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 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
350+ 20.81% |
$58.5K - $72.9K
|
2.03K
$417K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.71K+ 8.09% |
$286K - $357K
|
22.9K
$4.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-17- 1.54% |
$2.84K - $3.54K
|
1.08K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
17+ 0.15% |
$2.84K - $3.54K
|
11.6K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
640+ 2.26% |
$107K - $133K
|
29K
$5.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
125+ 0.71% |
$20.9K - $26K
|
17.8K
$3.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-277- 2.63% |
$46.3K - $57.7K
|
10.2K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-1- 0.09% |
$167 - $208
|
1.07K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
410+ 11.88% |
$68.5K - $85.4K
|
3.86K
$792K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-250- 20.28% |
$41.8K - $52K
|
983
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.54KNew |
$258K - $321K
|
1.54K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
397+ 3.43% |
$66.3K - $82.7K
|
12K
$2.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-637- 13.66% |
$106K - $133K
|
4.03K
$826K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5.42K+ 2.48% |
$906K - $1.13M
|
224K
$46M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.67K+ 69.78% |
$278K - $347K
|
4.06K
$832K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.35% |
$835 - $1.04K
|
1.44K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
35K+ 46.99% |
$5.85M - $7.3M
|
110K
$22.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3- 0.09% |
$501 - $625
|
3.4K
$698K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-179- 1.69% |
$29.9K - $37.3K
|
10.4K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.42K+ 44.02% |
$237K - $295K
|
4.63K
$951K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.7K+ 27.54% |
$283K - $353K
|
7.85K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-300- 0.69% |
$50.1K - $62.5K
|
43.2K
$8.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-104- 0.78% |
$17.4K - $21.7K
|
13.3K
$2.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
84+ 8.35% |
$14K - $17.5K
|
1.09K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
210+ 1.62% |
$35.1K - $43.7K
|
13.1K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-898- 8.39% |
$150K - $187K
|
9.81K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
5.48KNew |
$916K - $1.14M
|
5.48K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
211+ 6.61% |
$35.2K - $43.9K
|
3.4K
$698K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
70+ 6.41% |
$11.7K - $14.6K
|
1.16K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
64.6K+ 29.13% |
$10.8M - $13.5M
|
286K
$58.8M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.21% |
$2.51K - $3.12K
|
7.21K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-38- 0.49% |
$6.35K - $7.91K
|
7.71K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
7.35KNew |
$1.23M - $1.53M
|
7.35K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
492+ 7.07% |
$82.2K - $102K
|
7.45K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 28.77% |
$872K - $1.09M
|
23.4K
$4.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.54K- 4.52% |
$591K - $737K
|
74.7K
$15.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
271+ 1.37% |
$45.3K - $56.4K
|
20K
$4.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
152+ 9.41% |
$25.4K - $31.6K
|
1.77K
$363K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
38.9KNew |
$6.5M - $8.1M
|
38.9K
$7.99M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-960- 28.48% |
$160K - $200K
|
2.41K
$495K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-70- 6.28% |
$11.7K - $14.6K
|
1.05K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-189- 1.56% |
$31.6K - $39.3K
|
11.9K
$2.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.37K- 1.03% |
$228K - $284K
|
131K
$26.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-668- 5.46% |
$112K - $139K
|
11.6K
$2.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
18.9K+ 17.24% |
$3.15M - $3.93M
|
128K
$26.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
95+ 1.07% |
$15.9K - $19.8K
|
8.98K
$1.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
24New |
$4.01K - $5K
|
24
$4.93K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.2K- 2.48% |
$701K - $874K
|
165K
$33.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.08K+ 53.4% |
$1.02M - $1.26M
|
17.5K
$3.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
28+ 14.36% |
$4.68K - $5.83K
|
223
$45.8K
|
|