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 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
3.3KNew |
$214K - $411K
|
3.3K
$508K
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-10.8K- 26.3% |
$699K - $1.34M
|
30.2K
$4.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
312+ 10.02% |
$20.3K - $38.9K
|
3.43K
$528K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-29- 4.94% |
$1.88K - $3.61K
|
558
$85.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
CALL |
40K+ 40.0% |
$2.6M - $4.98M
|
140K
$21.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-38- 1.12% |
$2.47K - $4.74K
|
3.36K
$517K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 1.01% |
$6.5K - $12.5K
|
9.84K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.06K+ 25.2% |
$68.9K - $132K
|
5.27K
$812K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
370+ 740.0% |
$24K - $46.1K
|
420
$64.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.72KNew |
$242K - $464K
|
3.72K
$573K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
25+ 51.02% |
$1.62K - $3.12K
|
74
$11.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
119+ 1.6% |
$7.73K - $14.8K
|
7.57K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-118- 10.67% |
$7.67K - $14.7K
|
988
$152K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-7.99K- 40.9% |
$519K - $996K
|
11.6K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.45KNew |
$289K - $554K
|
4.45K
$685K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.61KNew |
$170K - $325K
|
2.61K
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
400+ 10.0% |
$26K - $49.8K
|
4.4K
$678K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-2.27K- 15.36% |
$148K - $283K
|
12.5K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
CALL |
100New |
$6.5K - $12.5K
|
100
$15.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
PUT |
300New |
$19.5K - $37.4K
|
300
$46.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
740+ 10.62% |
$48.1K - $92.2K
|
7.71K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.1K+ 27.34% |
$137K - $262K
|
9.8K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
5.3K+ 24.65% |
$344K - $660K
|
26.8K
$4.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.03KNew |
$197K - $378K
|
3.03K
$467K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-550- 17.46% |
$35.7K - $68.5K
|
2.6K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-39- 2.1% |
$2.53K - $4.86K
|
1.82K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
8.87K+ 73.51% |
$577K - $1.11M
|
20.9K
$3.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.65K- 16.92% |
$107K - $205K
|
8.1K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
254+ 0.86% |
$16.5K - $31.7K
|
29.6K
$4.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-17.3K- 11.04% |
$1.12M - $2.16M
|
139K
$21.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-13.6K- 41.8% |
$885K - $1.7M
|
19K
$2.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.22K- 6.72% |
$144K - $277K
|
30.8K
$4.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15K- 9.85% |
$973K - $1.87M
|
137K
$21.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-9.6K- 64.54% |
$624K - $1.2M
|
5.27K
$812K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.74K+ 74.69% |
$503K - $965K
|
18.1K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$162K - $312K
|
2.5K
$385K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
57+ 61.96% |
$3.7K - $7.1K
|
149
$22.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12.6K+ 149.21% |
$820K - $1.57M
|
21.1K
$3.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.7K+ 16.65% |
$241K - $461K
|
25.9K
$3.99M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
276+ 3.98% |
$17.9K - $34.4K
|
7.21K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
500+ 15.63% |
$32.5K - $62.3K
|
3.7K
$570K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11.6K- 27.75% |
$755K - $1.45M
|
30.2K
$4.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-416- 5.66% |
$27K - $51.8K
|
6.93K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.44K- 29.13% |
$159K - $304K
|
5.94K
$915K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
CALL |
-200- 50.0% |
$13K - $24.9K
|
200
$30.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.36K- 2.55% |
$88.4K - $169K
|
52K
$8.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
66+ 1.49% |
$4.29K - $8.22K
|
4.49K
$691K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
254+ 5.53% |
$16.5K - $31.7K
|
4.84K
$746K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.67K- 17.27% |
$173K - $332K
|
12.8K
$1.97M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-170K- 73.85% |
$11M - $21.1M
|
60.1K
$9.25M
|