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 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$390 - $748
|
6
$1.09K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.01% |
$325 - $623
|
55.4K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5New |
$325 - $623
|
5
$912
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
3New |
$195 - $374
|
3
$547
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2+ 0.02% |
$130 - $249
|
12.1K
$2.21M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2+ 0.36% |
$130 - $249
|
562
$103K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.01% |
$130 - $249
|
18.1K
$3.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1- 0.03% |
$65 - $125
|
3.5K
$638K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1- 0.03% |
$65 - $125
|
2.99K
$545K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.33% |
$65 - $125
|
300
$54.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5- 0.46% |
$325 - $623
|
1.08K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-6- 0.13% |
$390 - $748
|
4.55K
$830K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 0.34% |
$520 - $997
|
2.33K
$425K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-9- 0.21% |
$585 - $1.12K
|
4.34K
$792K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-11- 0.35% |
$715 - $1.37K
|
3.16K
$577K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-12- 2.34% |
$780 - $1.5K
|
500
$91.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-13- 8.5% |
$845 - $1.62K
|
140
$25.5K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-16- 51.61% |
$1.04K - $1.99K
|
15
$2.74K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-16- 47.06% |
$1.04K - $1.99K
|
18
$3.28K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-18- 31.03% |
$1.17K - $2.24K
|
40
$7.3K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-23- 0.83% |
$1.49K - $2.87K
|
2.76K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-24- 3.97% |
$1.56K - $2.99K
|
581
$106K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-24- 24.0% |
$1.56K - $2.99K
|
76
$13.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-27- 0.07% |
$1.75K - $3.36K
|
41.5K
$7.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-27- 0.61% |
$1.75K - $3.36K
|
4.37K
$797K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-28- 0.16% |
$1.82K - $3.49K
|
17.6K
$3.21M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-29- 4.94% |
$1.88K - $3.61K
|
558
$102K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-34- 1.06% |
$2.21K - $4.24K
|
3.17K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-36- 2.11% |
$2.34K - $4.49K
|
1.67K
$305K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-36- 1.09% |
$2.34K - $4.49K
|
3.27K
$597K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-38- 1.12% |
$2.47K - $4.74K
|
3.36K
$612K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-39- 2.1% |
$2.53K - $4.86K
|
1.82K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-39- 1.46% |
$2.53K - $4.86K
|
2.64K
$481K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-45- 1.18% |
$2.92K - $5.61K
|
3.76K
$685K
|
|
|
Sep 05, 2025
Q1 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-47- 0.83% |
$3.05K - $5.86K
|
5.63K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-50- 0.47% |
$3.25K - $6.23K
|
10.5K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-50- 50.0% |
$3.25K - $6.23K
|
50
$9.12K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-51- 0.65% |
$3.31K - $6.36K
|
7.78K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-54- 9.51% |
$3.51K - $6.73K
|
514
$93.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-58- 1.54% |
$3.77K - $7.23K
|
3.72K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-62- 7.58% |
$4.03K - $7.73K
|
756
$138K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-62- 12.55% |
$4.03K - $7.73K
|
432
$78.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-64- 1.16% |
$4.16K - $7.98K
|
5.46K
$997K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-65- 18.41% |
$4.22K - $8.1K
|
288
$52.5K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-68- 11.49% |
$4.42K - $8.47K
|
524
$95.6K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-68- 2.18% |
$4.42K - $8.47K
|
3.05K
$557K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-69- 2.36% |
$4.48K - $8.6K
|
2.85K
$521K
|