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 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.69K+ 92.42% |
$308K - $688K
|
3.53K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.69K+ 97.8% |
$308K - $687K
|
3.42K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.69KNew |
$308K - $687K
|
1.69K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.68KNew |
$306K - $682K
|
1.68K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.67K+ 61.78% |
$304K - $677K
|
4.37K
$820K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.67K+ 100.91% |
$303K - $676K
|
3.32K
$622K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 100.0% |
$300K - $669K
|
3.3K
$619K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.64KNew |
$298K - $666K
|
1.64K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.64K+ 116.36% |
$298K - $664K
|
3.04K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.63KNew |
$297K - $662K
|
1.63K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.61KNew |
$293K - $654K
|
1.61K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 243.9% |
$291K - $649K
|
2.26K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.59K+ 74.32% |
$289K - $644K
|
3.72K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.58K+ 75.42% |
$288K - $643K
|
3.68K
$691K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.56KNew |
$285K - $635K
|
1.56K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.55K+ 21.14% |
$282K - $630K
|
8.89K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.54K+ 106.35% |
$280K - $625K
|
2.99K
$561K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.54K+ 106.66% |
$280K - $624K
|
2.98K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 101.13% |
$278K - $620K
|
3.04K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53K+ 96.52% |
$278K - $620K
|
3.11K
$584K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.53K+ 100.0% |
$277K - $619K
|
3.05K
$572K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.5KNew |
$273K - $608K
|
1.5K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.5K+ 84.92% |
$273K - $608K
|
3.26K
$612K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.46K+ 154.88% |
$265K - $592K
|
2.4K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.46K+ 100.0% |
$265K - $591K
|
2.91K
$546K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.45K+ 98.37% |
$264K - $588K
|
2.92K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.45KNew |
$263K - $587K
|
1.45K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.42K+ 100.0% |
$258K - $576K
|
2.84K
$533K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.41K+ 149.1% |
$256K - $571K
|
2.35K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 103.7% |
$255K - $569K
|
2.75K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
1.39K+ 100.0% |
$253K - $565K
|
2.78K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.35K+ 100.0% |
$246K - $548K
|
2.7K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.34K+ 104.51% |
$245K - $546K
|
2.63K
$494K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.34KNew |
$244K - $544K
|
1.34K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 167.55% |
$242K - $541K
|
2.13K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.32K+ 97.71% |
$241K - $537K
|
2.68K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.3K+ 100.77% |
$237K - $529K
|
2.6K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.3KNew |
$236K - $527K
|
1.3K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.29KNew |
$234K - $523K
|
1.29K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
$232K - $518K
|
1.28K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.27K+ 93.39% |
$231K - $516K
|
2.63K
$494K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.26K+ 131.21% |
$229K - $510K
|
2.22K
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.24KNew |
$226K - $505K
|
1.24K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.24KNew |
$225K - $502K
|
1.24K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.23KNew |
$224K - $500K
|
1.23K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.23K+ 100.0% |
$223K - $497K
|
2.45K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.22K+ 100.66% |
$222K - $496K
|
2.44K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22KNew |
$222K - $495K
|
1.22K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.21K+ 94.83% |
$220K - $491K
|
2.49K
$467K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.2KNew |
$219K - $487K
|
1.2K
$225K
|