Latest Institutional Transactions on Meta Platforms, Inc. (META)
This table provides information on the latest institutional transactions involving Meta Platforms, Inc. (META) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-16- 2.77% |
$7.75K - $11.8K
|
561
$403K
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-4.01K- 20.73% |
$1.94M - $2.96M
|
15.3K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
209+ 3.95% |
$101K - $154K
|
5.5K
$3.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
125+ 9.28% |
$60.6K - $92.3K
|
1.47K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
25+ 0.26% |
$12.1K - $18.5K
|
9.46K
$6.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
180+ 6.55% |
$87.2K - $133K
|
2.93K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
337+ 20.3% |
$163K - $249K
|
2K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
158+ 3.97% |
$76.6K - $117K
|
4.14K
$2.98M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.28% |
$969 - $1.48K
|
710
$510K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
226+ 7.97% |
$110K - $167K
|
3.06K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
1.09K+ 37.29% |
$528K - $804K
|
4.01K
$2.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 13.43% |
$129K - $197K
|
2.26K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$485 - $738
|
10.3K
$7.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
65+ 1.37% |
$31.5K - $48K
|
4.81K
$3.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-347- 1.68% |
$168K - $256K
|
20.3K
$14.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-60- 4.1% |
$29.1K - $44.3K
|
1.4K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
233+ 11.74% |
$113K - $172K
|
2.22K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
365New |
$177K - $269K
|
365
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3+ 0.1% |
$1.45K - $2.21K
|
3.13K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
434+ 12.59% |
$210K - $320K
|
3.88K
$2.79M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
2.38K+ 31.77% |
$1.15M - $1.75M
|
9.86K
$7.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
122+ 1.08% |
$59.1K - $90K
|
11.4K
$8.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.36K+ 16.36% |
$660K - $1M
|
9.68K
$6.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
108+ 9.25% |
$52.3K - $79.7K
|
1.28K
$917K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
675+ 125.7% |
$327K - $498K
|
1.21K
$871K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-30- 3.33% |
$14.5K - $22.1K
|
871
$626K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-216- 3.55% |
$105K - $159K
|
5.87K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
42+ 0.46% |
$20.4K - $31K
|
9.19K
$6.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-166- 6.79% |
$80.5K - $123K
|
2.28K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-7.74K- 1.82% |
$3.75M - $5.71M
|
418K
$301M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-10.8K- 1.68% |
$5.24M - $7.98M
|
632K
$455M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
2+ 0.05% |
$969 - $1.48K
|
4.37K
$3.14M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
950+ 24.48% |
$460K - $701K
|
4.83K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-709- 7.31% |
$344K - $523K
|
8.99K
$6.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
460New |
$223K - $340K
|
460
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
618+ 64.78% |
$300K - $456K
|
1.57K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.33K- 20.06% |
$1.13M - $1.72M
|
9.27K
$6.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
582New |
$282K - $430K
|
582
$418K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
114+ 4.04% |
$55.3K - $84.1K
|
2.94K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
17+ 0.77% |
$8.24K - $12.5K
|
2.21K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-7- 1.19% |
$3.39K - $5.17K
|
582
$418K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
35+ 2.29% |
$17K - $25.8K
|
1.57K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
919+ 7.46% |
$445K - $678K
|
13.2K
$9.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-151- 0.57% |
$73.2K - $111K
|
26.5K
$19.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.48K+ 6.83% |
$1.2M - $1.83M
|
38.8K
$27.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
75+ 9.58% |
$36.3K - $55.4K
|
858
$617K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.27K- 43.09% |
$613K - $934K
|
1.67K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.54K+ 348.02% |
$1.23M - $1.88M
|
3.28K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-37- 1.1% |
$17.9K - $27.3K
|
3.34K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.92KNew |
$4.32M - $6.58M
|
8.92K
$6.41M
|