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
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
145+ 4.03% |
$49.9K - $74.3K
|
3.74K
$2.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
144+ 3.99% |
$49.6K - $73.8K
|
3.75K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
143+ 7.48% |
$49.3K - $73.2K
|
2.06K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
142+ 1.42% |
$48.9K - $72.7K
|
10.2K
$7.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
142+ 5.39% |
$48.9K - $72.7K
|
2.78K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
140+ 31.53% |
$48.2K - $71.7K
|
584
$420K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
140+ 2.54% |
$48.2K - $71.7K
|
5.64K
$4.06M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
139+ 0.59% |
$47.9K - $71.2K
|
23.6K
$16.9M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
139+ 6.04% |
$47.9K - $71.2K
|
2.44K
$1.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
138+ 12.77% |
$47.5K - $70.7K
|
1.22K
$876K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
134+ 3.89% |
$46.2K - $68.6K
|
3.58K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
134+ 77.46% |
$46.2K - $68.6K
|
307
$221K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
133+ 20.78% |
$45.8K - $68.1K
|
773
$556K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
132+ 13.57% |
$45.5K - $67.6K
|
1.11K
$795K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
132+ 2.8% |
$45.5K - $67.6K
|
4.85K
$3.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
131+ 18.61% |
$45.1K - $67.1K
|
835
$600K
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
131+ 3.86% |
$45.1K - $67.1K
|
3.53K
$2.54M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
131+ 3.86% |
$45.1K - $67.1K
|
3.53K
$2.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
130+ 2.29% |
$44.8K - $66.6K
|
5.81K
$4.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
130+ 14.16% |
$44.8K - $66.6K
|
1.05K
$754K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
130+ 4.21% |
$44.8K - $66.6K
|
3.22K
$2.31M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
129+ 7.65% |
$44.4K - $66.1K
|
1.82K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
129+ 2.88% |
$44.4K - $66.1K
|
4.6K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
129+ 3.38% |
$44.4K - $66.1K
|
3.95K
$2.84M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
128+ 8.44% |
$44.1K - $65.6K
|
1.65K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
127+ 0.29% |
$43.7K - $65K
|
43.7K
$31.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
126+ 1.14% |
$43.4K - $64.5K
|
11.2K
$8.06M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
126+ 9.02% |
$43.4K - $64.5K
|
1.52K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
125+ 10.2% |
$43.1K - $64K
|
1.35K
$971K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
125+ 3.64% |
$43.1K - $64K
|
3.56K
$2.56M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
125+ 13.5% |
$43.1K - $64K
|
1.05K
$756K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
122+ 10.37% |
$42K - $62.5K
|
1.3K
$933K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
122+ 4.87% |
$42K - $62.5K
|
2.63K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
120+ 5.99% |
$41.3K - $61.5K
|
2.12K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
120+ 7.53% |
$41.3K - $61.5K
|
1.71K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
120+ 15.58% |
$41.3K - $61.5K
|
890
$640K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
118+ 8.44% |
$40.6K - $60.4K
|
1.52K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
117+ 1.53% |
$40.3K - $59.9K
|
7.75K
$5.57M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
117+ 2.36% |
$40.3K - $59.9K
|
5.07K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
115+ 3.84% |
$39.6K - $58.9K
|
3.11K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
115+ 0.2% |
$39.6K - $58.9K
|
57K
$41M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
114+ 3.21% |
$39.3K - $58.4K
|
3.66K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
113+ 1.46% |
$38.9K - $57.9K
|
7.84K
$5.63M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
113+ 65.32% |
$38.9K - $57.9K
|
286
$206K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
112+ 19.55% |
$38.6K - $57.4K
|
685
$493K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
112+ 2.58% |
$38.6K - $57.4K
|
4.46K
$3.2M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
112+ 4.39% |
$38.6K - $57.4K
|
2.66K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
110+ 0.29% |
$37.9K - $56.3K
|
37.7K
$27.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
110+ 15.43% |
$37.9K - $56.3K
|
823
$592K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
110+ 4.28% |
$37.9K - $56.3K
|
2.68K
$1.93M
|