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 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4.41KNew |
$161K - $363K
|
4.41K
$446K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.9K+ 10.64% |
$1.38M - $3.12M
|
394K
$40M
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.52K- 27.17% |
$55.2K - $125K
|
4.06K
$411K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-19- 0.17% |
$693 - $1.57K
|
11.4K
$1.16M
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.33KNew |
$267K - $604K
|
7.33K
$743K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.03K- 4.85% |
$73.9K - $167K
|
39.8K
$4.03M
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.89KNew |
$106K - $238K
|
2.89K
$293K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
226+ 55.67% |
$8.24K - $18.6K
|
632
$64.1K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.26K- 5.01% |
$155K - $351K
|
80.7K
$8.18M
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
200+ 2.87% |
$7.29K - $16.5K
|
7.18K
$727K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 6.85% |
$376K - $849K
|
140K
$14.2M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$157K - $354K
|
4.3K
$436K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.17K+ 86.96% |
$334K - $756K
|
19.7K
$2M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
200+ 64.31% |
$7.29K - $16.5K
|
511
$51.8K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.36KNew |
$122K - $276K
|
3.36K
$340K
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$396K - $895K
|
10.9K
$1.1M
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.61K+ 61.31% |
$168K - $380K
|
12.1K
$1.23M
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-8.37K- 28.18% |
$305K - $689K
|
21.3K
$2.16M
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-27K- 5.07% |
$985K - $2.23M
|
506K
$51.3M
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-196- 16.81% |
$7.15K - $16.1K
|
970
$98.3K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
338+ 6.15% |
$12.3K - $27.8K
|
5.84K
$591K
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.86KNew |
$104K - $236K
|
2.86K
$290K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-52K- 54.12% |
$1.9M - $4.29M
|
44.1K
$4.47M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.4K+ 9.01% |
$560K - $1.27M
|
186K
$18.8M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-34.3K- 12.68% |
$1.25M - $2.82M
|
236K
$23.9M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
3.69K+ 0.84% |
$134K - $304K
|
444K
$45M
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
70.4KNew |
$2.57M - $5.8M
|
70.4K
$7.14M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-916- 5.81% |
$33.4K - $75.5K
|
14.8K
$1.5M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
502K+ 292.75% |
$18.3M - $41.4M
|
674K
$68.3M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.96KNew |
$254K - $573K
|
6.96K
$705K
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
12.1KNew |
$440K - $995K
|
12.1K
$1.22M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.35K- 11.86% |
$231K - $523K
|
47.2K
$4.78M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-25K- 65.87% |
$910K - $2.06M
|
12.9K
$1.31M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.86K+ 12.03% |
$214K - $483K
|
54.6K
$5.53M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.81K- 5.77% |
$66.1K - $149K
|
29.6K
$3M
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-1.17K- 3.59% |
$42.5K - $96K
|
31.3K
$3.17M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-452- 35.59% |
$16.5K - $37.2K
|
818
$82.9K
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.64KNew |
$133K - $300K
|
3.64K
$369K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.36KNew |
$159K - $359K
|
4.36K
$442K
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-137K- 36.95% |
$4.99M - $11.3M
|
234K
$23.7M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-10- 0.07% |
$365 - $824
|
15.1K
$1.53M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4.73K- 5.72% |
$172K - $390K
|
77.9K
$7.9M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
CALL |
700New |
$25.5K - $57.7K
|
700
$70.9K
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
26.9KNew |
$982K - $2.22M
|
26.9K
$2.73M
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.12K+ 30.35% |
$77.3K - $175K
|
9.11K
$923K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-851- 11.39% |
$31K - $70.1K
|
6.62K
$671K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.25K+ 4.75% |
$82K - $185K
|
49.6K
$5.03M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.48KNew |
$163K - $369K
|
4.48K
$454K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 5.36% |
$1.79K - $4.04K
|
964
$97.7K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.3K- 27.04% |
$522K - $1.18M
|
38.6K
$3.91M
|