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
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
218New |
$14.2K - $27.2K
|
218
$32.5K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
796+ 7.96% |
$51.7K - $99.2K
|
10.8K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.45K+ 2.07% |
$94.5K - $181K
|
71.7K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.02K+ 43.12% |
$326K - $626K
|
16.7K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
224+ 118.52% |
$14.6K - $27.9K
|
413
$61.6K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.6K+ 136.0% |
$104K - $199K
|
2.77K
$413K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.28K- 23.83% |
$148K - $284K
|
7.27K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.75K+ 17.41% |
$243K - $467K
|
25.3K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.8K+ 22.98% |
$898K - $1.72M
|
74K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
915+ 89.09% |
$59.5K - $114K
|
1.94K
$289K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.96K- 29.62% |
$127K - $244K
|
4.66K
$694K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-2.63K- 6.17% |
$171K - $328K
|
39.9K
$5.95M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.2K- 21.7% |
$1.77M - $3.39M
|
98.2K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
441+ 11.14% |
$28.7K - $55K
|
4.4K
$656K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.3K+ 21.31% |
$149K - $286K
|
13.1K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
2.61KNew |
$169K - $325K
|
2.61K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-147K- 19.56% |
$9.56M - $18.3M
|
605K
$90.2M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-5.4K- 1.14% |
$351K - $673K
|
467K
$69.7M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
87+ 49.71% |
$5.65K - $10.8K
|
262
$39.1K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.81K- 30.15% |
$182K - $350K
|
6.5K
$969K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.07KNew |
$199K - $382K
|
3.07K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-16- 51.61% |
$1.04K - $1.99K
|
15
$2.24K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
33K+ 62.61% |
$2.15M - $4.12M
|
85.8K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-237K- 28.8% |
$15.4M - $29.6M
|
586K
$87.4M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
55.1K+ 10.88% |
$3.58M - $6.87M
|
561K
$83.7M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
33+ 4.37% |
$2.14K - $4.11K
|
789
$118K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.89K+ 44.13% |
$123K - $235K
|
6.17K
$919K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-54.9K- 29.11% |
$3.57M - $6.84M
|
134K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-149- 0.81% |
$9.68K - $18.6K
|
18.3K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
125+ 0.34% |
$8.12K - $15.6K
|
37.3K
$5.56M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-373- 11.23% |
$24.2K - $46.5K
|
2.95K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$176K - $337K
|
2.7K
$403K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-32.4K- 19.37% |
$2.1M - $4.03M
|
135K
$20.1M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-55.5K- 21.81% |
$3.6M - $6.91M
|
199K
$29.6M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
253+ 8.43% |
$16.4K - $31.5K
|
3.25K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.25K- 92.85% |
$211K - $405K
|
250
$37.3K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-505- 3.22% |
$32.8K - $62.9K
|
15.2K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.05K- 1.98% |
$68.5K - $131K
|
52.2K
$7.78M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.62K+ 290.36% |
$235K - $451K
|
4.86K
$724K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-11.2K- 59.23% |
$726K - $1.39M
|
7.69K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
CALL |
20KNew |
$1.3M - $2.49M
|
20K
$2.98M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
876+ 17.63% |
$56.9K - $109K
|
5.85K
$871K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
170New |
$11K - $21.2K
|
170
$25.3K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 69.16% |
$135K - $260K
|
5.1K
$760K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.61K- 54.48% |
$300K - $574K
|
3.85K
$574K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-919- 3.65% |
$59.7K - $115K
|
24.3K
$3.62M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.4KNew |
$91K - $174K
|
1.4K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
936+ 0.19% |
$60.8K - $117K
|
506K
$75.4M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-793- 7.94% |
$51.5K - $98.8K
|
9.2K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
375+ 11.15% |
$24.4K - $46.7K
|
3.74K
$557K
|