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 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.6K+ 96.15% |
$654K - $1.46M
|
7.34K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
2.65K+ 98.81% |
$482K - $1.08M
|
5.33K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
266KNew |
$48.3M - $108M
|
266K
$49.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.2KNew |
$400K - $893K
|
2.2K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
7.4K+ 102.65% |
$1.35M - $3M
|
14.6K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
14.9K+ 127.11% |
$2.7M - $6.03M
|
26.6K
$4.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.55K+ 108.81% |
$1.56M - $3.47M
|
16.4K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.69K+ 97.8% |
$308K - $687K
|
3.42K
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
629+ 100.0% |
$114K - $255K
|
1.26K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.19% |
$182 - $406
|
536
$101K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
46.5KNew |
$8.46M - $18.9M
|
46.5K
$8.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
883+ 111.49% |
$161K - $358K
|
1.68K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.74K+ 92.87% |
$498K - $1.11M
|
5.68K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
25.9K+ 2325.52% |
$4.71M - $10.5M
|
27K
$5.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.77K+ 133.74% |
$322K - $719K
|
3.1K
$581K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5.74K+ 100.21% |
$1.04M - $2.33M
|
11.5K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.92K+ 115.21% |
$349K - $778K
|
3.58K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6.48K+ 106.94% |
$1.18M - $2.63M
|
12.5K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
11.3K+ 94.25% |
$2.05M - $4.57M
|
23.2K
$4.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
193New |
$35.1K - $78.3K
|
193
$36.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
5.68K+ 71.85% |
$1.03M - $2.31M
|
13.6K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
14.9K+ 94.73% |
$2.71M - $6.04M
|
30.6K
$5.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.81K+ 168.7% |
$875K - $1.95M
|
7.66K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
921+ 8.3% |
$168K - $374K
|
12K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.16K+ 112.02% |
$210K - $469K
|
2.19K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.17K+ 100.0% |
$394K - $879K
|
4.33K
$813K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11K+ 100.68% |
$2M - $4.45M
|
21.9K
$4.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
8.1K+ 17.88% |
$1.47M - $3.29M
|
53.4K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.86K+ 94.26% |
$519K - $1.16M
|
5.88K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
$232K - $518K
|
1.28K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.4K+ 108.66% |
$3.16M - $7.05M
|
33.4K
$6.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
1K+ 100.0% |
$182K - $406K
|
2K
$375K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
85.9K+ 107.15% |
$15.6M - $34.9M
|
166K
$31.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.95K+ 103.02% |
$900K - $2.01M
|
9.75K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
41.2K+ 103.07% |
$7.49M - $16.7M
|
81.1K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
8.28K+ 99.76% |
$1.51M - $3.36M
|
16.6K
$3.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.82K+ 100.0% |
$512K - $1.14M
|
5.63K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
694+ 100.0% |
$126K - $282K
|
1.39K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
30.5K+ 2804.41% |
$5.55M - $12.4M
|
31.6K
$5.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
9.21K+ 95.01% |
$1.68M - $3.74M
|
18.9K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
849+ 130.41% |
$154K - $345K
|
1.5K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
4.94K+ 99.62% |
$898K - $2M
|
9.89K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
450+ 37.91% |
$81.9K - $183K
|
1.64K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.86K+ 124.08% |
$338K - $753K
|
3.35K
$629K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
16.4K+ 118.91% |
$2.98M - $6.66M
|
30.2K
$5.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
604+ 97.11% |
$110K - $245K
|
1.23K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.41K+ 149.1% |
$256K - $571K
|
2.35K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-18- 2.1% |
$3.28K - $7.31K
|
839
$157K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
683+ 111.24% |
$124K - $277K
|
1.3K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.1K+ 155.98% |
$199K - $444K
|
1.8K
$337K
|