Purchases and Sales Made in Q2 2025 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.05K+ 14.29% |
$77.8K - $152K
|
8.41K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.05K+ 2.81% |
$77.7K - $151K
|
38.4K
$7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.05K+ 5.15% |
$77.5K - $151K
|
21.4K
$3.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.04K+ 2.88% |
$77K - $150K
|
37.2K
$6.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.04K+ 8.67% |
$76.6K - $149K
|
13K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.03K+ 12.88% |
$76.2K - $149K
|
9.03K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
1.03K+ 0.73% |
$76.2K - $149K
|
142K
$25.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
- |
1.02KNew |
$75.3K - $147K
|
1.02K
$186K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1K+ 15.24% |
$74.2K - $145K
|
7.58K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1K+ 24.63% |
$74K - $144K
|
5.06K
$923K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$74K - $144K
|
1K
$182K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
995+ 23.09% |
$73.6K - $144K
|
5.3K
$968K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
988+ 125.22% |
$73.1K - $143K
|
1.78K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
988+ 1.02% |
$73.1K - $143K
|
97.5K
$17.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
978New |
$72.4K - $141K
|
978
$178K
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
970+ 31.75% |
$71.8K - $140K
|
4.03K
$734K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
970+ 2.56% |
$71.8K - $140K
|
38.8K
$7.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
966+ 24.27% |
$71.5K - $139K
|
4.95K
$902K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
960+ 13.29% |
$71K - $138K
|
8.19K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
937+ 0.7% |
$69.3K - $135K
|
134K
$24.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
935+ 16.59% |
$69.2K - $135K
|
6.57K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
920+ 9.89% |
$68.1K - $133K
|
10.2K
$1.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
916+ 7.16% |
$67.8K - $132K
|
13.7K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
906+ 31.3% |
$67.1K - $131K
|
3.8K
$693K
|
|
|
Aug 07, 2025
Q2 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
900+ 2.78% |
$66.6K - $130K
|
33.2K
$6.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
891+ 25.14% |
$65.9K - $129K
|
4.44K
$809K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
891+ 9.31% |
$65.9K - $129K
|
10.5K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
887+ 5.44% |
$65.6K - $128K
|
17.2K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
885+ 13.89% |
$65.5K - $128K
|
7.26K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
879+ 24.25% |
$65.1K - $127K
|
4.5K
$821K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
874+ 43700.0% |
$64.7K - $126K
|
876
$160K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
867+ 8.99% |
$64.2K - $125K
|
10.5K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
866+ 17.88% |
$64.1K - $125K
|
5.71K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
866+ 32.28% |
$64.1K - $125K
|
3.55K
$647K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
862+ 27.3% |
$63.8K - $124K
|
4.02K
$733K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
861+ 24.9% |
$63.7K - $124K
|
4.32K
$788K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
850+ 34.12% |
$62.9K - $123K
|
3.34K
$609K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
850+ 34.0% |
$62.9K - $123K
|
3.35K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
849+ 5.9% |
$62.8K - $122K
|
15.2K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
839+ 9.22% |
$62.1K - $121K
|
9.93K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
837+ 78.74% |
$61.9K - $121K
|
1.9K
$347K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
833+ 66.85% |
$61.7K - $120K
|
2.08K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
831+ 114.46% |
$61.5K - $120K
|
1.56K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
828+ 3.62% |
$61.3K - $119K
|
23.7K
$4.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
817+ 0.83% |
$60.5K - $118K
|
99.7K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
806+ 22.76% |
$59.7K - $116K
|
4.35K
$793K
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
798+ 4.15% |
$59.1K - $115K
|
20K
$3.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
796+ 4.36% |
$58.9K - $115K
|
19.1K
$3.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
794+ 7.09% |
$58.8K - $115K
|
12K
$2.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
789+ 63.68% |
$58.4K - $114K
|
2.03K
$370K
|