Latest Institutional Transactions on Palantir Technologies Inc. (PLTR)
This table provides information on the latest institutional transactions involving Palantir Technologies Inc. (PLTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-300- 0.31% |
$51.6K - $62.2K
|
97.8K
$17M
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-235- 12.21% |
$40.5K - $48.7K
|
1.69K
$294K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 2.04% |
$172 - $207
|
50
$8.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
100+ 11.11% |
$17.2K - $20.7K
|
1K
$174K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-712K- 8.72% |
$123M - $148M
|
7.46M
$1.3B
|
|
|
Jan 23, 2026
Q4 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-25.2K- 10.81% |
$4.34M - $5.22M
|
208K
$36.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-225- 10.98% |
$38.7K - $46.6K
|
1.83K
$318K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
590+ 4.73% |
$102K - $122K
|
13.1K
$2.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-30- 2.5% |
$5.16K - $6.22K
|
1.17K
$204K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.12K+ 13.76% |
$1.4M - $1.68M
|
67.1K
$11.7M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-68.8K- 21.22% |
$11.8M - $14.2M
|
255K
$44.4M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
PUT |
-10K- 27.78% |
$1.72M - $2.07M
|
26K
$4.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.16K+ 15.65% |
$200K - $240K
|
8.57K
$1.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
111+ 5.21% |
$19.1K - $23K
|
2.24K
$390K
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-5.55K- 5.72% |
$955K - $1.15M
|
91.5K
$15.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
169+ 3.67% |
$29.1K - $35K
|
4.77K
$830K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-8.38K- 3.44% |
$1.44M - $1.74M
|
235K
$40.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
847+ 4.77% |
$146K - $175K
|
18.6K
$3.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.26K- 11.63% |
$216K - $260K
|
9.55K
$1.66M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-224- 29.59% |
$38.6K - $46.4K
|
533
$92.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
54+ 4.92% |
$9.3K - $11.2K
|
1.15K
$200K
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
85+ 3.35% |
$14.6K - $17.6K
|
2.62K
$456K
|
|
|
Jan 23, 2026
Q4 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
15+ 0.29% |
$2.58K - $3.11K
|
5.11K
$888K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
185+ 0.32% |
$31.8K - $38.3K
|
58.8K
$10.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.5% |
$1.03K - $1.24K
|
1.2K
$210K
|
|
|
Jan 23, 2026
Q4 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-168- 10.11% |
$28.9K - $34.8K
|
1.49K
$260K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.36K+ 11.91% |
$234K - $282K
|
12.8K
$2.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-242- 2.92% |
$41.7K - $50.1K
|
8.04K
$1.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.94K+ 24.85% |
$334K - $402K
|
9.74K
$1.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-937- 9.89% |
$161K - $194K
|
8.54K
$1.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.01% |
$689 - $829
|
55.7K
$9.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
44+ 4.21% |
$7.57K - $9.12K
|
1.09K
$189K
|
|
|
Jan 23, 2026
Q4 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-586- 11.2% |
$101K - $121K
|
4.64K
$808K
|
|
|
Jan 23, 2026
Q4 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
20+ 0.85% |
$3.44K - $4.14K
|
2.37K
$412K
|
|
|
Jan 23, 2026
Q4 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-573- 0.36% |
$98.6K - $119K
|
157K
$27.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-50- 2.31% |
$8.61K - $10.4K
|
2.12K
$368K
|
|
|
Jan 23, 2026
Q4 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-55- 2.29% |
$9.47K - $11.4K
|
2.35K
$409K
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
1.7KNew |
$293K - $352K
|
1.7K
$296K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
60+ 0.57% |
$10.3K - $12.4K
|
10.6K
$1.85M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
375+ 36.91% |
$64.6K - $77.7K
|
1.39K
$242K
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-80- 3.89% |
$13.8K - $16.6K
|
1.98K
$344K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-309- 16.48% |
$53.2K - $64K
|
1.57K
$272K
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
7.48KNew |
$1.29M - $1.55M
|
7.48K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
1.13KNew |
$194K - $233K
|
1.13K
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
169+ 3.02% |
$29.1K - $35K
|
5.77K
$1M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
100+ 2.54% |
$17.2K - $20.7K
|
4.04K
$703K
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.15K- 56.22% |
$714K - $859K
|
3.23K
$562K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
265K+ 242.43% |
$45.6M - $54.8M
|
374K
$65.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.44K+ 100.77% |
$249K - $299K
|
2.88K
$501K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-69- 1.97% |
$11.9K - $14.3K
|
3.43K
$596K
|
|