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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
52New |
$9.46K - $21.1K
|
52
$10.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.59K+ 74.32% |
$289K - $644K
|
3.72K
$764K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
759+ 102.71% |
$138K - $308K
|
1.5K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
773+ 97.48% |
$141K - $314K
|
1.57K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39+ 70.91% |
$7.1K - $15.8K
|
94
$19.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.13KNew |
$205K - $457K
|
1.13K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-9.45K- 96.88% |
$1.72M - $3.84M
|
304
$62.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 100.0% |
$2.37K - $5.28K
|
26
$5.34K
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
40.6K+ 390.38% |
$7.39M - $16.5M
|
51K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
200New |
$36.4K - $81.2K
|
200
$41.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
22.4K+ 100.0% |
$4.08M - $9.11M
|
44.9K
$9.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
145+ 233.87% |
$26.4K - $58.9K
|
207
$42.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
291+ 100.0% |
$53K - $118K
|
582
$119K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 25.0% |
$364 - $812
|
10
$2.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
14+ 100.0% |
$2.55K - $5.68K
|
28
$5.75K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
174+ 100.0% |
$31.7K - $70.6K
|
348
$71.4K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
95+ 100.0% |
$17.3K - $38.6K
|
190
$39K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
586+ 70.26% |
$107K - $238K
|
1.42K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.32K+ 97.71% |
$241K - $537K
|
2.68K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6+ 1.0% |
$1.09K - $2.44K
|
609
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.34KNew |
$244K - $544K
|
1.34K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
880+ 100.0% |
$160K - $357K
|
1.76K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.29KNew |
$234K - $523K
|
1.29K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
7.62K+ 100.0% |
$1.39M - $3.09M
|
15.2K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.14KNew |
$390K - $869K
|
2.14K
$440K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
600+ 100.0% |
$109K - $244K
|
1.2K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.2KNew |
$400K - $893K
|
2.2K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.19% |
$182 - $406
|
536
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
8.1K+ 17.88% |
$1.47M - $3.29M
|
53.4K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
1K+ 100.0% |
$182K - $406K
|
2K
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
1.39K+ 100.0% |
$253K - $565K
|
2.78K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
31+ 100.0% |
$5.64K - $12.6K
|
62
$12.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
16.7K+ 91.09% |
$3.03M - $6.77M
|
35K
$7.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
4.15K+ 96.55% |
$754K - $1.68M
|
8.44K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.81K+ 100.0% |
$330K - $735K
|
3.62K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
655+ 100.0% |
$119K - $266K
|
1.31K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
48New |
$8.73K - $19.5K
|
48
$9.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
965+ 102.12% |
$176K - $392K
|
1.91K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.69KNew |
$308K - $687K
|
1.69K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 100.0% |
$3.46K - $7.71K
|
38
$7.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3.14K+ 110.9% |
$572K - $1.28M
|
5.98K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
267+ 100.0% |
$48.6K - $108K
|
534
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.24KNew |
$225K - $502K
|
1.24K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.53K+ 100.0% |
$277K - $619K
|
3.05K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.94KNew |
$353K - $787K
|
1.94K
$398K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-78- 4.73% |
$14.2K - $31.7K
|
1.57K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-365- 54.89% |
$66.4K - $148K
|
300
$61.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
90+ 100.0% |
$16.4K - $36.5K
|
180
$36.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
650+ 103.67% |
$118K - $264K
|
1.28K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
32.8K+ 32.03% |
$5.97M - $13.3M
|
135K
$27.7M
|
|