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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.32K- 19.07% |
$121K - $273K
|
14.1K
$1.43M
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-11.3K- 4.78% |
$411K - $929K
|
224K
$22.8M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.52KNew |
$238K - $537K
|
6.52K
$660K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-92.5K- 19.64% |
$3.37M - $7.62M
|
379K
$38.4M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
51.3KNew |
$1.87M - $4.22M
|
51.3K
$5.2M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-244K- 87.1% |
$8.91M - $20.1M
|
36.2K
$3.67M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
4KNew |
$146K - $330K
|
4K
$405K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.46KNew |
$309K - $697K
|
8.46K
$858K
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.88KNew |
$178K - $402K
|
4.88K
$494K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-250- 4.5% |
$9.12K - $20.6K
|
5.3K
$537K
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.81K+ 3.05% |
$65.9K - $149K
|
61.1K
$6.19M
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
132+ 1.89% |
$4.81K - $10.9K
|
7.1K
$720K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11KNew |
$400K - $903K
|
11K
$1.11M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.01K+ 10.07% |
$255K - $577K
|
76.6K
$7.77M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.85K+ 5.24% |
$177K - $399K
|
97.4K
$9.87M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.76KNew |
$247K - $557K
|
6.76K
$686K
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.44KNew |
$125K - $283K
|
3.44K
$348K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
19.4K+ 1455.62% |
$708K - $1.6M
|
20.8K
$2.1M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
256K+ 157.85% |
$9.33M - $21.1M
|
418K
$42.4M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
PUT |
83.1KNew |
$3.03M - $6.85M
|
83.1K
$8.42M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13.6K+ 20.56% |
$495K - $1.12M
|
79.5K
$8.06M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
784New |
$28.6K - $64.6K
|
784
$79.5K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
330+ 181.32% |
$12K - $27.2K
|
512
$51.9K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-154- 1.66% |
$5.61K - $12.7K
|
9.15K
$927K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
821+ 13.7% |
$29.9K - $67.6K
|
6.82K
$691K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-889- 14.39% |
$32.4K - $73.2K
|
5.29K
$536K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-14.4K- 22.57% |
$525K - $1.19M
|
49.4K
$5.01M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.5K- 2.2% |
$54.5K - $123K
|
66.5K
$6.74M
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.31K- 29.56% |
$84.2K - $190K
|
5.5K
$558K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.41K+ 5.32% |
$51.4K - $116K
|
27.9K
$2.83M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.82KNew |
$139K - $315K
|
3.82K
$388K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
492+ 10.53% |
$17.9K - $40.5K
|
5.16K
$523K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.8KNew |
$139K - $313K
|
3.8K
$385K
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.64KNew |
$169K - $382K
|
4.64K
$470K
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.95K+ 1.36% |
$71.2K - $161K
|
145K
$14.7M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-698- 0.72% |
$25.4K - $57.5K
|
95.9K
$9.72M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.17KNew |
$116K - $261K
|
3.17K
$321K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.81K- 46.99% |
$321K - $726K
|
9.94K
$1.01M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-184- 2.47% |
$6.71K - $15.2K
|
7.25K
$735K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.18KNew |
$116K - $262K
|
3.18K
$322K
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.21KNew |
$153K - $347K
|
4.21K
$427K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.41KNew |
$124K - $281K
|
3.41K
$346K
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
219KNew |
$7.98M - $18M
|
219K
$22.2M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.65KNew |
$206K - $466K
|
5.65K
$573K
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
4KNew |
$146K - $330K
|
4K
$405K
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.1K+ 25.21% |
$76.4K - $173K
|
10.4K
$1.05M
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
3.4KNew |
$124K - $280K
|
3.4K
$345K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
192+ 2.29% |
$7K - $15.8K
|
8.58K
$870K
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.97K- 23.98% |
$71.9K - $162K
|
6.25K
$633K
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-89.7K- 14.67% |
$3.27M - $7.39M
|
521K
$52.9M
|