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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-22.9K- 9.25% |
$833K - $1.88M
|
224K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
58.8K+ 24.96% |
$2.15M - $4.85M
|
295K
$33M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-259- 0.28% |
$9.44K - $21.3K
|
91.1K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
142+ 1.17% |
$5.18K - $11.7K
|
12.3K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.84KNew |
$140K - $316K
|
3.84K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 78.73% |
$367K - $830K
|
22.9K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
49.5KNew |
$1.81M - $4.08M
|
49.5K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
31New |
$1.13K - $2.55K
|
31
$3.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 10.0% |
$7.29K - $16.5K
|
1.8K
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
31.3K+ 18.38% |
$1.14M - $2.58M
|
201K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-7K- 50.0% |
$255K - $577K
|
7K
$784K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
3.25K+ 13.89% |
$118K - $268K
|
26.6K
$2.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-22.8K- 69.35% |
$830K - $1.88M
|
10.1K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.62KNew |
$168K - $381K
|
4.62K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.01KNew |
$110K - $248K
|
3.01K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5.92KNew |
$216K - $487K
|
5.92K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
16.2K+ 133.34% |
$589K - $1.33M
|
28.3K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.75KNew |
$137K - $309K
|
3.75K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.27K+ 13.72% |
$46.3K - $105K
|
10.5K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.02K+ 14.57% |
$37.1K - $83.8K
|
8K
$896K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-11.6K- 41.7% |
$422K - $952K
|
16.2K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.62K- 7.11% |
$58.9K - $133K
|
21.1K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.25K- 10.04% |
$82K - $185K
|
20.2K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.83KNew |
$285K - $645K
|
7.83K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65.3K+ 47.6% |
$2.38M - $5.38M
|
202K
$22.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.98KNew |
$109K - $246K
|
2.98K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
656K+ 5.29% |
$23.9M - $54M
|
13M
$1.46B
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.43K+ 58.06% |
$162K - $365K
|
12.1K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-85.1K- 8.02% |
$3.1M - $7.01M
|
976K
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.17KNew |
$116K - $261K
|
3.17K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.8K- 17.48% |
$65.6K - $148K
|
8.5K
$952K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.19K+ 7.44% |
$43.4K - $97.9K
|
17.2K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
130+ 1.81% |
$4.74K - $10.7K
|
7.33K
$821K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.85K+ 8.4% |
$104K - $235K
|
36.8K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.03KNew |
$111K - $250K
|
3.03K
$340K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.02M+ 149.79% |
$37.3M - $84.2M
|
1.71M
$191M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-22K- 88.18% |
$804K - $1.82M
|
2.96K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-9.39K- 23.77% |
$342K - $774K
|
30.1K
$3.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
210New |
$7.66K - $17.3K
|
210
$23.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-40.1K- 31.41% |
$1.46M - $3.3M
|
87.5K
$9.8M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-16- 10.67% |
$583 - $1.32K
|
134
$15K
|
|
|
Feb 06, 2025
Q4 2024
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-22.5K- 25.0% |
$820K - $1.85M
|
67.5K
$7.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
377+ 46.31% |
$13.7K - $31.1K
|
1.19K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.79KNew |
$102K - $230K
|
2.79K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.94K+ 16.25% |
$326K - $736K
|
64K
$7.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8- 1.33% |
$292 - $659
|
592
$66.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2.7KNew |
$98.3K - $222K
|
2.7K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
8.26K+ 1.42% |
$301K - $680K
|
589K
$66M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-20.1K- 52.44% |
$734K - $1.66M
|
18.3K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.55K+ 49.67% |
$202K - $457K
|
16.7K
$1.87M
|