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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-17.6K- 4.21% |
$1.14M - $2.19M
|
400K
$60.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-244K- 35.23% |
$15.9M - $30.4M
|
449K
$68.1M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-169- 2.36% |
$11K - $21.1K
|
6.98K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.2K- 2.19% |
$143K - $274K
|
98.4K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
185+ 90.24% |
$12K - $23.1K
|
390
$59.2K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 0.21% |
$13K - $24.9K
|
95.8K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
432+ 0.74% |
$28.1K - $53.8K
|
58.6K
$8.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
2.57KNew |
$167K - $320K
|
2.57K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
7.75KNew |
$504K - $966K
|
7.75K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.91K+ 0.88% |
$514K - $986K
|
906K
$137M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.78K- 14.54% |
$115K - $221K
|
10.4K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
327+ 4.72% |
$21.2K - $40.8K
|
7.26K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-50- 50.0% |
$3.25K - $6.23K
|
50
$7.59K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-524- 10.74% |
$34K - $65.3K
|
4.35K
$661K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
598+ 1.73% |
$38.9K - $74.5K
|
35.2K
$5.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.36KNew |
$283K - $543K
|
4.36K
$661K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.69KNew |
$110K - $211K
|
1.69K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.19K- 8.7% |
$272K - $523K
|
44K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
622+ 13.12% |
$40.4K - $77.5K
|
5.36K
$814K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
112K+ 17.74% |
$7.26M - $13.9M
|
742K
$113M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-40K- 81.51% |
$2.6M - $4.99M
|
9.08K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.34K- 8.21% |
$152K - $291K
|
26.1K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-50.2K- 5.14% |
$3.26M - $6.26M
|
926K
$141M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
10New |
$650 - $1.25K
|
10
$1.52K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
119+ 2.56% |
$7.73K - $14.8K
|
4.76K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-700- 13.94% |
$45.5K - $87.2K
|
4.32K
$656K
|
|
|
Apr 30, 2025
Q1 2025
|
Robeco Schweiz Ag
|
BUY
|
- |
36.1KNew |
$2.35M - $4.5M
|
36.1K
$5.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
321K+ 589.3% |
$20.8M - $40M
|
375K
$56.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
6.2KNew |
$403K - $773K
|
6.2K
$941K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
33.2K+ 7.2% |
$2.16M - $4.14M
|
495K
$75.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11.3K+ 82.7% |
$736K - $1.41M
|
25K
$3.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.32K- 22.37% |
$85.8K - $164K
|
4.58K
$695K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.9K+ 42.0% |
$772K - $1.48M
|
40.1K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.1KNew |
$266K - $511K
|
4.1K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.37K+ 20.49% |
$154K - $296K
|
14K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-8.83K- 18.0% |
$574K - $1.1M
|
40.2K
$6.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2.35K- 65.37% |
$153K - $293K
|
1.25K
$189K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
1.34M+ 992.59% |
$87.1M - $167M
|
1.48M
$224M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.55K+ 6.7% |
$166K - $318K
|
40.7K
$6.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-32K- 66.65% |
$2.08M - $3.99M
|
16K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52.8K+ 53.56% |
$3.43M - $6.58M
|
151K
$23M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
60+ 0.43% |
$3.9K - $7.48K
|
13.9K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.05K- 4.55% |
$68.1K - $131K
|
22K
$3.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.69KNew |
$110K - $211K
|
1.69K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-58- 1.54% |
$3.77K - $7.23K
|
3.72K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
606+ 170.7% |
$39.4K - $75.5K
|
961
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
11.6KNew |
$754K - $1.45M
|
11.6K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.3K+ 100.18% |
$798K - $1.53M
|
24.6K
$3.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-200- 4.85% |
$13K - $24.9K
|
3.92K
$596K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 9.17% |
$118K - $226K
|
21.6K
$3.28M
|