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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
320+ 4.32% |
$41.8K - $59.8K
|
7.73K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
199+ 12.19% |
$26K - $37.2K
|
1.83K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-524- 11.61% |
$68.5K - $98K
|
3.99K
$694K
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
14.6KNew |
$1.91M - $2.73M
|
14.6K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.3KNew |
$169K - $243K
|
1.3K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.86K+ 8.72% |
$1.03M - $1.47M
|
98K
$17.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-8- 0.09% |
$1.05K - $1.5K
|
9.02K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.64KNew |
$606K - $868K
|
4.64K
$808K
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-754- 1.82% |
$98.5K - $141K
|
40.7K
$7.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.26K+ 38.26% |
$425K - $609K
|
11.8K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-11.6K- 31.68% |
$1.52M - $2.17M
|
25K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-156- 9.29% |
$20.4K - $29.2K
|
1.52K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-16K- 71.43% |
$2.09M - $2.99M
|
6.4K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
826K+ 9.39% |
$108M - $154M
|
9.62M
$1.67B
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
795+ 9.71% |
$104K - $149K
|
8.98K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
4.63KNew |
$606K - $866K
|
4.63K
$806K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.63KNew |
$214K - $306K
|
1.63K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
120New |
$15.7K - $22.4K
|
120
$20.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.2K+ 63.87% |
$418K - $598K
|
8.21K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.5K- 24.79% |
$196K - $280K
|
4.55K
$792K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
1.23K+ 86.19% |
$161K - $230K
|
2.66K
$462K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-8.89K- 85.04% |
$1.16M - $1.66M
|
1.56K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
366+ 22.95% |
$47.8K - $68.4K
|
1.96K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.04M- 29.56% |
$136M - $195M
|
2.48M
$432M
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
805+ 1.31% |
$105K - $151K
|
62.1K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-934- 30.06% |
$122K - $175K
|
2.17K
$378K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
92+ 0.73% |
$12K - $17.2K
|
12.7K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
209+ 10.81% |
$27.3K - $39.1K
|
2.14K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.75K+ 11.0% |
$490K - $701K
|
37.9K
$6.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.35KNew |
$307K - $440K
|
2.35K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
709+ 10.63% |
$92.7K - $133K
|
7.38K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-37.8K- 22.95% |
$4.94M - $7.07M
|
127K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-157- 0.37% |
$20.5K - $29.4K
|
42.3K
$7.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
234+ 4.66% |
$30.6K - $43.8K
|
5.26K
$915K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
162+ 50.63% |
$21.2K - $30.3K
|
482
$83.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.25KNew |
$164K - $234K
|
1.25K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.74K+ 14.58% |
$750K - $1.07M
|
45.1K
$7.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.4K- 7.2% |
$444K - $636K
|
43.8K
$7.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6+ 0.25% |
$784 - $1.12K
|
2.41K
$420K
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4.86K+ 103.69% |
$635K - $908K
|
9.55K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.55KNew |
$203K - $291K
|
1.55K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1K- 27.69% |
$131K - $187K
|
2.61K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.43K- 7.09% |
$578K - $827K
|
58K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.22KNew |
$682K - $976K
|
5.22K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-472- 8.12% |
$61.7K - $88.2K
|
5.34K
$930K
|
|
|
Nov 12, 2025
Q3 2025
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-703- 2.11% |
$91.9K - $131K
|
32.5K
$5.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
94+ 2.43% |
$12.3K - $17.6K
|
3.96K
$689K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
764+ 11.01% |
$99.8K - $143K
|
7.7K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
5.22KNew |
$682K - $976K
|
5.22K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-434- 2.96% |
$56.7K - $81.1K
|
14.2K
$2.47M
|
|