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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-834- 8.0% |
$245K - $307K
|
9.59K
$1.63M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
687New |
$202K - $253K
|
687
$117K
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
CALL |
500New |
$147K - $184K
|
500
$85K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
666New |
$196K - $245K
|
666
$113K
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
126+ 19.06% |
$37.1K - $46.4K
|
787
$134K
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
153+ 19.1% |
$45K - $56.3K
|
954
$162K
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
2.87KNew |
$845K - $1.06M
|
2.87K
$488K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
11.2KNew |
$3.31M - $4.14M
|
11.2K
$1.91M
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-1.81K- 1.44% |
$532K - $665K
|
124K
$21M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.06K+ 38.2% |
$2.08M - $2.6M
|
25.6K
$4.34M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
335+ 27.17% |
$98.6K - $123K
|
1.57K
$267K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 1.33% |
$294 - $368
|
76
$12.9K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$294 - $368
|
1
$170
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
758New |
$223K - $279K
|
758
$129K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.57KNew |
$755K - $944K
|
2.57K
$436K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
CALL |
-200- 20.0% |
$58.8K - $73.6K
|
800
$136K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.36KNew |
$693K - $867K
|
2.36K
$400K
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.76K- 66.68% |
$518K - $648K
|
880
$150K
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-9- 0.83% |
$2.65K - $3.31K
|
1.08K
$183K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
100New |
$29.4K - $36.8K
|
100
$17K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
200New |
$58.8K - $73.6K
|
200
$34K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
175New |
$51.5K - $64.4K
|
175
$29.7K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
800New |
$235K - $294K
|
800
$136K
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.01KNew |
$592K - $741K
|
2.01K
$342K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-101- 0.96% |
$29.7K - $37.2K
|
10.4K
$1.76M
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
- |
-8- 0.43% |
$2.35K - $2.94K
|
1.87K
$318K
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-500- 11.63% |
$147K - $184K
|
3.8K
$646K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-16- 66.67% |
$4.71K - $5.89K
|
8
$1.36K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-494- 53.41% |
$145K - $182K
|
431
$73.3K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.98K+ 26.39% |
$584K - $730K
|
9.5K
$1.61M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-100- 12.5% |
$29.4K - $36.8K
|
700
$119K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
879+ 0.25% |
$259K - $323K
|
354K
$60.1M
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.27KNew |
$373K - $467K
|
1.27K
$216K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.17K+ 18.18% |
$344K - $431K
|
7.61K
$1.29M
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
9.74K+ 73.94% |
$2.86M - $3.58M
|
22.9K
$3.89M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9+ 1.32% |
$2.65K - $3.31K
|
692
$118K
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.37KNew |
$403K - $504K
|
1.37K
$233K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
619New |
$182K - $228K
|
619
$105K
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
10.2KNew |
$3.01M - $3.76M
|
10.2K
$1.74M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
CALL |
-19.8K- 99.0% |
$5.82M - $7.29M
|
200
$34K
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-923- 46.06% |
$272K - $340K
|
1.08K
$184K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
119+ 0.18% |
$35K - $43.8K
|
66.8K
$11.4M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.4K- 93.74% |
$4.82M - $6.03M
|
1.09K
$186K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.28K+ 1.34% |
$2.43M - $3.05M
|
628K
$107M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.3K+ 7.42% |
$7.43M - $9.3M
|
366K
$62.2M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
107+ 31.56% |
$31.5K - $39.4K
|
446
$75.8K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
592New |
$174K - $218K
|
592
$101K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$294 - $368
|
1
$170
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
945+ 13.7% |
$278K - $348K
|
7.85K
$1.33M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
615New |
$181K - $226K
|
615
$105K
|