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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
67+ 11.36% |
$23.1K - $34.3K
|
657
$449K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67+ 0.72% |
$23.1K - $34.3K
|
9.42K
$6.44M
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
67+ 7.66% |
$23.1K - $34.3K
|
942
$644K
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
66+ 5.14% |
$22.7K - $33.8K
|
1.35K
$922K
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
66+ 5.3% |
$22.7K - $33.8K
|
1.31K
$896K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
66+ 8.09% |
$22.7K - $33.8K
|
882
$603K
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
65+ 0.94% |
$22.4K - $33.3K
|
6.95K
$4.75M
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
64+ 2.38% |
$22K - $32.8K
|
2.75K
$1.88M
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
64+ 1.11% |
$22K - $32.8K
|
5.82K
$3.98M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
64+ 2.26% |
$22K - $32.8K
|
2.89K
$1.98M
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
64+ 2.86% |
$22K - $32.8K
|
2.3K
$1.57M
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
63+ 0.84% |
$21.7K - $32.3K
|
7.56K
$5.17M
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
63+ 1.08% |
$21.7K - $32.3K
|
5.88K
$4.02M
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
62+ 5.67% |
$21.4K - $31.8K
|
1.16K
$790K
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
62+ 2.45% |
$21.4K - $31.8K
|
2.6K
$1.78M
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
62+ 2.51% |
$21.4K - $31.8K
|
2.54K
$1.73M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
60+ 2.26% |
$20.7K - $30.7K
|
2.72K
$1.86M
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
60+ 7.26% |
$20.7K - $30.7K
|
886
$606K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59+ 10.17% |
$20.3K - $30.2K
|
639
$437K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 3.46% |
$20K - $29.7K
|
1.73K
$1.18M
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
58+ 0.96% |
$20K - $29.7K
|
6.13K
$4.19M
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
58+ 3.34% |
$20K - $29.7K
|
1.79K
$1.23M
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
58+ 527.27% |
$20K - $29.7K
|
69
$47.2K
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
58+ 6.86% |
$20K - $29.7K
|
904
$618K
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
58+ 9.01% |
$20K - $29.7K
|
702
$480K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
58+ 4.67% |
$20K - $29.7K
|
1.3K
$889K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
57+ 0.37% |
$19.6K - $29.2K
|
15.5K
$10.6M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
57+ 2.02% |
$19.6K - $29.2K
|
2.88K
$1.97M
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
56+ 3.32% |
$19.3K - $28.7K
|
1.74K
$1.19M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
56+ 0.22% |
$19.3K - $28.7K
|
25.6K
$17.5M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.35% |
$19.3K - $28.7K
|
16.1K
$11M
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
56+ 12.1% |
$19.3K - $28.7K
|
519
$355K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
55+ 3.46% |
$18.9K - $28.2K
|
1.65K
$1.12M
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
55+ 8.53% |
$18.9K - $28.2K
|
700
$478K
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
55+ 0.45% |
$18.9K - $28.2K
|
12.4K
$8.45M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
55+ 0.14% |
$18.9K - $28.2K
|
39.6K
$27.1M
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
55+ 2.2% |
$18.9K - $28.2K
|
2.56K
$1.75M
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
54+ 2.86% |
$18.6K - $27.7K
|
1.95K
$1.33M
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
53+ 2.53% |
$18.3K - $27.1K
|
2.15K
$1.47M
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
53+ 1.55% |
$18.3K - $27.1K
|
3.46K
$2.37M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
53+ 3.66% |
$18.3K - $27.1K
|
1.5K
$1.03M
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
52+ 2.2% |
$17.9K - $26.6K
|
2.41K
$1.65M
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
52+ 1.29% |
$17.9K - $26.6K
|
4.09K
$2.8M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
52+ 0.21% |
$17.9K - $26.6K
|
25.3K
$17.3M
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
51+ 3.51% |
$17.6K - $26.1K
|
1.5K
$1.03M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
51+ 1.68% |
$17.6K - $26.1K
|
3.08K
$2.1M
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
51+ 2.97% |
$17.6K - $26.1K
|
1.77K
$1.21M
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
50+ 6.88% |
$17.2K - $25.6K
|
777
$531K
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
50+ 4.5% |
$17.2K - $25.6K
|
1.16K
$793K
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
50+ 4.65% |
$17.2K - $25.6K
|
1.13K
$769K
|