Latest Institutional Purchases of Palantir Technologies Inc. (PLTR)
This list provides information on the latest institutional transactions involving Palantir Technologies Inc. (PLTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.5K+ 16.05% |
$111K - $216K
|
10.8K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.48KNew |
$110K - $213K
|
1.48K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.47KNew |
$109K - $212K
|
1.47K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.47K+ 696.21% |
$109K - $212K
|
1.68K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.39K+ 47.69% |
$103K - $201K
|
4.31K
$663K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.35K+ 22.26% |
$99.9K - $195K
|
7.42K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.32K+ 30.35% |
$97.5K - $190K
|
5.66K
$871K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.32K+ 6.4% |
$97.3K - $190K
|
21.9K
$3.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.29K+ 371.97% |
$95.3K - $186K
|
1.63K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.27K+ 37.68% |
$93.7K - $183K
|
4.63K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.26K+ 5.87% |
$93.1K - $181K
|
22.7K
$3.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.25K+ 3.24% |
$92.8K - $181K
|
40K
$6.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.25K+ 6.41% |
$92.5K - $180K
|
20.8K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.15K+ 7.04% |
$85.1K - $166K
|
17.5K
$2.69M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.11K+ 38.94% |
$82.2K - $160K
|
3.96K
$610K
|
|
|
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 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 13.13% |
$82K - $160K
|
9.55K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.09K+ 12.89% |
$80.6K - $157K
|
9.54K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.07K+ 16.5% |
$79.3K - $154K
|
7.56K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.04K+ 2.88% |
$77K - $150K
|
37.2K
$5.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.04K+ 8.67% |
$76.6K - $149K
|
13K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1K+ 15.24% |
$74.2K - $145K
|
7.58K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
CALL |
1K+ 100.0% |
$74K - $144K
|
2K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
1K+ 100.0% |
$74K - $144K
|
2K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1K+ 24.63% |
$74K - $144K
|
5.06K
$779K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
$74K - $144K
|
1K
$154K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
995+ 23.09% |
$73.6K - $144K
|
5.3K
$817K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
935+ 16.59% |
$69.2K - $135K
|
6.57K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
891+ 9.31% |
$65.9K - $129K
|
10.5K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
891+ 25.14% |
$65.9K - $129K
|
4.44K
$683K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
850+ 34.0% |
$62.9K - $123K
|
3.35K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
850+ 34.12% |
$62.9K - $123K
|
3.34K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
849+ 5.9% |
$62.8K - $122K
|
15.2K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
789+ 63.68% |
$58.4K - $114K
|
2.03K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
765+ 2.84% |
$56.6K - $110K
|
27.7K
$4.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
738+ 6.77% |
$54.6K - $106K
|
11.6K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
734+ 13.34% |
$54.3K - $106K
|
6.24K
$960K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
725+ 10.38% |
$53.7K - $105K
|
7.71K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
718+ 3.28% |
$53.1K - $104K
|
22.6K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
711+ 27.21% |
$52.6K - $103K
|
3.32K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
704+ 38.22% |
$52.1K - $102K
|
2.55K
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
699+ 17.34% |
$51.7K - $101K
|
4.73K
$728K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
698+ 15.44% |
$51.7K - $101K
|
5.22K
$804K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
685+ 0.92% |
$50.7K - $98.8K
|
75.2K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
680+ 11.79% |
$50.3K - $98.1K
|
6.45K
$993K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
680+ 45.45% |
$50.3K - $98.1K
|
2.18K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
667+ 4.07% |
$49.4K - $96.2K
|
17.1K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
624+ 3.0% |
$46.2K - $90K
|
21.4K
$3.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
600+ 23.73% |
$44.4K - $86.6K
|
3.13K
$482K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
592+ 8.1% |
$43.8K - $85.4K
|
7.9K
$1.22M
|