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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
18.5K+ 142.76% |
$676K - $1.53M
|
31.5K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.28KNew |
$120K - $270K
|
3.28K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.44K+ 40.36% |
$308K - $695K
|
29.3K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-255- 1.12% |
$9.3K - $21K
|
22.5K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.75K+ 42.0% |
$137K - $309K
|
12.7K
$909K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.43K+ 28.36% |
$88.6K - $200K
|
11K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-15K- 48.34% |
$546K - $1.23M
|
16K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
500+ 7.58% |
$18.2K - $41.2K
|
7.1K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
167K+ 66.3% |
$6.08M - $13.7M
|
418K
$30M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.1KNew |
$149K - $338K
|
4.1K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
14New |
$510 - $1.15K
|
14
$1K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.01K- 5.91% |
$146K - $331K
|
63.9K
$4.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
915+ 3.38% |
$33.4K - $75.4K
|
28K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.67K+ 38.09% |
$97.3K - $220K
|
9.68K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.68K+ 8.59% |
$134K - $303K
|
46.5K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.78KNew |
$174K - $394K
|
4.78K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 40.02% |
$719K - $1.62M
|
69K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-397- 33.08% |
$14.5K - $32.7K
|
803
$57.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-63- 15.79% |
$2.3K - $5.19K
|
336
$24.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.9K- 7.39% |
$1.16M - $2.63M
|
400K
$28.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 26.09% |
$10.9K - $24.7K
|
850
$61K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-14.5K- 7.75% |
$527K - $1.19M
|
172K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.12K- 19.26% |
$187K - $421K
|
21.4K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.62K+ 9.64% |
$95.5K - $216K
|
29.8K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
CALL |
-5K- 70.42% |
$182K - $412K
|
2.1K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
500+ 5.49% |
$18.2K - $41.2K
|
9.6K
$689K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
366New |
$13.3K - $30.2K
|
366
$26.3K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.97KNew |
$108K - $245K
|
2.97K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.7K+ 22.78% |
$427K - $965K
|
63.1K
$4.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.43K+ 123.44% |
$88.7K - $200K
|
4.4K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.28KNew |
$120K - $270K
|
3.28K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
9.53K+ 47.81% |
$347K - $785K
|
29.5K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.43KNew |
$271K - $612K
|
7.43K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.34KNew |
$122K - $275K
|
3.34K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-841- 9.87% |
$30.7K - $69.3K
|
7.68K
$551K
|
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
155KNew |
$5.64M - $12.7M
|
155K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-47- 0.54% |
$1.71K - $3.87K
|
8.7K
$624K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
6.75KNew |
$246K - $556K
|
6.75K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.23KNew |
$118K - $266K
|
3.23K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.12K- 31.34% |
$114K - $257K
|
6.83K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-161- 2.48% |
$5.87K - $13.3K
|
6.34K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-9.4K- 26.86% |
$343K - $774K
|
25.6K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.69KNew |
$135K - $304K
|
3.69K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.75K- 25.06% |
$64K - $144K
|
5.25K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-975- 14.13% |
$35.5K - $80.3K
|
5.93K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3.39KNew |
$124K - $280K
|
3.39K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.81K- 36.8% |
$248K - $561K
|
11.7K
$839K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-20.4K- 33.91% |
$745K - $1.68M
|
39.8K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
10.8KNew |
$395K - $892K
|
10.8K
$777K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-185- 3.2% |
$6.75K - $15.2K
|
5.59K
$401K
|