Purchases and Sales Made in Q1 2024 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q1 2024. The information is specifically focused on institutions that hold shares of Palo Alto Networks Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
105+ 12.47% |
$27.5K - $39.6K
|
947
$191K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104+ 7.32% |
$27.2K - $39.2K
|
1.52K
$308K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
103+ 4.16% |
$27K - $38.8K
|
2.58K
$521K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
103+ 10.07% |
$27K - $38.8K
|
1.13K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
101+ 8.54% |
$26.5K - $38.1K
|
1.28K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
101New |
$26.5K - $38.1K
|
101
$20.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100+ 7.19% |
$26.2K - $37.7K
|
1.49K
$301K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
100New |
$26.2K - $37.7K
|
100
$20.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
100+ 4.0% |
$26.2K - $37.7K
|
2.6K
$525K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 833.33% |
$26.2K - $37.7K
|
112
$22.6K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100+ 1111.11% |
$26.2K - $37.7K
|
109
$22K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
97+ 10.0% |
$25.4K - $36.6K
|
1.07K
$215K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
97+ 11.93% |
$25.4K - $36.6K
|
910
$184K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 3200.0% |
$25.1K - $36.2K
|
99
$20K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
94+ 7.06% |
$24.6K - $35.4K
|
1.43K
$288K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
92+ 10.76% |
$24.1K - $34.7K
|
947
$191K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
90+ 10.23% |
$23.6K - $33.9K
|
970
$196K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
89+ 0.33% |
$23.3K - $33.5K
|
27.3K
$5.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
89+ 3.91% |
$23.3K - $33.5K
|
2.37K
$478K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
88+ 2.98% |
$23.1K - $33.2K
|
3.04K
$614K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
88New |
$23.1K - $33.2K
|
88
$17.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
85+ 2.57% |
$22.3K - $32K
|
3.39K
$684K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
85+ 9.62% |
$22.3K - $32K
|
969
$196K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
83+ 1.41% |
$21.7K - $31.3K
|
5.97K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
82+ 2.56% |
$21.5K - $30.9K
|
3.28K
$663K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
82+ 5.4% |
$21.5K - $30.9K
|
1.6K
$323K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
81+ 2.73% |
$21.2K - $30.5K
|
3.04K
$614K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
80+ 3.96% |
$21K - $30.2K
|
2.1K
$424K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
79+ 11.29% |
$20.7K - $29.8K
|
779
$157K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
78New |
$20.4K - $29.4K
|
78
$15.7K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
78New |
$20.4K - $29.4K
|
78
$15.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
76+ 1.52% |
$19.9K - $28.6K
|
5.08K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
76+ 1.57% |
$19.9K - $28.6K
|
4.93K
$994K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
75+ 1.74% |
$19.6K - $28.3K
|
4.38K
$884K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
74+ 11.56% |
$19.4K - $27.9K
|
714
$144K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
73+ 34.43% |
$19.1K - $27.5K
|
285
$57.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
73+ 5.23% |
$19.1K - $27.5K
|
1.47K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
73+ 1.07% |
$19.1K - $27.5K
|
6.91K
$1.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
72New |
$18.9K - $27.1K
|
72
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
72+ 1.08% |
$18.9K - $27.1K
|
6.76K
$1.36M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
72+ 15.29% |
$18.9K - $27.1K
|
543
$110K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
71+ 18.83% |
$18.6K - $26.8K
|
448
$90.4K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
71+ 7.33% |
$18.6K - $26.8K
|
1.04K
$210K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
71+ 37.77% |
$18.6K - $26.8K
|
259
$52.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
70New |
$18.3K - $26.4K
|
70
$14.1K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
70+ 7.11% |
$18.3K - $26.4K
|
1.06K
$213K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
68+ 5.35% |
$17.8K - $25.6K
|
1.34K
$270K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
68+ 0.47% |
$17.8K - $25.6K
|
14.4K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
67+ 8.97% |
$17.6K - $25.3K
|
814
$164K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
66+ 0.52% |
$17.3K - $24.9K
|
12.7K
$2.57M
|