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 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-32.2K- 65.51% |
$2.38M - $4.64M
|
16.9K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
536+ 17.59% |
$39.7K - $77.3K
|
3.58K
$654K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-55- 1.87% |
$4.07K - $7.93K
|
2.89K
$527K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
16.3K+ 11.92% |
$1.21M - $2.36M
|
153K
$28M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
32+ 1.06% |
$2.37K - $4.62K
|
3.05K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.68KNew |
$272K - $530K
|
3.68K
$670K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
9.22K+ 64.1% |
$682K - $1.33M
|
23.6K
$4.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
143+ 2.62% |
$10.6K - $20.6K
|
5.61K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-50- 0.66% |
$3.7K - $7.21K
|
7.52K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.61K+ 24.34% |
$119K - $232K
|
8.22K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.23KNew |
$165K - $322K
|
2.23K
$407K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-10.2K- 43.28% |
$752K - $1.47M
|
13.3K
$2.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-118K- 31.56% |
$8.76M - $17.1M
|
257K
$46.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-4.5K- 72.58% |
$333K - $649K
|
1.7K
$310K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
4.54K+ 25.45% |
$336K - $655K
|
22.4K
$4.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.16KNew |
$160K - $312K
|
2.16K
$395K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-60.6K- 18.12% |
$4.48M - $8.73M
|
274K
$49.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.48KNew |
$109K - $213K
|
1.48K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.61K+ 30.21% |
$193K - $376K
|
11.2K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.86K+ 31.46% |
$137K - $268K
|
7.75K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
26.2K+ 14.36% |
$1.94M - $3.79M
|
209K
$38.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$112K - $218K
|
1.51K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.55K+ 13.26% |
$115K - $224K
|
13.2K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-877- 25.1% |
$64.9K - $127K
|
2.62K
$477K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.04K+ 201.23% |
$447K - $871K
|
9.04K
$1.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
2.66K+ 25.97% |
$197K - $384K
|
12.9K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-103- 52.28% |
$7.62K - $14.9K
|
94
$17.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.79KNew |
$207K - $403K
|
2.79K
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
148+ 1.31% |
$11K - $21.3K
|
11.4K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
155K+ 19.5% |
$11.5M - $22.3M
|
948K
$173M
|
|
|
Jul 21, 2025
Q2 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
15.2KNew |
$1.12M - $2.19M
|
15.2K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.44K- 52.17% |
$107K - $208K
|
1.32K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.61K+ 37.14% |
$193K - $376K
|
9.62K
$1.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
260+ 5.71% |
$19.2K - $37.5K
|
4.81K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.73KNew |
$128K - $250K
|
1.73K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
21+ 0.32% |
$1.55K - $3.03K
|
6.67K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.62K- 4.73% |
$490K - $956K
|
133K
$24.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
866+ 17.88% |
$64.1K - $125K
|
5.71K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
15.6K+ 130.18% |
$1.16M - $2.26M
|
27.6K
$5.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.23K+ 11.07% |
$165K - $322K
|
22.4K
$4.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.18% |
$444 - $866
|
3.35K
$611K
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-940- 18.13% |
$69.6K - $136K
|
4.25K
$774K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.85K- 0.75% |
$211K - $411K
|
375K
$68.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.2KNew |
$163K - $317K
|
2.2K
$401K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
1.88KNew |
$139K - $271K
|
1.88K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.61K- 50.0% |
$119K - $232K
|
1.61K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.68K+ 16.56% |
$569K - $1.11M
|
54.1K
$9.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.7KNew |
$200K - $389K
|
2.7K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.79K- 30.39% |
$132K - $258K
|
4.1K
$747K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-747- 7.89% |
$55.3K - $108K
|
8.72K
$1.59M
|