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 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-287- 5.08% |
$18.6K - $35.8K
|
5.37K
$826K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
134+ 1.13% |
$8.71K - $16.7K
|
12K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-16.6K- 60.86% |
$1.08M - $2.06M
|
10.6K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
113K+ 288.8% |
$7.34M - $14.1M
|
152K
$23.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 2.92% |
$520 - $997
|
282
$43.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
5.49KNew |
$357K - $684K
|
5.49K
$845K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.9KNew |
$188K - $361K
|
2.9K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.84K+ 482.77% |
$249K - $478K
|
4.63K
$713K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.24K+ 33.42% |
$146K - $279K
|
8.95K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
625+ 2.93% |
$40.6K - $77.9K
|
22K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.1K+ 198.01% |
$3.45M - $6.62M
|
80K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
271+ 9.99% |
$17.6K - $33.8K
|
2.99K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-3.76K- 51.83% |
$244K - $469K
|
3.49K
$538K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
735+ 4.31% |
$47.8K - $91.6K
|
17.8K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
400+ 64.52% |
$26K - $49.8K
|
1.02K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.5K- 11.76% |
$749K - $1.44M
|
86.5K
$13.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-48.1K- 51.33% |
$3.12M - $5.99M
|
45.6K
$7.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.69KNew |
$175K - $335K
|
2.69K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.45K- 28.74% |
$224K - $430K
|
8.55K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4KNew |
$260K - $498K
|
4K
$616K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
52+ 0.14% |
$3.38K - $6.48K
|
36.8K
$5.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
15New |
$975 - $1.87K
|
15
$2.31K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
865+ 5.26% |
$56.2K - $108K
|
17.3K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
250+ 83.33% |
$16.2K - $31.2K
|
550
$84.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
246New |
$16K - $30.7K
|
246
$37.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
214+ 1.11% |
$13.9K - $26.7K
|
19.6K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-11.4K- 11.86% |
$739K - $1.42M
|
84.6K
$13M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.32K- 0.75% |
$216K - $414K
|
440K
$67.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-29.3K- 26.6% |
$1.9M - $3.65M
|
80.8K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
124+ 3.9% |
$8.06K - $15.5K
|
3.3K
$509K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
3.5KNew |
$227K - $436K
|
3.5K
$539K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-195- 2.68% |
$12.7K - $24.3K
|
7.08K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
41.3KNew |
$2.68M - $5.14M
|
41.3K
$6.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
62+ 1.72% |
$4.03K - $7.73K
|
3.66K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
86New |
$5.59K - $10.7K
|
86
$13.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.08K+ 11.95% |
$69.9K - $134K
|
10.1K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
23.2K+ 26.36% |
$1.51M - $2.89M
|
111K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.78K- 50.0% |
$180K - $346K
|
2.78K
$427K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-136K- 59.07% |
$8.84M - $17M
|
94.3K
$14.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
40KNew |
$2.6M - $4.98M
|
40K
$6.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.25K- 13.66% |
$81.2K - $156K
|
7.9K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.38K- 33.71% |
$89.4K - $171K
|
2.71K
$417K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
892+ 22.82% |
$58K - $111K
|
4.8K
$739K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.9K+ 138.1% |
$775K - $1.49M
|
20.6K
$3.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
CALL |
100New |
$6.5K - $12.5K
|
100
$15.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.3KNew |
$215K - $411K
|
3.3K
$508K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.49K+ 119.41% |
$357K - $684K
|
10.1K
$1.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.57K+ 108.09% |
$297K - $570K
|
8.8K
$1.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.64K- 24.54% |
$237K - $454K
|
11.2K
$1.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.04K+ 14.18% |
$67.5K - $129K
|
8.37K
$1.29M
|