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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.44K+ 4.92% |
$318K - $456K
|
52K
$9.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-31.6K- 9.71% |
$4.13M - $5.91M
|
294K
$51.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.79KNew |
$233K - $334K
|
1.79K
$311K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-30- 1.12% |
$3.92K - $5.61K
|
2.65K
$461K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
45.1K+ 58.23% |
$5.89M - $8.43M
|
123K
$21.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-165- 5.02% |
$21.6K - $30.9K
|
3.12K
$543K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
116+ 8.29% |
$15.2K - $21.7K
|
1.52K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-162- 1.27% |
$21.2K - $30.3K
|
12.6K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
916K+ 38.4% |
$120M - $171M
|
3.3M
$575M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
547+ 28.53% |
$71.5K - $102K
|
2.46K
$429K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.86KNew |
$243K - $347K
|
1.86K
$323K
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.52KNew |
$198K - $283K
|
1.52K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.02K+ 9.33% |
$264K - $378K
|
23.7K
$4.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-16.9K- 48.01% |
$2.2M - $3.15M
|
18.3K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
570+ 10.24% |
$74.5K - $107K
|
6.14K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-18- 0.46% |
$2.35K - $3.37K
|
3.89K
$676K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
130K+ 28.3% |
$17M - $24.3M
|
590K
$103M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7.47K- 28.84% |
$976K - $1.4M
|
18.4K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-11.9K- 2.69% |
$1.56M - $2.23M
|
431K
$74.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
402+ 182.73% |
$52.5K - $75.2K
|
622
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-81.9K- 95.76% |
$10.7M - $15.3M
|
3.63K
$631K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.95KNew |
$254K - $364K
|
1.95K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.07K+ 30.83% |
$532K - $761K
|
17.3K
$3.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-13- 0.76% |
$1.7K - $2.43K
|
1.69K
$294K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
62+ 36.47% |
$8.1K - $11.6K
|
232
$40.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
7.16KNew |
$935K - $1.34M
|
7.16K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.86K- 45.62% |
$1.29M - $1.84M
|
11.8K
$2.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.87K- 30.58% |
$375K - $537K
|
6.52K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14+ 0.06% |
$1.83K - $2.62K
|
22.7K
$3.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
1.2KNew |
$157K - $225K
|
1.2K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
662+ 1.3% |
$86.5K - $124K
|
51.7K
$9M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.04K+ 78.74% |
$136K - $195K
|
2.36K
$411K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
10+ 25.64% |
$1.31K - $1.87K
|
49
$8.53K
|
|
|
Nov 04, 2025
Q3 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.13K- 1.5% |
$147K - $211K
|
74.1K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
35+ 0.47% |
$4.57K - $6.54K
|
7.55K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.63% |
$1.31K - $1.87K
|
1.61K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.01K+ 27.04% |
$393K - $563K
|
14.1K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
357K+ 31.79% |
$46.7M - $66.8M
|
1.48M
$258M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-39K- 38.46% |
$5.1M - $7.29M
|
62.4K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
107+ 3.75% |
$14K - $20K
|
2.96K
$515K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.31K+ 13.57% |
$824K - $1.18M
|
52.8K
$9.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-263- 16.83% |
$34.4K - $49.2K
|
1.3K
$226K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.69K+ 21.64% |
$351K - $502K
|
15.1K
$2.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.1KNew |
$144K - $206K
|
1.1K
$191K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.51KNew |
$198K - $283K
|
1.51K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.06K+ 99.04% |
$269K - $385K
|
4.13K
$719K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.16KNew |
$151K - $217K
|
1.16K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-500- 22.37% |
$65.3K - $93.5K
|
1.74K
$302K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
371+ 81.9% |
$48.5K - $69.4K
|
824
$143K
|
|
|
Nov 04, 2025
Q3 2025
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-590- 4.07% |
$77.1K - $110K
|
13.9K
$2.42M
|
|