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 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.8KNew |
$133K - $260K
|
1.8K
$277K
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
437+ 14.1% |
$32.3K - $63K
|
3.54K
$545K
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
73+ 3.0% |
$5.4K - $10.5K
|
2.51K
$386K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-100- 30.3% |
$7.4K - $14.4K
|
230
$35.4K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-123K- 13.08% |
$9.09M - $17.7M
|
816K
$126M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
501+ 15.47% |
$37.1K - $72.3K
|
3.74K
$576K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.47K+ 104.14% |
$257K - $501K
|
6.8K
$1.05M
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.47KNew |
$109K - $212K
|
1.47K
$227K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
20+ 6.94% |
$1.48K - $2.89K
|
308
$47.4K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.52K- 12.43% |
$112K - $219K
|
10.7K
$1.65M
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-132- 43.85% |
$9.77K - $19K
|
169
$26K
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
3.02K+ 14.43% |
$224K - $436K
|
24K
$3.69M
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.33K- 5.51% |
$172K - $336K
|
39.9K
$6.15M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.55K+ 48.48% |
$188K - $367K
|
7.8K
$1.2M
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-35- 0.89% |
$2.59K - $5.05K
|
3.9K
$600K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-10- 6.25% |
$740 - $1.44K
|
150
$23.1K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 6.67% |
$150K - $292K
|
28.3K
$4.36M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
6.8KNew |
$503K - $981K
|
6.8K
$1.05M
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
2.33K+ 5.94% |
$172K - $335K
|
41.5K
$6.39M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
110+ 1.1% |
$8.14K - $15.9K
|
10.1K
$1.55M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
734+ 13.34% |
$54.3K - $106K
|
6.24K
$960K
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-377- 6.92% |
$27.9K - $54.4K
|
5.07K
$781K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12K+ 6.16% |
$885K - $1.72M
|
206K
$31.7M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.4KNew |
$178K - $346K
|
2.4K
$369K
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-29K- 30.72% |
$2.14M - $4.18M
|
65.3K
$10.1M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-629- 7.86% |
$46.6K - $90.7K
|
7.38K
$1.14M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.08K- 2.7% |
$80K - $156K
|
38.9K
$5.99M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
5.6K+ 19.38% |
$414K - $808K
|
34.5K
$5.31M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
7+ 0.16% |
$518 - $1.01K
|
4.51K
$694K
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
558+ 10.25% |
$41.3K - $80.5K
|
6K
$924K
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-4.93K- 34.28% |
$364K - $710K
|
9.44K
$1.45M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
3.93KNew |
$291K - $567K
|
3.93K
$605K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-493- 4.93% |
$36.5K - $71.1K
|
9.51K
$1.46M
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-100- 0.74% |
$7.4K - $14.4K
|
13.5K
$2.08M
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
6.7KNew |
$496K - $966K
|
6.7K
$1.03M
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-5.31K- 13.98% |
$393K - $766K
|
32.7K
$5.03M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.65KNew |
$196K - $383K
|
2.65K
$409K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.43K+ 111.9% |
$328K - $639K
|
8.39K
$1.29M
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
15+ 60.0% |
$1.11K - $2.16K
|
40
$6.16K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.11K+ 38.94% |
$82.2K - $160K
|
3.96K
$610K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
202+ 3.37% |
$15K - $29.1K
|
6.19K
$953K
|
|
Q1 2025 | |||||||
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
355KNew |
$23.1M - $44.2M
|
355K
$54.6M
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-825- 5.42% |
$53.6K - $103K
|
14.4K
$2.22M
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-47.6K- 17.6% |
$3.09M - $5.93M
|
223K
$34.3M
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
77.8KNew |
$5.06M - $9.7M
|
77.8K
$12M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-90- 1.56% |
$5.85K - $11.2K
|
5.67K
$873K
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-14.9K- 50.02% |
$968K - $1.86M
|
14.9K
$2.29M
|
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
PUT |
1K+ 100.0% |
$65K - $125K
|
2K
$308K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
17New |
$1.1K - $2.12K
|
17
$2.62K
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-2.5KClosed |
$162K - $312K
|
0
$0
|