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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
749+ 0.95% |
$10.5K - $15K
|
79.2K
$8.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
700+ 74.87% |
$9.77K - $14K
|
1.64K
$183K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
700New |
$9.77K - $14K
|
700
$78.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
690+ 4.7% |
$9.63K - $13.8K
|
15.4K
$1.72M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
690+ 0.06% |
$9.63K - $13.8K
|
1.21M
$136M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
627+ 88.81% |
$8.75K - $12.5K
|
1.33K
$149K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
600New |
$8.38K - $12K
|
600
$67.2K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
600New |
$8.38K - $12K
|
600
$67.2K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600+ 600.0% |
$8.38K - $12K
|
700
$78.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
600New |
$8.38K - $12K
|
600
$67.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
575+ 1.09% |
$8.03K - $11.5K
|
53.2K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
528+ 1.0% |
$7.37K - $10.6K
|
53.2K
$5.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
495+ 3.26% |
$6.91K - $9.9K
|
15.7K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
489+ 0.79% |
$6.83K - $9.78K
|
62.8K
$7.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
486+ 324.0% |
$6.78K - $9.72K
|
636
$71.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
473+ 4.26% |
$6.6K - $9.46K
|
11.6K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
455+ 1.72% |
$6.35K - $9.1K
|
26.9K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
420+ 2.62% |
$5.86K - $8.4K
|
16.5K
$1.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
400+ 4.07% |
$5.58K - $8K
|
10.2K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
376+ 3.24% |
$5.25K - $7.52K
|
12K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
350+ 3.48% |
$4.89K - $7K
|
10.4K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
350New |
$4.89K - $7K
|
350
$39.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
313+ 2.6% |
$4.37K - $6.26K
|
12.4K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
300New |
$4.19K - $6K
|
300
$33.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
281+ 2.18% |
$3.92K - $5.62K
|
13.2K
$1.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
280+ 0.79% |
$3.91K - $5.6K
|
35.8K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
275+ 1.61% |
$3.84K - $5.5K
|
17.4K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
273+ 1.35% |
$3.81K - $5.46K
|
20.4K
$2.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
270+ 1.37% |
$3.77K - $5.4K
|
19.9K
$2.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
245+ 0.44% |
$3.42K - $4.9K
|
56.2K
$6.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
231+ 1.22% |
$3.22K - $4.62K
|
19.1K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
215+ 15.36% |
$3K - $4.3K
|
1.62K
$181K
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
200New |
$2.79K - $4K
|
200
$22.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
200New |
$2.79K - $4K
|
200
$22.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200+ 25.0% |
$2.79K - $4K
|
1K
$112K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
196+ 1.8% |
$2.74K - $3.92K
|
11.1K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
176+ 1.23% |
$2.46K - $3.52K
|
14.5K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
155+ 0.41% |
$2.16K - $3.1K
|
37.6K
$4.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
149+ 0.16% |
$2.08K - $2.98K
|
95.1K
$10.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
146New |
$2.04K - $2.92K
|
146
$16.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
133New |
$1.86K - $2.66K
|
133
$14.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
120New |
$1.68K - $2.4K
|
120
$13.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
117+ 18.25% |
$1.63K - $2.34K
|
758
$84.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
112+ 13.79% |
$1.56K - $2.24K
|
924
$104K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
100New |
$1.4K - $2K
|
100
$11.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
100+ 0.37% |
$1.4K - $2K
|
27.3K
$3.06M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100+ 14.03% |
$1.4K - $2K
|
813
$91.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
91+ 28.71% |
$1.27K - $1.82K
|
408
$45.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
76+ 13.57% |
$1.06K - $1.52K
|
636
$71.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71+ 66.98% |
$991 - $1.42K
|
177
$19.8K
|