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 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
694+ 100.0% |
$126K - $282K
|
1.39K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
694+ 312.61% |
$126K - $282K
|
916
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
690+ 100.0% |
$126K - $280K
|
1.38K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
686+ 107.69% |
$125K - $278K
|
1.32K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
684+ 101.03% |
$124K - $278K
|
1.36K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
683+ 111.24% |
$124K - $277K
|
1.3K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
682+ 102.1% |
$124K - $277K
|
1.35K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
681+ 104.29% |
$124K - $276K
|
1.33K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
680New |
$124K - $276K
|
680
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
678+ 99.56% |
$123K - $275K
|
1.36K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
676+ 45.8% |
$123K - $274K
|
2.15K
$442K
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
674+ 100.3% |
$123K - $274K
|
1.35K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
673+ 111.98% |
$122K - $273K
|
1.27K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
672+ 101.51% |
$122K - $273K
|
1.33K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
671+ 82.33% |
$122K - $272K
|
1.49K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
669+ 95.16% |
$122K - $272K
|
1.37K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
667+ 77.56% |
$121K - $271K
|
1.53K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
667+ 88.46% |
$121K - $271K
|
1.42K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
667+ 100.0% |
$121K - $271K
|
1.33K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
666+ 95.97% |
$121K - $270K
|
1.36K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
666+ 85.6% |
$121K - $270K
|
1.44K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
665+ 100.0% |
$121K - $270K
|
1.33K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
664+ 100.61% |
$121K - $270K
|
1.32K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
663+ 102.16% |
$121K - $269K
|
1.31K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
662+ 89.7% |
$120K - $269K
|
1.4K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
660+ 100.0% |
$120K - $268K
|
1.32K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
660+ 100.0% |
$120K - $268K
|
1.32K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
660+ 100.0% |
$120K - $268K
|
1.32K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
659+ 129.72% |
$120K - $267K
|
1.17K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
656+ 54.49% |
$119K - $266K
|
1.86K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
655+ 100.0% |
$119K - $266K
|
1.31K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
654+ 769.41% |
$119K - $265K
|
739
$152K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
651+ 100.0% |
$118K - $264K
|
1.3K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
650+ 103.67% |
$118K - $264K
|
1.28K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
650+ 100.0% |
$118K - $264K
|
1.3K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
648+ 97.59% |
$118K - $263K
|
1.31K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
648+ 100.93% |
$118K - $263K
|
1.29K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
647+ 100.0% |
$118K - $263K
|
1.29K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
644+ 99.69% |
$117K - $261K
|
1.29K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
644+ 91.22% |
$117K - $261K
|
1.35K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
639+ 101.59% |
$116K - $259K
|
1.27K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
636+ 86.41% |
$116K - $258K
|
1.37K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
629+ 100.0% |
$114K - $255K
|
1.26K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
627+ 100.0% |
$114K - $254K
|
1.25K
$257K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
626+ 105.56% |
$114K - $254K
|
1.22K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
626+ 69.25% |
$114K - $254K
|
1.53K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
625+ 100.0% |
$114K - $254K
|
1.25K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
624New |
$114K - $253K
|
624
$128K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
624+ 100.0% |
$114K - $253K
|
1.25K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
623+ 100.0% |
$113K - $253K
|
1.25K
$256K
|