Purchases and Sales Made in Q3 2023 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-75- 20.0% |
$1.05K - $1.5K
|
300
$21.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-75- 0.71% |
$1.05K - $1.5K
|
10.5K
$743K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-100- 0.3% |
$1.4K - $2K
|
32.8K
$2.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 6.25% |
$1.4K - $2K
|
1.5K
$106K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-123- 0.86% |
$1.72K - $2.46K
|
14.2K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-124- 0.03% |
$1.73K - $2.48K
|
415K
$29.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-139- 0.15% |
$1.94K - $2.78K
|
90.2K
$6.4M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-144- 30.25% |
$2.01K - $2.88K
|
332
$23.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-149- 1.46% |
$2.08K - $2.98K
|
10.1K
$716K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-150- 11.8% |
$2.09K - $3K
|
1.12K
$79.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-167- 0.51% |
$2.33K - $3.34K
|
32.3K
$2.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-189- 0.31% |
$2.64K - $3.78K
|
60.7K
$4.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-197- 0.59% |
$2.75K - $3.94K
|
33.4K
$2.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-199- 0.54% |
$2.78K - $3.98K
|
36.9K
$2.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-200- 9.07% |
$2.79K - $4K
|
2.01K
$142K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-200- 1.77% |
$2.79K - $4K
|
11.1K
$788K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-204- 1.29% |
$2.85K - $4.08K
|
15.6K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-250- 96.9% |
$3.49K - $5K
|
8
$568
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-261- 8.95% |
$3.64K - $5.22K
|
2.66K
$188K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-282- 1.45% |
$3.94K - $5.64K
|
19.1K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-324- 1.96% |
$4.52K - $6.48K
|
16.2K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-353- 2.68% |
$4.93K - $7.06K
|
12.8K
$910K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-392- 2.77% |
$5.47K - $7.84K
|
13.8K
$978K
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-400- 1.31% |
$5.58K - $8K
|
30K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-484- 33.52% |
$6.76K - $9.68K
|
960
$68.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 12.84% |
$6.98K - $10K
|
3.39K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-500- 2.33% |
$6.98K - $10K
|
21K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-525- 4.48% |
$7.33K - $10.5K
|
11.2K
$795K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-637- 0.04% |
$8.89K - $12.7K
|
1.54M
$109M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-650- 0.98% |
$9.07K - $13K
|
65.6K
$4.66M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-650- 4.36% |
$9.07K - $13K
|
14.3K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-650- 9.07% |
$9.07K - $13K
|
6.51K
$462K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-657- 4.0% |
$9.17K - $13.1K
|
15.8K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-660- 4.03% |
$9.21K - $13.2K
|
15.7K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-665- 0.49% |
$9.28K - $13.3K
|
134K
$9.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-673- 1.2% |
$9.4K - $13.5K
|
55.3K
$3.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-700- 3.55% |
$9.77K - $14K
|
19K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-700- 5.26% |
$9.77K - $14K
|
12.6K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-734- 47.45% |
$10.2K - $14.7K
|
813
$57.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-770- 7.95% |
$10.7K - $15.4K
|
8.91K
$632K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-795- 2.47% |
$11.1K - $15.9K
|
31.4K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-885- 2.85% |
$12.4K - $17.7K
|
30.2K
$2.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-900- 25.71% |
$12.6K - $18K
|
2.6K
$184K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-900- 6.21% |
$12.6K - $18K
|
13.6K
$965K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-967- 2.1% |
$13.5K - $19.3K
|
45K
$3.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-971- 3.28% |
$13.6K - $19.4K
|
28.7K
$2.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-981- 6.64% |
$13.7K - $19.6K
|
13.8K
$979K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-987- 0.73% |
$13.8K - $19.7K
|
134K
$9.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1K- 2.22% |
$14K - $20K
|
44K
$3.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1K- 13.59% |
$14K - $20K
|
6.36K
$451K
|