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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
354+ 1.6% |
$23K - $44.1K
|
22.5K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
758New |
$49.3K - $94.5K
|
758
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-4.91K- 47.85% |
$319K - $611K
|
5.35K
$811K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-293- 4.43% |
$19K - $36.5K
|
6.32K
$959K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-116- 0.17% |
$7.54K - $14.5K
|
66.4K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
110+ 26.63% |
$7.15K - $13.7K
|
523
$79.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.74K+ 58.0% |
$113K - $217K
|
4.74K
$719K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125+ 45.45% |
$8.12K - $15.6K
|
400
$60.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.73K- 22.96% |
$112K - $215K
|
5.8K
$880K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
344K+ 58.05% |
$22.3M - $42.9M
|
936K
$142M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
10.4KNew |
$673K - $1.29M
|
10.4K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28.4K+ 14.38% |
$1.84M - $3.54M
|
226K
$34.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
582New |
$37.8K - $72.5K
|
582
$88.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
958+ 21.41% |
$62.3K - $119K
|
5.43K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
PUT |
-73.1K- 87.97% |
$4.75M - $9.11M
|
10K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-850- 23.74% |
$55.2K - $106K
|
2.73K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
356+ 10.71% |
$23.1K - $44.4K
|
3.68K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-54.8K- 49.22% |
$3.56M - $6.83M
|
56.5K
$8.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.72K+ 12.25% |
$177K - $339K
|
24.9K
$3.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.46K+ 43.55% |
$94.9K - $182K
|
4.82K
$731K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.6K- 30.77% |
$104K - $199K
|
3.6K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
30K+ 40.87% |
$1.95M - $3.73M
|
103K
$15.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
56+ 1.86% |
$3.64K - $6.98K
|
3.06K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.3K+ 5.02% |
$669K - $1.28M
|
215K
$32.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-960- 3.78% |
$62.4K - $120K
|
24.5K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.9KNew |
$254K - $486K
|
3.9K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.58K- 20.74% |
$168K - $321K
|
9.86K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
200New |
$13K - $24.9K
|
200
$30.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
1.43K+ 24.17% |
$92.9K - $178K
|
7.35K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.02K- 31.32% |
$131K - $252K
|
4.43K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
31.8K+ 89.48% |
$2.06M - $3.96M
|
67.2K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-335- 11.62% |
$21.8K - $41.7K
|
2.55K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.94K- 33.86% |
$321K - $616K
|
9.66K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5K+ 92.04% |
$325K - $623K
|
10.4K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
277New |
$18K - $34.5K
|
277
$42K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-654- 0.19% |
$42.5K - $81.5K
|
351K
$53.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
6.35KNew |
$413K - $791K
|
6.35K
$964K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.38K- 17.86% |
$350K - $670K
|
24.7K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.46K- 1.91% |
$94.9K - $182K
|
75.2K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.28KNew |
$83K - $159K
|
1.28K
$194K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
12.5KNew |
$814K - $1.56M
|
12.5K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-810- 24.14% |
$52.6K - $101K
|
2.55K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-597- 3.25% |
$38.8K - $74.4K
|
17.8K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-910- 93.81% |
$59.1K - $113K
|
60
$9.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-5.43K- 28.25% |
$353K - $677K
|
13.8K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
898+ 23.64% |
$58.4K - $112K
|
4.7K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-166K- 31.42% |
$10.8M - $20.6M
|
361K
$54.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.05K+ 77.48% |
$198K - $380K
|
6.98K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.83K- 20.29% |
$509K - $976K
|
30.8K
$4.67M
|