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 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.32K+ 30.35% |
$97.5K - $190K
|
5.66K
$871K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.32K+ 6.4% |
$97.3K - $190K
|
21.9K
$3.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.29K+ 371.97% |
$95.3K - $186K
|
1.63K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.27K+ 37.68% |
$93.7K - $183K
|
4.63K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.26K+ 5.87% |
$93.1K - $181K
|
22.7K
$3.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.25K+ 3.24% |
$92.8K - $181K
|
40K
$6.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.25K+ 6.41% |
$92.5K - $180K
|
20.8K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.15K+ 7.04% |
$85.1K - $166K
|
17.5K
$2.69M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.11K+ 38.94% |
$82.2K - $160K
|
3.96K
$610K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.11K+ 8.76% |
$82.2K - $160K
|
13.8K
$2.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 13.13% |
$82K - $160K
|
9.55K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.09K+ 12.89% |
$80.6K - $157K
|
9.54K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.07K+ 16.5% |
$79.3K - $154K
|
7.56K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.04K+ 2.88% |
$77K - $150K
|
37.2K
$5.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.04K+ 8.67% |
$76.6K - $149K
|
13K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1K+ 15.24% |
$74.2K - $145K
|
7.58K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1K+ 24.63% |
$74K - $144K
|
5.06K
$779K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
995+ 23.09% |
$73.6K - $144K
|
5.3K
$817K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
935+ 16.59% |
$69.2K - $135K
|
6.57K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
891+ 25.14% |
$65.9K - $129K
|
4.44K
$683K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
891+ 9.31% |
$65.9K - $129K
|
10.5K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
850+ 34.0% |
$62.9K - $123K
|
3.35K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
850+ 34.12% |
$62.9K - $123K
|
3.34K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
849+ 5.9% |
$62.8K - $122K
|
15.2K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
789+ 63.68% |
$58.4K - $114K
|
2.03K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
765+ 2.84% |
$56.6K - $110K
|
27.7K
$4.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
738+ 6.77% |
$54.6K - $106K
|
11.6K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
734+ 13.34% |
$54.3K - $106K
|
6.24K
$960K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
725+ 10.38% |
$53.7K - $105K
|
7.71K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
718+ 3.28% |
$53.1K - $104K
|
22.6K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
711+ 27.21% |
$52.6K - $103K
|
3.32K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
704+ 38.22% |
$52.1K - $102K
|
2.55K
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
699+ 17.34% |
$51.7K - $101K
|
4.73K
$728K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
698+ 15.44% |
$51.7K - $101K
|
5.22K
$804K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
685+ 0.92% |
$50.7K - $98.8K
|
75.2K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
680+ 45.45% |
$50.3K - $98.1K
|
2.18K
$335K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
680+ 11.79% |
$50.3K - $98.1K
|
6.45K
$993K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
667+ 4.07% |
$49.4K - $96.2K
|
17.1K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
624+ 3.0% |
$46.2K - $90K
|
21.4K
$3.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
600+ 23.73% |
$44.4K - $86.6K
|
3.13K
$482K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
592+ 8.1% |
$43.8K - $85.4K
|
7.9K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
576+ 25.63% |
$42.6K - $83.1K
|
2.82K
$435K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
568+ 0.87% |
$42K - $81.9K
|
65.9K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
560New |
$41.4K - $80.8K
|
560
$86.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
558+ 10.25% |
$41.3K - $80.5K
|
6K
$924K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
556New |
$41.1K - $80.2K
|
556
$85.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
550+ 22.56% |
$40.7K - $79.3K
|
2.99K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
540New |
$40K - $77.9K
|
540
$83.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
534+ 18.62% |
$39.5K - $77K
|
3.4K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
510New |
$37.7K - $73.6K
|
510
$78.5K
|