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 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.99K+ 15.81% |
$109K - $246K
|
21.9K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.2K+ 145.22% |
$773K - $1.75M
|
35.8K
$3.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.17K+ 106.55% |
$42.7K - $96.5K
|
2.27K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11.1K- 0.27% |
$404K - $913K
|
4.02M
$428M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.59K+ 49.81% |
$167K - $378K
|
13.8K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-643- 6.77% |
$23.4K - $53K
|
8.85K
$941K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.65KNew |
$96.8K - $219K
|
2.65K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
104KNew |
$3.79M - $8.56M
|
104K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-16K- 3.0% |
$584K - $1.32M
|
518K
$55M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
190+ 0.58% |
$6.93K - $15.7K
|
33K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 0.85% |
$1.09K - $2.47K
|
3.58K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-314- 17.12% |
$11.4K - $25.9K
|
1.52K
$162K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-20- 0.31% |
$729 - $1.65K
|
6.47K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
6.55KNew |
$239K - $540K
|
6.55K
$696K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-50- 1.25% |
$1.82K - $4.12K
|
3.96K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.96K+ 20.03% |
$144K - $326K
|
23.7K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.01K- 18.66% |
$36.8K - $83.2K
|
4.4K
$468K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
500New |
$18.2K - $41.2K
|
500
$53.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.92KNew |
$143K - $323K
|
3.92K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
832+ 13.55% |
$30.3K - $68.5K
|
6.97K
$741K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.88KNew |
$141K - $320K
|
3.88K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
353New |
$12.9K - $29.1K
|
353
$37.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
100New |
$3.65K - $8.24K
|
100
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
285+ 1.97% |
$10.4K - $23.5K
|
14.8K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.81K- 31.67% |
$66.1K - $149K
|
3.91K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.67K+ 31.04% |
$61K - $138K
|
7.06K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
408+ 2.48% |
$14.9K - $33.6K
|
16.8K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.73KNew |
$99.6K - $225K
|
2.73K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9.99K+ 40.64% |
$364K - $823K
|
34.6K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-183K- 98.26% |
$6.66M - $15.1M
|
3.24K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.18K- 2.09% |
$43.2K - $97.5K
|
55.4K
$5.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.39K- 8.97% |
$50.6K - $114K
|
14.1K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
337+ 5.04% |
$12.3K - $27.8K
|
7.03K
$747K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.28KNew |
$265K - $599K
|
7.28K
$773K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6.6K- 27.22% |
$241K - $544K
|
17.6K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
4.69K+ 1868.92% |
$171K - $386K
|
4.94K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
67.4K+ 262.26% |
$2.46M - $5.55M
|
93.1K
$9.89M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.02K+ 1.72% |
$37K - $83.7K
|
60.1K
$6.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
713+ 11.78% |
$26K - $58.7K
|
6.77K
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-43- 43.0% |
$1.57K - $3.54K
|
57
$6.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
614+ 4.83% |
$22.4K - $50.6K
|
13.3K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
413New |
$15.1K - $34K
|
413
$43.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 73.73% |
$3.17K - $7.17K
|
205
$21.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.82K+ 22.98% |
$66.5K - $150K
|
9.76K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-241- 1.23% |
$8.79K - $19.9K
|
19.3K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.23KNew |
$118K - $266K
|
3.23K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-60.5K- 33.72% |
$2.21M - $4.99M
|
119K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.77KNew |
$138K - $311K
|
3.77K
$401K
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-172K- 65.1% |
$6.26M - $14.1M
|
92K
$9.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3.17KNew |
$116K - $261K
|
3.17K
$337K
|