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 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-643- 30.5% |
$84K - $120K
|
1.47K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.36K- 34.8% |
$178K - $254K
|
2.55K
$443K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.25KNew |
$163K - $233K
|
1.25K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.1KNew |
$143K - $205K
|
1.1K
$191K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.49K+ 30.77% |
$325K - $465K
|
10.6K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5.19K+ 111.13% |
$678K - $971K
|
9.86K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-151K- 11.0% |
$19.8M - $28.3M
|
1.22M
$213M
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
733+ 11.37% |
$95.8K - $137K
|
7.18K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-296- 10.57% |
$38.7K - $55.3K
|
2.5K
$436K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.2K- 5.01% |
$941K - $1.35M
|
137K
$23.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.51KNew |
$198K - $283K
|
1.51K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
297+ 12.18% |
$38.8K - $55.5K
|
2.74K
$476K
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-436- 4.41% |
$57K - $81.5K
|
9.45K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-323- 1.06% |
$42.2K - $60.4K
|
30.2K
$5.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.79K+ 4.11% |
$496K - $709K
|
96.1K
$16.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-168- 6.89% |
$22K - $31.4K
|
2.27K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-428- 1.09% |
$55.9K - $80K
|
38.8K
$6.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.06K- 1.58% |
$269K - $385K
|
129K
$22.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.8K+ 29.2% |
$2.2M - $3.15M
|
74.5K
$13M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.39KNew |
$182K - $260K
|
1.39K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
24.2K+ 7.59% |
$3.16M - $4.53M
|
343K
$59.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.44K+ 4.92% |
$318K - $456K
|
52K
$9.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-31.6K- 9.71% |
$4.13M - $5.91M
|
294K
$51.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.79KNew |
$233K - $334K
|
1.79K
$311K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-30- 1.12% |
$3.92K - $5.61K
|
2.65K
$461K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
45.1K+ 58.23% |
$5.89M - $8.43M
|
123K
$21.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-165- 5.02% |
$21.6K - $30.9K
|
3.12K
$543K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
116+ 8.29% |
$15.2K - $21.7K
|
1.52K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-162- 1.27% |
$21.2K - $30.3K
|
12.6K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
916K+ 38.4% |
$120M - $171M
|
3.3M
$575M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
547+ 28.53% |
$71.5K - $102K
|
2.46K
$429K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.86KNew |
$243K - $347K
|
1.86K
$323K
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.52KNew |
$198K - $283K
|
1.52K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.02K+ 9.33% |
$264K - $378K
|
23.7K
$4.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-16.9K- 48.01% |
$2.2M - $3.15M
|
18.3K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
570+ 10.24% |
$74.5K - $107K
|
6.14K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-18- 0.46% |
$2.35K - $3.37K
|
3.89K
$676K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
130K+ 28.3% |
$17M - $24.3M
|
590K
$103M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7.47K- 28.84% |
$976K - $1.4M
|
18.4K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-11.9K- 2.69% |
$1.56M - $2.23M
|
431K
$74.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
402+ 182.73% |
$52.5K - $75.2K
|
622
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-81.9K- 95.76% |
$10.7M - $15.3M
|
3.63K
$631K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.95KNew |
$254K - $364K
|
1.95K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.07K+ 30.83% |
$532K - $761K
|
17.3K
$3.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-13- 0.76% |
$1.7K - $2.43K
|
1.69K
$294K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
62+ 36.47% |
$8.1K - $11.6K
|
232
$40.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
7.16KNew |
$935K - $1.34M
|
7.16K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.86K- 45.62% |
$1.29M - $1.84M
|
11.8K
$2.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.87K- 30.58% |
$375K - $537K
|
6.52K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14+ 0.06% |
$1.83K - $2.62K
|
22.7K
$3.95M
|
|