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 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
90+ 1.03% |
$31K - $46.1K
|
8.81K
$6.33M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
89+ 2.34% |
$30.7K - $45.6K
|
3.9K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
89+ 27.05% |
$30.7K - $45.6K
|
418
$301K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
88+ 13.86% |
$30.3K - $45.1K
|
723
$520K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
88+ 2.11% |
$30.3K - $45.1K
|
4.26K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
88+ 7.59% |
$30.3K - $45.1K
|
1.25K
$897K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
88+ 3.08% |
$30.3K - $45.1K
|
2.95K
$2.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
87+ 2.15% |
$30K - $44.6K
|
4.14K
$2.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
87+ 6.43% |
$30K - $44.6K
|
1.44K
$1.03M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
87+ 13.1% |
$30K - $44.6K
|
751
$540K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
86+ 4.76% |
$29.6K - $44K
|
1.89K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
86+ 1.27% |
$29.6K - $44K
|
6.88K
$4.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
86+ 1.89% |
$29.6K - $44K
|
4.65K
$3.34M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
85+ 1.51% |
$29.3K - $43.5K
|
5.7K
$4.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85+ 3.75% |
$29.3K - $43.5K
|
2.35K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
85+ 6.82% |
$29.3K - $43.5K
|
1.33K
$957K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
85+ 3.82% |
$29.3K - $43.5K
|
2.31K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
85+ 2.85% |
$29.3K - $43.5K
|
3.07K
$2.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
84+ 5.2% |
$28.9K - $43K
|
1.7K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
84+ 4.06% |
$28.9K - $43K
|
2.15K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
84+ 0.59% |
$28.9K - $43K
|
14.3K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
84+ 1.94% |
$28.9K - $43K
|
4.41K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
84New |
$28.9K - $43K
|
84
$60.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
83+ 7.73% |
$28.6K - $42.5K
|
1.16K
$832K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
83+ 5.16% |
$28.6K - $42.5K
|
1.69K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
83+ 0.44% |
$28.6K - $42.5K
|
18.8K
$13.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
82+ 11.14% |
$28.2K - $42K
|
818
$588K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
80+ 5.71% |
$27.6K - $41K
|
1.48K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
80+ 0.97% |
$27.6K - $41K
|
8.29K
$5.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
80+ 3.95% |
$27.6K - $41K
|
2.11K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
80New |
$27.6K - $41K
|
80
$57.5K
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
80+ 6.87% |
$27.6K - $41K
|
1.24K
$894K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
79+ 8.5% |
$27.2K - $40.5K
|
1.01K
$725K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
79+ 8.97% |
$27.2K - $40.5K
|
960
$690K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
79+ 0.35% |
$27.2K - $40.5K
|
22.8K
$16.4M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
78+ 2.23% |
$26.9K - $40K
|
3.58K
$2.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
78+ 5.5% |
$26.9K - $40K
|
1.5K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
78+ 1.09% |
$26.9K - $40K
|
7.22K
$5.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
77+ 2.73% |
$26.5K - $39.4K
|
2.89K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
76+ 5.19% |
$26.2K - $38.9K
|
1.54K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
76+ 1.79% |
$26.2K - $38.9K
|
4.32K
$3.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
75+ 8.0% |
$25.8K - $38.4K
|
1.01K
$728K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
75+ 8.06% |
$25.8K - $38.4K
|
1.01K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
75+ 7.8% |
$25.8K - $38.4K
|
1.04K
$745K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
75+ 6.08% |
$25.8K - $38.4K
|
1.31K
$941K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
74+ 0.77% |
$25.5K - $37.9K
|
9.65K
$6.94M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
74+ 3.17% |
$25.5K - $37.9K
|
2.41K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
74+ 2.36% |
$25.5K - $37.9K
|
3.21K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
73+ 3.1% |
$25.1K - $37.4K
|
2.43K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
73+ 7.48% |
$25.1K - $37.4K
|
1.05K
$754K
|