Purchases and Sales Made in Q3 2024 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
183+ 0.18% |
$53.8K - $67.3K
|
99.2K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
182+ 2.99% |
$53.5K - $67K
|
6.26K
$1.25M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
182+ 0.73% |
$53.5K - $67K
|
25K
$5M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
179+ 0.75% |
$52.7K - $65.9K
|
23.9K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
179+ 0.33% |
$52.7K - $65.9K
|
55.1K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
176+ 25.84% |
$51.8K - $64.8K
|
857
$171K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
175New |
$51.5K - $64.4K
|
175
$35K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
175+ 2.13% |
$51.5K - $64.4K
|
8.39K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
172+ 3.58% |
$50.6K - $63.3K
|
4.97K
$995K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
168+ 9.26% |
$49.4K - $61.8K
|
1.98K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
167New |
$49.1K - $61.5K
|
167
$33.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
165+ 2.34% |
$48.5K - $60.7K
|
7.22K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
164+ 60.07% |
$48.2K - $60.4K
|
437
$87.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
163+ 4.93% |
$48K - $60K
|
3.47K
$694K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
163+ 1.43% |
$48K - $60K
|
11.5K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
161+ 42.82% |
$47.4K - $59.2K
|
537
$107K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
161+ 0.69% |
$47.4K - $59.2K
|
23.5K
$4.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
159+ 17.26% |
$46.8K - $58.5K
|
1.08K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
159+ 10.15% |
$46.8K - $58.5K
|
1.73K
$345K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
158+ 3.49% |
$46.5K - $58.1K
|
4.68K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
158+ 22.6% |
$46.5K - $58.1K
|
857
$171K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
157+ 2.69% |
$46.2K - $57.8K
|
6K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
157+ 12.89% |
$46.2K - $57.8K
|
1.38K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
153+ 19.1% |
$45K - $56.3K
|
954
$191K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
151+ 39.84% |
$44.4K - $55.6K
|
530
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
150+ 5.21% |
$44.1K - $55.2K
|
3.03K
$606K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
150+ 4.99% |
$44.1K - $55.2K
|
3.16K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
150+ 6.71% |
$44.1K - $55.2K
|
2.39K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
149+ 0.29% |
$43.8K - $54.8K
|
51K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
142+ 2.95% |
$41.8K - $52.3K
|
4.96K
$991K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
142+ 0.44% |
$41.8K - $52.3K
|
32.7K
$6.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
141+ 0.29% |
$41.5K - $51.9K
|
49.4K
$9.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
140+ 0.65% |
$41.2K - $51.5K
|
21.7K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
140+ 1.73% |
$41.2K - $51.5K
|
8.21K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
139+ 3.35% |
$40.9K - $51.2K
|
4.29K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
139+ 3475.0% |
$40.9K - $51.2K
|
143
$28.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
138+ 3.03% |
$40.6K - $50.8K
|
4.69K
$937K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
135+ 9.43% |
$39.7K - $49.7K
|
1.57K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
135+ 0.38% |
$39.7K - $49.7K
|
35.7K
$7.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
134+ 10.19% |
$39.4K - $49.3K
|
1.45K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
132+ 77.65% |
$38.8K - $48.6K
|
302
$60.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
131+ 6.61% |
$38.5K - $48.2K
|
2.11K
$422K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
130+ 0.7% |
$38.2K - $47.8K
|
18.6K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
130+ 3.79% |
$38.2K - $47.8K
|
3.56K
$712K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
130+ 3.48% |
$38.2K - $47.8K
|
3.87K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
130+ 1444.44% |
$38.2K - $47.8K
|
139
$27.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
129+ 5.6% |
$37.9K - $47.5K
|
2.43K
$486K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
128+ 4.92% |
$37.7K - $47.1K
|
2.73K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
128+ 3.4% |
$37.7K - $47.1K
|
3.89K
$779K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
126+ 18.92% |
$37.1K - $46.4K
|
792
$158K
|