Purchases and Sales Made in Q1 2024 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q1 2024. The information is specifically focused on institutions that hold shares of Meta Platforms, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
392+ 18.6% |
$135K - $201K
|
2.5K
$1.8M
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
390+ 2.49% |
$134K - $200K
|
16.1K
$11.5M
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
388+ 66.32% |
$134K - $199K
|
973
$700K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
385+ 1.22% |
$133K - $197K
|
31.9K
$22.9M
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
385+ 14.3% |
$133K - $197K
|
3.08K
$2.21M
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
383+ 12.77% |
$132K - $196K
|
3.38K
$2.43M
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
383+ 12.64% |
$132K - $196K
|
3.41K
$2.45M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
383+ 59.56% |
$132K - $196K
|
1.03K
$738K
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
382+ 2.3% |
$132K - $196K
|
17K
$12.2M
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
379+ 13.1% |
$131K - $194K
|
3.27K
$2.35M
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
377+ 7.24% |
$130K - $193K
|
5.58K
$4.01M
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
374+ 4.11% |
$129K - $192K
|
9.48K
$6.81M
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
374+ 2.68% |
$129K - $192K
|
14.3K
$10.3M
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
373+ 7.51% |
$128K - $191K
|
5.34K
$3.84M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
372+ 10.46% |
$128K - $191K
|
3.93K
$2.83M
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
369+ 69.62% |
$127K - $189K
|
899
$646K
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
362+ 0.6% |
$125K - $185K
|
60.4K
$43.4M
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
357+ 10.62% |
$123K - $183K
|
3.72K
$2.67M
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
357+ 52.12% |
$123K - $183K
|
1.04K
$749K
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
356+ 10.13% |
$123K - $182K
|
3.87K
$2.78M
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
351+ 5.17% |
$121K - $180K
|
7.14K
$5.13M
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
351+ 53.92% |
$121K - $180K
|
1K
$720K
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
350+ 60.55% |
$121K - $179K
|
928
$667K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
344+ 1.54% |
$118K - $176K
|
22.7K
$16.3M
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
338+ 52.48% |
$116K - $173K
|
982
$706K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
337+ 3.12% |
$116K - $173K
|
11.2K
$8.02M
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
337+ 3.08% |
$116K - $173K
|
11.3K
$8.11M
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
335+ 2.43% |
$115K - $172K
|
14.1K
$10.1M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
334+ 190.86% |
$115K - $171K
|
509
$366K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
333+ 9.17% |
$115K - $171K
|
3.97K
$2.85M
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
332+ 22.66% |
$114K - $170K
|
1.8K
$1.29M
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
331+ 24.32% |
$114K - $170K
|
1.69K
$1.22M
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
329+ 30.46% |
$113K - $169K
|
1.41K
$1.01M
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
329+ 37.73% |
$113K - $169K
|
1.2K
$864K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
328+ 25.31% |
$113K - $168K
|
1.62K
$1.17M
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
328+ 3.98% |
$113K - $168K
|
8.56K
$6.16M
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
324+ 4.57% |
$112K - $166K
|
7.41K
$5.33M
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
319+ 132.92% |
$110K - $163K
|
559
$402K
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
318+ 10.1% |
$110K - $163K
|
3.47K
$2.49M
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
318+ 27.25% |
$110K - $163K
|
1.49K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
316+ 18.6% |
$109K - $162K
|
2.02K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
316+ 28.32% |
$109K - $162K
|
1.43K
$1.03M
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
313+ 4.2% |
$108K - $160K
|
7.76K
$5.58M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
312+ 6.44% |
$107K - $160K
|
5.16K
$3.71M
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
311+ 7.73% |
$107K - $159K
|
4.34K
$3.12M
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
311+ 7.94% |
$107K - $159K
|
4.23K
$3.04M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
310+ 1.11% |
$107K - $159K
|
28.3K
$20.4M
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
310+ 15.4% |
$107K - $159K
|
2.32K
$1.67M
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
309+ 25.47% |
$106K - $158K
|
1.52K
$1.09M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
306+ 34.93% |
$105K - $157K
|
1.18K
$850K
|