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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
62+ 1.72% |
$4.03K - $7.73K
|
3.66K
$637K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
86New |
$5.59K - $10.7K
|
86
$15K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
CALL |
100New |
$6.5K - $12.5K
|
100
$17.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.93K- 32.77% |
$321K - $615K
|
10.1K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
900+ 36.0% |
$58.5K - $112K
|
3.4K
$592K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-522- 12.94% |
$33.9K - $65.1K
|
3.51K
$611K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-21K- 32.72% |
$1.37M - $2.62M
|
43.2K
$7.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
100New |
$6.5K - $12.5K
|
100
$17.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
158New |
$10.3K - $19.7K
|
158
$27.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25+ 19.69% |
$1.62K - $3.12K
|
152
$26.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
131+ 1.38% |
$8.51K - $16.3K
|
9.65K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
CALL |
40K+ 40.0% |
$2.6M - $4.98M
|
140K
$24.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
PUT |
300New |
$19.5K - $37.4K
|
300
$52.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-39- 2.1% |
$2.53K - $4.86K
|
1.82K
$317K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.65K- 16.92% |
$107K - $205K
|
8.1K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$162K - $312K
|
2.5K
$435K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
CALL |
-200- 50.0% |
$13K - $24.9K
|
200
$34.8K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.67K- 17.27% |
$173K - $332K
|
12.8K
$2.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-305- 10.07% |
$19.8K - $38K
|
2.72K
$474K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
17+ 30.91% |
$620 - $1.4K
|
72
$12.5K
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
SELL
|
- |
-249- 30.22% |
$9.08K - $20.5K
|
575
$100K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-168- 17.54% |
$6.13K - $13.8K
|
790
$137K
|
|
|
Sep 02, 2025
Q4 2024
|
Gullane Capital, LLC
Memphis, TN |
BUY
|
- |
5.23KNew |
$191K - $431K
|
5.23K
$910K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
500New |
$18.2K - $41.2K
|
500
$87K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.79KNew |
$284K - $642K
|
7.79K
$1.36M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
4.4KNew |
$160K - $362K
|
4.4K
$765K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
CALL |
5KNew |
$182K - $412K
|
5K
$870K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
26.8KNew |
$976K - $2.2M
|
26.8K
$4.66M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-468K- 98.44% |
$17.1M - $38.6M
|
7.43K
$1.29M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-5.4K- 25.47% |
$197K - $445K
|
15.8K
$2.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
20New |
$729 - $1.65K
|
20
$3.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.85KNew |
$67.3K - $152K
|
1.85K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
333K+ 6.8% |
$12.1M - $27.4M
|
5.22M
$908M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.17KNew |
$188K - $426K
|
5.17K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
CALL |
-235K- 98.82% |
$8.58M - $19.4M
|
2.8K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
CALL |
200New |
$7.29K - $16.5K
|
200
$34.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
38KNew |
$1.39M - $3.13M
|
38K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.97K- 20.05% |
$71.9K - $162K
|
7.86K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
3KNew |
$109K - $247K
|
3K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
PUT |
2.6KNew |
$94.8K - $214K
|
2.6K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
6.23KNew |
$227K - $513K
|
6.23K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-6.99K- 21.46% |
$255K - $576K
|
25.6K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-382K- 83.72% |
$13.9M - $31.5M
|
74.3K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.68KNew |
$97.5K - $220K
|
2.68K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
18.4KNew |
$670K - $1.51M
|
18.4K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
9KNew |
$328K - $741K
|
9K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.97KNew |
$108K - $245K
|
2.97K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-996- 9.76% |
$36.3K - $82.1K
|
9.21K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
47.5KNew |
$1.73M - $3.92M
|
47.5K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.95KNew |
$181K - $408K
|
4.95K
$862K
|
|