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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-183K- 98.26% |
$6.66M - $15.1M
|
3.24K
$499K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6.6K- 27.22% |
$241K - $544K
|
17.6K
$2.72M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
4.69K+ 1868.92% |
$171K - $386K
|
4.94K
$761K
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-43- 43.0% |
$1.57K - $3.54K
|
57
$8.78K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.23KNew |
$118K - $266K
|
3.23K
$497K
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-172K- 65.1% |
$6.26M - $14.1M
|
92K
$14.2M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.31KNew |
$121K - $273K
|
3.31K
$510K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44+ 8.92% |
$1.6K - $3.62K
|
537
$82.7K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
3+ 5.45% |
$109 - $247
|
58
$8.93K
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.02KNew |
$147K - $331K
|
4.02K
$620K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
154KNew |
$5.62M - $12.7M
|
154K
$23.7M
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
42.7KNew |
$1.56M - $3.52M
|
42.7K
$6.58M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-40- 66.67% |
$1.46K - $3.3K
|
20
$3.08K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.89KNew |
$106K - $238K
|
2.89K
$446K
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$396K - $895K
|
10.9K
$1.67M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
CALL |
700New |
$25.5K - $57.7K
|
700
$108K
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.52KNew |
$238K - $537K
|
6.52K
$1M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-244K- 87.1% |
$8.91M - $20.1M
|
36.2K
$5.57M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
4KNew |
$146K - $330K
|
4K
$616K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11KNew |
$400K - $903K
|
11K
$1.69M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.44KNew |
$125K - $283K
|
3.44K
$529K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
784New |
$28.6K - $64.6K
|
784
$121K
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
4KNew |
$146K - $330K
|
4K
$616K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$15.4K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-388- 77.6% |
$14.1K - $32K
|
112
$17.2K
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
3.2KNew |
$117K - $264K
|
3.2K
$493K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$15.4K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
500New |
$18.2K - $41.2K
|
500
$77K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.78KNew |
$101K - $229K
|
2.78K
$427K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
44New |
$1.6K - $3.62K
|
44
$6.78K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.32KNew |
$267K - $603K
|
7.32K
$1.13M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.31K- 16.65% |
$47.9K - $108K
|
6.58K
$1.01M
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-50K- 18.6% |
$1.82M - $4.12M
|
219K
$33.7M
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.4KNew |
$124K - $280K
|
3.4K
$524K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-13.5K- 69.58% |
$491K - $1.11M
|
5.89K
$907K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
440New |
$16K - $36.2K
|
440
$67.8K
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.35KNew |
$49.2K - $111K
|
1.35K
$208K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-17- 37.78% |
$620 - $1.4K
|
28
$4.31K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7.35K- 36.03% |
$268K - $606K
|
13.1K
$2.01M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.83K- 96.11% |
$140K - $316K
|
155
$23.9K
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3KNew |
$109K - $247K
|
3K
$462K
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$406K - $918K
|
11.1K
$1.72M
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.09KNew |
$113K - $255K
|
3.09K
$476K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
PUT |
8KNew |
$292K - $659K
|
8K
$1.23M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
CALL |
-5K- 70.42% |
$182K - $412K
|
2.1K
$323K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.28KNew |
$120K - $270K
|
3.28K
$505K
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.12K- 31.34% |
$114K - $257K
|
6.83K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
PUT |
4.2KNew |
$153K - $346K
|
4.2K
$647K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
PUT |
10KNew |
$365K - $824K
|
10K
$1.54M
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.87KNew |
$178K - $401K
|
4.87K
$750K
|