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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
38+ 3.94% |
$240 - $384
|
1K
$154K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
35+ 0.1% |
$221 - $354
|
33.9K
$5.22M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35New |
$221 - $354
|
35
$5.39K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 2.38% |
$196 - $313
|
1.34K
$206K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
25+ 0.11% |
$158 - $253
|
23.5K
$3.62M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 14.58% |
$44.2 - $70.8
|
55
$8.47K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.09% |
$31.6 - $50.6
|
5.86K
$902K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4New |
$25.3 - $40.4
|
4
$616
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 133.33% |
$25.3 - $40.4
|
7
$1.08K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$19 - $30.3
|
14.9K
$2.3M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.53% |
$19 - $30.3
|
574
$88.4K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2+ 4.65% |
$12.6 - $20.2
|
45
$6.93K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1- 0.01% |
$6.32 - $10.1
|
15K
$2.31M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2- 9.09% |
$12.6 - $20.2
|
20
$3.08K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.61% |
$12.6 - $20.2
|
122
$18.8K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-3- 0.01% |
$19 - $30.3
|
21.3K
$3.28M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5Closed |
$31.6 - $50.6
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-25- 0.01% |
$158 - $253
|
408K
$62.8M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-30- 0.06% |
$190 - $303
|
51.1K
$7.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-39- 1.17% |
$246 - $394
|
3.3K
$508K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 12.28% |
$259 - $415
|
293
$45.1K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-43- 0.26% |
$272 - $435
|
16.3K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-48- 3.15% |
$303 - $485
|
1.47K
$227K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-59- 6.37% |
$373 - $596
|
867
$134K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-67- 17.49% |
$423 - $677
|
316
$48.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-67- 0.36% |
$423 - $677
|
18.4K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-70- 0.04% |
$442 - $708
|
169K
$26M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-73- 32.59% |
$461 - $738
|
151
$23.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-80- 0.3% |
$506 - $809
|
26.4K
$4.07M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-95- 4.37% |
$600 - $960
|
2.08K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-99- 0.88% |
$626 - $1K
|
11.2K
$1.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-100- 0.22% |
$632 - $1.01K
|
45K
$6.93M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-110- 30.56% |
$695 - $1.11K
|
250
$38.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-115- 0.98% |
$727 - $1.16K
|
11.6K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-115- 4.05% |
$727 - $1.16K
|
2.73K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-119- 0.71% |
$752 - $1.2K
|
16.6K
$2.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-123- 0.49% |
$777 - $1.24K
|
25.1K
$3.87M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-125- 3.05% |
$790 - $1.26K
|
3.98K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-138- 3.12% |
$872 - $1.4K
|
4.29K
$660K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-150- 2.91% |
$948 - $1.52K
|
5K
$770K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-169- 0.22% |
$1.07K - $1.71K
|
77.4K
$11.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-196- 49.49% |
$1.24K - $1.98K
|
200
$30.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-210- 47.19% |
$1.33K - $2.12K
|
235
$36.2K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-250- 2.27% |
$1.58K - $2.53K
|
10.8K
$1.66M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-267- 0.1% |
$1.69K - $2.7K
|
280K
$43.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-275- 0.26% |
$1.74K - $2.78K
|
106K
$16.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-295- 26.84% |
$1.86K - $2.98K
|
804
$124K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-300- 0.96% |
$1.9K - $3.03K
|
30.9K
$4.76M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-309- 6.5% |
$1.95K - $3.12K
|
4.45K
$685K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-365- 48.73% |
$2.31K - $3.69K
|
384
$59.1K
|