Latest Institutional Transactions on Palantir Technologies Inc. (PLTR)
This table provides information on the latest institutional transactions involving Palantir Technologies Inc. (PLTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
235+ 139.05% |
$4.81K - $6.07K
|
404
$14.9K
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
50+ 0.16% |
$1.02K - $1.29K
|
32.2K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.8KNew |
$221K - $279K
|
10.8K
$398K
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.22K- 10.73% |
$45.4K - $57.3K
|
18.5K
$680K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
13.6K+ 23.91% |
$278K - $351K
|
70.4K
$2.59M
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
3.05K+ 5.38% |
$62.4K - $78.7K
|
59.6K
$2.2M
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
49.3KNew |
$1.01M - $1.27M
|
49.3K
$1.81M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.17K- 9.15% |
$85.4K - $108K
|
41.4K
$1.53M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-500- 1.03% |
$10.2K - $12.9K
|
48K
$1.77M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2K+ 58.7% |
$40.9K - $51.6K
|
5.41K
$199K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
36.8K+ 33.01% |
$754K - $951K
|
148K
$5.46M
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 0.01% |
$287 - $361
|
154K
$5.68M
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100K+ 3.82% |
$2.05M - $2.58M
|
2.72M
$100M
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
18.7KNew |
$384K - $484K
|
18.7K
$690K
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
13.3KNew |
$272K - $343K
|
13.3K
$489K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.61K+ 36.03% |
$73.8K - $93.1K
|
13.6K
$501K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.1K+ 8.74% |
$43K - $54.2K
|
26.1K
$962K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.99K+ 58.96% |
$143K - $180K
|
18.8K
$694K
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
524+ 2.29% |
$10.7K - $13.5K
|
23.4K
$862K
|
|
Aug 01, 2024
Q2 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
45.8KNew |
$938K - $1.18M
|
45.8K
$1.69M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
450New |
$9.21K - $11.6K
|
450
$16.6K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-66.1K- 40.89% |
$1.35M - $1.71M
|
95.5K
$3.52M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155K+ 13.1% |
$3.17M - $4M
|
1.34M
$49.3M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
27.3KNew |
$559K - $705K
|
27.3K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-42- 6.54% |
$860 - $1.08K
|
600
$22.1K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
CALL |
1.9KNew |
$38.9K - $49.1K
|
1.9K
$70K
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
700+ 5.02% |
$14.3K - $18.1K
|
14.7K
$540K
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
100New |
$2.05K - $2.58K
|
100
$3.68K
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
37K+ 21.49% |
$758K - $956K
|
209K
$7.7M
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-875- 7.23% |
$17.9K - $22.6K
|
11.2K
$413K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
632New |
$12.9K - $16.3K
|
632
$23.3K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
30.7K+ 54.09% |
$628K - $793K
|
87.4K
$3.22M
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
12.4K+ 74.54% |
$254K - $320K
|
29K
$1.07M
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
17.6K+ 22.6% |
$361K - $455K
|
95.6K
$3.52M
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.32M+ 83.09% |
$27.1M - $34.2M
|
2.92M
$108M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
14.1KNew |
$289K - $364K
|
14.1K
$520K
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.38K+ 15.64% |
$69.1K - $87.2K
|
25K
$920K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$2.05K - $2.58K
|
100
$3.68K
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
8.21K+ 2.21% |
$168K - $212K
|
379K
$14M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.02K+ 13.83% |
$20.8K - $26.3K
|
8.37K
$308K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
18K+ 16.94% |
$368K - $464K
|
124K
$4.57M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-51.8K- 41.29% |
$1.06M - $1.34M
|
73.7K
$2.71M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
176KNew |
$3.59M - $4.53M
|
176K
$6.47M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 1.08% |
$307 - $387
|
1.4K
$51.6K
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$20.5 - $25.8
|
883
$32.5K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.1KNew |
$247K - $312K
|
12.1K
$445K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
75.7K+ 5.97% |
$1.55M - $1.96M
|
1.35M
$49.6M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
9.79K+ 889.73% |
$200K - $253K
|
10.9K
$401K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
13K+ 185.71% |
$266K - $336K
|
20K
$737K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.7K+ 36.62% |
$342K - $431K
|
62.2K
$2.29M
|