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 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-50- 83.33% |
$6.53K - $9.35K
|
10
$1.74K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
7.83K+ 42.2% |
$1.02M - $1.46M
|
26.4K
$4.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-220- 3.93% |
$28.7K - $41.1K
|
5.38K
$937K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
789+ 49.04% |
$103K - $148K
|
2.4K
$417K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-49.9K- 22.48% |
$6.52M - $9.33M
|
172K
$30M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
96+ 0.98% |
$12.5K - $17.9K
|
9.87K
$1.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
CALL |
-400- 25.0% |
$52.3K - $74.8K
|
1.2K
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.75K- 3.77% |
$491K - $702K
|
95.9K
$16.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
374+ 46.12% |
$48.9K - $69.9K
|
1.19K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-9.26K- 78.14% |
$1.21M - $1.73M
|
2.59K
$451K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
111+ 0.97% |
$14.5K - $20.8K
|
11.5K
$2.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
329+ 2.72% |
$43K - $61.5K
|
12.4K
$2.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
291K+ 433.85% |
$38M - $54.3M
|
358K
$62.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
138+ 1.06% |
$18K - $25.8K
|
13.1K
$2.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
1KNew |
$131K - $187K
|
1K
$174K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.38K- 12.1% |
$181K - $259K
|
10K
$1.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-111- 2.94% |
$14.5K - $20.8K
|
3.67K
$638K
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
1.37KNew |
$179K - $256K
|
1.37K
$238K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.38K+ 55.15% |
$311K - $445K
|
6.7K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-440- 6.06% |
$57.5K - $82.3K
|
6.82K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$334K - $478K
|
2.56K
$445K
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
1.3K+ 65.0% |
$170K - $243K
|
3.3K
$574K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-275- 5.67% |
$35.9K - $51.4K
|
4.58K
$796K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-450- 8.47% |
$58.8K - $84.1K
|
4.87K
$847K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-212- 6.44% |
$27.7K - $39.6K
|
3.08K
$536K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.53K- 62.36% |
$853K - $1.22M
|
3.94K
$686K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-10.9K- 17.65% |
$1.42M - $2.04M
|
50.8K
$8.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.36KNew |
$178K - $254K
|
1.36K
$236K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-157- 7.6% |
$20.5K - $29.4K
|
1.91K
$332K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.36KNew |
$178K - $254K
|
1.36K
$236K
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-824- 7.75% |
$108K - $154K
|
9.81K
$1.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
14+ 0.09% |
$1.83K - $2.62K
|
15.3K
$2.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-33- 1.11% |
$4.31K - $6.17K
|
2.93K
$510K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.25% |
$915 - $1.31K
|
2.74K
$477K
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.32KNew |
$173K - $248K
|
1.32K
$230K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.88K- 56.51% |
$768K - $1.1M
|
4.52K
$787K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
56+ 0.23% |
$7.32K - $10.5K
|
24.4K
$4.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
884+ 4.04% |
$116K - $165K
|
22.8K
$3.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.96K+ 88.97% |
$256K - $367K
|
4.17K
$725K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-375- 21.94% |
$49K - $70.1K
|
1.33K
$232K
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-12.6K- 43.76% |
$1.65M - $2.36M
|
16.3K
$2.83M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.78% |
$131 - $187
|
130
$22.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
224+ 5.02% |
$29.3K - $41.9K
|
4.68K
$815K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-524- 3.47% |
$68.5K - $98K
|
14.6K
$2.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
70+ 4.24% |
$9.15K - $13.1K
|
1.72K
$299K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.14KNew |
$541K - $774K
|
4.14K
$720K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.26KNew |
$165K - $236K
|
1.26K
$219K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14K+ 19.8% |
$1.83M - $2.62M
|
84.8K
$14.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
324New |
$42.3K - $60.6K
|
324
$56.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12.4K- 14.52% |
$1.62M - $2.31M
|
72.8K
$12.7M
|
|