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 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
40.8KNew |
$1.49M - $3.37M
|
40.8K
$4.34M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
985+ 1.93% |
$35.9K - $81.1K
|
51.9K
$5.52M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.43K+ 2.03% |
$52.2K - $118K
|
71.8K
$7.63M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.62K+ 2.38% |
$205K - $463K
|
242K
$25.7M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
500+ 22.47% |
$18.2K - $41.2K
|
2.73K
$290K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.87K+ 23.02% |
$141K - $319K
|
20.7K
$2.2M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
626+ 11.6% |
$22.8K - $51.6K
|
6.02K
$640K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.43KNew |
$307K - $694K
|
8.43K
$896K
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
13.4KNew |
$490K - $1.11M
|
13.4K
$1.43M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.5KNew |
$164K - $371K
|
4.5K
$478K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
166+ 73.45% |
$6.05K - $13.7K
|
392
$41.7K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-5.78K- 21.19% |
$211K - $476K
|
21.5K
$2.28M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-333- 0.33% |
$12.1K - $27.4K
|
101K
$10.7M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
316New |
$11.5K - $26K
|
316
$33.6K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-61.3K- 5.5% |
$2.23M - $5.05M
|
1.05M
$112M
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
3KNew |
$109K - $247K
|
3K
$319K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.05KNew |
$38.3K - $86.5K
|
1.05K
$112K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.9KNew |
$833K - $1.88M
|
22.9K
$2.43M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
19.2KNew |
$701K - $1.58M
|
19.2K
$2.04M
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
46KNew |
$1.68M - $3.79M
|
46K
$4.89M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
28.2K+ 80.93% |
$1.03M - $2.32M
|
63K
$6.69M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.8K+ 7.99% |
$979K - $2.21M
|
363K
$38.5M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
PUT |
60KNew |
$2.19M - $4.94M
|
60K
$6.38M
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
8.7K+ 30.53% |
$317K - $717K
|
37.2K
$3.95M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.61K+ 31.37% |
$168K - $379K
|
19.3K
$2.05M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
86.1K+ 55.51% |
$3.14M - $7.09M
|
241K
$25.6M
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.89KNew |
$105K - $238K
|
2.89K
$307K
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5.49K- 2.11% |
$200K - $453K
|
254K
$27M
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
28.4KNew |
$1.04M - $2.34M
|
28.4K
$3.02M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.13K+ 11.96% |
$41.3K - $93.3K
|
10.6K
$1.13M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
109K+ 67.27% |
$3.99M - $9.01M
|
272K
$28.9M
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.88KNew |
$105K - $238K
|
2.88K
$306K
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.33KNew |
$194K - $439K
|
5.33K
$567K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
200+ 9.2% |
$7.29K - $16.5K
|
2.38K
$252K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
49+ 544.44% |
$1.79K - $4.04K
|
58
$6.16K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
35K+ 4.52% |
$1.28M - $2.89M
|
811K
$86.2M
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-101K- 48.11% |
$3.68M - $8.32M
|
109K
$11.6M
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
14.1KNew |
$513K - $1.16M
|
14.1K
$1.5M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.89K+ 26.43% |
$68.7K - $155K
|
9.02K
$958K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.39KNew |
$123K - $279K
|
3.39K
$360K
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.33KNew |
$48.5K - $110K
|
1.33K
$141K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.94KNew |
$107K - $242K
|
2.94K
$313K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.31K+ 25.27% |
$340K - $767K
|
46.2K
$4.91M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.4K- 58.7% |
$853K - $1.93M
|
16.5K
$1.75M
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-13- 0.07% |
$474 - $1.07K
|
18.4K
$1.95M
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
49.8K+ 3.22% |
$1.82M - $4.1M
|
1.6M
$170M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.05K- 0.38% |
$148K - $334K
|
1.08M
$114M
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.9K- 1.94% |
$69.3K - $157K
|
96K
$10.2M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.59K+ 55.41% |
$131K - $295K
|
10.1K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
4.88KNew |
$178K - $402K
|
4.88K
$519K
|