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 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
891+ 119.12% |
$162K - $362K
|
1.64K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
890+ 101.37% |
$162K - $361K
|
1.77K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
889+ 108.55% |
$162K - $361K
|
1.71K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
885+ 126.97% |
$161K - $359K
|
1.58K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
883+ 111.49% |
$161K - $358K
|
1.68K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
882+ 93.04% |
$160K - $358K
|
1.83K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
881+ 129.37% |
$160K - $358K
|
1.56K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
880+ 100.0% |
$160K - $357K
|
1.76K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
879+ 26.08% |
$160K - $357K
|
4.25K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
879+ 98.65% |
$160K - $357K
|
1.77K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
878New |
$160K - $356K
|
878
$176K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
878+ 134.66% |
$160K - $356K
|
1.53K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
878+ 81.45% |
$160K - $356K
|
1.96K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
877+ 122.66% |
$160K - $356K
|
1.59K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
876+ 303.11% |
$159K - $356K
|
1.17K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
874+ 120.72% |
$159K - $355K
|
1.6K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
869+ 118.23% |
$158K - $353K
|
1.6K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
868+ 100.7% |
$158K - $352K
|
1.73K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
866+ 99.77% |
$158K - $352K
|
1.73K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
863+ 101.53% |
$157K - $350K
|
1.71K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
862+ 100.0% |
$157K - $350K
|
1.72K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
861+ 82.87% |
$157K - $349K
|
1.9K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
860+ 101.53% |
$156K - $349K
|
1.71K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
860+ 106.57% |
$156K - $349K
|
1.67K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
855+ 102.4% |
$156K - $347K
|
1.69K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
855+ 106.48% |
$156K - $347K
|
1.66K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
853+ 100.0% |
$155K - $346K
|
1.71K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
851+ 109.95% |
$155K - $345K
|
1.63K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
851+ 77.01% |
$155K - $345K
|
1.96K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
850New |
$155K - $345K
|
850
$170K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
849+ 130.41% |
$154K - $345K
|
1.5K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
849+ 99.07% |
$154K - $345K
|
1.71K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
847+ 100.0% |
$154K - $344K
|
1.69K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
846+ 110.73% |
$154K - $343K
|
1.61K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
844+ 118.04% |
$154K - $343K
|
1.56K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
840+ 143.34% |
$153K - $341K
|
1.43K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
837+ 102.45% |
$152K - $340K
|
1.65K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
826+ 100.0% |
$150K - $335K
|
1.65K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
823+ 130.02% |
$150K - $334K
|
1.46K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
820+ 116.98% |
$149K - $333K
|
1.52K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
819+ 100.0% |
$149K - $332K
|
1.64K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
819+ 116.17% |
$149K - $332K
|
1.52K
$305K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
815+ 132.52% |
$148K - $331K
|
1.43K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
813+ 100.0% |
$148K - $330K
|
1.63K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
803+ 100.0% |
$146K - $326K
|
1.61K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
803+ 114.22% |
$146K - $326K
|
1.51K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
800+ 103.36% |
$146K - $325K
|
1.57K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
800+ 100.0% |
$146K - $325K
|
1.6K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
800+ 100.0% |
$146K - $325K
|
1.6K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
799+ 26.76% |
$145K - $324K
|
3.79K
$757K
|