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Palo Alto Networks Inc

Institutional position changes, all quarters

630 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedB & T Capital Management DBA Alpha Capital ManagementJun 30, 2026-1,363-6.2%20,601$464.8Klow
TrimmedDakota Wealth ManagementJun 30, 2026-1,282-2.2%56,023$437.2Klow
AddedEdgemoor Investment Advisors, Inc.Jun 30, 2026+1,234+6.9%18,993$420.8Klow
AddedOccidental Asset Management, LLCJun 30, 2026+1,222+59%3,301$416.7Klow
AddedMidFirst BankJun 30, 2026+1,214+5.0%25,256$414.0Klow
ExitedDestiny Wealth Partners, LLCJun 30, 2026-1,995-100%0$367.5Klow
TrimmedSCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCJun 30, 2026-1,044-5.4%18,159$355.9Klow
TrimmedGarner Asset Management CorpJun 30, 2026-1,026-9.7%9,540$349.9Klow
TrimmedMarble Wealth, LLCJun 30, 2026-1,024-31%2,250$349.2Klow
NewCorundum Group, Inc.Jun 30, 2026+1,015New1,015$346.1Klow
NewBLALOCK WILLIAMS, LLCJun 30, 2026+1,004New1,004$342.4Klow
NewRedwood Financial Network CorpJun 30, 2026+955New955$325.7Klow
NewFIRST NATIONAL BANK OF OMAHAJun 30, 2026+964New964$320.0Klow
TrimmedCOMPASS CAPITAL MANAGEMENT, INCJun 30, 2026-903-1.2%73,515$307.9Klow
NewTwelve Points Wealth Management LLCJun 30, 2026+872New872$297.4Klow
NewMQS Management LLCJun 30, 2026+850New850$289.9Klow
NewSignet Private Wealth LLCJun 30, 2026+824New824$281.0Klow
AddedPRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.Jun 30, 2026+819+35%3,149$279.3Klow
NewFOCUSED ALPHA, LLCJun 30, 2026+765New765$260.8Klow
NewTOUNJIAN ADVISORY PARTNERS, LLCJun 30, 2026+756New756$257.8Klow
NewAuxano Advisors, LLCJun 30, 2026+737New737$251.3Klow
NewBTGP Boreas Fund LP - Series AJun 30, 2026+725New725$247.2Klow
NewBARINGS LLCJun 30, 2026+690New690$235.3Klow
NewPanoramic Capital Partners, LLCJun 30, 2026+667New667$227.5Klow
NewGOLDEN ROAD ADVISORS LLCJun 30, 2026+612New612$208.7Klow
NewUP STRATEGIC WEALTH INVESTMENT ADVISORS LLCJun 30, 2026+574New574$208.2Klow
NewCCG WEALTH MANAGEMENT, LLCJun 30, 2026+608New608$207.3Klow
AddedBuckland Partners Management Co LLCJun 30, 2026+600+4.6%13,600$204.6Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-1,211-100%0$194.1Klow
TrimmedRequisite Capital Management, LLCJun 30, 2026-500-24%1,580$170.5Klow
TrimmedGranite Investment Partners, LLCJun 30, 2026-499-12%3,521$170.2Klow
AddedGraney & King, LLCJun 30, 2026+496+153%820$169.1Klow
AddedQuent Capital, LLCJun 30, 2026+470+40%1,633$160.3Klow
TrimmedMillington Financial Advisors, LLCJun 30, 2026-423-3.4%12,107$151.7Klow
AddedCoyle Financial Counsel LLCJun 30, 2026+357+14%2,929$121.7Klow
TrimmedM.D. Sass, LLCJun 30, 2026-343-0.9%35,885$117.0Klow
AddedTexas Capital Bank Wealth Management Services IncJun 30, 2026+336+5.2%6,777$114.6Klow
AddedFairscale Capital, LLCJun 30, 2026+327+13%2,891$111.5Klow
AddedCAPITAL FINANCIAL GROUP INC\CO\ /ADVJun 30, 2026+320+19%1,965$109.1Klow
TrimmedGF FUND MANAGEMENT CO. LTD.Jun 30, 2026-301-0.2%181,601$102.6Klow
TrimmedPrinciple Wealth Partners LLCJun 30, 2026-284-1.0%27,047$96.8Klow
TrimmedRWA WEALTH PARTNERS, LLCJun 30, 2026-224-0.4%60,516$76.4Klow
AddedVantus Wealth LLCJun 30, 2026+221+8.6%2,794$75.4Klow
AddedCVA Family Office, LLCJun 30, 2026+216+23%1,164$73.7Klow
NewLloyd Advisory Services, LLC.Jun 30, 2026+215New215$73.3Klow
AddedPENSION & WEALTH MANAGEMENT ADVISORS, INC.Jun 30, 2026+170+62%446$58.0Klow
TrimmedGerber Kawasaki Wealth & Investment ManagementJun 30, 2026-165-0.8%20,715$56.3Klow
TrimmedFIDUCIENT ADVISORS LLCJun 30, 2026-147-11%1,145$50.1Klow
AddedSG Americas Securities, LLCJun 30, 2026+109,778+14%898,062$37.4Klow
TrimmedDale Q Rice Investment Management LtdJun 30, 2026-109-5.2%1,971$37.2Klow
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