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 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
868+ 100.7% |
$158K - $352K
|
1.73K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
866+ 99.77% |
$158K - $352K
|
1.73K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
863+ 101.53% |
$157K - $350K
|
1.71K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
862+ 100.0% |
$157K - $350K
|
1.72K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
861+ 82.87% |
$157K - $349K
|
1.9K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
860+ 101.53% |
$156K - $349K
|
1.71K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
855+ 102.4% |
$156K - $347K
|
1.69K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
855+ 106.48% |
$156K - $347K
|
1.66K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
853+ 100.0% |
$155K - $346K
|
1.71K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
851+ 109.95% |
$155K - $345K
|
1.63K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
851+ 77.01% |
$155K - $345K
|
1.96K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
849+ 130.41% |
$154K - $345K
|
1.5K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
849+ 99.07% |
$154K - $345K
|
1.71K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
847+ 100.0% |
$154K - $344K
|
1.69K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
846+ 110.73% |
$154K - $343K
|
1.61K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
840+ 143.34% |
$153K - $341K
|
1.43K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
837+ 102.45% |
$152K - $340K
|
1.65K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
826+ 100.0% |
$150K - $335K
|
1.65K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
823+ 130.02% |
$150K - $334K
|
1.46K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
820+ 116.98% |
$149K - $333K
|
1.52K
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
819+ 100.0% |
$149K - $332K
|
1.64K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
819+ 116.17% |
$149K - $332K
|
1.52K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
813+ 100.0% |
$148K - $330K
|
1.63K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
803+ 100.0% |
$146K - $326K
|
1.61K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
800+ 103.36% |
$146K - $325K
|
1.57K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
800+ 100.0% |
$146K - $325K
|
1.6K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
800+ 100.0% |
$146K - $325K
|
1.6K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
799+ 26.76% |
$145K - $324K
|
3.79K
$745K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
793+ 94.74% |
$144K - $322K
|
1.63K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
788+ 100.0% |
$143K - $320K
|
1.58K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
787+ 101.55% |
$143K - $319K
|
1.56K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
785+ 98.0% |
$143K - $319K
|
1.59K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
776+ 98.73% |
$141K - $315K
|
1.56K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
773+ 97.48% |
$141K - $314K
|
1.57K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
771+ 112.06% |
$140K - $313K
|
1.46K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
766+ 126.61% |
$139K - $311K
|
1.37K
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
765+ 100.0% |
$139K - $311K
|
1.53K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
762+ 100.0% |
$139K - $309K
|
1.52K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
759+ 102.71% |
$138K - $308K
|
1.5K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
751+ 98.69% |
$137K - $305K
|
1.51K
$297K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
749+ 104.32% |
$136K - $304K
|
1.47K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
749+ 89.06% |
$136K - $304K
|
1.59K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
745+ 67.97% |
$136K - $302K
|
1.84K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
743+ 103.63% |
$135K - $302K
|
1.46K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
740+ 70.61% |
$135K - $300K
|
1.79K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
738+ 100.0% |
$134K - $300K
|
1.48K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
731+ 102.81% |
$133K - $297K
|
1.44K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
731+ 68.51% |
$133K - $297K
|
1.8K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
726+ 100.0% |
$132K - $295K
|
1.45K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
721+ 102.27% |
$131K - $293K
|
1.43K
$281K
|