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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-812- 6.17% |
$106K - $152K
|
12.3K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.2K+ 348.09% |
$680K - $973K
|
6.7K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.12K+ 364.92% |
$799K - $1.14M
|
7.79K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
1.29KNew |
$168K - $241K
|
1.29K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
116+ 3.91% |
$15.2K - $21.7K
|
3.09K
$537K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
521+ 22.71% |
$68.1K - $97.4K
|
2.82K
$490K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
717+ 13.12% |
$93.7K - $134K
|
6.18K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
190+ 24.61% |
$24.8K - $35.5K
|
962
$167K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
6New |
$784 - $1.12K
|
6
$1.04K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-23.1K- 4.29% |
$3.02M - $4.32M
|
515K
$89.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-160- 30.95% |
$20.9K - $29.9K
|
357
$62.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
862+ 9.04% |
$113K - $161K
|
10.4K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
243+ 2.42% |
$31.8K - $45.4K
|
10.3K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-5.29K- 22.29% |
$691K - $989K
|
18.4K
$3.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.38K- 25.5% |
$573K - $819K
|
12.8K
$2.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4K- 52.81% |
$523K - $748K
|
3.58K
$622K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.32K+ 16.65% |
$173K - $248K
|
9.28K
$1.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.79K+ 35.59% |
$234K - $334K
|
6.81K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.24KNew |
$162K - $231K
|
1.24K
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
70.9K+ 25.43% |
$9.26M - $13.2M
|
350K
$60.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
98+ 98.0% |
$12.8K - $18.3K
|
198
$34.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-11.5K- 9.23% |
$1.51M - $2.16M
|
113K
$19.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
285+ 13.39% |
$37.2K - $53.3K
|
2.41K
$420K
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-19.5K- 27.98% |
$2.55M - $3.65M
|
50.2K
$8.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
175New |
$22.9K - $32.7K
|
175
$30.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
285+ 2.7% |
$37.2K - $53.3K
|
10.9K
$1.89M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.29KNew |
$169K - $241K
|
1.29K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-108- 5.26% |
$14.1K - $20.2K
|
1.94K
$338K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.16K- 10.35% |
$152K - $217K
|
10.1K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.16KNew |
$152K - $217K
|
1.16K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-39.5K- 4.9% |
$5.16M - $7.39M
|
766K
$133M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
750+ 27.57% |
$98K - $140K
|
3.47K
$604K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.1K+ 1.08% |
$144K - $205K
|
103K
$17.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-17- 1.74% |
$2.22K - $3.18K
|
961
$167K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
68+ 0.31% |
$8.89K - $12.7K
|
21.8K
$3.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
270+ 4.99% |
$35.3K - $50.5K
|
5.68K
$989K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.34K+ 70.56% |
$698K - $999K
|
12.9K
$2.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
796+ 14.21% |
$104K - $149K
|
6.4K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-60- 3.41% |
$7.84K - $11.2K
|
1.7K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2.12KNew |
$277K - $396K
|
2.12K
$369K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.07K- 37.18% |
$140K - $200K
|
1.81K
$315K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.08K- 19.9% |
$925K - $1.32M
|
28.5K
$4.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
164+ 2.69% |
$21.4K - $30.7K
|
6.27K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
46+ 0.56% |
$6.01K - $8.6K
|
8.27K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.27K- 3.2% |
$166K - $237K
|
38.3K
$6.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
PUT |
600New |
$78.4K - $112K
|
600
$104K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-250- 9.03% |
$32.7K - $46.7K
|
2.52K
$438K
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
937+ 22.62% |
$122K - $175K
|
5.08K
$884K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
183+ 1.46% |
$23.9K - $34.2K
|
12.7K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
544+ 19.13% |
$71.1K - $102K
|
3.39K
$589K
|
|