Purchases and Sales Made in Q4 2024 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
200+ 64.31% |
$7.29K - $16.5K
|
511
$60.9K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
200+ 9.2% |
$7.29K - $16.5K
|
2.38K
$283K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
200New |
$7.29K - $16.5K
|
200
$23.8K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
196+ 1.38% |
$7.15K - $16.1K
|
14.4K
$1.72M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
195New |
$7.11K - $16.1K
|
195
$23.2K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
193+ 603.13% |
$7.04K - $15.9K
|
225
$26.8K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
192+ 2.29% |
$7K - $15.8K
|
8.58K
$1.02M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
190+ 0.58% |
$6.93K - $15.7K
|
33K
$3.94M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
179+ 2.15% |
$6.53K - $14.7K
|
8.51K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
176New |
$6.42K - $14.5K
|
176
$21K
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
174+ 3.04% |
$6.34K - $14.3K
|
5.9K
$703K
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
171+ 2.74% |
$6.23K - $14.1K
|
6.41K
$763K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
168New |
$6.13K - $13.8K
|
168
$20K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
168+ 0.79% |
$6.13K - $13.8K
|
21.5K
$2.56M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
167+ 2.37% |
$6.09K - $13.8K
|
7.2K
$858K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
166+ 73.45% |
$6.05K - $13.7K
|
392
$46.7K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
164+ 3.25% |
$5.98K - $13.5K
|
5.2K
$620K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
159+ 29.5% |
$5.8K - $13.1K
|
698
$83.2K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
151New |
$5.51K - $12.4K
|
151
$18K
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
150+ 2.71% |
$5.47K - $12.4K
|
5.69K
$678K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
142+ 1.17% |
$5.18K - $11.7K
|
12.3K
$1.47M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
139+ 2.18% |
$5.07K - $11.5K
|
6.52K
$777K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
132+ 32.27% |
$4.81K - $10.9K
|
541
$64.5K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
132+ 1.89% |
$4.81K - $10.9K
|
7.1K
$846K
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
130+ 1.81% |
$4.74K - $10.7K
|
7.33K
$873K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
127New |
$4.63K - $10.5K
|
127
$15.1K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
117New |
$4.27K - $9.64K
|
117
$13.9K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
116+ 14.85% |
$4.23K - $9.56K
|
897
$107K
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
114+ 4.68% |
$4.16K - $9.39K
|
2.55K
$304K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
114+ 29.31% |
$4.16K - $9.39K
|
503
$59.9K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
111New |
$4.05K - $9.14K
|
111
$13.2K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
111+ 0.38% |
$4.05K - $9.14K
|
29K
$3.46M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
106New |
$3.86K - $8.73K
|
106
$12.6K
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
100+ 0.18% |
$3.65K - $8.24K
|
57K
$6.79M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$11.9K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$11.9K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$11.9K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$11.9K
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$11.9K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$11.9K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$11.9K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$11.9K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$11.9K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
98+ 3.81% |
$3.57K - $8.07K
|
2.67K
$318K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
93+ 33.82% |
$3.39K - $7.66K
|
368
$43.9K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
93+ 11.61% |
$3.39K - $7.66K
|
894
$107K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
92+ 0.46% |
$3.35K - $7.58K
|
20.1K
$2.39M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
92New |
$3.35K - $7.58K
|
92
$11K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
88+ 1.33% |
$3.21K - $7.25K
|
6.71K
$799K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 73.73% |
$3.17K - $7.17K
|
205
$24.4K
|