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 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
95+ 1.61% |
$7.03K - $13.7K
|
5.98K
$921K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.53KNew |
$113K - $221K
|
1.53K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.7KNew |
$126K - $245K
|
1.7K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-494- 11.31% |
$36.6K - $71.3K
|
3.87K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.44K- 1.17% |
$107K - $208K
|
122K
$18.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-271- 8.57% |
$20.1K - $39.1K
|
2.89K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.22KNew |
$164K - $320K
|
2.22K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
295+ 9.84% |
$21.8K - $42.6K
|
3.29K
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
995+ 23.09% |
$73.6K - $144K
|
5.3K
$817K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.74KNew |
$129K - $251K
|
1.74K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3KNew |
$222K - $433K
|
3K
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.19K+ 14.52% |
$236K - $460K
|
25.2K
$3.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.24KNew |
$166K - $323K
|
2.24K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.74K+ 80.97% |
$499K - $972K
|
15.1K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
472+ 5.03% |
$34.9K - $68.1K
|
9.85K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.16K+ 39.68% |
$160K - $311K
|
7.6K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
10+ 0.23% |
$740 - $1.44K
|
4.39K
$676K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
270+ 1.19% |
$20K - $38.9K
|
22.9K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.81KNew |
$134K - $261K
|
1.81K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
208+ 2.68% |
$15.4K - $30K
|
7.96K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
210+ 2.78% |
$15.5K - $30.3K
|
7.75K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-213- 0.79% |
$15.8K - $30.7K
|
26.7K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 9.19% |
$768K - $1.5M
|
123K
$19M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.71KNew |
$126K - $246K
|
1.71K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
10+ 0.22% |
$740 - $1.44K
|
4.55K
$701K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.32K+ 30.35% |
$97.5K - $190K
|
5.66K
$871K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
176KNew |
$13M - $25.3M
|
176K
$27.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.11K+ 8.76% |
$82.2K - $160K
|
13.8K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2KNew |
$148K - $289K
|
2K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.65KNew |
$196K - $382K
|
2.65K
$408K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-77- 8.67% |
$5.7K - $11.1K
|
811
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
36New |
$2.66K - $5.19K
|
36
$5.54K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.25K+ 3.24% |
$92.8K - $181K
|
40K
$6.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.52K+ 97.48% |
$186K - $363K
|
5.1K
$785K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.7KNew |
$125K - $245K
|
1.7K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.42K- 22.69% |
$105K - $205K
|
4.84K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80+ 3.43% |
$5.92K - $11.5K
|
2.41K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-1K- 3.58% |
$74K - $144K
|
26.9K
$4.14M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27.6K+ 8.19% |
$2.04M - $3.97M
|
364K
$56M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-99- 0.81% |
$7.33K - $14.3K
|
12.1K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.95KNew |
$144K - $281K
|
1.95K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
45+ 0.59% |
$3.33K - $6.49K
|
7.66K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
102K+ 16115.96% |
$7.55M - $14.7M
|
103K
$15.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.99KNew |
$148K - $287K
|
1.99K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.35K- 35.53% |
$99.9K - $195K
|
2.45K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-200- 66.67% |
$14.8K - $28.9K
|
100
$15.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.84K+ 17.8% |
$210K - $409K
|
18.8K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.19K+ 130.94% |
$162K - $316K
|
3.87K
$595K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
48+ 1.08% |
$3.55K - $6.92K
|
4.51K
$695K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1K+ 24.63% |
$74K - $144K
|
5.06K
$779K
|