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 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.33K+ 252.54% |
$566K - $810K
|
6.05K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
105+ 3.09% |
$13.7K - $19.6K
|
3.51K
$610K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
821+ 31.02% |
$107K - $154K
|
3.47K
$603K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.49KNew |
$194K - $278K
|
1.49K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-14.5K- 30.65% |
$1.9M - $2.72M
|
32.9K
$5.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.83K- 37.21% |
$238K - $341K
|
3.08K
$536K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
240+ 7.67% |
$31.4K - $44.9K
|
3.37K
$586K
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
305+ 3.08% |
$39.9K - $57K
|
10.2K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11.8K+ 67.69% |
$1.55M - $2.21M
|
29.3K
$5.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.28KNew |
$167K - $239K
|
1.28K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.24KNew |
$162K - $232K
|
1.24K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
112+ 3.31% |
$14.6K - $20.9K
|
3.49K
$608K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.23KNew |
$161K - $230K
|
1.23K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
795+ 31.24% |
$104K - $149K
|
3.34K
$581K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-2.82K- 31.16% |
$368K - $527K
|
6.22K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
399+ 9.92% |
$52.1K - $74.6K
|
4.42K
$769K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
BUY
|
- |
21New |
$2.74K - $3.93K
|
21
$3.65K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.32K- 9.43% |
$303K - $433K
|
22.2K
$3.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-3.68K- 30.53% |
$481K - $688K
|
8.37K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-38K- 38.98% |
$4.97M - $7.1M
|
59.5K
$10.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.97K- 1.48% |
$1.04M - $1.49M
|
529K
$92.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.64KNew |
$214K - $307K
|
1.64K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-695- 7.72% |
$90.8K - $130K
|
8.31K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-378- 17.48% |
$49.4K - $70.7K
|
1.79K
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.09K- 57.53% |
$143K - $204K
|
807
$140K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-373- 1.14% |
$48.7K - $69.7K
|
32.4K
$5.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.31M- 71.67% |
$432M - $618M
|
1.31M
$227M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
8.47KNew |
$1.11M - $1.58M
|
8.47K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.03K- 9.42% |
$657K - $941K
|
48.4K
$8.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-258K- 68.29% |
$33.7M - $48.2M
|
120K
$20.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
261K+ 27.49% |
$34.1M - $48.7M
|
1.21M
$210M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
840+ 21.36% |
$110K - $157K
|
4.77K
$830K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-104K- 4.18% |
$13.6M - $19.5M
|
2.4M
$417M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
404+ 1.64% |
$52.8K - $75.5K
|
25K
$4.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
124+ 5.17% |
$16.2K - $23.2K
|
2.52K
$439K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
853+ 54.78% |
$111K - $159K
|
2.41K
$419K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-86.6K- 21.27% |
$11.3M - $16.2M
|
321K
$55.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-4.58K- 3.89% |
$599K - $856K
|
113K
$19.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
BUY
|
- |
1.8K+ 77.92% |
$235K - $337K
|
4.11K
$715K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
17+ 0.47% |
$2.22K - $3.18K
|
3.6K
$627K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.67K- 28.83% |
$1.26M - $1.81M
|
23.9K
$4.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
300New |
$39.2K - $56.1K
|
300
$52.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4.89K- 41.7% |
$639K - $914K
|
6.83K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-8.3K- 22.56% |
$1.08M - $1.55M
|
28.5K
$4.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3.75K+ 147.6% |
$490K - $700K
|
6.28K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 1.87% |
$206K - $295K
|
82.8K
$14.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.92K+ 8.92% |
$513K - $733K
|
47.9K
$8.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-177- 5.81% |
$23.1K - $33.1K
|
2.87K
$499K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.3K+ 525.95% |
$562K - $803K
|
5.11K
$890K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
17+ 0.75% |
$2.22K - $3.18K
|
2.29K
$398K
|
|