Latest Institutional Transactions on Palo Alto Networks Inc (PANW)
This table provides information on the latest institutional transactions involving Palo Alto Networks Inc (PANW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.25K+ 100.0% |
$409K - $913K
|
4.5K
$793K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.06KNew |
$1.1M - $2.46M
|
6.06K
$1.07M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.92K+ 70.26% |
$896K - $2M
|
11.9K
$2.1M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
2.02KNew |
$368K - $820K
|
2.02K
$356K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-2.01K- 23.13% |
$365K - $814K
|
6.66K
$1.17M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
11.9KNew |
$2.17M - $4.85M
|
11.9K
$2.11M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
272New |
$49.5K - $110K
|
272
$48K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
14.1KNew |
$2.56M - $5.71M
|
14.1K
$2.48M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.2KNew |
$218K - $487K
|
1.2K
$212K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12.3K+ 74.62% |
$2.23M - $4.98M
|
28.7K
$5.06M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.39K+ 155.89% |
$253K - $564K
|
2.28K
$402K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.65K+ 21.11% |
$846K - $1.89M
|
26.7K
$4.71M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.03K+ 147.66% |
$733K - $1.64M
|
6.76K
$1.19M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 100.0% |
$364 - $812
|
4
$705
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
962KNew |
$175M - $390M
|
962K
$170M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5.29K+ 132.75% |
$963K - $2.15M
|
9.28K
$1.64M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
50New |
$9.1K - $20.3K
|
50
$8.82K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
10K+ 239.63% |
$1.82M - $4.07M
|
14.2K
$2.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
13+ 19.4% |
$2.37K - $5.28K
|
80
$14.1K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
904+ 101.12% |
$164K - $367K
|
1.8K
$317K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.65K+ 97.75% |
$301K - $671K
|
3.34K
$589K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
162New |
$29.5K - $65.8K
|
162
$28.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
905+ 98.37% |
$165K - $367K
|
1.83K
$322K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
35K+ 76.78% |
$6.36M - $14.2M
|
80.5K
$14.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
585+ 79.59% |
$106K - $237K
|
1.32K
$233K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
31.8K+ 66.38% |
$5.78M - $12.9M
|
79.6K
$14M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-529K- 99.45% |
$96.3M - $215M
|
2.93K
$516K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
9.29K+ 100.05% |
$1.69M - $3.77M
|
18.6K
$3.27M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100+ 100.0% |
$18.2K - $40.6K
|
200
$35.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.03KNew |
$188K - $419K
|
1.03K
$182K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.5K+ 90.9% |
$3.01M - $6.71M
|
34.7K
$6.12M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
12K+ 103.91% |
$2.18M - $4.86M
|
23.5K
$4.14M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
882+ 120.49% |
$160K - $358K
|
1.61K
$285K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
424New |
$77.2K - $172K
|
424
$74.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.15K+ 99.48% |
$210K - $468K
|
2.31K
$407K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.28K+ 104.93% |
$233K - $519K
|
2.5K
$440K
|
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
892+ 217.56% |
$162K - $362K
|
1.3K
$230K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
5.12KNew |
$931K - $2.08M
|
5.12K
$902K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.2K+ 100.0% |
$400K - $893K
|
4.4K
$775K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.52K+ 100.0% |
$458K - $1.02M
|
5.04K
$888K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.5KNew |
$273K - $608K
|
1.5K
$264K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.12KNew |
$203K - $453K
|
1.12K
$197K
|
|
|
Feb 18, 2025
Q4 2024
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
24.4K+ 100.0% |
$4.44M - $9.91M
|
48.9K
$8.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.37K+ 249.09% |
$249K - $556K
|
1.92K
$339K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.07K+ 77.09% |
$558K - $1.24M
|
7.04K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1Closed |
$182 - $406
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.21K+ 100.03% |
$1.13M - $2.52M
|
12.4K
$2.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
503+ 25.11% |
$91.5K - $204K
|
2.51K
$442K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.75K+ 101.87% |
$1.41M - $3.14M
|
15.4K
$2.71M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.16K+ 100.0% |
$211K - $472K
|
2.32K
$410K
|