Purchases and Sales Made in Q1 2025 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
796+ 113.71% |
$51.7K - $99.2K
|
1.5K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
796+ 7.96% |
$51.7K - $99.2K
|
10.8K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
786+ 26.82% |
$51.1K - $98K
|
3.72K
$572K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
785+ 7.25% |
$51K - $97.8K
|
11.6K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
780+ 24.76% |
$50.7K - $97.2K
|
3.93K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
779+ 0.55% |
$50.6K - $97.1K
|
142K
$21.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
772+ 17.23% |
$50.2K - $96.2K
|
5.25K
$809K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
758New |
$49.3K - $94.5K
|
758
$117K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
756+ 16.36% |
$49.1K - $94.2K
|
5.38K
$828K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
752+ 20.77% |
$48.9K - $93.7K
|
4.37K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
751+ 23.65% |
$48.8K - $93.6K
|
3.93K
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
740+ 10.62% |
$48.1K - $92.2K
|
7.71K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
737New |
$47.9K - $91.8K
|
737
$113K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
735+ 4.31% |
$47.8K - $91.6K
|
17.8K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
732+ 13.31% |
$47.6K - $91.2K
|
6.23K
$960K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
730New |
$47.4K - $91K
|
730
$112K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
708+ 6.95% |
$46K - $88.2K
|
10.9K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
708+ 2.02% |
$46K - $88.2K
|
35.7K
$5.5M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
707+ 20.87% |
$45.9K - $88.1K
|
4.1K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
704+ 5.45% |
$45.7K - $87.7K
|
13.6K
$2.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
701+ 16.78% |
$45.6K - $87.4K
|
4.88K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
700+ 1.16% |
$45.5K - $87.2K
|
60.9K
$9.38M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
693+ 517.16% |
$45K - $86.4K
|
827
$127K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
686+ 5.01% |
$44.6K - $85.5K
|
14.4K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
685+ 7.61% |
$44.5K - $85.4K
|
9.69K
$1.49M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
682+ 1.4% |
$44.3K - $85K
|
49.2K
$7.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
675+ 5.57% |
$43.9K - $84.1K
|
12.8K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
670+ 99.55% |
$43.5K - $83.5K
|
1.34K
$207K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
665+ 13.75% |
$43.2K - $82.9K
|
5.5K
$847K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
660+ 7.35% |
$42.9K - $82.2K
|
9.64K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
660+ 17.01% |
$42.9K - $82.2K
|
4.54K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
651+ 10.95% |
$42.3K - $81.1K
|
6.6K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
649+ 2.73% |
$42.2K - $80.9K
|
24.4K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
645+ 581.08% |
$41.9K - $80.4K
|
756
$116K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
640+ 11.81% |
$41.6K - $79.8K
|
6.06K
$933K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
635+ 65.33% |
$41.3K - $79.1K
|
1.61K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
627New |
$40.7K - $78.1K
|
627
$96.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
625+ 2.93% |
$40.6K - $77.9K
|
22K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
625+ 14.57% |
$40.6K - $77.9K
|
4.92K
$757K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
623+ 8.84% |
$40.5K - $77.6K
|
7.67K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
622+ 13.12% |
$40.4K - $77.5K
|
5.36K
$826K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
606+ 170.7% |
$39.4K - $75.5K
|
961
$148K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
605+ 1.35% |
$39.3K - $75.4K
|
45.5K
$7.01M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
605+ 3.59% |
$39.3K - $75.4K
|
17.5K
$2.69M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
601+ 4.36% |
$39.1K - $74.9K
|
14.4K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
598+ 1.73% |
$38.9K - $74.5K
|
35.2K
$5.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
582New |
$37.8K - $72.5K
|
582
$89.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
581+ 19.37% |
$37.8K - $72.4K
|
3.58K
$551K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
580+ 12.79% |
$37.7K - $72.3K
|
5.12K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
567+ 3.48% |
$36.8K - $70.7K
|
16.9K
$2.6M
|