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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
183New |
$13.5K - $26.4K
|
183
$28.2K
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.04K+ 8.67% |
$76.6K - $149K
|
13K
$2M
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.54KNew |
$410K - $799K
|
5.54K
$853K
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
7.11K+ 63.19% |
$526K - $1.03M
|
18.4K
$2.83M
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.78KNew |
$132K - $257K
|
1.78K
$274K
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.44K+ 126.4% |
$329K - $641K
|
7.96K
$1.23M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.51K+ 27.89% |
$260K - $506K
|
16.1K
$2.48M
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.28K- 14.27% |
$95K - $185K
|
7.71K
$1.19M
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-83- 0.6% |
$6.14K - $12K
|
13.8K
$2.13M
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
7.97K+ 26.65% |
$590K - $1.15M
|
37.9K
$5.83M
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.28KNew |
$169K - $329K
|
2.28K
$351K
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-507- 2.38% |
$37.5K - $73.1K
|
20.8K
$3.2M
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
94+ 0.97% |
$6.96K - $13.6K
|
9.77K
$1.5M
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
1.6KNew |
$118K - $231K
|
1.6K
$246K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.23KNew |
$239K - $466K
|
3.23K
$497K
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.7KNew |
$200K - $389K
|
2.7K
$416K
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
27.5K+ 25.22% |
$2.04M - $3.97M
|
137K
$21M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13.6K- 84.77% |
$1.01M - $1.96M
|
2.44K
$376K
|
|
Jul 15, 2025
Q2 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-361K- 18.05% |
$26.7M - $52M
|
1.64M
$252M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.15K- 15.26% |
$85K - $166K
|
6.38K
$982K
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
891+ 25.14% |
$65.9K - $129K
|
4.44K
$683K
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.61K- 2.54% |
$119K - $232K
|
61.7K
$9.51M
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
13.6K+ 23.19% |
$1.01M - $1.96M
|
72.1K
$11.1M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23- 0.36% |
$1.7K - $3.32K
|
6.33K
$975K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
48K+ 59.93% |
$3.55M - $6.92M
|
128K
$19.7M
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-380- 14.53% |
$28.1K - $54.8K
|
2.24K
$344K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15+ 10.71% |
$1.11K - $2.16K
|
155
$23.9K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.73K+ 13.79% |
$202K - $394K
|
22.5K
$3.47M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.31KNew |
$171K - $333K
|
2.31K
$355K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.93K+ 63.04% |
$439K - $856K
|
15.3K
$2.36M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.05K+ 121.62% |
$226K - $440K
|
5.56K
$856K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
122+ 13.09% |
$9.03K - $17.6K
|
1.05K
$162K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
2.35K+ 17.72% |
$174K - $339K
|
15.6K
$2.4M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.5K- 20.86% |
$774K - $1.51M
|
39.7K
$6.11M
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
2KNew |
$148K - $289K
|
2K
$308K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.29K+ 15.43% |
$243K - $474K
|
24.6K
$3.79M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
624+ 3.0% |
$46.2K - $90K
|
21.4K
$3.3M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.59K+ 67.73% |
$340K - $663K
|
11.4K
$1.75M
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.72KNew |
$127K - $248K
|
1.72K
$265K
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$180K - $351K
|
2.44K
$375K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
171K+ 23.25% |
$12.7M - $24.7M
|
909K
$140M
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-350- 4.04% |
$25.9K - $50.5K
|
8.31K
$1.28M
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.37K+ 55.04% |
$175K - $342K
|
6.67K
$1.03M
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
80+ 2.73% |
$5.92K - $11.5K
|
3.01K
$464K
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.04K+ 2.88% |
$77K - $150K
|
37.2K
$5.73M
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
309+ 9.45% |
$22.9K - $44.6K
|
3.58K
$551K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-48- 0.97% |
$3.55K - $6.92K
|
4.88K
$751K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
276+ 2.27% |
$20.4K - $39.8K
|
12.4K
$1.91M
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
13.3K+ 258.54% |
$981K - $1.91M
|
18.4K
$2.83M
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.25K+ 6.41% |
$92.5K - $180K
|
20.8K
$3.2M
|