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 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
209+ 9.15% |
$72K - $107K
|
2.49K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
208+ 0.71% |
$71.6K - $107K
|
29.4K
$20.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
207+ 1.57% |
$71.3K - $106K
|
13.4K
$9.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
207+ 4.49% |
$71.3K - $106K
|
4.82K
$3.29M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
207+ 5.73% |
$71.3K - $106K
|
3.82K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
206+ 26.75% |
$71K - $106K
|
976
$667K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
206+ 2.69% |
$71K - $106K
|
7.88K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
206+ 7.56% |
$71K - $106K
|
2.93K
$2M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
205+ 1.27% |
$70.6K - $105K
|
16.3K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
203+ 23.77% |
$69.9K - $104K
|
1.06K
$723K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
201+ 10.81% |
$69.2K - $103K
|
2.06K
$1.41M
|
|
|
Feb 20, 2025
Q1 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
201+ 1.81% |
$69.2K - $103K
|
11.3K
$7.73M
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
200New |
$68.9K - $102K
|
200
$137K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200+ 6.25% |
$68.9K - $102K
|
3.4K
$2.32M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
200+ 2.54% |
$68.9K - $102K
|
8.08K
$5.52M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
200+ 26.81% |
$68.9K - $102K
|
946
$647K
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
200New |
$68.9K - $102K
|
200
$137K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 14.98% |
$68.9K - $102K
|
1.54K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
199+ 1658.33% |
$68.5K - $102K
|
211
$144K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
198+ 1.32% |
$68.2K - $101K
|
15.2K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
196+ 27.64% |
$67.5K - $100K
|
905
$619K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
196+ 15.08% |
$67.5K - $100K
|
1.5K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
195+ 12.1% |
$67.2K - $99.9K
|
1.81K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
195+ 19.21% |
$67.2K - $99.9K
|
1.21K
$827K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
195+ 216.67% |
$67.2K - $99.9K
|
285
$195K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
195+ 2.89% |
$67.2K - $99.9K
|
6.94K
$4.74M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
193+ 5.79% |
$66.5K - $98.9K
|
3.53K
$2.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
192+ 2.47% |
$66.1K - $98.3K
|
7.98K
$5.46M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
190+ 12.62% |
$65.4K - $97.3K
|
1.7K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
190+ 24.8% |
$65.4K - $97.3K
|
956
$653K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
185New |
$63.7K - $94.8K
|
185
$126K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
185+ 9.16% |
$63.7K - $94.8K
|
2.21K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
185New |
$63.7K - $94.8K
|
185
$126K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
185New |
$63.7K - $94.8K
|
185
$126K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
184+ 10.13% |
$63.4K - $94.2K
|
2K
$1.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
184+ 22.74% |
$63.4K - $94.2K
|
993
$679K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
184+ 0.69% |
$63.4K - $94.2K
|
26.9K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
184+ 0.96% |
$63.4K - $94.2K
|
19.3K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
184+ 0.31% |
$63.4K - $94.2K
|
59.3K
$40.5M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
184+ 15.23% |
$63.4K - $94.2K
|
1.39K
$952K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
183+ 6.9% |
$63K - $93.7K
|
2.83K
$1.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
182+ 9.5% |
$62.7K - $93.2K
|
2.1K
$1.43M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
182+ 8.79% |
$62.7K - $93.2K
|
2.25K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
179+ 19.78% |
$61.7K - $91.7K
|
1.08K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
178+ 0.65% |
$61.3K - $91.2K
|
27.7K
$18.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
176+ 6.63% |
$60.6K - $90.1K
|
2.83K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
176+ 6.84% |
$60.6K - $90.1K
|
2.75K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
172+ 20.48% |
$59.2K - $88.1K
|
1.01K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
171+ 3.97% |
$58.9K - $87.6K
|
4.48K
$3.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
168+ 6.43% |
$57.9K - $86K
|
2.78K
$1.9M
|