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 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.94KNew |
$107K - $242K
|
2.94K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-73.4K- 47.5% |
$2.68M - $6.05M
|
81.1K
$8.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.07K- 13.76% |
$148K - $335K
|
25.5K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.19KNew |
$116K - $262K
|
3.19K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
4KNew |
$146K - $329K
|
4K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.2K- 76.46% |
$845K - $1.91M
|
7.14K
$724K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
64.3KNew |
$2.34M - $5.29M
|
64.3K
$6.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.95KNew |
$181K - $408K
|
4.95K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.69K- 8.96% |
$61.5K - $139K
|
17.1K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-23.7K- 36.58% |
$863K - $1.95M
|
41.1K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.3K+ 33.62% |
$1.39M - $3.15M
|
152K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.26KNew |
$119K - $269K
|
3.26K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
3KNew |
$109K - $247K
|
3K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.78KNew |
$101K - $229K
|
2.78K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-179- 2.31% |
$6.53K - $14.7K
|
7.57K
$767K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
13.9KNew |
$507K - $1.15M
|
13.9K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.61K- 27.36% |
$168K - $380K
|
12.3K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.7KNew |
$281K - $634K
|
7.7K
$780K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
470+ 313.33% |
$17.1K - $38.7K
|
620
$62.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.97KNew |
$254K - $574K
|
6.97K
$706K
|
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-500- 3.45% |
$18.2K - $41.2K
|
14K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-10.5K- 13.22% |
$383K - $866K
|
69K
$7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.94K- 4.39% |
$217K - $490K
|
129K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-50- 0.06% |
$1.82K - $4.12K
|
86.8K
$8.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
CALL |
-300- 15.0% |
$10.9K - $24.7K
|
1.7K
$172K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
486+ 3.45% |
$17.7K - $40K
|
14.6K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.99KNew |
$109K - $246K
|
2.99K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
538+ 3.25% |
$19.6K - $44.3K
|
17.1K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.2K+ 27.34% |
$408K - $921K
|
52.1K
$5.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
2.5K+ 100.0% |
$91.2K - $206K
|
5K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.15K+ 506.61% |
$41.9K - $94.7K
|
1.38K
$140K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$111K - $251K
|
3.05K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.9K- 21.43% |
$396K - $894K
|
39.8K
$4.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-881- 0.33% |
$32.1K - $72.6K
|
269K
$27.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
1.28K+ 16.6% |
$46.6K - $105K
|
8.98K
$910K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
343+ 171.5% |
$12.5K - $28.3K
|
543
$55K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.15KNew |
$115K - $259K
|
3.15K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.17K+ 13.95% |
$42.7K - $96.4K
|
9.56K
$969K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.47K- 3.24% |
$90.2K - $204K
|
73.8K
$7.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-36.7K- 47.28% |
$1.34M - $3.02M
|
40.9K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.01K+ 13.18% |
$36.8K - $83K
|
8.66K
$877K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
50+ 0.26% |
$1.82K - $4.12K
|
19.1K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.13K+ 4.32% |
$41.3K - $93.3K
|
27.3K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.5KNew |
$127K - $288K
|
3.5K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8- 0.08% |
$292 - $659
|
10.2K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.44KNew |
$198K - $448K
|
5.44K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-6.35K- 68.07% |
$232K - $523K
|
2.98K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
124K+ 117.51% |
$4.53M - $10.2M
|
230K
$23.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.6KNew |
$168K - $379K
|
4.6K
$466K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.74K+ 40.12% |
$209K - $472K
|
20K
$2.03M
|