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 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
548+ 119.13% |
$35.6K - $68.3K
|
1.01K
$150K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
785+ 7.25% |
$51K - $97.8K
|
11.6K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.02K- 15.85% |
$66.2K - $127K
|
5.41K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.99KNew |
$129K - $248K
|
1.99K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
25.8K+ 240.98% |
$1.68M - $3.21M
|
36.5K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-167- 3.23% |
$10.9K - $20.8K
|
5.01K
$747K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.2K+ 58.36% |
$856K - $1.64M
|
35.8K
$5.33M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
425+ 59.44% |
$27.6K - $53K
|
1.14K
$170K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.3K+ 39.39% |
$84.5K - $162K
|
4.6K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-30.5K- 36.78% |
$1.98M - $3.81M
|
52.5K
$7.82M
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-25.3K- 28.9% |
$1.64M - $3.15M
|
62.2K
$9.28M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.42K- 24.7% |
$157K - $302K
|
7.38K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
494+ 212.93% |
$32.1K - $61.6K
|
726
$108K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
627New |
$40.7K - $78.1K
|
627
$93.5K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.1K+ 113.24% |
$71.2K - $136K
|
2.06K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
71+ 24.23% |
$4.61K - $8.85K
|
364
$54.3K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
175+ 14.2% |
$11.4K - $21.8K
|
1.41K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.55K+ 26.48% |
$296K - $567K
|
21.7K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-260- 24.3% |
$16.9K - $32.4K
|
810
$121K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-22.9M- 10.36% |
$1.49B - $2.86B
|
199M
$29.6B
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.37K+ 64.44% |
$154K - $295K
|
6.04K
$900K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-2.94K- 28.19% |
$191K - $366K
|
7.49K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
175+ 19.42% |
$11.4K - $21.8K
|
1.08K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
49+ 0.7% |
$3.18K - $6.11K
|
7.06K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.59K- 5.16% |
$103K - $198K
|
29.2K
$4.35M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
955+ 25.52% |
$62.1K - $119K
|
4.7K
$700K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
161+ 6.35% |
$10.5K - $20.1K
|
2.7K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-3.64K- 13.13% |
$237K - $454K
|
24.1K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-69.8K- 74.97% |
$4.54M - $8.7M
|
23.3K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.53K+ 48.65% |
$229K - $440K
|
10.8K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
46.8K+ 146.49% |
$3.04M - $5.83M
|
78.8K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-9.42K- 13.66% |
$612K - $1.17M
|
59.6K
$8.88M
|
|
|
May 09, 2025
Q1 2025
|
Park Circle CO
|
SELL
|
- |
-200- 28.57% |
$13K - $24.9K
|
500
$74.5K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
572K+ 4.38% |
$37.1M - $71.2M
|
13.6M
$2.03B
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.45K+ 17.75% |
$224K - $429K
|
22.9K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-9K- 17.31% |
$585K - $1.12M
|
43K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.49KNew |
$292K - $559K
|
4.49K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.27K+ 11.42% |
$147K - $283K
|
22.1K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
438+ 14.5% |
$28.5K - $54.6K
|
3.46K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
8.97KNew |
$583K - $1.12M
|
8.97K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.49KNew |
$162K - $310K
|
2.49K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.91K+ 8.11% |
$189K - $362K
|
38.7K
$5.77M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.92K+ 13.88% |
$125K - $239K
|
15.7K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-298- 99.33% |
$19.4K - $37.1K
|
2
$298
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
51.8K+ 1.93% |
$3.36M - $6.45M
|
2.73M
$407M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-16.2K- 34.82% |
$1.05M - $2.02M
|
30.4K
$4.53M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.13K+ 8.35% |
$203K - $390K
|
40.6K
$6.06M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-8.47K- 22.96% |
$550K - $1.05M
|
28.4K
$4.23M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-791- 4.08% |
$51.4K - $98.6K
|
18.6K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
6+ 0.2% |
$390 - $748
|
3.01K
$448K
|