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 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
97+ 1.1% |
$6.3K - $12.1K
|
8.95K
$1.63M
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
95New |
$6.17K - $11.8K
|
95
$17.3K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
94+ 1.75% |
$6.11K - $11.7K
|
5.45K
$995K
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
94New |
$6.11K - $11.7K
|
94
$17.1K
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
92+ 1.72% |
$5.98K - $11.5K
|
5.44K
$993K
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
90+ 37.5% |
$5.85K - $11.2K
|
330
$60.2K
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
90+ 0.08% |
$5.85K - $11.2K
|
109K
$19.9M
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
90+ 1.95% |
$5.85K - $11.2K
|
4.72K
$860K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
87+ 49.71% |
$5.65K - $10.8K
|
262
$47.8K
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
86New |
$5.59K - $10.7K
|
86
$15.7K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
85New |
$5.52K - $10.6K
|
85
$15.5K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
84+ 6.44% |
$5.46K - $10.5K
|
1.39K
$253K
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
84+ 2.97% |
$5.46K - $10.5K
|
2.92K
$532K
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
81+ 0.65% |
$5.26K - $10.1K
|
12.6K
$2.3M
|
|
Sep 19, 2025
Q1 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
81+ 1.98% |
$5.26K - $10.1K
|
4.18K
$762K
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
80New |
$5.2K - $9.97K
|
80
$14.6K
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
80+ 2.31% |
$5.2K - $9.97K
|
3.54K
$646K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
75New |
$4.87K - $9.35K
|
75
$13.7K
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
75New |
$4.87K - $9.35K
|
75
$13.7K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
72+ 0.45% |
$4.68K - $8.97K
|
15.9K
$2.91M
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
72+ 15.0% |
$4.68K - $8.97K
|
552
$101K
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
71+ 24.23% |
$4.61K - $8.85K
|
364
$66.4K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
71+ 28.51% |
$4.61K - $8.85K
|
320
$58.4K
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
70+ 0.18% |
$4.55K - $8.72K
|
38.8K
$7.07M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
68+ 18.48% |
$4.42K - $8.47K
|
436
$79.5K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
67New |
$4.35K - $8.35K
|
67
$12.2K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
66+ 1.49% |
$4.29K - $8.22K
|
4.49K
$818K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
63+ 21.28% |
$4.09K - $7.85K
|
359
$65.5K
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
62+ 1.72% |
$4.03K - $7.73K
|
3.66K
$667K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 6.43% |
$4.03K - $7.73K
|
1.03K
$187K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
62+ 1.78% |
$4.03K - $7.73K
|
3.54K
$646K
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
62New |
$4.03K - $7.73K
|
62
$11.3K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
61+ 61.0% |
$3.96K - $7.6K
|
161
$29.4K
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
60+ 0.43% |
$3.9K - $7.48K
|
13.9K
$2.53M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
57+ 61.96% |
$3.7K - $7.1K
|
149
$27.2K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
56New |
$3.64K - $6.98K
|
56
$10.2K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
56+ 1.86% |
$3.64K - $6.98K
|
3.06K
$558K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
55+ 4.91% |
$3.57K - $6.85K
|
1.18K
$214K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
54+ 1.28% |
$3.51K - $6.73K
|
4.28K
$781K
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
54New |
$3.51K - $6.73K
|
54
$9.85K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
52+ 0.14% |
$3.38K - $6.48K
|
36.8K
$6.72M
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
52+ 400.0% |
$3.38K - $6.48K
|
65
$11.9K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
50+ 14.29% |
$3.25K - $6.23K
|
400
$73K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
49+ 0.7% |
$3.18K - $6.11K
|
7.06K
$1.29M
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
46+ 0.83% |
$2.99K - $5.73K
|
5.56K
$1.01M
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
45+ 4.67% |
$2.92K - $5.61K
|
1.01K
$184K
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
43+ 0.4% |
$2.79K - $5.36K
|
10.9K
$1.98M
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
41+ 0.18% |
$2.66K - $5.11K
|
22.3K
$4.07M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
40+ 5.71% |
$2.6K - $4.98K
|
740
$135K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
39New |
$2.53K - $4.86K
|
39
$7.11K
|