Purchases and Sales Made in Q3 2023 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
70+ 0.36% |
$977 - $1.4K
|
19.7K
$2.1M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
70New |
$977 - $1.4K
|
70
$7.44K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
70New |
$977 - $1.4K
|
70
$7.44K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
66+ 5.04% |
$921 - $1.32K
|
1.38K
$146K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
66New |
$921 - $1.32K
|
66
$7.01K
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
55+ 0.05% |
$768 - $1.1K
|
115K
$12.2M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
55+ 611.11% |
$768 - $1.1K
|
64
$6.8K
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
55+ 0.05% |
$768 - $1.1K
|
115K
$12.2M
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
55+ 9.82% |
$768 - $1.1K
|
615
$65.4K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 0.46% |
$726 - $1.04K
|
11.3K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 5.01% |
$628 - $900
|
944
$100K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
44New |
$614 - $880
|
44
$4.68K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
43New |
$600 - $860
|
43
$4.57K
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
42+ 0.4% |
$586 - $840
|
10.4K
$1.11M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
41+ 3.29% |
$572 - $820
|
1.29K
$137K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$558 - $800
|
40
$4.25K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
40+ 24.1% |
$558 - $800
|
206
$21.9K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
32New |
$447 - $640
|
32
$3.4K
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
28+ 0.04% |
$391 - $560
|
71.9K
$7.64M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
27+ 0.11% |
$377 - $540
|
25K
$2.65M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26New |
$363 - $520
|
26
$2.76K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25+ 10.87% |
$349 - $500
|
255
$27.1K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 6.83% |
$279 - $400
|
313
$33.3K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
19+ 0.06% |
$265 - $380
|
31.1K
$3.31M
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 0.07% |
$251 - $360
|
27.6K
$2.93M
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
18+ 0.17% |
$251 - $360
|
10.7K
$1.13M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
17+ 0.04% |
$237 - $340
|
38.7K
$4.11M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 0.13% |
$209 - $300
|
12K
$1.28M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14+ 1.41% |
$195 - $280
|
1K
$107K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 0.25% |
$168 - $240
|
4.78K
$507K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.18% |
$112 - $160
|
4.46K
$474K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7New |
$97.7 - $140
|
7
$744
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 4.03% |
$83.8 - $120
|
155
$16.5K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.62% |
$69.8 - $99.9
|
809
$86K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.62% |
$69.8 - $99.9
|
809
$86K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$69.8 - $99.9
|
5
$531
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2+ 0.02% |
$27.9 - $40
|
12.5K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 40.0% |
$27.9 - $40
|
7
$744
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.02% |
$14 - $20
|
4.12K
$438K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-1- 25.0% |
$14 - $20
|
3
$319
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-7- 0.03% |
$97.7 - $140
|
21K
$2.23M
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-14- 11.86% |
$195 - $280
|
104
$11.1K
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-15- 0.26% |
$209 - $300
|
5.79K
$615K
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-15- 0.26% |
$209 - $300
|
5.79K
$615K
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-16- 0.07% |
$223 - $320
|
23.8K
$2.53M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 1.9% |
$363 - $520
|
1.34K
$143K
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-33- 0.19% |
$461 - $660
|
17.3K
$1.83M
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-34- 4.54% |
$475 - $680
|
715
$76K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-35- 0.07% |
$489 - $700
|
48.6K
$5.16M
|