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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.36KNew |
$56.9K - $89.7K
|
2.36K
$99.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
137K+ 394.94% |
$3.3M - $5.19M
|
171K
$7.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
110K+ 58.13% |
$2.64M - $4.16M
|
298K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
403K+ 85.88% |
$9.7M - $15.3M
|
872K
$36.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-80.9K- 9.93% |
$1.95M - $3.07M
|
734K
$30.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14K+ 36.48% |
$336K - $529K
|
52.2K
$2.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.65K+ 41.34% |
$63.8K - $101K
|
9.06K
$380K
|
|
|
Nov 01, 2024
Q3 2024
|
Privium Fund Management B.V.
|
BUY
|
- |
30K+ 6.74% |
$723K - $1.14M
|
475K
$19.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
22+ 0.08% |
$530 - $835
|
27.7K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.54KNew |
$133K - $210K
|
5.54K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.6KNew |
$159K - $250K
|
6.6K
$277K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 1.22% |
$361 - $569
|
1.24K
$52K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
19.6KNew |
$473K - $746K
|
19.6K
$824K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.92KNew |
$215K - $339K
|
8.92K
$374K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
5New |
$120 - $190
|
5
$210
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.84K+ 7.49% |
$92.4K - $146K
|
55K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
300+ 0.62% |
$7.23K - $11.4K
|
48.3K
$2.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-500- 1.02% |
$12K - $19K
|
48.8K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8.22K- 0.53% |
$198K - $312K
|
1.54M
$64.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-82.7K- 21.79% |
$1.99M - $3.14M
|
297K
$12.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
750+ 8.96% |
$18.1K - $28.5K
|
9.12K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
224+ 37.97% |
$5.4K - $8.5K
|
814
$34.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.49K+ 15.35% |
$35.8K - $56.4K
|
11.2K
$468K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50+ 0.6% |
$1.2K - $1.9K
|
8.35K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
215New |
$5.18K - $8.16K
|
215
$9.01K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 3.27% |
$407K - $641K
|
534K
$22.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
24.9K+ 86.92% |
$600K - $945K
|
53.5K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-892- 0.51% |
$21.5K - $33.9K
|
175K
$7.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-417- 6.03% |
$10K - $15.8K
|
6.5K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
65+ 0.71% |
$1.57K - $2.47K
|
9.26K
$388K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-24.3K- 43.39% |
$586K - $923K
|
31.7K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
7.2KNew |
$173K - $273K
|
7.2K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.41K+ 8.36% |
$33.9K - $53.4K
|
18.3K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-34.2K- 46.38% |
$823K - $1.3M
|
39.5K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-347- 2.12% |
$8.36K - $13.2K
|
16K
$670K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.92KNew |
$239K - $376K
|
9.92K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.96K+ 14.86% |
$71.2K - $112K
|
22.9K
$958K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
250+ 1.09% |
$6.02K - $9.49K
|
23.3K
$975K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
5.58KNew |
$134K - $212K
|
5.58K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.57K- 25.18% |
$110K - $173K
|
13.6K
$568K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
7.69KNew |
$185K - $292K
|
7.69K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-2.01M- 15.4% |
$48.3M - $76.1M
|
11M
$462M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.19K- 29.67% |
$101K - $159K
|
9.94K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
6KNew |
$145K - $228K
|
6K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
5.48KNew |
$132K - $208K
|
5.48K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
601+ 2.76% |
$14.5K - $22.8K
|
22.4K
$939K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2.27K+ 3.7% |
$54.8K - $86.3K
|
63.8K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.45K+ 16.48% |
$34.9K - $54.9K
|
10.2K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-16K- 31.48% |
$386K - $607K
|
34.8K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.97M+ 226.22% |
$47.4M - $74.7M
|
2.84M
$119M
|