Purchases and Sales Made in Q4 2024 in Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.7K+ 83.93% |
$309K - $689K
|
3.72K
$744K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.69K+ 92.42% |
$308K - $688K
|
3.53K
$706K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.69K+ 97.8% |
$308K - $687K
|
3.42K
$685K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.69KNew |
$308K - $687K
|
1.69K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.69K+ 110.89% |
$308K - $686K
|
3.21K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.68KNew |
$306K - $682K
|
1.68K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.67K+ 75.33% |
$304K - $678K
|
3.89K
$778K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.67K+ 61.78% |
$304K - $677K
|
4.37K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.67K+ 100.91% |
$303K - $676K
|
3.32K
$663K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.66KNew |
$303K - $675K
|
1.66K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.66K+ 107.66% |
$302K - $673K
|
3.2K
$640K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.66KNew |
$302K - $673K
|
1.66K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.65K+ 101.1% |
$300K - $669K
|
3.28K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 100.0% |
$300K - $669K
|
3.3K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.64KNew |
$298K - $666K
|
1.64K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.64KNew |
$298K - $665K
|
1.64K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.64K+ 116.36% |
$298K - $664K
|
3.04K
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.64K+ 83.08% |
$298K - $664K
|
3.6K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.63K+ 128.3% |
$297K - $662K
|
2.9K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.63KNew |
$297K - $662K
|
1.63K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.63K+ 102.07% |
$297K - $662K
|
3.23K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.63K+ 137.76% |
$296K - $660K
|
2.81K
$562K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.63K+ 116.24% |
$296K - $660K
|
3.02K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.61KNew |
$293K - $654K
|
1.61K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.61K+ 96.98% |
$292K - $652K
|
3.26K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.61K+ 62.74% |
$292K - $651K
|
4.16K
$833K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.6K+ 88.56% |
$292K - $651K
|
3.41K
$683K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 243.9% |
$291K - $649K
|
2.26K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.6K+ 117.13% |
$291K - $649K
|
2.97K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.6K+ 106.52% |
$291K - $649K
|
3.1K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.6K+ 86.27% |
$290K - $648K
|
3.45K
$689K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.59KNew |
$290K - $647K
|
1.59K
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$290K - $647K
|
1.59K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.59K+ 100.0% |
$290K - $646K
|
3.18K
$637K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.59K+ 74.32% |
$289K - $644K
|
3.72K
$744K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.58K+ 75.42% |
$288K - $643K
|
3.68K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.58K+ 104.77% |
$288K - $643K
|
3.09K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.56KNew |
$285K - $635K
|
1.56K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.56K+ 100.39% |
$285K - $635K
|
3.12K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.55K+ 21.14% |
$282K - $630K
|
8.89K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.55K+ 206.67% |
$282K - $629K
|
2.3K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.54K+ 106.35% |
$280K - $625K
|
2.99K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.54K+ 106.66% |
$280K - $624K
|
2.98K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.53K+ 100.66% |
$279K - $622K
|
3.05K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.53K+ 318.96% |
$279K - $621K
|
2.01K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.53KNew |
$278K - $621K
|
1.53K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 101.13% |
$278K - $620K
|
3.04K
$608K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53K+ 96.52% |
$278K - $620K
|
3.11K
$622K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.53K+ 100.0% |
$277K - $619K
|
3.05K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52K+ 97.69% |
$277K - $618K
|
3.08K
$616K
|