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
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
94+ 100.0% |
$17.1K - $38.2K
|
188
$36.5K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
92+ 100.0% |
$16.7K - $37.3K
|
184
$35.7K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
90+ 100.0% |
$16.4K - $36.5K
|
180
$34.9K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
85+ 98.84% |
$15.5K - $34.5K
|
171
$33.2K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
84New |
$15.3K - $34.1K
|
84
$16.3K
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
84+ 105.0% |
$15.3K - $34.1K
|
164
$31.8K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
82New |
$14.9K - $33.3K
|
82
$15.9K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
80+ 81.63% |
$14.6K - $32.5K
|
178
$34.5K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
79+ 102.6% |
$14.4K - $32.1K
|
156
$30.3K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
74+ 411.11% |
$13.5K - $30K
|
92
$17.8K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
72+ 97.3% |
$13.1K - $29.2K
|
146
$28.3K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
71+ 70.3% |
$12.9K - $28.8K
|
172
$33.4K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
70+ 8.37% |
$12.7K - $28.4K
|
906
$176K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
69+ 97.18% |
$12.6K - $28K
|
140
$27.2K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
60New |
$10.9K - $24.4K
|
60
$11.6K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
60+ 100.0% |
$10.9K - $24.4K
|
120
$23.3K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 100.0% |
$10.7K - $23.9K
|
118
$22.9K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
56New |
$10.2K - $22.7K
|
56
$10.9K
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
52New |
$9.46K - $21.1K
|
52
$10.1K
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
50New |
$9.1K - $20.3K
|
50
$9.7K
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
48New |
$8.73K - $19.5K
|
48
$9.31K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
48+ 100.0% |
$8.73K - $19.5K
|
96
$18.6K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
48+ 80.0% |
$8.73K - $19.5K
|
108
$20.9K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
47+ 120.51% |
$8.55K - $19.1K
|
86
$16.7K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
45New |
$8.19K - $18.3K
|
45
$8.73K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
40New |
$7.28K - $16.2K
|
40
$7.76K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39+ 70.91% |
$7.1K - $15.8K
|
94
$18.2K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
39+ 100.0% |
$7.1K - $15.8K
|
78
$15.1K
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
38+ 100.0% |
$6.91K - $15.4K
|
76
$14.7K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
38New |
$6.91K - $15.4K
|
38
$7.37K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 14.4% |
$6.73K - $15K
|
294
$57K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
37+ 102.78% |
$6.73K - $15K
|
73
$14.2K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
36New |
$6.55K - $14.6K
|
36
$6.98K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
36+ 300.0% |
$6.55K - $14.6K
|
48
$9.31K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
33+ 100.0% |
$6K - $13.4K
|
66
$12.8K
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
31+ 100.0% |
$5.64K - $12.6K
|
62
$12K
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
31+ 100.0% |
$5.64K - $12.6K
|
62
$12K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30+ 73.17% |
$5.46K - $12.2K
|
71
$13.8K
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
30+ 100.0% |
$5.46K - $12.2K
|
60
$11.6K
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
29+ 100.0% |
$5.28K - $11.8K
|
58
$11.2K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 100.0% |
$3.64K - $8.12K
|
40
$7.76K
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
20+ 100.0% |
$3.64K - $8.12K
|
40
$7.76K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 100.0% |
$3.46K - $7.71K
|
38
$7.37K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$6.98K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$6.98K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$6.98K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
16New |
$2.91K - $6.49K
|
16
$3.1K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
14+ 100.0% |
$2.55K - $5.68K
|
28
$5.43K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14New |
$2.55K - $5.68K
|
14
$2.72K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 100.0% |
$2.55K - $5.68K
|
28
$5.43K
|