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 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.54K+ 14.12% |
$114K - $223K
|
12.5K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.2K+ 4.74% |
$237K - $462K
|
70.8K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.72KNew |
$350K - $681K
|
4.72K
$727K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-365- 10.64% |
$27K - $52.7K
|
3.07K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.6K- 36.03% |
$858K - $1.67M
|
20.6K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-900- 12.33% |
$66.6K - $130K
|
6.4K
$985K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
556New |
$41.1K - $80.2K
|
556
$85.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
66+ 1.5% |
$4.88K - $9.52K
|
4.46K
$686K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
14.5KNew |
$1.07M - $2.08M
|
14.5K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.7K- 32.99% |
$1.76M - $3.43M
|
48.2K
$7.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
496+ 3.55% |
$36.7K - $71.5K
|
14.5K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.15K+ 7.04% |
$85.1K - $166K
|
17.5K
$2.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.86KNew |
$138K - $269K
|
1.86K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.72K- 3.42% |
$276K - $537K
|
105K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-633- 22.31% |
$46.8K - $91.3K
|
2.2K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
211+ 5.77% |
$15.6K - $30.4K
|
3.87K
$595K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.79KNew |
$207K - $403K
|
2.79K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-230- 1.65% |
$17K - $33.2K
|
13.7K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
534+ 18.62% |
$39.5K - $77K
|
3.4K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.4KNew |
$991K - $1.93M
|
13.4K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.2K- 27.74% |
$88.5K - $173K
|
3.12K
$480K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.91KNew |
$215K - $420K
|
2.91K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-15.8K- 68.44% |
$1.17M - $2.28M
|
7.28K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3K+ 32.26% |
$222K - $432K
|
12.3K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.69K+ 49.31% |
$199K - $388K
|
8.14K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-45- 0.8% |
$3.33K - $6.49K
|
5.58K
$859K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-35- 0.47% |
$2.59K - $5.05K
|
7.4K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.75KNew |
$130K - $252K
|
1.75K
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-919- 27.07% |
$68K - $133K
|
2.48K
$381K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.36K- 9.68% |
$100K - $196K
|
12.7K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-140- 1.95% |
$10.4K - $20.2K
|
7.02K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
8.99K+ 139.47% |
$665K - $1.3M
|
15.4K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
378+ 64.29% |
$28K - $54.5K
|
966
$149K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
100+ 2.06% |
$7.4K - $14.4K
|
4.95K
$762K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
26+ 0.53% |
$1.92K - $3.75K
|
4.91K
$755K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-72.4K- 9.86% |
$5.36M - $10.4M
|
662K
$102M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
159+ 2.92% |
$11.8K - $22.9K
|
5.6K
$863K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
38+ 2.21% |
$2.81K - $5.48K
|
1.76K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-12.9K- 36.96% |
$952K - $1.85M
|
21.9K
$3.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
10.1KNew |
$748K - $1.46M
|
10.1K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.87K- 11.29% |
$139K - $270K
|
14.7K
$2.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
113+ 1.1% |
$8.36K - $16.3K
|
10.4K
$1.59M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.47KNew |
$183K - $356K
|
2.47K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.54K+ 42.82% |
$114K - $222K
|
5.14K
$792K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.93K+ 67.01% |
$217K - $423K
|
7.31K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
765+ 2.84% |
$56.6K - $110K
|
27.7K
$4.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-276- 0.23% |
$20.4K - $39.8K
|
119K
$18.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5- 0.93% |
$370 - $721
|
530
$81.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
270+ 0.64% |
$20K - $38.9K
|
42.5K
$6.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.9K+ 63.64% |
$363K - $707K
|
12.6K
$1.94M
|