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 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
826+ 100.0% |
$150K - $335K
|
1.65K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
823+ 130.02% |
$150K - $334K
|
1.46K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
820+ 116.98% |
$149K - $333K
|
1.52K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
819+ 100.0% |
$149K - $332K
|
1.64K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
819+ 116.17% |
$149K - $332K
|
1.52K
$286K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
815+ 132.52% |
$148K - $331K
|
1.43K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
813+ 100.0% |
$148K - $330K
|
1.63K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
803+ 100.0% |
$146K - $326K
|
1.61K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
803+ 114.22% |
$146K - $326K
|
1.51K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
800+ 103.36% |
$146K - $325K
|
1.57K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
800+ 100.0% |
$146K - $325K
|
1.6K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
800+ 100.0% |
$146K - $325K
|
1.6K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
799+ 26.76% |
$145K - $324K
|
3.79K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
799+ 102.96% |
$145K - $324K
|
1.58K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
793+ 94.74% |
$144K - $322K
|
1.63K
$306K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
789+ 123.47% |
$144K - $320K
|
1.43K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
788+ 100.0% |
$143K - $320K
|
1.58K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
787+ 101.55% |
$143K - $319K
|
1.56K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
785+ 98.0% |
$143K - $319K
|
1.59K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
776+ 98.73% |
$141K - $315K
|
1.56K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
773+ 97.48% |
$141K - $314K
|
1.57K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
771+ 112.06% |
$140K - $313K
|
1.46K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
767+ 93.2% |
$140K - $311K
|
1.59K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
766+ 126.61% |
$139K - $311K
|
1.37K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
765+ 100.0% |
$139K - $311K
|
1.53K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
762+ 100.0% |
$139K - $309K
|
1.52K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
759+ 102.71% |
$138K - $308K
|
1.5K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
756+ 100.0% |
$138K - $307K
|
1.51K
$284K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
752+ 12.88% |
$137K - $305K
|
6.59K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
751+ 98.69% |
$137K - $305K
|
1.51K
$284K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
749+ 104.32% |
$136K - $304K
|
1.47K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
749+ 89.06% |
$136K - $304K
|
1.59K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
745+ 67.97% |
$136K - $302K
|
1.84K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
743+ 103.63% |
$135K - $302K
|
1.46K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
740+ 70.61% |
$135K - $300K
|
1.79K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
738+ 100.0% |
$134K - $300K
|
1.48K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
731+ 102.81% |
$133K - $297K
|
1.44K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
731+ 68.51% |
$133K - $297K
|
1.8K
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
726+ 100.0% |
$132K - $295K
|
1.45K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
721+ 102.27% |
$131K - $293K
|
1.43K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
721+ 117.62% |
$131K - $293K
|
1.33K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
721+ 100.84% |
$131K - $293K
|
1.44K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
720+ 100.0% |
$131K - $292K
|
1.44K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
719+ 115.97% |
$131K - $292K
|
1.34K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
717+ 62.95% |
$130K - $291K
|
1.86K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
716+ 90.86% |
$130K - $291K
|
1.5K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
716+ 100.0% |
$130K - $291K
|
1.43K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
712+ 95.19% |
$130K - $289K
|
1.46K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
712+ 100.0% |
$130K - $289K
|
1.42K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
709+ 100.85% |
$129K - $288K
|
1.41K
$265K
|