Purchases and Sales Made in Q2 2023 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
116+ 2.5% |
$856 - $1.93K
|
4.76K
$376K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
112+ 0.12% |
$827 - $1.86K
|
95K
$7.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
108New |
$797 - $1.79K
|
108
$8.53K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$738 - $1.66K
|
100
$7.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
100+ 0.41% |
$738 - $1.66K
|
24.6K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
100+ 4.91% |
$738 - $1.66K
|
2.14K
$169K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
97+ 0.59% |
$716 - $1.61K
|
16.4K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
96+ 1.64% |
$708 - $1.59K
|
5.95K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
92+ 0.59% |
$679 - $1.53K
|
15.7K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
75+ 0.57% |
$554 - $1.25K
|
13.2K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
67+ 5.81% |
$494 - $1.11K
|
1.22K
$96.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
65+ 0.11% |
$480 - $1.08K
|
58.9K
$4.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
65+ 0.02% |
$480 - $1.08K
|
280K
$22.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51+ 19.17% |
$376 - $847
|
317
$25K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
50+ 0.18% |
$369 - $830
|
27.2K
$2.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$369 - $830
|
50
$3.95K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
45+ 0.12% |
$332 - $747
|
36.5K
$2.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 88.89% |
$295 - $664
|
85
$6.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
40+ 1.22% |
$295 - $664
|
3.32K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
35+ 0.06% |
$258 - $581
|
59K
$4.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
27+ 22.13% |
$199 - $448
|
149
$11.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
24New |
$177 - $398
|
24
$1.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20+ 666.67% |
$148 - $332
|
23
$1.82K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 57.14% |
$148 - $332
|
55
$4.34K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 7.23% |
$125 - $282
|
252
$19.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$111 - $249
|
15
$1.18K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
14+ 0.13% |
$103 - $232
|
10.9K
$862K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
10New |
$73.8 - $166
|
10
$790
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.03% |
$73.8 - $166
|
977
$77.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
10+ 0.04% |
$73.8 - $166
|
24.9K
$1.97M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
6+ 0.02% |
$44.3 - $99.6
|
33.4K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 400.0% |
$29.5 - $66.4
|
5
$395
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
4New |
$29.5 - $66.4
|
4
$316
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.23% |
$29.5 - $66.4
|
1.74K
$138K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 1.84% |
$22.1 - $49.8
|
166
$13.1K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1+ 0.0% |
$7.38 - $16.6
|
54.3K
$4.29M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.25% |
$7.38 - $16.6
|
406
$32.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 0.66% |
$7.38 - $16.6
|
150
$11.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4- 0.09% |
$29.5 - $66.4
|
4.44K
$351K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-4- 4.0% |
$29.5 - $66.4
|
96
$7.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5- 0.42% |
$36.9 - $83
|
1.18K
$93.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.13% |
$148 - $332
|
15.8K
$1.25M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-20Closed |
$148 - $332
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-23- 1.46% |
$170 - $382
|
1.55K
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-25- 0.08% |
$185 - $415
|
30.4K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 2.04% |
$221 - $498
|
1.44K
$114K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-45- 2.54% |
$332 - $747
|
1.73K
$137K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-48- 0.37% |
$354 - $797
|
12.9K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-50- 50.0% |
$369 - $830
|
50
$3.95K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-56- 49.56% |
$413 - $930
|
57
$4.5K
|