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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
269+ 2.98% |
$17.5K - $33.5K
|
9.31K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
268+ 9.11% |
$17.4K - $33.4K
|
3.21K
$494K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
258+ 8.73% |
$16.8K - $32.2K
|
3.21K
$495K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
255New |
$16.6K - $31.8K
|
255
$39.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
254+ 5.53% |
$16.5K - $31.7K
|
4.84K
$746K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
254+ 0.86% |
$16.5K - $31.7K
|
29.6K
$4.56M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
253+ 8.43% |
$16.4K - $31.5K
|
3.25K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
250+ 83.33% |
$16.2K - $31.2K
|
550
$84.7K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
250+ 4.35% |
$16.2K - $31.2K
|
6K
$924K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
246New |
$16K - $30.7K
|
246
$37.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
243+ 11.37% |
$15.8K - $30.3K
|
2.38K
$367K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
230+ 3.41% |
$14.9K - $28.7K
|
6.98K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
225+ 2.27% |
$14.6K - $28K
|
10.1K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
224+ 118.52% |
$14.6K - $27.9K
|
413
$63.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
221New |
$14.4K - $27.5K
|
221
$34K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
218New |
$14.2K - $27.2K
|
218
$33.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
217+ 1.0% |
$14.1K - $27K
|
21.8K
$3.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
215+ 5.83% |
$14K - $26.8K
|
3.91K
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
214+ 3.04% |
$13.9K - $26.7K
|
7.25K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
214+ 1.11% |
$13.9K - $26.7K
|
19.6K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
211New |
$13.7K - $26.3K
|
211
$32.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
205+ 0.21% |
$13.3K - $25.5K
|
97.6K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
200+ 0.86% |
$13K - $24.9K
|
23.5K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200+ 97.09% |
$13K - $24.9K
|
406
$62.5K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
200+ 714.29% |
$13K - $24.9K
|
228
$35.1K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
199+ 1.62% |
$12.9K - $24.8K
|
12.5K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
198+ 1.61% |
$12.9K - $24.7K
|
12.5K
$1.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
197New |
$12.8K - $24.6K
|
197
$30.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
188New |
$12.2K - $23.4K
|
188
$29K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
185+ 6.21% |
$12K - $23.1K
|
3.17K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
185+ 90.24% |
$12K - $23.1K
|
390
$60.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
184+ 20.51% |
$12K - $22.9K
|
1.08K
$166K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
182New |
$11.8K - $22.7K
|
182
$28K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
181+ 4.31% |
$11.8K - $22.6K
|
4.38K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
177+ 0.07% |
$11.5K - $22.1K
|
271K
$41.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
175+ 1.0% |
$11.4K - $21.8K
|
17.8K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
175+ 27.34% |
$11.4K - $21.8K
|
815
$126K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
175+ 14.2% |
$11.4K - $21.8K
|
1.41K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
175+ 19.42% |
$11.4K - $21.8K
|
1.08K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
175+ 5.11% |
$11.4K - $21.8K
|
3.6K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
171+ 0.83% |
$11.1K - $21.3K
|
20.8K
$3.2M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
170New |
$11K - $21.2K
|
170
$26.2K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
162+ 4.16% |
$10.5K - $20.2K
|
4.06K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
161+ 6.35% |
$10.5K - $20.1K
|
2.7K
$415K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
159+ 5.41% |
$10.3K - $19.8K
|
3.1K
$477K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
159+ 5.35% |
$10.3K - $19.8K
|
3.13K
$482K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
158New |
$10.3K - $19.7K
|
158
$24.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
157+ 0.34% |
$10.2K - $19.6K
|
46.3K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
156+ 0.47% |
$10.1K - $19.4K
|
33.2K
$5.11M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
150+ 11.28% |
$9.75K - $18.7K
|
1.48K
$228K
|