Purchases and Sales Made in Q4 2023 in Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.75K+ 14.83% |
$25.7K - $37.3K
|
13.6K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.75K+ 15.8% |
$25.7K - $37.3K
|
12.8K
$1.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.69K+ 8.87% |
$24.8K - $36K
|
20.7K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.67K+ 10.65% |
$24.6K - $35.7K
|
17.4K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.55K+ 8.11% |
$22.8K - $33.1K
|
20.7K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.55KNew |
$22.8K - $33.1K
|
1.55K
$165K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.53KNew |
$22.5K - $32.7K
|
1.53K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.53K+ 13.27% |
$22.4K - $32.5K
|
13K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.52K+ 13.57% |
$22.3K - $32.4K
|
12.7K
$1.35M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.5KNew |
$22K - $32K
|
1.5K
$159K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.5K+ 37.5% |
$22K - $32K
|
5.5K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.47K+ 2.98% |
$21.6K - $31.4K
|
50.8K
$5.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.47K+ 2.76% |
$21.6K - $31.3K
|
54.7K
$5.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.47K+ 2.76% |
$21.6K - $31.3K
|
54.7K
$5.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.44K+ 25.46% |
$21.2K - $30.7K
|
7.1K
$754K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.43K+ 5.83% |
$20.9K - $30.4K
|
25.9K
$2.75M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.43K+ 3.17% |
$20.9K - $30.4K
|
46.4K
$4.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.42K+ 12.5% |
$20.9K - $30.3K
|
12.8K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.41K+ 9.62% |
$20.7K - $30.1K
|
16.1K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.36KNew |
$20K - $29K
|
1.36K
$145K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.3K+ 185.71% |
$19.1K - $27.7K
|
2K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 185.71% |
$19.1K - $27.7K
|
2K
$213K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.27K+ 1.15% |
$18.7K - $27.2K
|
112K
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.23K+ 7.51% |
$18.1K - $26.2K
|
17.6K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.2K+ 4.99% |
$17.6K - $25.5K
|
25.1K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.18K+ 28.73% |
$17.4K - $25.2K
|
5.3K
$563K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.15K+ 66.36% |
$16.9K - $24.5K
|
2.88K
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.11K+ 8.04% |
$16.3K - $23.6K
|
14.9K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.04KNew |
$15.2K - $22.1K
|
1.04K
$110K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1K+ 9.38% |
$14.7K - $21.3K
|
11.7K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1K+ 22.51% |
$14.7K - $21.3K
|
5.44K
$578K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1K+ 10000.0% |
$14.7K - $21.3K
|
1.01K
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 12.57% |
$14.7K - $21.3K
|
8.95K
$952K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 5.02% |
$14.7K - $21.3K
|
20.9K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
989New |
$14.5K - $21.1K
|
989
$105K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
988+ 73.57% |
$14.5K - $21.1K
|
2.33K
$248K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
970+ 5.32% |
$14.2K - $20.7K
|
19.2K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
960+ 1.71% |
$14.1K - $20.5K
|
57K
$6.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
937+ 3.27% |
$13.8K - $20K
|
29.6K
$3.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
914+ 11.47% |
$13.4K - $19.5K
|
8.89K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
900New |
$13.2K - $19.2K
|
900
$95.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
860New |
$12.6K - $18.4K
|
860
$91.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
855+ 4.18% |
$12.6K - $18.2K
|
21.3K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
828+ 3.3% |
$12.2K - $17.7K
|
25.9K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
824+ 6.82% |
$12.1K - $17.6K
|
12.9K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
800+ 6.3% |
$11.8K - $17.1K
|
13.5K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
793+ 3.8% |
$11.6K - $16.9K
|
21.7K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
786+ 2.04% |
$11.5K - $16.8K
|
39.4K
$4.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
770+ 301.96% |
$11.3K - $16.4K
|
1.03K
$109K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
754New |
$11.1K - $16.1K
|
754
$80.1K
|