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 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.14K+ 4.65% |
$933K - $1.33M
|
161K
$27.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.34KNew |
$175K - $250K
|
1.34K
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
124+ 5.6% |
$16.2K - $23.2K
|
2.34K
$407K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-42- 0.41% |
$5.49K - $7.85K
|
10.3K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.69K+ 8.8% |
$220K - $315K
|
20.8K
$3.62M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
111+ 7.59% |
$14.5K - $20.8K
|
1.57K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
637+ 15.67% |
$83.2K - $119K
|
4.7K
$818K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15K+ 8.61% |
$1.96M - $2.81M
|
189K
$32.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
22New |
$2.87K - $4.11K
|
22
$3.83K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.69K+ 116.06% |
$351K - $503K
|
5K
$871K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
396+ 7.77% |
$51.7K - $74K
|
5.49K
$955K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.55K- 18.14% |
$202K - $290K
|
6.99K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
171+ 9.45% |
$22.3K - $32K
|
1.98K
$345K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
258+ 1.14% |
$33.7K - $48.2K
|
22.8K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.55K- 10.53% |
$203K - $290K
|
13.2K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
16+ 0.45% |
$2.09K - $2.99K
|
3.6K
$626K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 8.6% |
$249K - $357K
|
24.1K
$4.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
114+ 4.15% |
$14.9K - $21.3K
|
2.86K
$498K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.19KNew |
$286K - $409K
|
2.19K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.43K- 16.26% |
$186K - $267K
|
7.35K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
5.34KNew |
$698K - $998K
|
5.34K
$929K
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36+ 0.43% |
$4.7K - $6.73K
|
8.34K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
887+ 14.78% |
$116K - $166K
|
6.89K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
167New |
$21.8K - $31.2K
|
167
$29.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50New |
$6.53K - $9.35K
|
50
$8.7K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.25K+ 92.96% |
$294K - $420K
|
4.66K
$811K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.2KNew |
$156K - $224K
|
1.2K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
635+ 4.22% |
$83K - $119K
|
15.7K
$2.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-3.16K- 61.36% |
$413K - $591K
|
1.99K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 4.72% |
$9.8K - $14K
|
1.67K
$290K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
78+ 30.23% |
$10.2K - $14.6K
|
336
$58.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-355- 3.49% |
$46.4K - $66.4K
|
9.82K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
92+ 4.94% |
$12K - $17.2K
|
1.95K
$340K
|
|
|
Oct 17, 2025
Q3 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
2.9KNew |
$379K - $542K
|
2.9K
$505K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.04K+ 9.91% |
$136K - $194K
|
11.5K
$2M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$144K - $205K
|
1.1K
$191K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-250- 3.56% |
$32.7K - $46.7K
|
6.77K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-713- 2.83% |
$93.2K - $133K
|
24.5K
$4.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
135+ 0.11% |
$17.6K - $25.2K
|
120K
$20.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.4K- 40.89% |
$6.59M - $9.43M
|
72.9K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.05K+ 169.59% |
$399K - $570K
|
4.85K
$844K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.23K+ 12.06% |
$160K - $230K
|
11.4K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-33- 0.54% |
$4.31K - $6.17K
|
6.13K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.05K+ 2.64% |
$267K - $383K
|
79.5K
$13.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.88KNew |
$245K - $351K
|
1.88K
$326K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.58K- 1.5% |
$206K - $294K
|
103K
$18M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-442- 19.09% |
$57.8K - $82.6K
|
1.87K
$326K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
635+ 21.97% |
$83K - $119K
|
3.53K
$613K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.33K+ 45.17% |
$174K - $249K
|
4.28K
$745K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
248+ 48.72% |
$32.4K - $46.4K
|
757
$132K
|
|