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 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.91KNew |
$141K - $276K
|
1.91K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-164- 15.33% |
$12.1K - $23.7K
|
906
$165K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.61K- 1.86% |
$193K - $376K
|
137K
$25.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
CALL |
-1.5K- 23.08% |
$111K - $216K
|
5K
$912K
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
550+ 22.56% |
$40.7K - $79.3K
|
2.99K
$545K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.75KNew |
$130K - $253K
|
1.75K
$319K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
935+ 16.59% |
$69.2K - $135K
|
6.57K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-30- 0.06% |
$2.22K - $4.33K
|
49.8K
$9.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
175+ 5.55% |
$13K - $25.2K
|
3.33K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
496+ 155.97% |
$36.7K - $71.5K
|
814
$148K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
72+ 1.33% |
$5.33K - $10.4K
|
5.48K
$999K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1.89K- 14.97% |
$140K - $273K
|
10.7K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-8.49K- 30.3% |
$629K - $1.23M
|
19.5K
$3.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
10K+ 118.16% |
$744K - $1.45M
|
18.6K
$3.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.09K+ 5.6% |
$154K - $301K
|
39.3K
$7.18M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.39K+ 47.69% |
$103K - $201K
|
4.31K
$786K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.92KNew |
$142K - $277K
|
1.92K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.75K+ 9.07% |
$352K - $685K
|
57.2K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.1K+ 13.54% |
$229K - $447K
|
26K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-151- 1.96% |
$11.2K - $21.8K
|
7.57K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
5.49K+ 11.06% |
$406K - $792K
|
55.1K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
200+ 3.91% |
$14.8K - $28.9K
|
5.32K
$970K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-200- 6.35% |
$14.8K - $28.9K
|
2.95K
$538K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
231KNew |
$17.1M - $33.3M
|
231K
$42.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
12.8K+ 127.03% |
$945K - $1.84M
|
22.8K
$4.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.77KNew |
$131K - $255K
|
1.77K
$323K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
510New |
$37.7K - $73.6K
|
510
$93K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
560New |
$41.4K - $80.8K
|
560
$102K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
$74K - $144K
|
1K
$182K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-85- 18.89% |
$6.29K - $12.3K
|
365
$66.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
6.03KNew |
$446K - $870K
|
6.03K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
32.3KNew |
$2.39M - $4.67M
|
32.3K
$5.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
185+ 185.0% |
$13.7K - $26.7K
|
285
$52K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-310- 0.79% |
$22.9K - $44.7K
|
38.8K
$7.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-10.2K- 7.27% |
$758K - $1.48M
|
131K
$23.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.81K+ 245.73% |
$134K - $261K
|
2.55K
$465K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.5K- 47.62% |
$111K - $216K
|
1.65K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
29+ 0.83% |
$2.15K - $4.18K
|
3.53K
$643K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.81KNew |
$208K - $405K
|
2.81K
$512K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.3K+ 30.5% |
$318K - $620K
|
18.4K
$3.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-146- 3.72% |
$10.8K - $21.1K
|
3.78K
$689K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
94.2K+ 248.53% |
$6.97M - $13.6M
|
132K
$24.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
1.85KNew |
$137K - $266K
|
1.85K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
19.7KNew |
$1.46M - $2.85M
|
19.7K
$3.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
193+ 5.51% |
$14.3K - $27.8K
|
3.69K
$674K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-26.4K- 23.1% |
$1.95M - $3.8M
|
87.8K
$16M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.09KNew |
$155K - $302K
|
2.09K
$382K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.92K- 11.71% |
$216K - $420K
|
22K
$4.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
497+ 2.85% |
$36.8K - $71.7K
|
17.9K
$3.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.55KNew |
$114K - $223K
|
1.55K
$282K
|