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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.67K+ 103.53% |
$1.4M - $3.11M
|
15.1K
$2.76M
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 109.94% |
$2.25M - $5.01M
|
23.6K
$4.31M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
689K+ 100.62% |
$125M - $280M
|
1.37M
$251M
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
672+ 101.51% |
$122K - $273K
|
1.33K
$244K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
587+ 89.35% |
$107K - $238K
|
1.24K
$227K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
69+ 97.18% |
$12.6K - $28K
|
140
$25.6K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
71+ 70.3% |
$12.9K - $28.8K
|
172
$31.4K
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
19.8K+ 95.3% |
$3.6M - $8.03M
|
40.5K
$7.41M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
291+ 100.0% |
$53K - $118K
|
582
$106K
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
7.46KNew |
$1.36M - $3.03M
|
7.46K
$1.36M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.31K+ 98.32% |
$967K - $2.16M
|
10.7K
$1.96M
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
960+ 100.21% |
$175K - $390K
|
1.92K
$351K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.13KNew |
$205K - $457K
|
1.13K
$206K
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
97.9K+ 90.09% |
$17.8M - $39.7M
|
206K
$37.7M
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
19.9K+ 97.76% |
$3.62M - $8.08M
|
40.3K
$7.36M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 25.0% |
$364 - $812
|
10
$1.83K
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
8.22K+ 100.0% |
$1.5M - $3.34M
|
16.4K
$3M
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.93K+ 100.0% |
$351K - $783K
|
3.86K
$705K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.89K+ 91.26% |
$707K - $1.58M
|
8.14K
$1.49M
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
25.3K+ 98.23% |
$4.6M - $10.3M
|
51K
$9.33M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
597+ 100.0% |
$109K - $242K
|
1.19K
$218K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
15.9K+ 100.23% |
$2.89M - $6.44M
|
31.7K
$5.79M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
537+ 88.76% |
$97.7K - $218K
|
1.14K
$209K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
9.23KNew |
$1.68M - $3.75M
|
9.23K
$1.69M
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
44.3K+ 100.0% |
$8.06M - $18M
|
88.6K
$16.2M
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3KNew |
$545K - $1.22M
|
3K
$548K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.24K+ 118.28% |
$589K - $1.31M
|
5.97K
$1.09M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.5KNew |
$273K - $608K
|
1.5K
$274K
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.49K+ 96.13% |
$453K - $1.01M
|
5.07K
$927K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.01K+ 96.44% |
$729K - $1.63M
|
8.16K
$1.49M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
890+ 101.37% |
$162K - $361K
|
1.77K
$323K
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
237+ 3950.0% |
$43.1K - $96.2K
|
243
$44.4K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.6K+ 131.19% |
$1.75M - $3.9M
|
16.9K
$3.09M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.04K+ 112.07% |
$189K - $422K
|
1.97K
$360K
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.03K+ 83.53% |
$369K - $824K
|
4.46K
$815K
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
8.63K+ 118.07% |
$1.57M - $3.5M
|
15.9K
$2.91M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.76K+ 100.0% |
$320K - $714K
|
3.52K
$643K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
749+ 89.06% |
$136K - $304K
|
1.59K
$291K
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
15K+ 300.0% |
$2.73M - $6.09M
|
20K
$3.66M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
10.9K+ 98.83% |
$1.98M - $4.42M
|
21.9K
$4M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 84.66% |
$206K - $459K
|
2.47K
$451K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.66K+ 88.59% |
$483K - $1.08M
|
5.65K
$1.03M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.34K+ 107.71% |
$607K - $1.35M
|
6.44K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
4.2K+ 175.0% |
$764K - $1.7M
|
6.6K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30+ 73.17% |
$5.46K - $12.2K
|
71
$13K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
881+ 129.37% |
$160K - $358K
|
1.56K
$286K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
61.3K+ 92.52% |
$11.1M - $24.9M
|
127K
$23.3M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
14+ 100.0% |
$2.55K - $5.68K
|
28
$5.12K
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.23K+ 100.0% |
$223K - $497K
|
2.45K
$448K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
21.2K+ 127.25% |
$3.87M - $8.62M
|
37.9K
$6.93M
|