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 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
509+ 11.76% |
$37.7K - $73.4K
|
4.84K
$745K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
501+ 15.47% |
$37.1K - $72.3K
|
3.74K
$576K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
497+ 2.85% |
$36.8K - $71.7K
|
17.9K
$2.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
496+ 3.55% |
$36.7K - $71.5K
|
14.5K
$2.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
496+ 155.97% |
$36.7K - $71.5K
|
814
$125K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
472+ 5.03% |
$34.9K - $68.1K
|
9.85K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
470+ 29.25% |
$34.8K - $67.8K
|
2.08K
$320K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
467+ 19.58% |
$34.6K - $67.4K
|
2.85K
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
437+ 14.1% |
$32.3K - $63K
|
3.54K
$545K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
422+ 9.24% |
$31.2K - $60.9K
|
4.99K
$768K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
413+ 13.33% |
$30.6K - $59.6K
|
3.51K
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
409+ 20.38% |
$30.3K - $59K
|
2.42K
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
400+ 4.41% |
$29.6K - $57.7K
|
9.47K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
393+ 14.09% |
$29.1K - $56.7K
|
3.18K
$490K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
378+ 64.29% |
$28K - $54.5K
|
966
$149K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
376+ 9.57% |
$27.8K - $54.2K
|
4.31K
$663K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
323+ 8.39% |
$23.9K - $46.6K
|
4.17K
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
309+ 9.45% |
$22.9K - $44.6K
|
3.58K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
295+ 9.84% |
$21.8K - $42.6K
|
3.29K
$507K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
282+ 4.65% |
$20.9K - $40.7K
|
6.35K
$977K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
276+ 2.27% |
$20.4K - $39.8K
|
12.4K
$1.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
270+ 0.64% |
$20K - $38.9K
|
42.5K
$6.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
270+ 1.19% |
$20K - $38.9K
|
22.9K
$3.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
260+ 1.19% |
$19.2K - $37.5K
|
22.1K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
232+ 123.4% |
$17.2K - $33.5K
|
420
$64.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
230New |
$17K - $33.2K
|
230
$35.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
211+ 5.77% |
$15.6K - $30.4K
|
3.87K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
210+ 2.78% |
$15.5K - $30.3K
|
7.75K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
208+ 2.68% |
$15.4K - $30K
|
7.96K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
208+ 2.3% |
$15.4K - $30K
|
9.25K
$1.42M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
202+ 3.37% |
$15K - $29.1K
|
6.19K
$953K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
200+ 3.91% |
$14.8K - $28.9K
|
5.32K
$818K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
193+ 5.51% |
$14.3K - $27.8K
|
3.69K
$569K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
185+ 185.0% |
$13.7K - $26.7K
|
285
$43.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
183New |
$13.5K - $26.4K
|
183
$28.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
176+ 2.31% |
$13K - $25.4K
|
7.81K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
175+ 5.55% |
$13K - $25.2K
|
3.33K
$512K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
160+ 22.07% |
$11.8K - $23.1K
|
885
$136K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
159+ 2.92% |
$11.8K - $22.9K
|
5.6K
$863K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
151+ 3.97% |
$11.2K - $21.8K
|
3.96K
$609K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 10.89% |
$11.1K - $21.6K
|
1.53K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
149+ 0.24% |
$11K - $21.5K
|
62K
$9.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
148+ 3.63% |
$11K - $21.3K
|
4.23K
$651K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
130+ 1.91% |
$9.62K - $18.8K
|
6.92K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
130+ 3.71% |
$9.62K - $18.8K
|
3.64K
$560K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
122+ 13.09% |
$9.03K - $17.6K
|
1.05K
$162K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
113+ 1.1% |
$8.36K - $16.3K
|
10.4K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
110+ 1.1% |
$8.14K - $15.9K
|
10.1K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
100+ 40.0% |
$7.4K - $14.4K
|
350
$53.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
100+ 48.08% |
$7.4K - $14.4K
|
308
$47.4K
|