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 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 15.79% |
$392 - $561
|
22
$3.83K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
250+ 16.56% |
$32.7K - $46.7K
|
1.76K
$306K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-759K- 8.5% |
$99.1M - $142M
|
8.17M
$1.42B
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
229+ 14.96% |
$29.9K - $42.8K
|
1.76K
$306K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50New |
$6.53K - $9.35K
|
50
$8.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.98K+ 8.45% |
$781K - $1.12M
|
76.7K
$13.4M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
849+ 3.5% |
$111K - $159K
|
25.1K
$4.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
105+ 14.32% |
$13.7K - $19.6K
|
838
$146K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.6K+ 7.18% |
$3.86M - $5.53M
|
441K
$76.8M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
536+ 16.89% |
$70K - $100K
|
3.71K
$645K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
16+ 0.26% |
$2.09K - $2.99K
|
6.27K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-200- 10.0% |
$26.1K - $37.4K
|
1.8K
$313K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
670+ 10.83% |
$87.6K - $125K
|
6.86K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
385+ 10.25% |
$50.3K - $72K
|
4.14K
$721K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-210K- 8.49% |
$27.4M - $39.2M
|
2.26M
$393M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-75- 32.61% |
$9.8K - $14K
|
155
$27K
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.63K+ 125.04% |
$1.13M - $1.61M
|
15.5K
$2.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
14KNew |
$1.83M - $2.62M
|
14K
$2.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
59.6KNew |
$7.79M - $11.1M
|
59.6K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.7M+ 855.57% |
$222M - $318M
|
1.9M
$330M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.37K+ 39.45% |
$179K - $256K
|
4.84K
$843K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.12KNew |
$147K - $210K
|
1.12K
$195K
|
|
|
Oct 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
15K+ 28.85% |
$1.96M - $2.8M
|
67K
$11.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-457- 8.0% |
$59.7K - $85.4K
|
5.25K
$914K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
706+ 19.47% |
$92.3K - $132K
|
4.33K
$754K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.74K+ 226.97% |
$1.01M - $1.45M
|
11.1K
$1.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.52KNew |
$199K - $285K
|
1.52K
$265K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
54.3K+ 778.72% |
$7.1M - $10.2M
|
61.3K
$10.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.36% |
$13.1K - $18.7K
|
27.7K
$4.82M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-269- 9.86% |
$35.2K - $50.3K
|
2.46K
$428K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.36K+ 47.65% |
$177K - $254K
|
4.2K
$731K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
- |
2.16K+ 10.52% |
$282K - $403K
|
22.7K
$3.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
211K+ 39.34% |
$27.5M - $39.4M
|
746K
$130M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
28.7KNew |
$3.75M - $5.36M
|
28.7K
$4.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-154- 28.31% |
$20.1K - $28.8K
|
390
$67.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
234+ 3.08% |
$30.6K - $43.8K
|
7.83K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
SELL
|
- |
-1.87K- 2.05% |
$244K - $350K
|
89.1K
$15.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$199K - $284K
|
1.52K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-4.54K- 21.04% |
$594K - $849K
|
17K
$2.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
87+ 51.18% |
$11.4K - $16.3K
|
257
$44.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 6.08% |
$1.48M - $2.12M
|
198K
$34.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$52.3K - $74.8K
|
400
$69.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.26K- 26.48% |
$818K - $1.17M
|
17.4K
$3.02M
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-10.8K- 87.65% |
$1.41M - $2.02M
|
1.53K
$265K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
790+ 22.37% |
$103K - $148K
|
4.32K
$752K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
115+ 9.61% |
$15K - $21.5K
|
1.31K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-277- 16.38% |
$36.2K - $51.8K
|
1.41K
$246K
|
|
|
Oct 27, 2025
Q3 2025
|
Robeco Schweiz Ag
|
SELL
|
- |
-3.3K- 14.16% |
$431K - $617K
|
20K
$3.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.06K- 18.23% |
$530K - $759K
|
18.2K
$3.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.6KNew |
$209K - $299K
|
1.6K
$278K
|
|