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 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.47K+ 696.21% |
$109K - $212K
|
1.68K
$306K
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
12.9K+ 85.47% |
$958K - $1.87M
|
28.1K
$5.12M
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5.82KNew |
$431K - $840K
|
5.82K
$1.06M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.09K+ 12.89% |
$80.6K - $157K
|
9.54K
$1.74M
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.32K+ 6.4% |
$97.3K - $190K
|
21.9K
$3.99M
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
7.64K+ 35.95% |
$566K - $1.1M
|
28.9K
$5.27M
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
667+ 4.07% |
$49.4K - $96.2K
|
17.1K
$3.11M
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
160+ 22.07% |
$11.8K - $23.1K
|
885
$161K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
8.87KNew |
$656K - $1.28M
|
8.87K
$1.62M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.02K+ 11.35% |
$150K - $292K
|
19.8K
$3.62M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
738+ 6.77% |
$54.6K - $106K
|
11.6K
$2.12M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-7.94K- 5.2% |
$587K - $1.14M
|
145K
$26.4M
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-6.22K- 10.49% |
$460K - $897K
|
53.1K
$9.68M
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.48KNew |
$110K - $213K
|
1.48K
$270K
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2KNew |
$148K - $289K
|
2K
$365K
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-5.67K- 27.74% |
$420K - $818K
|
14.8K
$2.7M
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-365- 5.78% |
$27K - $52.7K
|
5.96K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.35K+ 2.02% |
$544K - $1.06M
|
371K
$67.7M
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
12.3KNew |
$914K - $1.78M
|
12.3K
$2.25M
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-14K- 53.49% |
$1.04M - $2.02M
|
12.2K
$2.22M
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
8.93KNew |
$661K - $1.29M
|
8.93K
$1.63M
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.65KNew |
$122K - $238K
|
1.65K
$301K
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
376+ 9.57% |
$27.8K - $54.2K
|
4.31K
$786K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
698+ 15.44% |
$51.7K - $101K
|
5.22K
$952K
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-150- 1.65% |
$11.1K - $21.6K
|
8.93K
$1.63M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.54K+ 14.12% |
$114K - $223K
|
12.5K
$2.28M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.2K+ 4.74% |
$237K - $462K
|
70.8K
$12.9M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.72KNew |
$350K - $681K
|
4.72K
$862K
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-365- 10.64% |
$27K - $52.7K
|
3.07K
$559K
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.6K- 36.03% |
$858K - $1.67M
|
20.6K
$3.75M
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-900- 12.33% |
$66.6K - $130K
|
6.4K
$1.17M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
556New |
$41.1K - $80.2K
|
556
$101K
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
66+ 1.5% |
$4.88K - $9.52K
|
4.46K
$813K
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
14.5KNew |
$1.07M - $2.08M
|
14.5K
$2.64M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.7K- 32.99% |
$1.76M - $3.43M
|
48.2K
$8.8M
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
496+ 3.55% |
$36.7K - $71.5K
|
14.5K
$2.64M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.15K+ 7.04% |
$85.1K - $166K
|
17.5K
$3.19M
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.86KNew |
$138K - $269K
|
1.86K
$340K
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.72K- 3.42% |
$276K - $537K
|
105K
$19.2M
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-633- 22.31% |
$46.8K - $91.3K
|
2.2K
$402K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
211+ 5.77% |
$15.6K - $30.4K
|
3.87K
$705K
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.79KNew |
$207K - $403K
|
2.79K
$509K
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-230- 1.65% |
$17K - $33.2K
|
13.7K
$2.5M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
534+ 18.62% |
$39.5K - $77K
|
3.4K
$621K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.4KNew |
$991K - $1.93M
|
13.4K
$2.44M
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.2K- 27.74% |
$88.5K - $173K
|
3.12K
$568K
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.91KNew |
$215K - $420K
|
2.91K
$531K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-15.8K- 68.44% |
$1.17M - $2.28M
|
7.28K
$1.33M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3K+ 32.26% |
$222K - $432K
|
12.3K
$2.24M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.69K+ 49.31% |
$199K - $388K
|
8.14K
$1.49M
|