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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.77K+ 63.65% |
$131K - $255K
|
4.54K
$829K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 89.5% |
$920K - $1.79M
|
26.3K
$4.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-8.71K- 6.52% |
$645K - $1.26M
|
125K
$22.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
48.5K+ 4.51% |
$3.59M - $7M
|
1.12M
$205M
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-7.32K- 1.75% |
$541K - $1.06M
|
410K
$74.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.77KNew |
$131K - $255K
|
1.77K
$323K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.63K+ 15.58% |
$120K - $235K
|
12.1K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.58K+ 55.36% |
$117K - $228K
|
4.43K
$809K
|
|
|
Jul 29, 2025
Q2 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
41KNew |
$3.03M - $5.91M
|
41K
$7.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-806- 1.89% |
$59.7K - $116K
|
41.9K
$7.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4.03K+ 2.99% |
$298K - $581K
|
139K
$25.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.73K- 6.28% |
$276K - $538K
|
55.7K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
140+ 147.37% |
$10.4K - $20.2K
|
235
$42.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-350- 2.87% |
$25.9K - $50.5K
|
11.8K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.99KNew |
$147K - $287K
|
1.99K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.35KNew |
$174K - $339K
|
2.35K
$428K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-23.3K- 13.01% |
$1.73M - $3.36M
|
156K
$28.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-107- 2.25% |
$7.92K - $15.4K
|
4.65K
$849K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-79- 2.13% |
$5.85K - $11.4K
|
3.64K
$664K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-28.4K- 8.0% |
$2.1M - $4.1M
|
326K
$59.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3.66K+ 68.38% |
$271K - $527K
|
9K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.5KNew |
$111K - $216K
|
1.5K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
5.57K+ 2.33% |
$412K - $803K
|
244K
$44.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
970+ 31.75% |
$71.8K - $140K
|
4.03K
$734K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
50+ 500.0% |
$3.7K - $7.21K
|
60
$10.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
300+ 60.0% |
$22.2K - $43.3K
|
800
$146K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
750+ 17.7% |
$55.5K - $108K
|
4.99K
$910K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.11K+ 35.29% |
$230K - $448K
|
11.9K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.93KNew |
$217K - $423K
|
2.93K
$534K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-379- 1.33% |
$28K - $54.7K
|
28K
$5.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1+ 0.04% |
$74 - $144
|
2.45K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
970+ 2.56% |
$71.8K - $140K
|
38.8K
$7.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
828+ 3.62% |
$61.3K - $119K
|
23.7K
$4.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
41+ 0.33% |
$3.03K - $5.91K
|
12.6K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
16+ 0.17% |
$1.18K - $2.31K
|
9.67K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
59+ 1.9% |
$4.37K - $8.51K
|
3.17K
$579K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-142- 4.33% |
$10.5K - $20.5K
|
3.14K
$572K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-51.6K- 14.86% |
$3.82M - $7.45M
|
296K
$54M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-12.2K- 20.08% |
$902K - $1.76M
|
48.5K
$8.85M
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
$111K - $216K
|
1.5K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
88+ 3.22% |
$6.51K - $12.7K
|
2.82K
$514K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-7.08K- 40.13% |
$524K - $1.02M
|
10.6K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-73- 1.97% |
$5.4K - $10.5K
|
3.63K
$662K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
937+ 0.7% |
$69.3K - $135K
|
134K
$24.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.69K+ 36.83% |
$125K - $244K
|
6.29K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
14+ 1.85% |
$1.04K - $2.02K
|
770
$140K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.08K+ 10.93% |
$79.6K - $155K
|
10.9K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
335+ 18.01% |
$24.8K - $48.3K
|
2.2K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2.35KNew |
$174K - $339K
|
2.35K
$429K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
874+ 43700.0% |
$64.7K - $126K
|
876
$160K
|