Purchases and Sales Made in Q1 2023 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q1 2023. The information is specifically focused on institutions that hold shares of Palantir Technologies Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-370- 31.52% |
$2.34K - $3.74K
|
804
$124K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-387- 20.51% |
$2.45K - $3.91K
|
1.5K
$231K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-392- 17.25% |
$2.48K - $3.96K
|
1.88K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-403- 2.13% |
$2.55K - $4.07K
|
18.5K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-407- 9.76% |
$2.57K - $4.11K
|
3.76K
$579K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-451- 2.35% |
$2.85K - $4.56K
|
18.7K
$2.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-472- 1.22% |
$2.98K - $4.77K
|
38.1K
$5.86M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-475- 4.43% |
$3K - $4.8K
|
10.2K
$1.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-485- 4.42% |
$3.07K - $4.9K
|
10.5K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-498- 3.99% |
$3.15K - $5.03K
|
12K
$1.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-500- 4.0% |
$3.16K - $5.06K
|
12K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-500- 0.12% |
$3.16K - $5.06K
|
401K
$61.7M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-548- 0.55% |
$3.46K - $5.54K
|
98.5K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-580- 4.04% |
$3.67K - $5.86K
|
13.8K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-600- 93.75% |
$3.79K - $6.07K
|
40
$6.16K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-612- 5.64% |
$3.87K - $6.19K
|
10.2K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-651- 3.28% |
$4.11K - $6.58K
|
19.2K
$2.95M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-750- 2.93% |
$4.74K - $7.58K
|
24.8K
$3.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-750- 0.08% |
$4.74K - $7.58K
|
903K
$139M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-799- 99.88% |
$5.05K - $8.08K
|
1
$154
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-804- 2.85% |
$5.08K - $8.13K
|
27.4K
$4.22M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-830- 7.04% |
$5.25K - $8.39K
|
11K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-899- 2.01% |
$5.68K - $9.09K
|
43.8K
$6.75M
|
|
|
May 05, 2023
Q1 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-906- 99.89% |
$5.73K - $9.16K
|
1
$154
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-938- 0.95% |
$5.93K - $9.48K
|
97.4K
$15M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-945- 8.32% |
$5.97K - $9.55K
|
10.4K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 25.88% |
$6.32K - $10.1K
|
2.86K
$441K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1K- 2.61% |
$6.32K - $10.1K
|
37.3K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1.1K- 35.09% |
$6.95K - $11.1K
|
2.04K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.15K- 6.58% |
$7.27K - $11.6K
|
16.3K
$2.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.2K- 1.53% |
$7.58K - $12.1K
|
77.3K
$11.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.21K- 8.81% |
$7.65K - $12.2K
|
12.5K
$1.93M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.28K- 8.04% |
$8.06K - $12.9K
|
14.6K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.32K- 0.2% |
$8.36K - $13.4K
|
666K
$103M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.35K- 2.25% |
$8.5K - $13.6K
|
58.3K
$8.98M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.4K- 59.92% |
$8.84K - $14.1K
|
935
$144K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.4K- 5.62% |
$8.85K - $14.2K
|
23.5K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.43K- 2.37% |
$9.06K - $14.5K
|
58.9K
$9.07M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.44K- 5.41% |
$9.11K - $14.6K
|
25.2K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.54K- 9.08% |
$9.7K - $15.5K
|
15.4K
$2.37M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.57K- 16.41% |
$9.94K - $15.9K
|
8.01K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.65K- 2.37% |
$10.5K - $16.7K
|
68.1K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.68K- 39.23% |
$10.6K - $16.9K
|
2.6K
$400K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 13.3% |
$11.4K - $18.2K
|
11.7K
$1.81M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.82K- 15.07% |
$11.5K - $18.4K
|
10.3K
$1.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.93K- 6.05% |
$12.2K - $19.5K
|
30K
$4.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.15K- 4.39% |
$13.6K - $21.7K
|
46.8K
$7.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2.23K- 12.66% |
$14.1K - $22.6K
|
15.4K
$2.37M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.29K- 9.59% |
$14.4K - $23.1K
|
21.5K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.31K- 8.5% |
$14.6K - $23.3K
|
24.8K
$3.82M
|