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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
79New |
$13.2K - $16.4K
|
79
$16.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-236- 6.06% |
$39.4K - $49.1K
|
3.66K
$751K
|
|
|
Oct 24, 2025
Q3 2025
|
Westwood Wealth Management
|
SELL
|
- |
-11.3K- 42.85% |
$1.89M - $2.35M
|
15.1K
$3.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
76+ 0.44% |
$12.7K - $15.8K
|
17.3K
$3.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.12K+ 5.32% |
$355K - $442K
|
42K
$8.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
106+ 30.72% |
$17.7K - $22.1K
|
451
$92.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
442+ 18.21% |
$73.8K - $92K
|
2.87K
$589K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.76K+ 5.51% |
$461K - $574K
|
52.8K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10+ 0.73% |
$1.67K - $2.08K
|
1.39K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.97K+ 74350.0% |
$497K - $619K
|
2.98K
$611K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.35K- 6.78% |
$392K - $488K
|
32.2K
$6.62M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
208+ 63.03% |
$34.7K - $43.3K
|
538
$110K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
700+ 0.25% |
$117K - $146K
|
281K
$57.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
234+ 19.21% |
$39.1K - $48.7K
|
1.45K
$298K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
537+ 10.2% |
$89.7K - $112K
|
5.8K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.58K+ 2.47% |
$263K - $328K
|
65.3K
$13.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
3.21KNew |
$536K - $668K
|
3.21K
$659K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
790+ 27.62% |
$132K - $164K
|
3.65K
$749K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
173+ 9.79% |
$28.9K - $36K
|
1.94K
$398K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.2K+ 83.15% |
$200K - $250K
|
2.64K
$542K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3.54K+ 175.97% |
$592K - $738K
|
5.56K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 3.6% |
$251K - $313K
|
43.2K
$8.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16.4K+ 60.12% |
$2.75M - $3.42M
|
43.8K
$8.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
67+ 3.08% |
$11.2K - $13.9K
|
2.24K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-11.7K- 6.24% |
$1.95M - $2.43M
|
175K
$36M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
76+ 0.51% |
$12.7K - $15.8K
|
15.1K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.2K+ 2.46% |
$200K - $249K
|
49.9K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.82K+ 51.13% |
$471K - $587K
|
8.33K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
166+ 164.36% |
$27.7K - $34.6K
|
267
$54.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4- 0.18% |
$668 - $833
|
2.25K
$462K
|
|
|
Oct 23, 2025
Q3 2025
|
Groesbeck Investment Management Corp
|
BUY
|
- |
170+ 4.46% |
$28.4K - $35.4K
|
3.98K
$817K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.83K+ 8.89% |
$807K - $1.01M
|
59.2K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.15K+ 18.6% |
$526K - $655K
|
20.1K
$4.12M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
880+ 0.93% |
$147K - $183K
|
95.9K
$19.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
306+ 2.67% |
$51.1K - $63.7K
|
11.8K
$2.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
600+ 35.8% |
$100K - $125K
|
2.28K
$467K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$1.67K - $2.08K
|
10
$2.05K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22+ 0.31% |
$3.68K - $4.58K
|
7.22K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
20.1K+ 43.63% |
$3.37M - $4.19M
|
66.3K
$13.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
12+ 0.33% |
$2K - $2.5K
|
3.63K
$744K
|
|
|
Oct 23, 2025
Q3 2025
|
Wd Rutherford LLC
|
BUY
|
- |
708+ 2.75% |
$118K - $147K
|
26.4K
$5.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-116- 0.41% |
$19.4K - $24.2K
|
28K
$5.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.93K- 16.39% |
$824K - $1.03M
|
25.2K
$5.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1- 0.01% |
$167 - $208
|
7.97K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
17.1KNew |
$2.86M - $3.56M
|
17.1K
$3.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
263+ 0.5% |
$43.9K - $54.8K
|
52.4K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.53KNew |
$255K - $318K
|
1.53K
$314K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
52+ 1.62% |
$8.69K - $10.8K
|
3.26K
$669K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.64K- 7.04% |
$1.44M - $1.8M
|
114K
$23.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
177+ 1.27% |
$29.6K - $36.8K
|
14.1K
$2.9M
|
|