Purchases and Sales Made in Q2 2023 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q2 2023. The information is specifically focused on institutions that hold shares of Palantir Technologies Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-62- 3.41% |
$458 - $1.03K
|
1.75K
$118K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-66- 7.63% |
$487 - $1.1K
|
799
$53.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-68- 0.55% |
$502 - $1.13K
|
12.3K
$830K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-83- 11.46% |
$613 - $1.38K
|
641
$43.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-100- 0.82% |
$738 - $1.66K
|
12K
$810K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-100- 3.32% |
$738 - $1.66K
|
2.92K
$196K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-100- 0.38% |
$738 - $1.66K
|
26.3K
$1.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 6.67% |
$738 - $1.66K
|
1.4K
$94.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-100- 0.31% |
$738 - $1.66K
|
32.2K
$2.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-115- 1.1% |
$849 - $1.91K
|
10.4K
$698K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-122- 0.95% |
$900 - $2.03K
|
12.7K
$854K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-150- 75.0% |
$1.11K - $2.49K
|
50
$3.36K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-150- 36.76% |
$1.11K - $2.49K
|
258
$17.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-161- 0.41% |
$1.19K - $2.67K
|
39.4K
$2.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-210- 0.55% |
$1.55K - $3.49K
|
37.7K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-245- 2.39% |
$1.81K - $4.07K
|
10K
$674K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 31.25% |
$1.85K - $4.15K
|
550
$37K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-252- 0.16% |
$1.86K - $4.18K
|
157K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 1.29% |
$2.21K - $4.98K
|
23K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 0.44% |
$2.21K - $4.98K
|
68.6K
$4.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-318- 1.95% |
$2.35K - $5.28K
|
16K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-318- 2.31% |
$2.35K - $5.28K
|
13.5K
$905K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-321- 1.21% |
$2.37K - $5.33K
|
26.2K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-351- 0.47% |
$2.59K - $5.83K
|
73.7K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-354- 0.58% |
$2.61K - $5.88K
|
60.9K
$4.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-386- 1.03% |
$2.85K - $6.41K
|
37.1K
$2.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-450- 90.0% |
$3.32K - $7.47K
|
50
$3.36K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-450- 13.64% |
$3.32K - $7.47K
|
2.85K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-579- 25.27% |
$4.27K - $9.61K
|
1.71K
$115K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-595- 99.17% |
$4.39K - $9.88K
|
5
$336
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-645- 3.56% |
$4.76K - $10.7K
|
17.5K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-650- 8.12% |
$4.8K - $10.8K
|
7.36K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-699- 3.64% |
$5.16K - $11.6K
|
18.5K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-773- 6.17% |
$5.7K - $12.8K
|
11.8K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-785- 2.36% |
$5.79K - $13K
|
32.4K
$2.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-800- 94.12% |
$5.9K - $13.3K
|
50
$3.36K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-815- 2.5% |
$6.01K - $13.5K
|
31.8K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-835- 1.54% |
$6.16K - $13.9K
|
53.2K
$3.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-871- 38.88% |
$6.43K - $14.5K
|
1.37K
$92.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-877- 70.05% |
$6.47K - $14.6K
|
375
$25.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-900- 5.84% |
$6.64K - $14.9K
|
14.5K
$975K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-925- 2.31% |
$6.83K - $15.4K
|
39.1K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.07K- 6.63% |
$7.92K - $17.8K
|
15.1K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.22K- 1.24% |
$9K - $20.3K
|
97.2K
$6.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 15.87% |
$9.14K - $20.6K
|
6.57K
$442K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.25K- 26.32% |
$9.23K - $20.8K
|
3.5K
$235K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.3K- 6.19% |
$9.59K - $21.6K
|
19.7K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.4K- 8.75% |
$10.3K - $23.2K
|
14.6K
$982K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.4K- 10.61% |
$10.3K - $23.2K
|
11.8K
$794K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.47K- 9.01% |
$10.8K - $24.4K
|
14.8K
$998K
|