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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
500New |
$131K - $188K
|
500
$83.8K
|
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
5.65KNew |
$1.48M - $2.13M
|
5.65K
$947K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
809New |
$212K - $305K
|
809
$136K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
100New |
$26.2K - $37.7K
|
100
$16.8K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
71+ 37.77% |
$18.6K - $26.8K
|
259
$43.4K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.88KNew |
$753K - $1.08M
|
2.88K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.55K- 9.82% |
$406K - $583K
|
14.2K
$2.38M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
717New |
$188K - $270K
|
717
$120K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$262 - $377
|
1
$168
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.7K+ 69.27% |
$3.86M - $5.55M
|
36K
$6.04M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
108+ 11.31% |
$28.3K - $40.7K
|
1.06K
$178K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
31+ 3.56% |
$8.12K - $11.7K
|
902
$151K
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
33New |
$8.65K - $12.4K
|
33
$5.53K
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
3.57KNew |
$935K - $1.34M
|
3.57K
$598K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
713New |
$187K - $269K
|
713
$120K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
724New |
$190K - $273K
|
724
$121K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-32.4K- 99.99% |
$8.48M - $12.2M
|
2
$335
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-3.03K- 23.4% |
$795K - $1.14M
|
9.93K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.6KNew |
$419K - $603K
|
1.6K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 1.23% |
$5.5K - $7.91K
|
1.69K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
CALL |
2.6KNew |
$681K - $980K
|
2.6K
$436K
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-5.62K- 42.62% |
$1.47M - $2.12M
|
7.57K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.36KNew |
$356K - $512K
|
1.36K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.78KNew |
$990K - $1.42M
|
3.78K
$634K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1New |
$262 - $377
|
1
$168
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.27K+ 83.93% |
$1.12M - $1.61M
|
9.35K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
278New |
$72.8K - $105K
|
278
$46.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.03KNew |
$269K - $386K
|
1.03K
$172K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
8+ 10.81% |
$2.1K - $3.02K
|
82
$13.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-6.6K- 50.0% |
$1.73M - $2.49M
|
6.6K
$1.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
72New |
$18.9K - $27.1K
|
72
$12.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100+ 100.0% |
$26.2K - $37.7K
|
200
$33.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-387- 2.63% |
$101K - $146K
|
14.3K
$2.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
2New |
$524 - $754
|
2
$335
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 25.0% |
$26.2K - $37.7K
|
500
$83.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
790New |
$207K - $298K
|
790
$132K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
78New |
$20.4K - $29.4K
|
78
$13.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.99K- 49.51% |
$784K - $1.13M
|
3.05K
$512K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.49KNew |
$389K - $560K
|
1.49K
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
500New |
$131K - $188K
|
500
$83.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-673- 15.02% |
$176K - $254K
|
3.81K
$639K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.73KNew |
$454K - $654K
|
1.73K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-87.3K- 97.98% |
$22.9M - $32.9M
|
1.8K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
150+ 15.77% |
$39.3K - $56.5K
|
1.1K
$185K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.67K- 99.52% |
$436K - $628K
|
8
$1.34K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
718New |
$188K - $271K
|
718
$120K
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
790+ 0.75% |
$207K - $298K
|
107K
$17.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
166New |
$43.5K - $62.6K
|
166
$27.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 4.35% |
$524 - $754
|
44
$7.38K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
764New |
$200K - $288K
|
764
$128K
|