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 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.17K+ 43.51% |
$86.5K - $169K
|
3.86K
$703K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-115- 2.93% |
$8.51K - $16.6K
|
3.81K
$695K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
35+ 7.78% |
$2.59K - $5.05K
|
485
$88.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
2.66K+ 3171.43% |
$197K - $384K
|
2.75K
$501K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-3.99K- 25.19% |
$295K - $575K
|
11.8K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.45KNew |
$404K - $787K
|
5.45K
$995K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.99KNew |
$147K - $287K
|
1.99K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
3.47KNew |
$256K - $500K
|
3.47K
$632K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.85K+ 12.34% |
$285K - $556K
|
35.1K
$6.4M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.67KNew |
$124K - $241K
|
1.67K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-39.9K- 23.15% |
$2.95M - $5.76M
|
133K
$24.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.13KNew |
$379K - $740K
|
5.13K
$935K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 1.39% |
$1.48K - $2.89K
|
1.46K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.51KNew |
$112K - $218K
|
1.51K
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.9K+ 21.69% |
$214K - $418K
|
16.3K
$2.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3.02K+ 50.88% |
$224K - $436K
|
8.96K
$1.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
458+ 4.67% |
$33.9K - $66.1K
|
10.3K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
966+ 24.27% |
$71.5K - $139K
|
4.95K
$902K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.75KNew |
$130K - $252K
|
1.75K
$319K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.54K+ 13.34% |
$114K - $222K
|
13.1K
$2.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.4KNew |
$177K - $346K
|
2.4K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
314+ 3.11% |
$23.2K - $45.3K
|
10.4K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
686+ 18.54% |
$50.8K - $99K
|
4.39K
$800K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.59KNew |
$118K - $229K
|
1.59K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2KNew |
$148K - $289K
|
2K
$365K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-13.5K- 2.89% |
$997K - $1.94M
|
453K
$82.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-18.6M- 99.79% |
$1.38B - $2.69B
|
39.1K
$7.13M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-766- 50.03% |
$56.7K - $110K
|
765
$140K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.14K+ 1.91% |
$306K - $597K
|
221K
$40.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.8K+ 4.23% |
$1.61M - $3.15M
|
537K
$98M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.31K- 42.02% |
$245K - $477K
|
4.57K
$833K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-333- 13.64% |
$24.6K - $48K
|
2.11K
$385K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
52.2K+ 77.32% |
$3.87M - $7.54M
|
120K
$21.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
680+ 11.79% |
$50.3K - $98.1K
|
6.45K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
151+ 3.97% |
$11.2K - $21.8K
|
3.96K
$722K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-9.64K- 10.4% |
$713K - $1.39M
|
83K
$15.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.75KNew |
$130K - $252K
|
1.75K
$319K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.57K+ 28.74% |
$116K - $227K
|
7.05K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
789+ 63.68% |
$58.4K - $114K
|
2.03K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
30+ 0.75% |
$2.22K - $4.33K
|
4.06K
$740K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 10.89% |
$11.1K - $21.6K
|
1.53K
$279K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
282+ 4.65% |
$20.9K - $40.7K
|
6.35K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-500- 32.68% |
$37K - $72.1K
|
1.03K
$188K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.34K+ 21.26% |
$247K - $482K
|
19.1K
$3.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
7.9K+ 267.86% |
$585K - $1.14M
|
10.9K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
232+ 123.4% |
$17.2K - $33.5K
|
420
$76.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
680+ 45.45% |
$50.3K - $98.1K
|
2.18K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-229- 0.46% |
$16.9K - $33K
|
49.7K
$9.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
15.7KNew |
$1.16M - $2.26M
|
15.7K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
509+ 11.76% |
$37.7K - $73.4K
|
4.84K
$882K
|