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
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
874+ 43700.0% |
$64.7K - $126K
|
876
$160K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-618- 11.72% |
$45.7K - $89.1K
|
4.65K
$849K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
132+ 2.41% |
$9.77K - $19K
|
5.6K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
450+ 18.95% |
$33.3K - $64.9K
|
2.83K
$515K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.38KNew |
$694K - $1.35M
|
9.38K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.22K+ 120.16% |
$386K - $752K
|
9.56K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-104- 1.58% |
$7.7K - $15K
|
6.49K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-159- 0.99% |
$11.8K - $22.9K
|
15.8K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-780- 2.71% |
$57.7K - $113K
|
28K
$5.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
8.19KNew |
$606K - $1.18M
|
8.19K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.07K- 3.12% |
$227K - $443K
|
95.3K
$17.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
55.8K+ 1633.29% |
$4.13M - $8.05M
|
59.2K
$10.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
SELL
|
CALL |
-100- 33.33% |
$7.4K - $14.4K
|
200
$36.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
867+ 8.99% |
$64.2K - $125K
|
10.5K
$1.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-77- 1.22% |
$5.7K - $11.1K
|
6.26K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.69K+ 14.88% |
$199K - $389K
|
20.8K
$3.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-100- 3.93% |
$7.4K - $14.4K
|
2.45K
$446K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
11.2K+ 1.08% |
$825K - $1.61M
|
1.05M
$191M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
205New |
$15.2K - $29.6K
|
205
$37.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
534+ 5.09% |
$39.5K - $77K
|
11K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
595+ 22.53% |
$44K - $85.8K
|
3.24K
$590K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
10+ 4.59% |
$740 - $1.44K
|
228
$41.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.87K+ 11.95% |
$213K - $415K
|
26.9K
$4.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-16.4K- 99.7% |
$1.21M - $2.37M
|
49
$8.94K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11.7K+ 55.95% |
$869K - $1.69M
|
32.7K
$5.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.55KNew |
$263K - $512K
|
3.55K
$647K
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
142KNew |
$10.5M - $20.5M
|
142K
$25.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
660+ 11.11% |
$48.8K - $95.2K
|
6.6K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.42K+ 10.83% |
$105K - $205K
|
14.5K
$2.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
679+ 22.41% |
$50.3K - $97.9K
|
3.71K
$677K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.65K+ 14.34% |
$566K - $1.1M
|
61K
$11.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
22+ 0.08% |
$1.63K - $3.17K
|
29K
$5.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
23.6KNew |
$1.74M - $3.4M
|
23.6K
$4.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-58- 2.49% |
$4.29K - $8.37K
|
2.27K
$414K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
386+ 88.53% |
$28.6K - $55.7K
|
822
$150K
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-59.3K- 5.51% |
$4.39M - $8.55M
|
1.02M
$185M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-120- 1.3% |
$8.88K - $17.3K
|
9.14K
$1.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-530K- 28.74% |
$39.2M - $76.5M
|
1.31M
$240M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.76K- 2.97% |
$130K - $254K
|
57.6K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-15.2K- 17.09% |
$1.13M - $2.2M
|
74K
$13.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-11- 1.89% |
$814 - $1.59K
|
570
$104K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
97.5K+ 5.8% |
$7.21M - $14.1M
|
1.78M
$324M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.53KNew |
$187K - $365K
|
2.53K
$461K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$234K - $456K
|
3.16K
$577K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
519K+ 85.84% |
$38.4M - $74.9M
|
1.12M
$205M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-366K- 78.3% |
$27.1M - $52.8M
|
101K
$18.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-526- 1.36% |
$38.9K - $75.9K
|
38.2K
$6.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
300+ 4.6% |
$22.2K - $43.3K
|
6.83K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-288- 1.83% |
$21.3K - $41.5K
|
15.4K
$2.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.95KNew |
$218K - $425K
|
2.95K
$538K
|