Purchases and Sales Made in Q4 2021 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
360New |
$6.47K - $9.63K
|
360
$29.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
352New |
$6.32K - $9.42K
|
352
$29K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
345New |
$6.2K - $9.23K
|
345
$28.5K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
325New |
$5.84K - $8.69K
|
325
$26.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
307New |
$5.51K - $8.21K
|
307
$25.3K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
300New |
$5.39K - $8.03K
|
300
$24.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
272New |
$4.89K - $7.28K
|
272
$22.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
260+ 1.94% |
$4.67K - $6.96K
|
13.7K
$1.13M
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
260New |
$4.67K - $6.96K
|
260
$21.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
239+ 3.34% |
$4.29K - $6.39K
|
7.39K
$609K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
237New |
$4.26K - $6.34K
|
237
$19.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
212New |
$3.81K - $5.67K
|
212
$17.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
208+ 0.05% |
$3.74K - $5.56K
|
400K
$33M
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
204+ 0.09% |
$3.66K - $5.46K
|
225K
$18.5M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 5.61% |
$3.59K - $5.35K
|
3.76K
$310K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
200+ 47.62% |
$3.59K - $5.35K
|
620
$51.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
200+ 0.15% |
$3.59K - $5.35K
|
137K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
194+ 0.95% |
$3.48K - $5.19K
|
20.6K
$1.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
175+ 140.0% |
$3.14K - $4.68K
|
300
$24.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
170New |
$3.05K - $4.55K
|
170
$14K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
169+ 1.14% |
$3.04K - $4.52K
|
14.9K
$1.23M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
160New |
$2.87K - $4.28K
|
160
$13.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
150+ 4.69% |
$2.69K - $4.01K
|
3.35K
$276K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
130+ 0.26% |
$2.33K - $3.48K
|
51K
$4.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
124+ 0.97% |
$2.23K - $3.32K
|
12.9K
$1.06M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
100New |
$1.8K - $2.68K
|
100
$8.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
100New |
$1.8K - $2.68K
|
100
$8.25K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
100New |
$1.8K - $2.68K
|
100
$8.25K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
65+ 185.71% |
$1.17K - $1.74K
|
100
$8.25K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
65+ 27.66% |
$1.17K - $1.74K
|
300
$24.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
64+ 0.62% |
$1.15K - $1.71K
|
10.3K
$854K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
64New |
$1.15K - $1.71K
|
64
$5.28K
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
56+ 0.01% |
$1.01K - $1.5K
|
401K
$33.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
50+ 0.41% |
$898 - $1.34K
|
12.1K
$998K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50+ 3.76% |
$898 - $1.34K
|
1.38K
$114K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49New |
$880 - $1.31K
|
49
$4.04K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
45New |
$808 - $1.2K
|
45
$3.71K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40+ 2.0% |
$718 - $1.07K
|
2.04K
$168K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
40New |
$718 - $1.07K
|
40
$3.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 16.6% |
$700 - $1.04K
|
274
$22.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
37New |
$665 - $990
|
37
$3.05K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23New |
$413 - $615
|
23
$1.9K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22+ 25.88% |
$395 - $589
|
107
$8.83K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20New |
$359 - $535
|
20
$1.65K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 14.58% |
$251 - $375
|
110
$9.07K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
6+ 1.2% |
$108 - $161
|
506
$41.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
6+ 2.17% |
$108 - $161
|
282
$23.3K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
5+ 20.0% |
$89.8 - $134
|
30
$2.47K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$89.8 - $134
|
5
$412
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.09% |
$71.8 - $107
|
4.69K
$387K
|