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 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
25+ 0.12% |
$367 - $534
|
20.3K
$1.14M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 3.14% |
$294 - $427
|
656
$36.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18+ 6.0% |
$264 - $384
|
318
$17.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17+ 0.08% |
$250 - $363
|
20.1K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 1.59% |
$220 - $320
|
959
$53.6K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 1.72% |
$206 - $299
|
827
$46.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
13New |
$191 - $277
|
13
$726
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.67% |
$73.5 - $107
|
305
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 42.86% |
$44.1 - $64
|
10
$559
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$29.4 - $42.7
|
2
$112
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.02% |
$29.4 - $42.7
|
10.4K
$582K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$14.7 - $21.3
|
1
$55.9
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
1New |
$14.7 - $21.3
|
1
$55.9
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1- -0.0% |
$14.7 - $21.3
|
25K
$1.4M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 9.76% |
$58.8 - $85.4
|
37
$2.07K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5- -0.0% |
$73.5 - $107
|
351K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-19- 0.06% |
$279 - $405
|
31.1K
$1.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-36- 2.7% |
$529 - $768
|
1.3K
$72.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-41- 0.2% |
$602 - $875
|
21K
$1.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-50- 0.29% |
$735 - $1.07K
|
17.5K
$977K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 2.89% |
$735 - $1.07K
|
1.68K
$93.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-50- 0.18% |
$735 - $1.07K
|
27.2K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-66- 4.8% |
$970 - $1.41K
|
1.31K
$73.2K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-70- 41.18% |
$1.03K - $1.49K
|
100
$5.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-89- 0.38% |
$1.31K - $1.9K
|
23.3K
$1.3M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-97- 0.45% |
$1.42K - $2.07K
|
21.3K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-100- 0.92% |
$1.47K - $2.13K
|
10.8K
$604K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-100- 0.86% |
$1.47K - $2.13K
|
11.5K
$641K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-105- 3.68% |
$1.54K - $2.24K
|
2.75K
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-142- 56.35% |
$2.09K - $3.03K
|
110
$6.15K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-145- 1.1% |
$2.13K - $3.09K
|
13.1K
$729K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-180- 24.32% |
$2.64K - $3.84K
|
560
$31.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-197- 1.7% |
$2.89K - $4.2K
|
11.4K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-200- 1.73% |
$2.94K - $4.27K
|
11.4K
$636K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-211- 0.17% |
$3.1K - $4.5K
|
127K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-225- 17.65% |
$3.31K - $4.8K
|
1.05K
$58.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-238- 0.94% |
$3.5K - $5.08K
|
25.1K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-256- 1.66% |
$3.76K - $5.46K
|
15.1K
$845K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-258- 2.38% |
$3.79K - $5.51K
|
10.6K
$591K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-302- 90.96% |
$4.44K - $6.44K
|
30
$1.68K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-316- 20.93% |
$4.64K - $6.74K
|
1.19K
$66.7K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-331- 1.02% |
$4.86K - $7.06K
|
32.2K
$1.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-360- 0.91% |
$5.29K - $7.68K
|
39K
$2.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-368- 21.14% |
$5.41K - $7.85K
|
1.37K
$76.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-380- 1.01% |
$5.58K - $8.11K
|
37.3K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-383- 14.43% |
$5.63K - $8.17K
|
2.27K
$127K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-384- 0.9% |
$5.64K - $8.19K
|
42.4K
$2.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-436- 68.55% |
$6.4K - $9.3K
|
200
$11.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-445- 4.99% |
$6.54K - $9.5K
|
8.47K
$473K
|