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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.98K- 50.91% |
$194K - $371K
|
2.87K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-150- 0.96% |
$9.75K - $18.7K
|
15.5K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-691- 0.25% |
$44.9K - $86.1K
|
274K
$42.2M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
707+ 20.87% |
$45.9K - $88.1K
|
4.1K
$631K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1.6K+ 2.81% |
$104K - $200K
|
58.6K
$9.02M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.87K- 44.96% |
$512K - $981K
|
9.64K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.36K+ 7.62% |
$88.4K - $169K
|
19.2K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
8.74KNew |
$568K - $1.09M
|
8.74K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
837+ 6.26% |
$54.4K - $104K
|
14.2K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-31.2K- 28.68% |
$2.02M - $3.88M
|
77.5K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.66K+ 52.5% |
$628K - $1.2M
|
28.1K
$4.32M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
539K+ 268.6% |
$35M - $67.2M
|
740K
$114M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.06K- 24.15% |
$199K - $381K
|
9.59K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.3K- 8.11% |
$214K - $411K
|
37.3K
$5.75M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.71KNew |
$176K - $337K
|
2.71K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.96K+ 8.19% |
$128K - $245K
|
25.9K
$3.99M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-3.01K- 18.92% |
$196K - $375K
|
12.9K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-15.4K- 17.77% |
$998K - $1.91M
|
71.1K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.45KNew |
$159K - $305K
|
2.45K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-54- 9.51% |
$3.51K - $6.73K
|
514
$79.2K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3KNew |
$195K - $374K
|
3K
$462K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.82K- 33.8% |
$443K - $850K
|
13.4K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.14K+ 21.98% |
$73.8K - $141K
|
6.3K
$970K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.52K- 11.47% |
$229K - $439K
|
27.2K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.19K+ 2.28% |
$77.4K - $148K
|
53.3K
$8.21M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-76.9K- 54.23% |
$5M - $9.59M
|
64.9K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 21.83% |
$110K - $211K
|
6.07K
$935K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
3.98KNew |
$259K - $496K
|
3.98K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.46K- 2.06% |
$94.7K - $182K
|
69.2K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.09KNew |
$201K - $385K
|
3.09K
$475K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
996+ 11.57% |
$64.7K - $124K
|
9.61K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.47K+ 5.04% |
$356K - $682K
|
114K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.07KNew |
$199K - $383K
|
3.07K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13+ 0.48% |
$845 - $1.62K
|
2.73K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
150+ 11.28% |
$9.75K - $18.7K
|
1.48K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
250+ 4.35% |
$16.2K - $31.2K
|
6K
$924K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
95.8K+ 29.36% |
$6.22M - $11.9M
|
422K
$65M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
978+ 13.32% |
$63.6K - $122K
|
8.32K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-16- 47.06% |
$1.04K - $1.99K
|
18
$2.77K
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
2.78KNew |
$181K - $347K
|
2.78K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-23- 0.83% |
$1.49K - $2.87K
|
2.76K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-46.3K- 4.9% |
$3.01M - $5.77M
|
898K
$138M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-18.6K- 33.61% |
$1.21M - $2.32M
|
36.8K
$5.66M
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management B.V.
|
SELL
|
- |
-10K- 2.7% |
$650K - $1.25M
|
360K
$55.4M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$32.5K - $62.3K
|
500
$77K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3.1KNew |
$201K - $386K
|
3.1K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.61K+ 41.91% |
$104K - $200K
|
5.45K
$838K
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-65.4K- 74.62% |
$4.25M - $8.15M
|
22.3K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
30K+ 12.7% |
$1.95M - $3.73M
|
266K
$41M
|
|
|
May 07, 2025
Q1 2025
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
46.9KNew |
$3.05M - $5.85M
|
46.9K
$7.22M
|