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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
793+ 8.59% |
$133K - $165K
|
10K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-396- 36.0% |
$66.5K - $82.5K
|
704
$144K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
136+ 5.61% |
$22.8K - $28.3K
|
2.56K
$525K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
816+ 149.45% |
$137K - $170K
|
1.36K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-950- 6.05% |
$159K - $198K
|
14.8K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-281- 17.13% |
$47.2K - $58.5K
|
1.36K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-8- 0.33% |
$1.34K - $1.67K
|
2.43K
$498K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-514- 24.69% |
$86.3K - $107K
|
1.57K
$322K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
40+ 1.37% |
$6.71K - $8.33K
|
2.95K
$605K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-80- 1.5% |
$13.4K - $16.7K
|
5.25K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
13+ 0.44% |
$2.18K - $2.71K
|
2.94K
$602K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
296+ 5.37% |
$49.7K - $61.7K
|
5.81K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-16- 9.76% |
$2.69K - $3.33K
|
148
$30.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.92KNew |
$323K - $400K
|
1.92K
$394K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
272+ 21.45% |
$45.6K - $56.7K
|
1.54K
$316K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-45- 2.6% |
$7.55K - $9.37K
|
1.69K
$346K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-263- 4.47% |
$44.1K - $54.8K
|
5.62K
$1.15M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-109- 4.9% |
$18.3K - $22.7K
|
2.12K
$434K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-469- 13.98% |
$85.3K - $190K
|
2.89K
$592K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
54+ 117.39% |
$9.83K - $21.9K
|
100
$20.5K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-4.26K- 42.84% |
$776K - $1.73M
|
5.69K
$1.17M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-7.33K- 18.42% |
$1.33M - $2.98M
|
32.5K
$6.67M
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
66+ 53.23% |
$12K - $26.8K
|
190
$39K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
100+ 100.0% |
$18.2K - $40.6K
|
200
$41.1K
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
1.77KNew |
$322K - $719K
|
1.77K
$364K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
120New |
$21.8K - $48.7K
|
120
$24.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
296New |
$53.9K - $120K
|
296
$60.8K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
604+ 73.3% |
$110K - $245K
|
1.43K
$293K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
2.02KNew |
$368K - $820K
|
2.02K
$415K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
162New |
$29.5K - $65.8K
|
162
$33.3K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
585+ 79.59% |
$106K - $237K
|
1.32K
$271K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1Closed |
$182 - $406
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-21- 0.51% |
$3.82K - $8.52K
|
4.12K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.95K+ 101.56% |
$355K - $792K
|
3.87K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.05M+ 97.96% |
$555M - $1.24B
|
6.16M
$1.26B
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
487K+ 226.57% |
$88.6M - $198M
|
702K
$144M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
14+ 100.0% |
$2.55K - $5.68K
|
28
$5.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
9.4K+ 100.0% |
$1.71M - $3.82M
|
18.8K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
3.3K+ 100.0% |
$600K - $1.34M
|
6.6K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
6KNew |
$1.09M - $2.44M
|
6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.3K+ 101.26% |
$1.87M - $4.16M
|
20.4K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.2K+ 135.36% |
$219K - $488K
|
2.09K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
21.7K+ 77.13% |
$3.95M - $8.82M
|
49.9K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
885+ 126.97% |
$161K - $359K
|
1.58K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
7.59K+ 100.0% |
$1.38M - $3.08M
|
15.2K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
11.6KNew |
$2.12M - $4.73M
|
11.6K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.65K+ 134.74% |
$664K - $1.48M
|
6.36K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
54New |
$9.83K - $21.9K
|
54
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2New |
$364 - $812
|
2
$411
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.59K+ 285.75% |
$471K - $1.05M
|
3.49K
$717K
|
|