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 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.97K+ 7.09% |
$108K - $245K
|
44.9K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-92.4K- 45.11% |
$3.37M - $7.61M
|
112K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-328- 0.51% |
$12K - $27K
|
64.3K
$6.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.01KNew |
$146K - $330K
|
4.01K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.55KNew |
$202K - $457K
|
5.55K
$562K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.13KNew |
$224K - $505K
|
6.13K
$622K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
42.7KNew |
$1.56M - $3.52M
|
42.7K
$4.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
12.5KNew |
$457K - $1.03M
|
12.5K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-40- 66.67% |
$1.46K - $3.3K
|
20
$2.03K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
28.5K+ 13.03% |
$1.04M - $2.35M
|
248K
$25.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.06M- 20.43% |
$112M - $252M
|
11.9M
$1.21B
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-425- 4.01% |
$15.5K - $35K
|
10.2K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
34.4KNew |
$1.25M - $2.83M
|
34.4K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-312- 17.22% |
$11.4K - $25.7K
|
1.5K
$152K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
64.6KNew |
$2.36M - $5.32M
|
64.6K
$6.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.12K+ 41.53% |
$150K - $339K
|
14K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21KNew |
$766K - $1.73M
|
21K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
355+ 102.9% |
$12.9K - $29.2K
|
700
$70.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-223- 3.98% |
$8.13K - $18.4K
|
5.38K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-10.2K- 1.02% |
$372K - $840K
|
989K
$100M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
85+ 0.33% |
$3.1K - $7K
|
25.9K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.1KNew |
$150K - $338K
|
4.1K
$416K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.02KNew |
$183K - $414K
|
5.02K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
8.9KNew |
$324K - $733K
|
8.9K
$902K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.22K+ 12.88% |
$117K - $265K
|
28.2K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5.65KNew |
$206K - $465K
|
5.65K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
5.9KNew |
$215K - $486K
|
5.9K
$598K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.3K+ 46.87% |
$593K - $1.34M
|
50.9K
$5.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-55- 1.0% |
$2.01K - $4.53K
|
5.43K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-8.33K- 39.73% |
$304K - $686K
|
12.6K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.23KNew |
$154K - $348K
|
4.23K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.86K+ 18.73% |
$67.7K - $153K
|
11.8K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11K+ 41.98% |
$400K - $903K
|
37.1K
$3.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
12.1KNew |
$440K - $994K
|
12.1K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.84K- 9.42% |
$66.9K - $151K
|
17.6K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
7KNew |
$255K - $577K
|
7K
$709K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.34K+ 134.0% |
$48.9K - $110K
|
2.34K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-25- 0.14% |
$912 - $2.06K
|
17.5K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24+ 5.11% |
$875 - $1.98K
|
494
$50.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.9K+ 16.24% |
$433K - $978K
|
85K
$8.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.91KNew |
$143K - $322K
|
3.91K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-14.8K- 49.47% |
$540K - $1.22M
|
15.1K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 30.0% |
$109 - $247
|
13
$1.32K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
3.25KNew |
$118K - $268K
|
3.25K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-119K- 22.6% |
$4.33M - $9.78M
|
406K
$41.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.36KNew |
$123K - $277K
|
3.36K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
CALL |
100KNew |
$3.65M - $8.24M
|
100K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
5.75KNew |
$210K - $474K
|
5.75K
$583K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-141K- 20.09% |
$5.13M - $11.6M
|
560K
$56.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
804+ 7.04% |
$29.3K - $66.2K
|
12.2K
$1.24M
|