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 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 100.0% |
$3.46K - $7.71K
|
38
$7.48K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$7.08K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$7.08K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
18+ 100.0% |
$3.28K - $7.31K
|
36
$7.08K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
18New |
$3.28K - $7.31K
|
18
$3.54K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
16New |
$2.91K - $6.49K
|
16
$3.15K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
14+ 100.0% |
$2.55K - $5.68K
|
28
$5.51K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14New |
$2.55K - $5.68K
|
14
$2.75K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 100.0% |
$2.55K - $5.68K
|
28
$5.51K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 100.0% |
$2.37K - $5.28K
|
26
$5.11K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 100.0% |
$2.18K - $4.87K
|
24
$4.72K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 3.97% |
$2.18K - $4.87K
|
314
$61.8K
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12+ 10.71% |
$2.18K - $4.87K
|
124
$24.4K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
10New |
$1.82K - $4.06K
|
10
$1.97K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
10+ 100.0% |
$1.82K - $4.06K
|
20
$3.93K
|
|
Feb 11, 2025
Q4 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10+ 100.0% |
$1.82K - $4.06K
|
20
$3.93K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 112.5% |
$1.64K - $3.65K
|
17
$3.34K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
9+ 100.0% |
$1.64K - $3.65K
|
18
$3.54K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8New |
$1.46K - $3.25K
|
8
$1.57K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 100.0% |
$1.27K - $2.84K
|
14
$2.75K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6+ 1.0% |
$1.09K - $2.44K
|
609
$120K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6New |
$1.09K - $2.44K
|
6
$1.18K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 100.0% |
$910 - $2.03K
|
10
$1.97K
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 500.0% |
$910 - $2.03K
|
6
$1.18K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4New |
$728 - $1.62K
|
4
$787
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$728 - $1.62K
|
4
$787
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
3+ 3.37% |
$546 - $1.22K
|
92
$18.1K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 100.0% |
$546 - $1.22K
|
6
$1.18K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 25.0% |
$364 - $812
|
10
$1.97K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
2+ 100.0% |
$364 - $812
|
4
$787
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$364 - $812
|
4
$787
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.0% |
$182 - $406
|
23.5K
$4.62M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 100.0% |
$182 - $406
|
2
$393
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.19% |
$182 - $406
|
536
$105K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-18- 2.1% |
$3.28K - $7.31K
|
839
$165K
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-25- 1.2% |
$4.55K - $10.1K
|
2.05K
$403K
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-28- 0.83% |
$5.09K - $11.4K
|
3.33K
$655K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-78- 4.73% |
$14.2K - $31.7K
|
1.57K
$309K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-245- 69.01% |
$44.6K - $99.4K
|
110
$21.6K
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-254- 10.13% |
$46.2K - $103K
|
2.25K
$443K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-258- 64.5% |
$46.9K - $105K
|
142
$27.9K
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-365- 54.89% |
$66.4K - $148K
|
300
$59K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-367- 78.59% |
$66.8K - $149K
|
100
$19.7K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-424- 75.44% |
$77.2K - $172K
|
138
$27.1K
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-489- 22.02% |
$89K - $198K
|
1.73K
$341K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-871- 3.41% |
$158K - $354K
|
24.7K
$4.86M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-965- 19.91% |
$176K - $392K
|
3.88K
$764K
|
|
Feb 11, 2025
Q4 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-1.06K- 83.35% |
$193K - $431K
|
212
$41.7K
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.09K- 61.58% |
$198K - $442K
|
680
$134K
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.24K- 55.39% |
$407K - $907K
|
1.8K
$354K
|