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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.42KNew |
$186K - $266K
|
1.42K
$248K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.44KNew |
$188K - $269K
|
1.44K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
533+ 6.55% |
$69.7K - $99.7K
|
8.68K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
85+ 14.91% |
$11.1K - $15.9K
|
655
$114K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 6.0% |
$197K - $281K
|
26.6K
$4.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-155- 9.01% |
$20.3K - $29K
|
1.57K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
401+ 0.74% |
$52.4K - $75K
|
54.5K
$9.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
166+ 28.52% |
$21.7K - $31K
|
748
$130K
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
BUY
|
- |
700+ 6.53% |
$91.5K - $131K
|
11.4K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-448- 43.33% |
$58.5K - $83.8K
|
586
$102K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.83K+ 2.48% |
$239K - $341K
|
75.4K
$13.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.93K- 70.7% |
$252K - $361K
|
800
$139K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.8K- 29.33% |
$366K - $524K
|
6.75K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
35+ 1.79% |
$4.57K - $6.54K
|
1.99K
$346K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-161- 2.85% |
$21K - $30.1K
|
5.48K
$954K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-1.49K- 19.21% |
$195K - $278K
|
6.26K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
50.3K+ 3.75% |
$6.58M - $9.41M
|
1.39M
$243M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
317+ 10.76% |
$41.4K - $59.3K
|
3.26K
$568K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.31K- 15.92% |
$302K - $432K
|
12.2K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
187+ 4.22% |
$24.4K - $35K
|
4.62K
$804K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
606+ 19.29% |
$79.2K - $113K
|
3.75K
$652K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.59K+ 7.75% |
$207K - $297K
|
22K
$3.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-300- 7.87% |
$39.2K - $56.1K
|
3.51K
$611K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.32% |
$1.31K - $1.87K
|
3.09K
$537K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-240K- 88.39% |
$31.3M - $44.8M
|
31.5K
$5.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
48+ 1.03% |
$6.27K - $8.97K
|
4.72K
$821K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-24- 0.6% |
$3.14K - $4.49K
|
4K
$695K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
PUT |
100New |
$13.1K - $18.7K
|
100
$17.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19.2K- 47.96% |
$2.51M - $3.6M
|
20.9K
$3.63M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.08K- 11.76% |
$141K - $202K
|
8.12K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.72K+ 361.01% |
$225K - $322K
|
2.2K
$383K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-127- 5.34% |
$16.6K - $23.7K
|
2.25K
$392K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.15K+ 77.05% |
$281K - $402K
|
4.95K
$860K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-812- 6.17% |
$106K - $152K
|
12.3K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.2K+ 348.09% |
$680K - $973K
|
6.7K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.12K+ 364.92% |
$799K - $1.14M
|
7.79K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
1.29KNew |
$168K - $241K
|
1.29K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
116+ 3.91% |
$15.2K - $21.7K
|
3.09K
$537K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
521+ 22.71% |
$68.1K - $97.4K
|
2.82K
$490K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
717+ 13.12% |
$93.7K - $134K
|
6.18K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
190+ 24.61% |
$24.8K - $35.5K
|
962
$167K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
6New |
$784 - $1.12K
|
6
$1.04K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-23.1K- 4.29% |
$3.02M - $4.32M
|
515K
$89.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-160- 30.95% |
$20.9K - $29.9K
|
357
$62.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
862+ 9.04% |
$113K - $161K
|
10.4K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
243+ 2.42% |
$31.8K - $45.4K
|
10.3K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-5.29K- 22.29% |
$691K - $989K
|
18.4K
$3.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.38K- 25.5% |
$573K - $819K
|
12.8K
$2.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4K- 52.81% |
$523K - $748K
|
3.58K
$622K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.32K+ 16.65% |
$173K - $248K
|
9.28K
$1.61M
|
|