.47K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.48KNew |
$269K - $601K
|
1.48K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.48K+ 100.0% |
$269K - $600K
|
2.96K
$552K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.46K+ 154.88% |
$265K - $592K
|
2.4K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.46K+ 100.0% |
$265K - $591K
|
2.91K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.45K+ 98.37% |
$264K - $588K
|
2.92K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.45KNew |
$263K - $587K
|
1.45K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.44KNew |
$262K - $584K
|
1.44K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.44K+ 100.0% |
$261K - $583K
|
2.87K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.43K+ 101.13% |
$260K - $580K
|
2.84K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.43K+ 107.14% |
$259K - $579K
|
2.76K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.42K+ 100.0% |
$258K - $576K
|
2.84K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.42K+ 69.56% |
$258K - $575K
|
3.45K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.41K+ 101.58% |
$257K - $574K
|
2.81K
$524K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.41K+ 149.1% |
$256K - $571K
|
2.35K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 103.7% |
$255K - $569K
|
2.75K
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.4K+ 100.0% |
$255K - $568K
|
2.8K
$523K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
1.39K+ 100.0% |
$253K - $565K
|
2.78K
$520K
|