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 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.12K- 31.34% |
$114K - $257K
|
6.83K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
12.7K+ 59.5% |
$461K - $1.04M
|
33.9K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
PUT |
4.2KNew |
$153K - $346K
|
4.2K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.33KNew |
$267K - $604K
|
7.33K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
8.12KNew |
$296K - $669K
|
8.12K
$823K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.94KNew |
$217K - $490K
|
5.94K
$602K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
945New |
$34.5K - $77.8K
|
945
$95.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-38.4K- 43.9% |
$1.4M - $3.16M
|
49K
$4.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-161- 2.48% |
$5.87K - $13.3K
|
6.34K
$642K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-9.4K- 26.86% |
$343K - $774K
|
25.6K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.69KNew |
$135K - $304K
|
3.69K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.75K- 25.06% |
$64K - $144K
|
5.25K
$532K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-975- 14.13% |
$35.5K - $80.3K
|
5.93K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3.39KNew |
$124K - $280K
|
3.39K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.81K- 36.8% |
$248K - $561K
|
11.7K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-20.4K- 33.91% |
$745K - $1.68M
|
39.8K
$4.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
10.8KNew |
$395K - $892K
|
10.8K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-185- 3.2% |
$6.75K - $15.2K
|
5.59K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.51KNew |
$164K - $372K
|
4.51K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
980+ 4.06% |
$35.7K - $80.7K
|
25.1K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-16- 0.11% |
$583 - $1.32K
|
14.9K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
PUT |
10KNew |
$365K - $824K
|
10K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.53K+ 29.06% |
$202K - $456K
|
24.6K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.6KNew |
$422K - $954K
|
11.6K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-87.5K- 30.17% |
$3.19M - $7.21M
|
203K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-466- 1.41% |
$17K - $38.4K
|
32.6K
$3.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.31K+ 83.87% |
$84.2K - $190K
|
5.06K
$513K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.25K+ 13.88% |
$45.6K - $103K
|
10.3K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.87KNew |
$178K - $401K
|
4.87K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.4KNew |
$124K - $280K
|
3.4K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-161K- 30.31% |
$5.88M - $13.3M
|
371K
$37.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6.93K+ 6932.0% |
$253K - $571K
|
7.03K
$713K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.39K+ 106.14% |
$124K - $279K
|
6.58K
$667K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
675+ 9.97% |
$24.6K - $55.6K
|
7.45K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.71K- 34.07% |
$172K - $388K
|
9.12K
$925K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-110K- 8.63% |
$4.02M - $9.07M
|
1.17M
$118M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-100K- 32.85% |
$3.65M - $8.25M
|
205K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
783+ 4.58% |
$28.5K - $64.5K
|
17.9K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$365 - $824
|
10
$1.01K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-1.2K- 2.31% |
$43.8K - $98.9K
|
50.8K
$5.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.45K- 5.72% |
$52.9K - $120K
|
23.9K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.25K- 7.01% |
$45.6K - $103K
|
16.6K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-160K- 68.62% |
$5.84M - $13.2M
|
73.3K
$7.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.28K- 14.04% |
$156K - $352K
|
26.2K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-24.8K- 55.24% |
$906K - $2.05M
|
20.1K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
35.2KNew |
$1.28M - $2.9M
|
35.2K
$3.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-7.54K- 40.42% |
$275K - $621K
|
11.1K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
7.21KNew |
$263K - $594K
|
7.21K
$731K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.07KNew |
$185K - $417K
|
5.07K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.69KNew |
$171K - $387K
|
4.69K
$476K
|