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 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.35K- 30.49% |
$177K - $253K
|
3.08K
$536K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-120K- 56.68% |
$15.7M - $22.4M
|
91.6K
$15.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.69K+ 5.57% |
$482K - $690K
|
70K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Westerkirk Capital Inc.
Victoria, |
SELL
|
- |
-3.7K- 50.0% |
$484K - $692K
|
3.7K
$644K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-358- 6.01% |
$46.8K - $66.9K
|
5.6K
$974K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-45- 1.48% |
$5.88K - $8.41K
|
3K
$522K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.97KNew |
$257K - $368K
|
1.97K
$343K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
408+ 21.82% |
$53.3K - $76.3K
|
2.28K
$396K
|
|
|
Nov 10, 2025
Q3 2025
|
X Square Capital, LLC
|
BUY
|
- |
2.01KNew |
$263K - $376K
|
2.01K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
199K+ 226.65% |
$26M - $37.2M
|
287K
$49.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-36- 1.75% |
$4.7K - $6.73K
|
2.02K
$352K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
66+ 2.05% |
$8.62K - $12.3K
|
3.29K
$573K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
38.2KNew |
$4.99M - $7.15M
|
38.2K
$6.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
CALL |
57.6KNew |
$7.53M - $10.8M
|
57.6K
$10M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.37K+ 2.51% |
$310K - $443K
|
96.9K
$16.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.48K+ 10.42% |
$324K - $463K
|
26.3K
$4.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
33New |
$4.31K - $6.17K
|
33
$5.74K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-30.2K- 18.95% |
$3.94M - $5.64M
|
129K
$22.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21+ 2.46% |
$2.74K - $3.93K
|
873
$152K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 7.15% |
$1.68M - $2.41M
|
167K
$29.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.46K- 14.72% |
$321K - $459K
|
14.2K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
137+ 1.82% |
$17.9K - $25.6K
|
7.66K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
392+ 10.02% |
$51.2K - $73.3K
|
4.3K
$749K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.19K+ 51.53% |
$548K - $783K
|
12.3K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
714+ 49.97% |
$93.3K - $133K
|
2.14K
$373K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.12K+ 13.17% |
$146K - $208K
|
9.58K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
15.9K+ 43.62% |
$2.08M - $2.98M
|
52.5K
$9.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
PUT |
500+ 50.0% |
$65.3K - $93.5K
|
1.5K
$261K
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
26.6K+ 44.87% |
$3.47M - $4.97M
|
85.8K
$14.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
BUY
|
CALL |
200+ 100.0% |
$26.1K - $37.4K
|
400
$69.6K
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
43New |
$5.62K - $8.04K
|
43
$7.48K
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
2.6KNew |
$340K - $486K
|
2.6K
$452K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-5.13K- 14.44% |
$670K - $959K
|
30.4K
$5.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.82KNew |
$499K - $715K
|
3.82K
$665K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.32KNew |
$173K - $247K
|
1.32K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
3.63KNew |
$474K - $679K
|
3.63K
$632K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.56K+ 16.48% |
$203K - $291K
|
11K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.48% |
$2.61K - $3.74K
|
4.19K
$729K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-16.1K- 50.31% |
$2.1M - $3M
|
15.9K
$2.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-8.8K- 20.47% |
$1.15M - $1.65M
|
34.2K
$5.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
448+ 4.44% |
$58.5K - $83.8K
|
10.5K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.17KNew |
$153K - $218K
|
1.17K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.19K+ 43.67% |
$155K - $222K
|
3.91K
$680K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.17KNew |
$153K - $219K
|
1.17K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-3.44K- 26.28% |
$449K - $643K
|
9.65K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.64K+ 1.99% |
$214K - $306K
|
83.9K
$14.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 5.65% |
$1.31K - $1.87K
|
167
$29.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
548+ 30.73% |
$71.6K - $102K
|
2.33K
$406K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
727+ 30.86% |
$95K - $136K
|
3.08K
$536K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
767+ 1.4% |
$100K - $143K
|
55.6K
$9.67M
|
|