Purchases and Sales Made in Q4 2023 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q4 2023. The information is specifically focused on institutions that hold shares of Palantir Technologies Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
749New |
$11K - $16K
|
749
$41.9K
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
734+ 6.12% |
$10.8K - $15.7K
|
12.7K
$711K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
726New |
$10.7K - $15.5K
|
726
$40.6K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
712+ 4.63% |
$10.5K - $15.2K
|
16.1K
$899K
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
700+ 6.48% |
$10.3K - $14.9K
|
11.5K
$643K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
681+ 15.27% |
$10K - $14.5K
|
5.14K
$287K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
675+ 2.2% |
$9.92K - $14.4K
|
31.4K
$1.75M
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
666+ 103.74% |
$9.78K - $14.2K
|
1.31K
$73.1K
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
650+ 1.94% |
$9.55K - $13.9K
|
34.1K
$1.9M
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
650+ 0.54% |
$9.55K - $13.9K
|
121K
$6.75M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
644+ 4.08% |
$9.46K - $13.7K
|
16.4K
$917K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
640+ 4.64% |
$9.4K - $13.7K
|
14.4K
$807K
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
626+ 1.5% |
$9.2K - $13.4K
|
42.3K
$2.36M
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
624New |
$9.17K - $13.3K
|
624
$34.9K
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
618+ 1.03% |
$9.08K - $13.2K
|
60.8K
$3.4M
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
600+ 2.52% |
$8.81K - $12.8K
|
24.4K
$1.36M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
584New |
$8.58K - $12.5K
|
584
$32.6K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
575+ 0.58% |
$8.45K - $12.3K
|
100K
$5.6M
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
559+ 0.11% |
$8.21K - $11.9K
|
499K
$27.9M
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
550New |
$8.08K - $11.7K
|
550
$30.7K
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
549+ 5.06% |
$8.06K - $11.7K
|
11.4K
$637K
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
533+ 4.23% |
$7.83K - $11.4K
|
13.1K
$734K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500+ 2.54% |
$7.35K - $10.7K
|
20.2K
$1.13M
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
500+ 4.67% |
$7.35K - $10.7K
|
11.2K
$626K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
500+ 11.35% |
$7.35K - $10.7K
|
4.91K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500+ 50.0% |
$7.35K - $10.7K
|
1.5K
$83.8K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
470+ 1.73% |
$6.9K - $10K
|
27.6K
$1.54M
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
464+ 16.83% |
$6.82K - $9.9K
|
3.22K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
460+ 2.29% |
$6.76K - $9.82K
|
20.5K
$1.15M
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
439+ 0.66% |
$6.45K - $9.37K
|
67.5K
$3.77M
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
397+ 6.81% |
$5.83K - $8.47K
|
6.23K
$348K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
383+ 1.58% |
$5.63K - $8.17K
|
24.6K
$1.38M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
380+ 0.97% |
$5.58K - $8.11K
|
39.5K
$2.21M
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
358+ 0.31% |
$5.26K - $7.64K
|
116K
$6.46M
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
357+ 1.79% |
$5.24K - $7.62K
|
20.3K
$1.13M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
355+ 36.34% |
$5.21K - $7.58K
|
1.33K
$74.4K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
348New |
$5.11K - $7.43K
|
348
$19.4K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
345+ 45.51% |
$5.07K - $7.36K
|
1.1K
$61.6K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
333New |
$4.89K - $7.11K
|
333
$18.6K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
332+ 2.45% |
$4.88K - $7.08K
|
13.9K
$775K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
325+ 1.01% |
$4.77K - $6.94K
|
32.6K
$1.82M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
323New |
$4.74K - $6.89K
|
323
$18K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
318+ 6360.0% |
$4.67K - $6.79K
|
323
$18K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
315+ 19.5% |
$4.63K - $6.72K
|
1.93K
$108K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
310+ 150.49% |
$4.55K - $6.62K
|
516
$28.8K
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
300+ 1.74% |
$4.41K - $6.4K
|
17.6K
$981K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
300+ 600.0% |
$4.41K - $6.4K
|
350
$19.6K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
282+ 31.86% |
$4.14K - $6.02K
|
1.17K
$65.2K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
274New |
$4.03K - $5.85K
|
274
$15.3K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
272New |
$4K - $5.8K
|
272
$15.2K
|