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 09, 2025
Q1 2025
|
Park Circle CO
|
SELL
|
- |
-200- 28.57% |
$13K - $24.9K
|
500
$91.2K
|
|
May 15, 2025
Q1 2025
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-200- 40.0% |
$13K - $24.9K
|
300
$54.7K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-210- 28.49% |
$13.6K - $26.2K
|
527
$96.1K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-219- 1.09% |
$14.2K - $27.3K
|
19.8K
$3.61M
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-219- 2.13% |
$14.2K - $27.3K
|
10K
$1.83M
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-221- 3.49% |
$14.4K - $27.5K
|
6.12K
$1.12M
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-228- 1.83% |
$14.8K - $28.4K
|
12.2K
$2.23M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-233- 0.93% |
$15.1K - $29K
|
24.9K
$4.54M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-240- 44.36% |
$15.6K - $29.9K
|
301
$54.9K
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-243- 7.53% |
$15.8K - $30.3K
|
2.98K
$544K
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-246- 2.83% |
$16K - $30.7K
|
8.45K
$1.54M
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-254- 8.9% |
$16.5K - $31.7K
|
2.6K
$474K
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-260- 24.3% |
$16.9K - $32.4K
|
810
$148K
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-262- 4.55% |
$17K - $32.7K
|
5.5K
$1M
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-275- 6.24% |
$17.9K - $34.3K
|
4.13K
$753K
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-275- 9.2% |
$17.9K - $34.3K
|
2.71K
$495K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-280- 38.36% |
$18.2K - $34.9K
|
450
$82.1K
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-280- 9.91% |
$18.2K - $34.9K
|
2.55K
$464K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-287- 5.08% |
$18.6K - $35.8K
|
5.37K
$979K
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-293- 4.43% |
$19K - $36.5K
|
6.32K
$1.15M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-298- 7.74% |
$19.4K - $37.1K
|
3.55K
$648K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-298- 99.33% |
$19.4K - $37.1K
|
2
$365
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-305- 10.07% |
$19.8K - $38K
|
2.72K
$497K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-305- 4.63% |
$19.8K - $38K
|
6.28K
$1.15M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-313- 0.95% |
$20.3K - $39K
|
32.5K
$5.93M
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-313- 9.17% |
$20.3K - $39K
|
3.1K
$565K
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-323- 7.58% |
$21K - $40.3K
|
3.94K
$719K
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-330- 5.91% |
$21.4K - $41.1K
|
5.26K
$959K
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-335- 11.62% |
$21.8K - $41.7K
|
2.55K
$465K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-347- 42.01% |
$22.5K - $43.2K
|
479
$87.4K
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-350- 10.67% |
$22.7K - $43.6K
|
2.93K
$534K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-350- 58.33% |
$22.7K - $43.6K
|
250
$45.6K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-368- 29.3% |
$23.9K - $45.9K
|
888
$162K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-370- 15.51% |
$24K - $46.1K
|
2.02K
$368K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-373- 7.06% |
$24.2K - $46.5K
|
4.91K
$896K
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-373- 11.23% |
$24.2K - $46.5K
|
2.95K
$538K
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-374- 11.09% |
$24.3K - $46.6K
|
3K
$547K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-374- 1.76% |
$24.3K - $46.6K
|
20.8K
$3.8M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-376- 9.55% |
$24.4K - $46.9K
|
3.56K
$650K
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-378- 5.09% |
$24.6K - $47.1K
|
7.05K
$1.29M
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-400- 11.71% |
$26K - $49.8K
|
3.02K
$550K
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-400- 6.19% |
$26K - $49.8K
|
6.07K
$1.11M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-403- 50.19% |
$26.2K - $50.2K
|
400
$73K
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-410- 14.38% |
$26.6K - $51.1K
|
2.44K
$445K
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-410- 16.09% |
$26.6K - $51.1K
|
2.14K
$390K
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-415- 10.79% |
$27K - $51.7K
|
3.43K
$626K
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-416- 5.66% |
$27K - $51.8K
|
6.93K
$1.26M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-424- 6.96% |
$27.6K - $52.8K
|
5.67K
$1.03M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-425- 0.66% |
$27.6K - $53K
|
64.2K
$11.7M
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-425- 14.95% |
$27.6K - $53K
|
2.42K
$441K
|