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 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
803+ 100.0% |
$146K - $326K
|
1.61K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
800+ 103.36% |
$146K - $325K
|
1.57K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
800+ 100.0% |
$146K - $325K
|
1.6K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
793+ 94.74% |
$144K - $322K
|
1.63K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
785+ 98.0% |
$143K - $319K
|
1.59K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
773+ 97.48% |
$141K - $314K
|
1.57K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
771+ 112.06% |
$140K - $313K
|
1.46K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
762+ 100.0% |
$139K - $309K
|
1.52K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
759+ 102.71% |
$138K - $308K
|
1.5K
$275K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
749+ 104.32% |
$136K - $304K
|
1.47K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
749+ 89.06% |
$136K - $304K
|
1.59K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
745+ 67.97% |
$136K - $302K
|
1.84K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
743+ 103.63% |
$135K - $302K
|
1.46K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
740+ 70.61% |
$135K - $300K
|
1.79K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
731+ 102.81% |
$133K - $297K
|
1.44K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
731+ 68.51% |
$133K - $297K
|
1.8K
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
726+ 100.0% |
$132K - $295K
|
1.45K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
721+ 102.27% |
$131K - $293K
|
1.43K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
721+ 117.62% |
$131K - $293K
|
1.33K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
719+ 115.97% |
$131K - $292K
|
1.34K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
712+ 95.19% |
$130K - $289K
|
1.46K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
712+ 100.0% |
$130K - $289K
|
1.42K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
709+ 100.85% |
$129K - $288K
|
1.41K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
694+ 100.0% |
$126K - $282K
|
1.39K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
690+ 100.0% |
$126K - $280K
|
1.38K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
686+ 107.69% |
$125K - $278K
|
1.32K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
684+ 101.03% |
$124K - $278K
|
1.36K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
683+ 111.24% |
$124K - $277K
|
1.3K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
682+ 102.1% |
$124K - $277K
|
1.35K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
681+ 104.29% |
$124K - $276K
|
1.33K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
678+ 99.56% |
$123K - $275K
|
1.36K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
674+ 100.3% |
$123K - $274K
|
1.35K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
672+ 101.51% |
$122K - $273K
|
1.33K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
667+ 77.56% |
$121K - $271K
|
1.53K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
667+ 88.46% |
$121K - $271K
|
1.42K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
667+ 100.0% |
$121K - $271K
|
1.33K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
666+ 95.97% |
$121K - $270K
|
1.36K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
664+ 100.61% |
$121K - $270K
|
1.32K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
663+ 102.16% |
$121K - $269K
|
1.31K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
660+ 100.0% |
$120K - $268K
|
1.32K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
660+ 100.0% |
$120K - $268K
|
1.32K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
659+ 129.72% |
$120K - $267K
|
1.17K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
655+ 100.0% |
$119K - $266K
|
1.31K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
651+ 100.0% |
$118K - $264K
|
1.3K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
650+ 103.67% |
$118K - $264K
|
1.28K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
648+ 97.59% |
$118K - $263K
|
1.31K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
644+ 99.69% |
$117K - $261K
|
1.29K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
639+ 101.59% |
$116K - $259K
|
1.27K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
629+ 100.0% |
$114K - $255K
|
1.26K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
627+ 100.0% |
$114K - $254K
|
1.25K
$230K
|