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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.98KNew |
$147K - $286K
|
1.98K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.95KNew |
$144K - $281K
|
1.95K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.92KNew |
$142K - $277K
|
1.92K
$296K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.92KNew |
$142K - $277K
|
1.92K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.91KNew |
$141K - $276K
|
1.91K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.88KNew |
$139K - $271K
|
1.88K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.87KNew |
$138K - $270K
|
1.87K
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.86KNew |
$138K - $269K
|
1.86K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
1.85KNew |
$137K - $266K
|
1.85K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.83KNew |
$135K - $264K
|
1.83K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.82KNew |
$134K - $262K
|
1.82K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.82KNew |
$134K - $262K
|
1.82K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.81K+ 245.73% |
$134K - $261K
|
2.55K
$392K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.81KNew |
$134K - $261K
|
1.81K
$279K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.8KNew |
$133K - $260K
|
1.8K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.79K+ 4.32% |
$133K - $258K
|
43.3K
$6.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1.79KNew |
$132K - $258K
|
1.79K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.78KNew |
$132K - $257K
|
1.78K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.78KNew |
$132K - $257K
|
1.78K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.77KNew |
$131K - $255K
|
1.77K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.75KNew |
$130K - $253K
|
1.75K
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.75KNew |
$130K - $252K
|
1.75K
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.75KNew |
$130K - $252K
|
1.75K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.74KNew |
$129K - $251K
|
1.74K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.72KNew |
$127K - $248K
|
1.72K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.72KNew |
$127K - $248K
|
1.72K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.71KNew |
$126K - $246K
|
1.71K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.7KNew |
$126K - $245K
|
1.7K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.7KNew |
$125K - $245K
|
1.7K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$125K - $243K
|
1.69K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.68K+ 10.05% |
$124K - $242K
|
18.4K
$2.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1.66KNew |
$123K - $239K
|
1.66K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.65KNew |
$122K - $238K
|
1.65K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.65KNew |
$122K - $237K
|
1.65K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.64KNew |
$122K - $237K
|
1.64K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.64KNew |
$121K - $236K
|
1.64K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.61KNew |
$119K - $232K
|
1.61K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.6KNew |
$118K - $231K
|
1.6K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.59KNew |
$118K - $230K
|
1.59K
$245K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.57K+ 28.74% |
$116K - $227K
|
7.05K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.55KNew |
$114K - $223K
|
1.55K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.54K+ 14.12% |
$114K - $223K
|
12.5K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.54K+ 42.82% |
$114K - $222K
|
5.14K
$792K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.53KNew |
$113K - $221K
|
1.53K
$236K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.5K+ 16.05% |
$111K - $216K
|
10.8K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.48KNew |
$110K - $213K
|
1.48K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.47KNew |
$109K - $212K
|
1.47K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.47K+ 696.21% |
$109K - $212K
|
1.68K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.39K+ 47.69% |
$103K - $201K
|
4.31K
$663K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.35K+ 22.26% |
$99.9K - $195K
|
7.42K
$1.14M
|