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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.84K+ 482.77% |
$249K - $478K
|
4.63K
$845K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
400+ 64.52% |
$26K - $49.8K
|
1.02K
$186K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4KNew |
$260K - $498K
|
4K
$730K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
15New |
$975 - $1.87K
|
15
$2.74K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
250+ 83.33% |
$16.2K - $31.2K
|
550
$100K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
246New |
$16K - $30.7K
|
246
$44.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
3.5KNew |
$227K - $436K
|
3.5K
$638K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
62+ 1.72% |
$4.03K - $7.73K
|
3.66K
$667K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
86New |
$5.59K - $10.7K
|
86
$15.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
CALL |
100New |
$6.5K - $12.5K
|
100
$18.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.93K- 32.77% |
$321K - $615K
|
10.1K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.8KNew |
$182K - $349K
|
2.8K
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
214+ 3.04% |
$13.9K - $26.7K
|
7.25K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24New |
$1.56K - $2.99K
|
24
$4.38K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
900+ 36.0% |
$58.5K - $112K
|
3.4K
$620K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-522- 12.94% |
$33.9K - $65.1K
|
3.51K
$641K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
10+ 0.37% |
$650 - $1.25K
|
2.68K
$489K
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
10.7K+ 14.44% |
$697K - $1.34M
|
85.1K
$15.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
7.75K+ 144.62% |
$504K - $966K
|
13.1K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-21K- 32.72% |
$1.37M - $2.62M
|
43.2K
$7.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
100New |
$6.5K - $12.5K
|
100
$18.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
215+ 5.83% |
$14K - $26.8K
|
3.91K
$712K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-78- 1.82% |
$5.07K - $9.72K
|
4.22K
$769K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
50+ 14.29% |
$3.25K - $6.23K
|
400
$73K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
158New |
$10.3K - $19.7K
|
158
$28.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25+ 19.69% |
$1.62K - $3.12K
|
152
$27.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
131+ 1.38% |
$8.51K - $16.3K
|
9.65K
$1.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
75New |
$4.87K - $9.35K
|
75
$13.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
CALL |
40K+ 40.0% |
$2.6M - $4.98M
|
140K
$25.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.45KNew |
$289K - $554K
|
4.45K
$811K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.61KNew |
$170K - $325K
|
2.61K
$476K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
PUT |
300New |
$19.5K - $37.4K
|
300
$54.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-550- 17.46% |
$35.7K - $68.5K
|
2.6K
$474K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-39- 2.1% |
$2.53K - $4.86K
|
1.82K
$332K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.65K- 16.92% |
$107K - $205K
|
8.1K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-9.6K- 64.54% |
$624K - $1.2M
|
5.27K
$962K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$162K - $312K
|
2.5K
$456K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
500+ 15.63% |
$32.5K - $62.3K
|
3.7K
$675K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
CALL |
-200- 50.0% |
$13K - $24.9K
|
200
$36.5K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.67K- 17.27% |
$173K - $332K
|
12.8K
$2.33M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-305- 10.07% |
$19.8K - $38K
|
2.72K
$497K
|
|
| Q4 2024 | |||||||
|
Sep 24, 2025
Q4 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-750Closed |
$27.3K - $61.8K
|
0
$0
|
|
|
Sep 02, 2025
Q4 2024
|
Gullane Capital, LLC
Memphis, TN |
BUY
|
- |
5.23KNew |
$191K - $431K
|
5.23K
$954K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-625- 67.57% |
$22.8K - $51.5K
|
300
$54.7K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-71.3K- 40.19% |
$2.6M - $5.87M
|
106K
$19.3M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 4.62% |
$497K - $1.12M
|
282K
$51.4M
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
500New |
$18.2K - $41.2K
|
500
$91.2K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.79KNew |
$284K - $642K
|
7.79K
$1.42M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
4.4KNew |
$160K - $362K
|
4.4K
$802K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27+ 0.24% |
$984 - $2.22K
|
11.2K
$2.04M
|
|