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 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-4.25K- 24.74% |
$314K - $613K
|
12.9K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.14KNew |
$158K - $308K
|
2.14K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
413+ 13.33% |
$30.6K - $59.6K
|
3.51K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.83KNew |
$135K - $264K
|
1.83K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1.66KNew |
$123K - $239K
|
1.66K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-589- 12.85% |
$43.6K - $85K
|
4K
$615K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.04K- 7.73% |
$225K - $438K
|
36.2K
$5.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 0.39% |
$1.41K - $2.74K
|
4.85K
$747K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-2.29K- 28.11% |
$170K - $330K
|
5.86K
$902K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-62- 28.05% |
$4.59K - $8.94K
|
159
$24.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.07K+ 16.5% |
$79.3K - $154K
|
7.56K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10.3K+ 165.04% |
$763K - $1.49M
|
16.6K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
3+ 0.12% |
$222 - $433
|
2.42K
$373K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
5.29K+ 12.94% |
$391K - $763K
|
46.1K
$7.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.79K- 14.17% |
$280K - $546K
|
22.9K
$3.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
86+ 21.83% |
$6.36K - $12.4K
|
480
$73.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
9.15K+ 228.14% |
$677K - $1.32M
|
13.2K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-2.84K- 18.51% |
$210K - $410K
|
12.5K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5.53K+ 28.54% |
$410K - $798K
|
24.9K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.11K- 33.88% |
$156K - $304K
|
4.11K
$633K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.87KNew |
$138K - $270K
|
1.87K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-429- 8.89% |
$31.8K - $61.9K
|
4.4K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8K- 10.39% |
$592K - $1.15M
|
69K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
149+ 0.24% |
$11K - $21.5K
|
62K
$9.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.7K+ 4.5% |
$1.31M - $2.56M
|
412K
$63.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-250- 9.19% |
$18.5K - $36.1K
|
2.47K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.61KNew |
$341K - $665K
|
4.61K
$709K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
467+ 19.58% |
$34.6K - $67.4K
|
2.85K
$439K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
100+ 48.08% |
$7.4K - $14.4K
|
308
$47.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.4KNew |
$1.73M - $3.38M
|
23.4K
$3.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
82+ 2.24% |
$6.07K - $11.8K
|
3.74K
$576K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.57K+ 71.68% |
$264K - $514K
|
8.54K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-15.9K- 16.69% |
$1.17M - $2.29M
|
79.1K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
600+ 23.73% |
$44.4K - $86.6K
|
3.13K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.72KNew |
$127K - $248K
|
1.72K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-942- 5.88% |
$69.7K - $136K
|
15.1K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.88KNew |
$139K - $271K
|
1.88K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-41- 0.08% |
$3.03K - $5.91K
|
50.4K
$7.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-31.3K- 12.8% |
$2.32M - $4.52M
|
214K
$32.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.15K+ 29.09% |
$159K - $310K
|
9.53K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5New |
$370 - $721
|
5
$770
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.55KNew |
$188K - $367K
|
2.55K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
850+ 34.0% |
$62.9K - $123K
|
3.35K
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
37+ 18.23% |
$2.74K - $5.34K
|
240
$37K
|
|
|
Jul 17, 2025
Q2 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
SELL
|
- |
-30.5K- 25.07% |
$2.25M - $4.39M
|
91K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.39K- 28.05% |
$177K - $345K
|
6.14K
$945K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.18K+ 9.31% |
$679K - $1.32M
|
108K
$16.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.21KNew |
$237K - $463K
|
3.21K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.64KNew |
$121K - $236K
|
1.64K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.82KNew |
$134K - $262K
|
1.82K
$280K
|