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 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.81K- 30.15% |
$182K - $350K
|
6.5K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.07KNew |
$199K - $382K
|
3.07K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-16- 51.61% |
$1.04K - $1.99K
|
15
$2.31K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
33K+ 62.61% |
$2.15M - $4.12M
|
85.8K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-237K- 28.8% |
$15.4M - $29.6M
|
586K
$90.3M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
55.1K+ 10.88% |
$3.58M - $6.87M
|
561K
$86.5M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
33+ 4.37% |
$2.14K - $4.11K
|
789
$121K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.89K+ 44.13% |
$123K - $235K
|
6.17K
$950K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-54.9K- 29.11% |
$3.57M - $6.84M
|
134K
$20.6M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-149- 0.81% |
$9.68K - $18.6K
|
18.3K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.88K+ 14.0% |
$122K - $234K
|
15.3K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
125+ 0.34% |
$8.12K - $15.6K
|
37.3K
$5.75M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-373- 11.23% |
$24.2K - $46.5K
|
2.95K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$176K - $337K
|
2.7K
$416K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-32.4K- 19.37% |
$2.1M - $4.03M
|
135K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-55.5K- 21.81% |
$3.6M - $6.91M
|
199K
$30.6M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
253+ 8.43% |
$16.4K - $31.5K
|
3.25K
$501K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.25K- 92.85% |
$211K - $405K
|
250
$38.5K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-505- 3.22% |
$32.8K - $62.9K
|
15.2K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.05K- 1.98% |
$68.5K - $131K
|
52.2K
$8.03M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.62K+ 290.36% |
$235K - $451K
|
4.86K
$748K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-11.2K- 59.23% |
$726K - $1.39M
|
7.69K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
CALL |
20KNew |
$1.3M - $2.49M
|
20K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
876+ 17.63% |
$56.9K - $109K
|
5.85K
$900K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
170New |
$11K - $21.2K
|
170
$26.2K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 69.16% |
$135K - $260K
|
5.1K
$785K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.61K- 54.48% |
$300K - $574K
|
3.85K
$593K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-919- 3.65% |
$59.7K - $115K
|
24.3K
$3.74M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.4KNew |
$91K - $174K
|
1.4K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-20.1K- 28.56% |
$1.31M - $2.51M
|
50.3K
$7.75M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
936+ 0.19% |
$60.8K - $117K
|
506K
$77.8M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-793- 7.94% |
$51.5K - $98.8K
|
9.2K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
375+ 11.15% |
$24.4K - $46.7K
|
3.74K
$576K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.23K- 11.72% |
$79.7K - $153K
|
9.24K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.59K+ 3.32% |
$298K - $572K
|
143K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
PUT |
-4.4K- 4.68% |
$286K - $548K
|
89.7K
$13.8M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
15.9K+ 936.85% |
$1.03M - $1.98M
|
17.6K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-10.5K- 44.94% |
$683K - $1.31M
|
12.9K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.18K+ 12.4% |
$142K - $272K
|
19.8K
$3.04M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10+ 6.9% |
$650 - $1.25K
|
155
$23.9K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-62K- 80.42% |
$4.03M - $7.72M
|
15.1K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
131K+ 7.69% |
$8.52M - $16.3M
|
1.84M
$283M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.11KNew |
$202K - $388K
|
3.11K
$479K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-18.5K- 23.73% |
$1.2M - $2.3M
|
59.4K
$9.15M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-370- 15.51% |
$24K - $46.1K
|
2.02K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-45- 1.18% |
$2.92K - $5.61K
|
3.76K
$578K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.9KNew |
$711K - $1.36M
|
10.9K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-524- 6.92% |
$34K - $65.3K
|
7.05K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
300New |
$19.5K - $37.4K
|
300
$46.2K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-982- 10.34% |
$63.8K - $122K
|
8.52K
$1.31M
|