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 |
|---|---|---|---|---|---|---|---|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
272New |
$4K - $5.8K
|
272
$28.9K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
260+ 21.67% |
$3.82K - $5.55K
|
1.46K
$155K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
250+ 5000.0% |
$3.67K - $5.34K
|
255
$27.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
250New |
$3.67K - $5.34K
|
250
$26.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
250+ 1.75% |
$3.67K - $5.34K
|
14.5K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
250New |
$3.67K - $5.34K
|
250
$26.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
245+ 30.28% |
$3.6K - $5.23K
|
1.05K
$112K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
245+ 30.28% |
$3.6K - $5.23K
|
1.05K
$112K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
240+ 2.35% |
$3.53K - $5.12K
|
10.5K
$1.11M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
235+ 1.06% |
$3.45K - $5.01K
|
22.3K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
215+ 26.91% |
$3.16K - $4.59K
|
1.01K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
200+ 1.44% |
$2.94K - $4.27K
|
14.1K
$1.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
200New |
$2.94K - $4.27K
|
200
$21.3K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
200New |
$2.94K - $4.27K
|
200
$21.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
180+ 114.65% |
$2.64K - $3.84K
|
337
$35.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
177+ 1.61% |
$2.6K - $3.78K
|
11.1K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
156+ 0.02% |
$2.29K - $3.33K
|
717K
$76.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
145New |
$2.13K - $3.09K
|
145
$15.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
145+ 1.0% |
$2.13K - $3.09K
|
14.7K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
139+ 1.38% |
$2.04K - $2.97K
|
10.2K
$1.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
134New |
$1.97K - $2.86K
|
134
$14.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
133+ 0.35% |
$1.95K - $2.84K
|
38.4K
$4.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
120+ 60.0% |
$1.76K - $2.56K
|
320
$34K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
120+ 0.76% |
$1.76K - $2.56K
|
15.8K
$1.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
119+ 0.43% |
$1.75K - $2.54K
|
27.6K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
115+ 1.08% |
$1.69K - $2.45K
|
10.8K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
109+ 0.18% |
$1.6K - $2.33K
|
62.4K
$6.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
100+ 0.31% |
$1.47K - $2.13K
|
32.9K
$3.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$1.47K - $2.13K
|
100
$10.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100+ 64.52% |
$1.47K - $2.13K
|
255
$27.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
99+ 9900.0% |
$1.45K - $2.11K
|
100
$10.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
87+ 1.77% |
$1.28K - $1.86K
|
4.99K
$530K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
85New |
$1.25K - $1.81K
|
85
$9.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
74+ 5.75% |
$1.09K - $1.58K
|
1.36K
$145K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
67+ 0.43% |
$984 - $1.43K
|
15.6K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
66+ 0.39% |
$970 - $1.41K
|
17.1K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
65+ 0.64% |
$955 - $1.39K
|
10.2K
$1.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
65+ 5.36% |
$955 - $1.39K
|
1.28K
$136K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
63+ 95.45% |
$925 - $1.34K
|
129
$13.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60New |
$881 - $1.28K
|
60
$6.38K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
57+ 0.51% |
$837 - $1.22K
|
11.2K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
57+ 0.32% |
$837 - $1.22K
|
17.7K
$1.88M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
54+ 98.18% |
$793 - $1.15K
|
109
$11.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
54+ 13.24% |
$793 - $1.15K
|
462
$49.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
50+ 31.25% |
$735 - $1.07K
|
210
$22.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
45New |
$661 - $960
|
45
$4.78K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
44+ 0.3% |
$646 - $939
|
14.6K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
38+ 76.0% |
$558 - $811
|
88
$9.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 3.96% |
$558 - $811
|
998
$106K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
37New |
$544 - $790
|
37
$3.93K
|