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 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-18- 0.26% |
$1.33K - $2.6K
|
6.9K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
60.5K+ 40.13% |
$4.48M - $8.73M
|
211K
$38.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
257K+ 85.79% |
$19M - $37M
|
556K
$101M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
96+ 8.87% |
$7.1K - $13.8K
|
1.18K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.49K- 34.13% |
$110K - $214K
|
2.87K
$524K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-6K- 1.34% |
$444K - $866K
|
443K
$80.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.04K- 10.0% |
$77.3K - $151K
|
9.39K
$1.71M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
73+ 11.66% |
$5.4K - $10.5K
|
699
$128K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-14K- 66.8% |
$1.04M - $2.03M
|
6.98K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-21.9K- 9.52% |
$1.62M - $3.16M
|
208K
$38M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
160K+ 52.31% |
$11.8M - $23.1M
|
466K
$85M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
CALL |
200New |
$14.8K - $28.9K
|
200
$36.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-825- 9.22% |
$61.1K - $119K
|
8.13K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
152+ 1.54% |
$11.2K - $21.9K
|
10.1K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 1.21% |
$888 - $1.73K
|
1K
$182K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
9.01K+ 9.51% |
$667K - $1.3M
|
104K
$18.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-8.6K- 43.0% |
$636K - $1.24M
|
11.4K
$2.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
545+ 0.75% |
$40.3K - $78.6K
|
73.2K
$13.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.7KNew |
$126K - $246K
|
1.7K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-291- 23.79% |
$21.5K - $42K
|
932
$170K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
191+ 25.78% |
$14.1K - $27.6K
|
932
$170K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.63KNew |
$120K - $235K
|
1.63K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-64.7K- 28.68% |
$4.79M - $9.34M
|
161K
$29.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
286+ 3.73% |
$21.2K - $41.3K
|
7.95K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.97K+ 145.93% |
$220K - $429K
|
5.01K
$914K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
50+ 2.06% |
$3.7K - $7.21K
|
2.48K
$451K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-35.7K- 6.09% |
$2.64M - $5.15M
|
551K
$100M
|
|
|
Aug 06, 2025
Q2 2025
|
Wim Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
13KNew |
$964K - $1.88M
|
13K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
200+ 7.14% |
$14.8K - $28.9K
|
3K
$547K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.84K+ 38.46% |
$433K - $843K
|
21K
$3.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.2KNew |
$163K - $317K
|
2.2K
$401K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
63+ 0.7% |
$4.66K - $9.09K
|
9.04K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-555- 8.49% |
$41.1K - $80.1K
|
5.98K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
180K+ 1893.68% |
$13.3M - $26M
|
189K
$34.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.12K- 12.58% |
$379K - $738K
|
35.6K
$6.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.69K+ 17.93% |
$273K - $532K
|
24.2K
$4.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.61KNew |
$193K - $377K
|
2.61K
$476K
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
BUY
|
- |
9.33K+ 17.78% |
$690K - $1.35M
|
61.8K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10.3K+ 90.52% |
$760K - $1.48M
|
21.6K
$3.94M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
PUT |
-12.3K- 24.65% |
$910K - $1.77M
|
37.6K
$6.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.11KNew |
$156K - $305K
|
2.11K
$386K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.31K+ 23.69% |
$171K - $334K
|
12.1K
$2.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
113K+ 308.12% |
$8.38M - $16.3M
|
150K
$27.4M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
12.3K+ 1.33% |
$910K - $1.77M
|
938K
$171M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
14+ 0.06% |
$1.04K - $2.02K
|
22K
$4.01M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.48K- 1.58% |
$332K - $646K
|
279K
$50.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
286+ 11.87% |
$21.2K - $41.3K
|
2.7K
$492K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-69.6K- 95.53% |
$5.15M - $10M
|
3.26K
$594K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
387+ 9.68% |
$28.6K - $55.8K
|
4.39K
$800K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.3K+ 23.55% |
$1.8M - $3.5M
|
127K
$23.2M
|