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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.72KNew |
$127K - $247K
|
1.72K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
691+ 21.48% |
$51.1K - $99.7K
|
3.91K
$583K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-637- 9.12% |
$47.1K - $91.9K
|
6.34K
$946K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
41.8K+ 5.47% |
$3.09M - $6.03M
|
806K
$120M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
978New |
$72.4K - $141K
|
978
$146K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-471- 8.76% |
$34.9K - $67.9K
|
4.91K
$731K
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.08KNew |
$154K - $300K
|
2.08K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.16K- 28.1% |
$85.6K - $167K
|
2.96K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-99.5K- 65.38% |
$7.36M - $14.3M
|
52.7K
$7.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
215+ 51.19% |
$15.9K - $31K
|
635
$94.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-23.3K- 70.04% |
$1.72M - $3.36M
|
9.96K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
17.6K+ 132.49% |
$1.3M - $2.54M
|
30.9K
$4.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-1.03K- 7.87% |
$76.1K - $148K
|
12K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
451+ 5.07% |
$33.4K - $65.1K
|
9.34K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.99K+ 90.27% |
$221K - $431K
|
6.29K
$938K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.2K+ 71.01% |
$88.8K - $173K
|
2.89K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
747+ 3.33% |
$55.3K - $108K
|
23.2K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.8KNew |
$133K - $260K
|
1.8K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
3.2K+ 1.17% |
$237K - $462K
|
278K
$41.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.89K+ 48.24% |
$140K - $273K
|
5.82K
$867K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-5- 7.69% |
$370 - $721
|
60
$8.94K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.01K- 26.95% |
$74.7K - $146K
|
2.74K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.43K+ 12.27% |
$106K - $207K
|
13.1K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.22K- 16.15% |
$313K - $609K
|
21.9K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-1.03K- 30.79% |
$76.2K - $149K
|
2.32K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5.48K- 7.35% |
$406K - $791K
|
69.1K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.28KNew |
$169K - $329K
|
2.28K
$340K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.42KNew |
$179K - $350K
|
2.42K
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.58K- 2.58% |
$191K - $372K
|
97.4K
$14.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.39KNew |
$251K - $489K
|
3.39K
$506K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
600+ 15.0% |
$44.4K - $86.6K
|
4.6K
$686K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-174- 8.65% |
$12.9K - $25.1K
|
1.84K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
85+ 11.49% |
$6.29K - $12.3K
|
825
$123K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-25- 2.48% |
$1.85K - $3.61K
|
984
$147K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.82KNew |
$283K - $551K
|
3.82K
$569K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.75KNew |
$204K - $397K
|
2.75K
$410K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
109+ 0.81% |
$8.07K - $15.7K
|
13.5K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-7- 1.95% |
$518 - $1.01K
|
352
$52.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-18.8K- 10.03% |
$1.39M - $2.71M
|
168K
$25.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
244KNew |
$18.1M - $35.2M
|
244K
$36.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.14KNew |
$232K - $453K
|
3.14K
$468K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-14.4K- 33.84% |
$1.07M - $2.08M
|
28.2K
$4.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2KNew |
$148K - $289K
|
2K
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-791- 0.98% |
$58.5K - $114K
|
80K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
162+ 5.55% |
$12K - $23.4K
|
3.08K
$459K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
21.1KNew |
$1.56M - $3.05M
|
21.1K
$3.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-7.34K- 14.59% |
$543K - $1.06M
|
43K
$6.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
24.4K+ 55.25% |
$1.8M - $3.51M
|
68.4K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-129- 1.83% |
$9.55K - $18.6K
|
6.92K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.31K+ 28.46% |
$319K - $622K
|
19.5K
$2.9M
|