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 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
50New |
$9.1K - $20.3K
|
50
$9.17K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
48New |
$8.73K - $19.5K
|
48
$8.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
48+ 100.0% |
$8.73K - $19.5K
|
96
$17.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
47+ 120.51% |
$8.55K - $19.1K
|
86
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
45New |
$8.19K - $18.3K
|
45
$8.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39+ 70.91% |
$7.1K - $15.8K
|
94
$17.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
39+ 100.0% |
$7.1K - $15.8K
|
78
$14.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
38+ 100.0% |
$6.91K - $15.4K
|
76
$13.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 14.4% |
$6.73K - $15K
|
294
$53.9K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
37+ 102.78% |
$6.73K - $15K
|
73
$13.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
36New |
$6.55K - $14.6K
|
36
$6.6K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
36+ 300.0% |
$6.55K - $14.6K
|
48
$8.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
33+ 100.0% |
$6K - $13.4K
|
66
$12.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
31+ 100.0% |
$5.64K - $12.6K
|
62
$11.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
31+ 100.0% |
$5.64K - $12.6K
|
62
$11.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30+ 73.17% |
$5.46K - $12.2K
|
71
$13K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
30+ 100.0% |
$5.46K - $12.2K
|
60
$11K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
29+ 100.0% |
$5.28K - $11.8K
|
58
$10.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 100.0% |
$3.64K - $8.12K
|
40
$7.34K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
20+ 100.0% |
$3.64K - $8.12K
|
40
$7.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 100.0% |
$3.46K - $7.71K
|
38
$6.97K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$6.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$6.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$6.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
14+ 100.0% |
$2.55K - $5.68K
|
28
$5.14K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14New |
$2.55K - $5.68K
|
14
$2.57K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 100.0% |
$2.55K - $5.68K
|
28
$5.14K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 100.0% |
$2.37K - $5.28K
|
26
$4.77K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 100.0% |
$2.18K - $4.87K
|
24
$4.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 3.97% |
$2.18K - $4.87K
|
314
$57.6K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12+ 10.71% |
$2.18K - $4.87K
|
124
$22.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
10New |
$1.82K - $4.06K
|
10
$1.83K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 112.5% |
$1.64K - $3.65K
|
17
$3.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
9+ 100.0% |
$1.64K - $3.65K
|
18
$3.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8New |
$1.46K - $3.25K
|
8
$1.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6+ 1.0% |
$1.09K - $2.44K
|
609
$112K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6New |
$1.09K - $2.44K
|
6
$1.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
3+ 3.37% |
$546 - $1.22K
|
92
$16.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 100.0% |
$546 - $1.22K
|
6
$1.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 25.0% |
$364 - $812
|
10
$1.83K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
2+ 100.0% |
$364 - $812
|
4
$734
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$364 - $812
|
4
$734
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.0% |
$182 - $406
|
23.5K
$4.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 100.0% |
$182 - $406
|
2
$367
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.19% |
$182 - $406
|
536
$98.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-18- 2.1% |
$3.28K - $7.31K
|
839
$154K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-28- 0.83% |
$5.09K - $11.4K
|
3.33K
$610K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-78- 4.73% |
$14.2K - $31.7K
|
1.57K
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-245- 69.01% |
$44.6K - $99.4K
|
110
$20.2K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-365- 54.89% |
$66.4K - $148K
|
300
$55K
|