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 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.8KNew |
$133K - $260K
|
1.8K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
3.2K+ 1.17% |
$237K - $462K
|
278K
$50.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.89K+ 48.24% |
$140K - $273K
|
5.82K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-5- 7.69% |
$370 - $721
|
60
$10.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.01K- 26.95% |
$74.7K - $146K
|
2.74K
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.43K+ 12.27% |
$106K - $207K
|
13.1K
$2.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.22K- 16.15% |
$313K - $609K
|
21.9K
$4M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-1.03K- 30.79% |
$76.2K - $149K
|
2.32K
$422K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5.48K- 7.35% |
$406K - $791K
|
69.1K
$12.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.28KNew |
$169K - $329K
|
2.28K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.42KNew |
$179K - $350K
|
2.42K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.58K- 2.58% |
$191K - $372K
|
97.4K
$17.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.39KNew |
$251K - $489K
|
3.39K
$619K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
600+ 15.0% |
$44.4K - $86.6K
|
4.6K
$839K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-174- 8.65% |
$12.9K - $25.1K
|
1.84K
$335K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
85+ 11.49% |
$6.29K - $12.3K
|
825
$150K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-25- 2.48% |
$1.85K - $3.61K
|
984
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.82KNew |
$283K - $551K
|
3.82K
$697K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.75KNew |
$204K - $397K
|
2.75K
$502K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
109+ 0.81% |
$8.07K - $15.7K
|
13.5K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-7- 1.95% |
$518 - $1.01K
|
352
$64.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-18.8K- 10.03% |
$1.39M - $2.71M
|
168K
$30.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
244KNew |
$18.1M - $35.2M
|
244K
$44.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.14KNew |
$232K - $453K
|
3.14K
$572K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-14.4K- 33.84% |
$1.07M - $2.08M
|
28.2K
$5.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2KNew |
$148K - $289K
|
2K
$365K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-791- 0.98% |
$58.5K - $114K
|
80K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
162+ 5.55% |
$12K - $23.4K
|
3.08K
$562K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
21.1KNew |
$1.56M - $3.05M
|
21.1K
$3.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-7.34K- 14.59% |
$543K - $1.06M
|
43K
$7.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
24.4K+ 55.25% |
$1.8M - $3.51M
|
68.4K
$12.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-129- 1.83% |
$9.55K - $18.6K
|
6.92K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.31K+ 28.46% |
$319K - $622K
|
19.5K
$3.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
9.55K+ 9.9% |
$707K - $1.38M
|
106K
$19.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.97K+ 20.26% |
$146K - $284K
|
11.7K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-5.17K- 49.61% |
$383K - $746K
|
5.25K
$958K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.17K+ 3.86% |
$86.3K - $168K
|
31.4K
$5.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Lattice Capital Management, LLC
|
SELL
|
- |
-10.5K- 25.61% |
$777K - $1.51M
|
30.5K
$5.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
596+ 6.8% |
$44.1K - $86K
|
9.36K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.69KNew |
$125K - $244K
|
1.69K
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.1KNew |
$229K - $447K
|
3.1K
$565K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
23.6KNew |
$1.74M - $3.4M
|
23.6K
$4.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
21.8K+ 5.16% |
$1.61M - $3.14M
|
444K
$81M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.84KNew |
$210K - $409K
|
2.84K
$517K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34+ 85.0% |
$2.52K - $4.9K
|
74
$13.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.9K+ 101.12% |
$288K - $562K
|
7.75K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
449+ 11.54% |
$33.2K - $64.8K
|
4.34K
$792K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
190+ 7.06% |
$14.1K - $27.4K
|
2.88K
$526K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
144+ 2.09% |
$10.7K - $20.8K
|
7.05K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-6.25K- 4.79% |
$463K - $902K
|
124K
$22.7M
|