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 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
50+ 18.52% |
$3.7K - $7.21K
|
320
$58.4K
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
50+ 0.6% |
$3.7K - $7.21K
|
8.4K
$1.53M
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
49+ 0.61% |
$3.63K - $7.07K
|
8.14K
$1.48M
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
49+ 1.78% |
$3.63K - $7.07K
|
2.81K
$512K
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
48+ 1.08% |
$3.55K - $6.92K
|
4.51K
$823K
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
47+ 0.94% |
$3.48K - $6.78K
|
5.05K
$920K
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
47+ 1.15% |
$3.48K - $6.78K
|
4.14K
$756K
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
47+ 0.83% |
$3.48K - $6.78K
|
5.68K
$1.04M
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
47+ 0.83% |
$3.48K - $6.78K
|
5.68K
$1.04M
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
46+ 0.04% |
$3.4K - $6.64K
|
105K
$19.2M
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
45+ 0.59% |
$3.33K - $6.49K
|
7.66K
$1.4M
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
45+ 1.3% |
$3.33K - $6.49K
|
3.52K
$641K
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
43+ 1.5% |
$3.18K - $6.2K
|
2.91K
$531K
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
42+ 8.03% |
$3.11K - $6.06K
|
565
$103K
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
42+ 3.81% |
$3.11K - $6.06K
|
1.14K
$209K
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
41+ 0.33% |
$3.03K - $5.91K
|
12.6K
$2.29M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
38+ 2.21% |
$2.81K - $5.48K
|
1.76K
$321K
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
38+ 0.35% |
$2.81K - $5.48K
|
10.8K
$1.98M
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
37+ 18.23% |
$2.74K - $5.34K
|
240
$43.8K
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
37+ 0.17% |
$2.74K - $5.34K
|
21.7K
$3.96M
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
36New |
$2.66K - $5.19K
|
36
$6.57K
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
36+ 11.43% |
$2.66K - $5.19K
|
351
$64K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
35+ 7.78% |
$2.59K - $5.05K
|
485
$88.5K
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
35New |
$2.59K - $5.05K
|
35
$6.38K
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
35+ 0.95% |
$2.59K - $5.05K
|
3.71K
$678K
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34+ 85.0% |
$2.52K - $4.9K
|
74
$13.5K
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
33+ 0.52% |
$2.44K - $4.76K
|
6.43K
$1.17M
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
32+ 1.06% |
$2.37K - $4.62K
|
3.05K
$556K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
31+ 0.25% |
$2.29K - $4.47K
|
12.2K
$2.23M
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 2.64% |
$2.29K - $4.47K
|
1.21K
$220K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
30+ 0.75% |
$2.22K - $4.33K
|
4.06K
$740K
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30+ 13.16% |
$2.22K - $4.33K
|
258
$47.1K
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
30+ 0.66% |
$2.22K - $4.33K
|
4.59K
$837K
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
30+ 12.66% |
$2.22K - $4.33K
|
267
$48.7K
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
30+ 1.24% |
$2.22K - $4.33K
|
2.45K
$447K
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
29+ 0.83% |
$2.15K - $4.18K
|
3.53K
$643K
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
28+ 0.89% |
$2.07K - $4.04K
|
3.17K
$578K
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
28+ 7.69% |
$2.07K - $4.04K
|
392
$71.5K
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
28+ 186.67% |
$2.07K - $4.04K
|
43
$7.84K
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
27+ 0.5% |
$2K - $3.89K
|
5.44K
$992K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
26+ 0.53% |
$1.92K - $3.75K
|
4.91K
$895K
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
25+ 1.04% |
$1.85K - $3.61K
|
2.42K
$442K
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
24+ 141.18% |
$1.78K - $3.46K
|
41
$7.48K
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
24+ 0.41% |
$1.78K - $3.46K
|
5.82K
$1.06M
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
23+ 0.52% |
$1.7K - $3.32K
|
4.41K
$804K
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23+ 3.13% |
$1.7K - $3.32K
|
758
$138K
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
22+ 0.08% |
$1.63K - $3.17K
|
29K
$5.3M
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
22New |
$1.63K - $3.17K
|
22
$4.01K
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
22+ 14.19% |
$1.63K - $3.17K
|
177
$32.3K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
22+ 29.73% |
$1.63K - $3.17K
|
96
$17.5K
|