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 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.47K+ 7.32% |
$53.7K - $121K
|
21.6K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.97K- 7.75% |
$108K - $245K
|
35.4K
$3.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.19K+ 1.31% |
$298K - $674K
|
632K
$64.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200+ 4.37% |
$7.29K - $16.5K
|
4.78K
$484K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
330+ 13.58% |
$12K - $27.2K
|
2.76K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
72+ 4.12% |
$2.63K - $5.93K
|
1.82K
$184K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
71.2K+ 309.52% |
$2.6M - $5.86M
|
94.2K
$9.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
32+ 11.64% |
$1.17K - $2.64K
|
307
$31.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
864+ 8.47% |
$31.5K - $71.2K
|
11.1K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-400- 1.84% |
$14.6K - $33K
|
21.4K
$2.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4.18KNew |
$152K - $344K
|
4.18K
$423K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
4.41K+ 61.3% |
$161K - $363K
|
11.6K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
167+ 2.37% |
$6.09K - $13.8K
|
7.2K
$730K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.29KNew |
$156K - $353K
|
4.29K
$435K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.64M- 97.22% |
$242M - $547M
|
190K
$19.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
BUY
|
- |
443KNew |
$16.1M - $36.5M
|
443K
$44.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-13.3K- 13.95% |
$485K - $1.1M
|
82K
$8.31M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.13K+ 36.55% |
$151K - $340K
|
15.4K
$1.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.39KNew |
$123K - $279K
|
3.39K
$343K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
40+ 20.0% |
$1.46K - $3.3K
|
240
$24.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
415+ 25.94% |
$15.1K - $34.2K
|
2.02K
$204K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.98K+ 303.52% |
$72.3K - $163K
|
2.64K
$267K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-694- 3.22% |
$25.3K - $57.2K
|
20.9K
$2.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.29KNew |
$157K - $354K
|
4.29K
$435K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-87- 37.66% |
$3.17K - $7.17K
|
144
$14.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
11KNew |
$401K - $906K
|
11K
$1.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
6.96KNew |
$254K - $573K
|
6.96K
$705K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-386- 3.65% |
$14.1K - $31.8K
|
10.2K
$1.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-44.7K- 4.24% |
$1.63M - $3.68M
|
1.01M
$102M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-390K- 53.17% |
$14.2M - $32.1M
|
344K
$34.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.94K+ 8.26% |
$144K - $325K
|
51.6K
$5.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
38.2KNew |
$1.39M - $3.15M
|
38.2K
$3.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
29.4KNew |
$1.07M - $2.42M
|
29.4K
$2.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1KNew |
$36.5K - $82.4K
|
1K
$101K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 25.0% |
$1.82K - $4.12K
|
250
$25.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-10.6K- 12.53% |
$388K - $877K
|
74.4K
$7.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
710+ 0.95% |
$25.9K - $58.5K
|
75.4K
$7.64M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.35KNew |
$195K - $441K
|
5.35K
$542K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
33+ 0.15% |
$1.2K - $2.72K
|
22.7K
$2.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
132+ 32.27% |
$4.81K - $10.9K
|
541
$54.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.54K+ 52.59% |
$56.3K - $127K
|
4.48K
$454K
|
|
|
Jan 02, 2025
Q4 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
47.6KNew |
$1.74M - $3.92M
|
47.6K
$4.83M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.13K+ 124.8% |
$260K - $587K
|
12.8K
$1.3M
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
41.5K+ 7.25% |
$999K - $1.57M
|
614K
$62.2M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
17.2K+ 35.36% |
$414K - $651K
|
65.7K
$6.66M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-16.1K- 6.6% |
$387K - $609K
|
227K
$23M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
310+ 12.09% |
$7.47K - $11.8K
|
2.88K
$291K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
38.3KNew |
$923K - $1.45M
|
38.3K
$3.88M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
44.8K+ 26.43% |
$1.08M - $1.7M
|
214K
$21.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
PUT |
20KNew |
$482K - $759K
|
20K
$2.03M
|
|