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 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.25K+ 98.42% |
$227K - $506K
|
2.51K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.24KNew |
$226K - $505K
|
1.24K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.24K+ 170.99% |
$225K - $503K
|
1.96K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.24KNew |
$225K - $502K
|
1.24K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.24K+ 102.15% |
$225K - $502K
|
2.45K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.23KNew |
$225K - $501K
|
1.23K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.23KNew |
$225K - $501K
|
1.23K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.23KNew |
$224K - $500K
|
1.23K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.23K+ 100.0% |
$223K - $497K
|
2.45K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.22KNew |
$223K - $497K
|
1.22K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.22K+ 100.66% |
$222K - $496K
|
2.44K
$469K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22KNew |
$222K - $495K
|
1.22K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.22K+ 104.99% |
$222K - $495K
|
2.38K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.22K+ 86.33% |
$222K - $495K
|
2.63K
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.22KNew |
$222K - $494K
|
1.22K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.22K+ 121.58% |
$221K - $494K
|
2.22K
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.22K+ 92.12% |
$221K - $494K
|
2.54K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.21K+ 99.34% |
$221K - $492K
|
2.43K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.21K+ 94.83% |
$220K - $491K
|
2.49K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.21KNew |
$220K - $491K
|
1.21K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.21K+ 88.96% |
$220K - $491K
|
2.57K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.21K+ 100.0% |
$219K - $489K
|
2.41K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 96.17% |
$219K - $489K
|
2.46K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.2K+ 135.36% |
$219K - $488K
|
2.09K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.2KNew |
$219K - $487K
|
1.2K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
1.2K+ 100.0% |
$218K - $487K
|
2.4K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.2K+ 36.36% |
$218K - $487K
|
4.5K
$866K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.2KNew |
$218K - $487K
|
1.2K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.2K+ 98.04% |
$218K - $487K
|
2.42K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.2KNew |
$218K - $486K
|
1.2K
$231K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
BUY
|
- |
1.2K+ 100.0% |
$218K - $486K
|
2.4K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.2K+ 121.52% |
$218K - $486K
|
2.18K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.2K+ 100.0% |
$218K - $485K
|
2.39K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.2K+ 100.0% |
$217K - $485K
|
2.39K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.19K+ 100.0% |
$216K - $481K
|
2.37K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.19KNew |
$216K - $481K
|
1.19K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.18KNew |
$215K - $481K
|
1.18K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.18K+ 95.33% |
$215K - $480K
|
2.42K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.18KNew |
$214K - $477K
|
1.18K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.18KNew |
$214K - $477K
|
1.18K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.18K+ 130.85% |
$214K - $477K
|
2.07K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.17KNew |
$214K - $477K
|
1.17K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.17K+ 132.51% |
$214K - $477K
|
2.06K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.17KNew |
$214K - $477K
|
1.17K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.17KNew |
$213K - $476K
|
1.17K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.17KNew |
$213K - $475K
|
1.17K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.17KNew |
$213K - $475K
|
1.17K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 99.83% |
$213K - $474K
|
2.34K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.17KNew |
$213K - $474K
|
1.17K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.17K+ 140.48% |
$212K - $473K
|
2K
$384K
|