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 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-465- 12.26% |
$60.8K - $86.9K
|
3.33K
$579K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.31K+ 16.3% |
$824K - $1.18M
|
45K
$7.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.44KNew |
$319K - $457K
|
2.44K
$425K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-41.3K- 20.33% |
$5.39M - $7.71M
|
162K
$28.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.41K- 37.26% |
$184K - $264K
|
2.37K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22.7K+ 12.9% |
$2.96M - $4.24M
|
198K
$34.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
526+ 7.46% |
$68.7K - $98.3K
|
7.58K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-130- 2.63% |
$17K - $24.3K
|
4.82K
$838K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
654+ 25.67% |
$85.5K - $122K
|
3.2K
$557K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2K+ 9.22% |
$262K - $375K
|
23.7K
$4.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.7K+ 23.62% |
$1.91M - $2.74M
|
76.7K
$13.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-31- 0.23% |
$4.05K - $5.8K
|
13.5K
$2.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
300+ 300.0% |
$39.2K - $56.1K
|
400
$69.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
513+ 0.64% |
$67K - $95.9K
|
80.2K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.42KNew |
$316K - $452K
|
2.42K
$420K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-168- 3.61% |
$22K - $31.4K
|
4.48K
$780K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 5.17% |
$1.96K - $2.8K
|
305
$53.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-224K- 59.02% |
$29.3M - $41.9M
|
156K
$27.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
876+ 17.5% |
$114K - $164K
|
5.88K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-443- 16.97% |
$57.9K - $82.8K
|
2.17K
$377K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.71K- 4.25% |
$485K - $693K
|
83.5K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
810+ 6.18% |
$106K - $151K
|
13.9K
$2.42M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.26K- 8.75% |
$164K - $235K
|
13.1K
$2.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.37K- 9.61% |
$1.22M - $1.75M
|
88.1K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-58- 16.11% |
$7.58K - $10.8K
|
302
$52.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
158+ 1.79% |
$20.6K - $29.5K
|
8.97K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
445+ 4.93% |
$58.2K - $83.2K
|
9.48K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.49K- 13.52% |
$195K - $279K
|
9.53K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
5.01KNew |
$655K - $937K
|
5.01K
$872K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.37KNew |
$179K - $255K
|
1.37K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.54K+ 12.41% |
$854K - $1.22M
|
59.2K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.2K+ 12.99% |
$679K - $972K
|
45.2K
$7.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.16K+ 22.82% |
$282K - $404K
|
11.6K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
54+ 20.38% |
$7.06K - $10.1K
|
319
$55.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.88K- 3.78% |
$245K - $351K
|
47.8K
$8.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
297+ 11.38% |
$38.8K - $55.5K
|
2.91K
$506K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.5K- 9.93% |
$196K - $280K
|
13.6K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.03KNew |
$135K - $193K
|
1.03K
$179K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-13.9K- 3.09% |
$1.82M - $2.6M
|
436K
$75.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
171+ 3.89% |
$22.3K - $32K
|
4.56K
$794K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-562- 5.71% |
$73.4K - $105K
|
9.29K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-40- 8.11% |
$5.23K - $7.48K
|
453
$78.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-194K- 19.09% |
$25.3M - $36.3M
|
822K
$143M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
34.2KNew |
$4.46M - $6.39M
|
34.2K
$5.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
50+ 5.18% |
$6.53K - $9.35K
|
1.02K
$177K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
110+ 69.18% |
$14.4K - $20.6K
|
269
$46.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5.51K+ 11.08% |
$720K - $1.03M
|
55.2K
$9.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.3K+ 9.81% |
$300K - $429K
|
25.7K
$4.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-250- 6.21% |
$32.7K - $46.7K
|
3.78K
$657K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.04K+ 1.68% |
$527K - $754K
|
244K
$42.4M
|
|