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 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.4K- 16.77% |
$837K - $1.2M
|
31.8K
$5.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.5KNew |
$196K - $280K
|
1.5K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.21K+ 30.6% |
$159K - $227K
|
5.18K
$901K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.46K- 47.35% |
$322K - $460K
|
2.74K
$476K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.64K- 9.48% |
$345K - $494K
|
25.2K
$4.39M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
1.4KNew |
$183K - $262K
|
1.4K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
609+ 3.95% |
$79.6K - $114K
|
16K
$2.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.36% |
$3.27K - $4.67K
|
6.95K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10New |
$1.31K - $1.87K
|
10
$1.74K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
166+ 4.96% |
$21.7K - $31K
|
3.51K
$611K
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
SELL
|
- |
-1.31K- 24.69% |
$172K - $246K
|
4.01K
$697K
|
|
|
Oct 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
784+ 34.51% |
$102K - $147K
|
3.06K
$532K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-388- 9.23% |
$50.7K - $72.5K
|
3.82K
$664K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.34K+ 135.05% |
$306K - $437K
|
4.07K
$708K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-1K- 23.81% |
$131K - $187K
|
3.2K
$557K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
267+ 3.42% |
$34.9K - $49.9K
|
8.07K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-30.9K- 10.45% |
$4.04M - $5.78M
|
265K
$46.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-380- 3.54% |
$49.7K - $71K
|
10.4K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.76K- 5.71% |
$360K - $515K
|
45.5K
$7.91M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
887+ 35.95% |
$116K - $166K
|
3.35K
$584K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-82- 0.36% |
$10.7K - $15.3K
|
22.8K
$3.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
1.12KNew |
$146K - $209K
|
1.12K
$195K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
BUY
|
- |
131+ 1.13% |
$17.1K - $24.5K
|
11.7K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-100- 8.7% |
$13.1K - $18.7K
|
1.05K
$183K
|
|
|
Oct 27, 2025
Q3 2025
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3.71K- 15.05% |
$484K - $693K
|
20.9K
$3.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
172+ 3.24% |
$22.5K - $32.2K
|
5.48K
$953K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
324+ 1.21% |
$42.3K - $60.6K
|
27K
$4.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-140- 5.68% |
$18.3K - $26.2K
|
2.33K
$405K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
95+ 4.81% |
$12.4K - $17.8K
|
2.07K
$360K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.13K+ 63.43% |
$278K - $397K
|
5.48K
$953K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
31.4K+ 161.71% |
$4.11M - $5.88M
|
50.9K
$8.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-893- 21.44% |
$117K - $167K
|
3.27K
$570K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 2.85% |
$13.1K - $18.7K
|
3.41K
$594K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
100+ 2.44% |
$13.1K - $18.7K
|
4.2K
$731K
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.28KNew |
$168K - $240K
|
1.28K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-29- 1.0% |
$3.79K - $5.42K
|
2.86K
$498K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.75KNew |
$751K - $1.07M
|
5.75K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
614+ 15.51% |
$80.2K - $115K
|
4.57K
$796K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
318+ 18.79% |
$41.6K - $59.5K
|
2.01K
$350K
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.18KNew |
$154K - $220K
|
1.18K
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17+ 4.25% |
$2.22K - $3.18K
|
417
$72.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
26.5K+ 8.2% |
$3.47M - $4.96M
|
350K
$60.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-300- 15.8% |
$39.2K - $56.1K
|
1.6K
$278K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
SELL
|
- |
-16.2K- 28.98% |
$2.11M - $3.02M
|
39.6K
$6.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-34- 0.21% |
$4.44K - $6.36K
|
15.8K
$2.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.1K+ 4.93% |
$144K - $206K
|
23.5K
$4.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
190+ 234.57% |
$24.8K - $35.5K
|
271
$47.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
11+ 0.52% |
$1.44K - $2.06K
|
2.11K
$367K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
17+ 0.65% |
$2.22K - $3.18K
|
2.63K
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
990+ 2.49% |
$129K - $185K
|
40.7K
$7.08M
|
|