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 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
CALL |
1K+ 100.0% |
$74K - $144K
|
2K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
849+ 5.9% |
$62.8K - $122K
|
15.2K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.41K+ 8.16% |
$178K - $347K
|
31.9K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.49K- 52.99% |
$258K - $503K
|
3.1K
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
540New |
$40K - $77.9K
|
540
$83.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
BUY
|
- |
3.26K+ 2.61% |
$241K - $470K
|
128K
$19.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
7.89K+ 13.34% |
$584K - $1.14M
|
67K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
130+ 3.71% |
$9.62K - $18.8K
|
3.64K
$560K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.7KNew |
$936K - $1.83M
|
12.7K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.92KNew |
$142K - $277K
|
1.92K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-660- 22.07% |
$48.8K - $95.2K
|
2.33K
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
19.4K+ 56.59% |
$1.44M - $2.8M
|
53.7K
$8.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-18.3K- 17.29% |
$1.35M - $2.64M
|
87.5K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.1KNew |
$155K - $303K
|
2.1K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
422+ 9.24% |
$31.2K - $60.9K
|
4.99K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
3.45K+ 45.4% |
$255K - $498K
|
11K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.61KNew |
$193K - $376K
|
2.61K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.62K+ 239.67% |
$564K - $1.1M
|
10.8K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-48- 1.23% |
$3.55K - $6.92K
|
3.87K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.75KNew |
$203K - $396K
|
2.75K
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
500New |
$37K - $72.1K
|
500
$77K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.61KNew |
$119K - $232K
|
1.61K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
50New |
$3.7K - $7.21K
|
50
$7.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
9.55KNew |
$707K - $1.38M
|
9.55K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.36K- 5.27% |
$100K - $195K
|
24.4K
$3.75M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-442- 13.77% |
$32.7K - $63.8K
|
2.77K
$426K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-472- 19.97% |
$34.9K - $68.1K
|
1.89K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.49K+ 5.23% |
$185K - $360K
|
50.2K
$7.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.66K- 9.14% |
$123K - $239K
|
16.5K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
699+ 17.34% |
$51.7K - $101K
|
4.73K
$728K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
15+ 100.0% |
$1.11K - $2.16K
|
30
$4.62K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13+ 5.16% |
$962 - $1.88K
|
265
$40.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-269- 10.58% |
$19.9K - $38.8K
|
2.27K
$350K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-465- 0.19% |
$34.4K - $67.1K
|
240K
$36.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-56.6K- 66.5% |
$4.19M - $8.16M
|
28.5K
$4.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
891+ 9.31% |
$65.9K - $129K
|
10.5K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-5.5K- 9.98% |
$407K - $794K
|
49.6K
$7.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
86+ 21.29% |
$6.36K - $12.4K
|
490
$75.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.56K+ 10.07% |
$485K - $946K
|
71.6K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
1K+ 100.0% |
$74K - $144K
|
2K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.56K- 20.44% |
$559K - $1.09M
|
29.4K
$4.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.26K+ 5.87% |
$93.1K - $181K
|
22.7K
$3.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.84K+ 64.11% |
$210K - $409K
|
7.26K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.39K- 4.1% |
$103K - $200K
|
32.4K
$4.99M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
409+ 20.38% |
$30.3K - $59K
|
2.42K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.15KNew |
$159K - $310K
|
2.15K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
47+ 0.94% |
$3.48K - $6.78K
|
5.05K
$777K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-5.53K- 2.6% |
$409K - $798K
|
207K
$31.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
718+ 3.28% |
$53.1K - $104K
|
22.6K
$3.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-216- 1.03% |
$16K - $31.2K
|
20.8K
$3.21M
|