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 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.05K+ 35.53% |
$67.9K - $130K
|
3.99K
$614K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.51K+ 13.03% |
$163K - $313K
|
21.8K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
136+ 4.29% |
$8.84K - $16.9K
|
3.31K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
296+ 0.53% |
$19.2K - $36.9K
|
56.3K
$8.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.73KNew |
$372K - $714K
|
5.73K
$883K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-18- 31.03% |
$1.17K - $2.24K
|
40
$6.16K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.14K+ 13.24% |
$73.8K - $142K
|
9.72K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-12.9K- 37.96% |
$837K - $1.6M
|
21K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
430+ 7.61% |
$27.9K - $53.6K
|
6.08K
$936K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-18.6K- 53.97% |
$1.21M - $2.31M
|
15.8K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-70.4K- 41.57% |
$4.57M - $8.77M
|
98.9K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
3.06KNew |
$199K - $381K
|
3.06K
$470K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
817+ 7.76% |
$53.1K - $102K
|
11.3K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
4.44K+ 31.69% |
$288K - $553K
|
18.4K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.89KNew |
$253K - $485K
|
3.89K
$599K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
6.53KNew |
$424K - $813K
|
6.53K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.41K+ 36.29% |
$416K - $798K
|
24.1K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.93K- 32.77% |
$321K - $615K
|
10.1K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.8KNew |
$182K - $349K
|
2.8K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
7New |
$455 - $872
|
7
$1.08K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
6.81K+ 38.28% |
$443K - $849K
|
24.6K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-28.4K- 6.99% |
$1.85M - $3.54M
|
378K
$58.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
685+ 7.61% |
$44.5K - $85.4K
|
9.69K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.09KNew |
$201K - $385K
|
3.09K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
214+ 3.04% |
$13.9K - $26.7K
|
7.25K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-24- 3.97% |
$1.56K - $2.99K
|
581
$89.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-12.6K- 46.63% |
$816K - $1.57M
|
14.4K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.06K+ 4.04% |
$329K - $630K
|
130K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
24.8KNew |
$1.61M - $3.09M
|
24.8K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
40+ 5.71% |
$2.6K - $4.98K
|
740
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24New |
$1.56K - $2.99K
|
24
$3.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.12K- 12.59% |
$333K - $638K
|
35.5K
$5.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-400- 11.71% |
$26K - $49.8K
|
3.02K
$464K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.19K+ 40.64% |
$77.3K - $148K
|
4.12K
$634K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.43K+ 40.35% |
$353K - $676K
|
18.9K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
523+ 19.85% |
$34K - $65.2K
|
3.16K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
649+ 2.73% |
$42.2K - $80.9K
|
24.4K
$3.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.09K- 21.99% |
$70.8K - $136K
|
3.86K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.38K- 21.14% |
$89.6K - $172K
|
5.14K
$792K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-90- 0.88% |
$5.85K - $11.2K
|
10.1K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
900+ 36.0% |
$58.5K - $112K
|
3.4K
$524K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
101+ 2.64% |
$6.56K - $12.6K
|
3.93K
$604K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$732K - $1.4M
|
11.3K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-522- 12.94% |
$33.9K - $65.1K
|
3.51K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
10+ 0.37% |
$650 - $1.25K
|
2.68K
$413K
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
10.7K+ 14.44% |
$697K - $1.34M
|
85.1K
$13.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
10.3K+ 96.6% |
$670K - $1.29M
|
21K
$3.23M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-450- 13.85% |
$29.2K - $56.1K
|
2.8K
$431K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.58K+ 22.33% |
$102K - $196K
|
8.63K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
7.75K+ 144.62% |
$504K - $966K
|
13.1K
$2.02M
|