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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 53.64% |
$10.9K - $24.5K
|
1.28K
$101K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.5K- 20.53% |
$11.1K - $24.9K
|
5.81K
$458K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.5K- 54.55% |
$11.1K - $24.9K
|
1.25K
$98.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.5K- 52.01% |
$11.1K - $24.9K
|
1.38K
$109K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.5K- 20.53% |
$11.1K - $24.9K
|
5.81K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.53K- 1.97% |
$11.3K - $25.3K
|
75.8K
$5.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.8K- 1.06% |
$13.3K - $29.9K
|
167K
$13.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.89K- 5.69% |
$14K - $31.4K
|
31.4K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.93K- 7.21% |
$14.2K - $32K
|
24.8K
$1.96M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.97K- 3.89% |
$14.5K - $32.7K
|
48.6K
$3.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-2K- 2.59% |
$14.8K - $33.2K
|
75.3K
$5.95M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2KClosed |
$14.8K - $33.2K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2K- 11.89% |
$14.8K - $33.2K
|
14.8K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2K- 2.8% |
$14.8K - $33.2K
|
69.4K
$5.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.07K- 0.45% |
$15.3K - $34.3K
|
461K
$36.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.08K- 11.21% |
$15.3K - $34.4K
|
16.4K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.17K- 12.35% |
$16K - $36K
|
15.4K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.3K- 1.12% |
$17K - $38.2K
|
203K
$16.1M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.31K- 65.78% |
$17K - $38.3K
|
1.2K
$94.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.32K- 15.65% |
$17.1K - $38.4K
|
12.5K
$986K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.48K- 1.7% |
$18.3K - $41.1K
|
143K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-2.5K- 1.11% |
$18.5K - $41.5K
|
223K
$17.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.58K- 11.32% |
$19K - $42.8K
|
20.2K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-2.65K- 0.54% |
$19.5K - $43.9K
|
484K
$38.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.73K- 99.89% |
$20.1K - $45.2K
|
3
$237
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-2.77K- 18.95% |
$20.4K - $45.9K
|
11.8K
$934K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.82K- 14.96% |
$20.8K - $46.8K
|
16K
$1.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.84K- 4.83% |
$21K - $47.1K
|
55.9K
$4.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.94K- 5.39% |
$21.7K - $48.7K
|
51.6K
$4.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.94K- 13.88% |
$21.7K - $48.8K
|
18.2K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3K- 19.36% |
$22.1K - $49.8K
|
12.5K
$987K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.06K- 2.17% |
$22.6K - $50.7K
|
138K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3.15K- 66.32% |
$23.2K - $52.3K
|
1.6K
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.21K- 10.02% |
$23.7K - $53.3K
|
28.8K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.29K- 4.06% |
$24.2K - $54.5K
|
77.7K
$6.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.43K- 5.88% |
$25.3K - $56.9K
|
54.9K
$4.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-3.6K- 6.54% |
$26.6K - $59.8K
|
51.5K
$4.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.03K- 33.63% |
$29.7K - $66.9K
|
7.95K
$628K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.05K- 27.93% |
$29.9K - $67.3K
|
10.5K
$826K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-4.06K- 29.53% |
$29.9K - $67.4K
|
9.68K
$765K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.27K- 23.16% |
$31.5K - $70.9K
|
14.2K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-4.32K- 20.18% |
$31.8K - $71.6K
|
17.1K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.73K- 26.41% |
$34.9K - $78.6K
|
13.2K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-4.94K- 5.82% |
$36.5K - $82.1K
|
80K
$6.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5K- 20.81% |
$36.9K - $83K
|
19K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-5K- 33.33% |
$36.9K - $83K
|
10K
$790K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-5.09K- 18.95% |
$37.5K - $84.4K
|
21.7K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.14K- 13.07% |
$37.9K - $85.3K
|
34.2K
$2.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.14K- 18.01% |
$37.9K - $85.3K
|
23.4K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-5.21K- 0.27% |
$38.4K - $86.5K
|
1.94M
$153M
|