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 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.62KNew |
$168K - $381K
|
4.62K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-55K- 32.46% |
$2M - $4.53M
|
114K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.55K+ 7.38% |
$92.8K - $210K
|
37K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.4K- 88.52% |
$160K - $362K
|
570
$57.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-209K- 98.41% |
$7.63M - $17.2M
|
3.37K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
110KNew |
$4M - $9.04M
|
110K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-7.83K- 10.74% |
$285K - $645K
|
65K
$6.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
177K+ 19.6% |
$6.44M - $14.6M
|
1.08M
$109M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26.7K+ 96.68% |
$975K - $2.2M
|
54.4K
$5.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
16.6K+ 638.46% |
$605K - $1.37M
|
19.2K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
440New |
$16K - $36.2K
|
440
$44.6K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
3.39KNew |
$124K - $279K
|
3.39K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.26K+ 45.86% |
$119K - $268K
|
10.4K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
321+ 9.22% |
$11.7K - $26.4K
|
3.8K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-63.7K- 62.54% |
$2.32M - $5.25M
|
38.1K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
20.2K+ 17.61% |
$736K - $1.66M
|
135K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.35KNew |
$49.2K - $111K
|
1.35K
$137K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10.8K- 67.16% |
$392K - $886K
|
5.26K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-17- 37.78% |
$620 - $1.4K
|
28
$2.84K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.68K+ 24.64% |
$61.2K - $138K
|
8.49K
$861K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.11K+ 58.23% |
$186K - $421K
|
13.9K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
4KNew |
$146K - $330K
|
4K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-69- 5.71% |
$2.52K - $5.68K
|
1.14K
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
432+ 22.22% |
$15.8K - $35.6K
|
2.38K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-70.3K- 81.0% |
$2.56M - $5.79M
|
16.5K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
55.3K+ 35.15% |
$2.02M - $4.56M
|
213K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
3.46KNew |
$126K - $285K
|
3.46K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.55K- 5.95% |
$129K - $292K
|
56K
$5.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
196+ 1.38% |
$7.15K - $16.1K
|
14.4K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.2K- 12.85% |
$373K - $842K
|
69.3K
$7.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7.35K- 36.03% |
$268K - $606K
|
13.1K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.15K+ 6.26% |
$42K - $94.8K
|
19.5K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 0.69% |
$43.1K - $97.5K
|
169K
$17.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
4.33K+ 7.58% |
$158K - $356K
|
61.4K
$6.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-34K- 33.65% |
$1.24M - $2.8M
|
67.1K
$6.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10.3K- 57.76% |
$374K - $846K
|
7.51K
$761K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.12K+ 38.46% |
$77.1K - $174K
|
7.62K
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
415+ 32.05% |
$15.1K - $34.2K
|
1.71K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.21KNew |
$190K - $429K
|
5.21K
$528K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
77.1KNew |
$2.81M - $6.35M
|
77.1K
$7.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.1K+ 122.45% |
$476K - $1.08M
|
23.7K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.83K- 96.11% |
$140K - $316K
|
155
$15.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3KNew |
$109K - $247K
|
3K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10.2KNew |
$372K - $841K
|
10.2K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12.3K- 33.16% |
$449K - $1.01M
|
24.8K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.71KNew |
$99K - $224K
|
2.71K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7.65K+ 566.44% |
$279K - $630K
|
9K
$912K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-32.7K- 2.13% |
$1.19M - $2.7M
|
1.5M
$152M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.31KNew |
$121K - $272K
|
3.31K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.17K+ 0.95% |
$42.5K - $96K
|
124K
$12.6M
|