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 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10.4KNew |
$1.36M - $1.95M
|
10.4K
$1.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-225- 19.67% |
$29.4K - $42.1K
|
919
$160K
|
|
|
Nov 06, 2025
Q3 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2.76KNew |
$361K - $517K
|
2.76K
$481K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.47K+ 2.03% |
$715K - $1.02M
|
274K
$47.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.07K+ 1.48% |
$1.05M - $1.51M
|
553K
$96.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.13K- 1.28% |
$147K - $211K
|
86.8K
$15.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.7K+ 44.23% |
$614K - $879K
|
15.3K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.71KNew |
$354K - $506K
|
2.71K
$471K
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
185+ 1.74% |
$24.2K - $34.6K
|
10.8K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.49K- 7.61% |
$194K - $278K
|
18.1K
$3.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
86+ 4.07% |
$11.2K - $16.1K
|
2.2K
$383K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$176K - $251K
|
1.35K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.7K+ 5.64% |
$614K - $878K
|
88K
$15.3M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
1.54K+ 7.48% |
$201K - $287K
|
22.1K
$3.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.02K+ 39.93% |
$525K - $751K
|
14.1K
$2.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
694+ 26.57% |
$90.7K - $130K
|
3.31K
$575K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
57.5K+ 42.12% |
$7.52M - $10.8M
|
194K
$33.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.87K+ 7.28% |
$244K - $350K
|
27.6K
$4.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-133- 11.29% |
$17.4K - $24.9K
|
1.05K
$182K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-239- 2.99% |
$31.2K - $44.7K
|
7.75K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
10.1K+ 27.83% |
$1.32M - $1.89M
|
46.3K
$8.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
363+ 10.99% |
$47.4K - $67.9K
|
3.67K
$638K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
177+ 7.54% |
$23.1K - $33.1K
|
2.52K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-4.09K- 26.07% |
$535K - $765K
|
11.6K
$2.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
376K+ 626.83% |
$49.1M - $70.3M
|
436K
$75.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.32K+ 1.22% |
$303K - $434K
|
192K
$33.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
BUY
|
- |
293K+ 36.44% |
$38.3M - $54.7M
|
1.1M
$191M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
15.4K+ 10.59% |
$2.02M - $2.89M
|
161K
$28.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.45K+ 0.47% |
$189K - $271K
|
307K
$53.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
84K+ 2.12% |
$11M - $15.7M
|
4.05M
$705M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-180- 8.73% |
$23.5K - $33.7K
|
1.88K
$327K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 12.0% |
$271K - $387K
|
15.2K
$2.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.83K- 1.76% |
$501K - $716K
|
214K
$37.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
145+ 30.85% |
$18.9K - $27.1K
|
615
$107K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.06K+ 63.31% |
$269K - $385K
|
5.31K
$925K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
330+ 2.71% |
$43.1K - $61.7K
|
12.5K
$2.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
18.9KNew |
$2.47M - $3.54M
|
18.9K
$3.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26+ 0.48% |
$3.4K - $4.86K
|
5.47K
$951K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
423+ 0.95% |
$55.3K - $79.1K
|
45K
$7.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
50+ 0.69% |
$6.53K - $9.35K
|
7.25K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.47K- 36.4% |
$192K - $275K
|
2.57K
$447K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.07K+ 31.75% |
$271K - $387K
|
8.59K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.68K- 11.07% |
$350K - $501K
|
21.5K
$3.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.94K+ 44.39% |
$906K - $1.3M
|
22.6K
$3.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-466- 29.13% |
$60.9K - $87.1K
|
1.13K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1.33KNew |
$173K - $248K
|
1.33K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
131+ 24.72% |
$17.1K - $24.5K
|
661
$115K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
67K+ 158.76% |
$8.75M - $12.5M
|
109K
$19M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.85K+ 1.78% |
$241K - $345K
|
106K
$18.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.8K+ 34.8% |
$2.33M - $3.34M
|
69.1K
$12M
|
|