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 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
126+ 19.06% |
$37.1K - $46.4K
|
787
$162K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
11.2KNew |
$3.31M - $4.14M
|
11.2K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.06K+ 38.2% |
$2.08M - $2.6M
|
25.6K
$5.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
335+ 27.17% |
$98.6K - $123K
|
1.57K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 1.33% |
$294 - $368
|
76
$15.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$294 - $368
|
1
$205
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
758New |
$223K - $279K
|
758
$156K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
CALL |
-200- 20.0% |
$58.8K - $73.6K
|
800
$164K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.36KNew |
$693K - $867K
|
2.36K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.76K- 66.68% |
$518K - $648K
|
880
$181K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
175New |
$51.5K - $64.4K
|
175
$35.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
800New |
$235K - $294K
|
800
$164K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.01KNew |
$592K - $741K
|
2.01K
$413K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-101- 0.96% |
$29.7K - $37.2K
|
10.4K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
- |
-8- 0.43% |
$2.35K - $2.94K
|
1.87K
$384K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-500- 11.63% |
$147K - $184K
|
3.8K
$780K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-494- 53.41% |
$145K - $182K
|
431
$88.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.98K+ 26.39% |
$584K - $730K
|
9.5K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.17K+ 18.18% |
$344K - $431K
|
7.61K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.37KNew |
$403K - $504K
|
1.37K
$281K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
619New |
$182K - $228K
|
619
$127K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
10.2KNew |
$3.01M - $3.76M
|
10.2K
$2.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
CALL |
-19.8K- 99.0% |
$5.82M - $7.29M
|
200
$41.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.28K+ 1.34% |
$2.43M - $3.05M
|
628K
$129M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.3K+ 7.42% |
$7.43M - $9.3M
|
366K
$75.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$294 - $368
|
1
$205
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
615New |
$181K - $226K
|
615
$126K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
657New |
$193K - $242K
|
657
$135K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.11KNew |
$327K - $410K
|
1.11K
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-68- 25.0% |
$20K - $25K
|
204
$41.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
1.3KNew |
$382K - $478K
|
1.3K
$267K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$294 - $368
|
1
$205
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.95KNew |
$1.16M - $1.45M
|
3.95K
$810K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.8K- 47.04% |
$1.27M - $1.64M
|
5.41K
$1.11M
|
|
|
May 14, 2025
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
330New |
$87.5K - $112K
|
330
$67.7K
|
|
|
May 14, 2025
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
PUT |
10KNew |
$2.65M - $3.41M
|
10K
$2.05M
|
|
|
Aug 16, 2024
Q2 2024
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-691- 32.84% |
$183K - $236K
|
1.41K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Spyglass Capital Management LLC
San Francisco, CA |
SELL
|
- |
-23K- 21.6% |
$6.1M - $7.84M
|
83.5K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
15K+ 60.0% |
$3.98M - $5.11M
|
40K
$8.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
CALL |
100New |
$26.5K - $34.1K
|
100
$20.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-59.8K- 86.28% |
$15.8M - $20.4M
|
9.5K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
12.5KNew |
$3.32M - $4.26M
|
12.5K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
24+ 2.05% |
$6.36K - $8.18K
|
1.2K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
667New |
$177K - $227K
|
667
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
13.5KNew |
$3.57M - $4.59M
|
13.5K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Ten Core Partners, LP
New York, NY |
BUY
|
- |
1.04KNew |
$275K - $353K
|
1.04K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-35.9K- 41.17% |
$9.53M - $12.2M
|
51.4K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-27- 1.75% |
$7.16K - $9.2K
|
1.52K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
240+ 9.28% |
$63.6K - $81.8K
|
2.83K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
1.5K+ 50.0% |
$398K - $511K
|
4.5K
$924K
|
|