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 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
50+ 6.7% |
$17.2K - $25.6K
|
796
$544K
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
50+ 0.16% |
$17.2K - $25.6K
|
30.5K
$20.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.55% |
$17.2K - $25.6K
|
3.27K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
50+ 0.83% |
$17.2K - $25.6K
|
6.05K
$4.14M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
50+ 2.2% |
$17.2K - $25.6K
|
2.33K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
50+ 5.62% |
$17.2K - $25.6K
|
940
$643K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
50+ 1.6% |
$17.2K - $25.6K
|
3.18K
$2.17M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
50+ 0.92% |
$17.2K - $25.6K
|
5.46K
$3.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
49+ 1.52% |
$16.9K - $25.1K
|
3.27K
$2.23M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
49+ 7.73% |
$16.9K - $25.1K
|
683
$467K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47+ 8.79% |
$16.2K - $24.1K
|
582
$398K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
46+ 4.04% |
$15.8K - $23.6K
|
1.19K
$810K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
46+ 2.15% |
$15.8K - $23.6K
|
2.18K
$1.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
46+ 0.33% |
$15.8K - $23.6K
|
14.1K
$9.65M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
46+ 1.27% |
$15.8K - $23.6K
|
3.68K
$2.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
45+ 1.6% |
$15.5K - $23K
|
2.85K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
45+ 0.36% |
$15.5K - $23K
|
12.6K
$8.61M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
45+ 7.92% |
$15.5K - $23K
|
613
$419K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
45New |
$15.5K - $23K
|
45
$30.8K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
45+ 0.96% |
$15.5K - $23K
|
4.72K
$3.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
44+ 3.04% |
$15.2K - $22.5K
|
1.49K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
44+ 3.88% |
$15.2K - $22.5K
|
1.18K
$806K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
44+ 4.58% |
$15.2K - $22.5K
|
1K
$686K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
44+ 1.81% |
$15.2K - $22.5K
|
2.48K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
44+ 3.75% |
$15.2K - $22.5K
|
1.22K
$832K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
43+ 1.53% |
$14.8K - $22K
|
2.86K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
43+ 95.56% |
$14.8K - $22K
|
88
$60.2K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
42+ 1.16% |
$14.5K - $21.5K
|
3.67K
$2.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
41+ 4.24% |
$14.1K - $21K
|
1.01K
$689K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
41+ 4.82% |
$14.1K - $21K
|
891
$609K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
41+ 4.86% |
$14.1K - $21K
|
885
$605K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 2.81% |
$14.1K - $21K
|
1.5K
$1.02M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
41+ 3.13% |
$14.1K - $21K
|
1.35K
$924K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
40+ 1.59% |
$13.8K - $20.5K
|
2.55K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
40+ 2.28% |
$13.8K - $20.5K
|
1.79K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
40+ 4.21% |
$13.8K - $20.5K
|
990
$677K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
40+ 4.05% |
$13.8K - $20.5K
|
1.03K
$702K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
40+ 2.76% |
$13.8K - $20.5K
|
1.49K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40+ 2.35% |
$13.8K - $20.5K
|
1.75K
$1.19M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
40+ 1.31% |
$13.8K - $20.5K
|
3.1K
$2.12M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
39New |
$13.4K - $20K
|
39
$26.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
38+ 2.23% |
$13.1K - $19.5K
|
1.74K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
38+ 2.36% |
$13.1K - $19.5K
|
1.65K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 1.07% |
$13.1K - $19.5K
|
3.58K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
38+ 0.02% |
$13.1K - $19.5K
|
246K
$168M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 0.53% |
$12.7K - $19K
|
7.06K
$4.82M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
37+ 1.63% |
$12.7K - $19K
|
2.31K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
37+ 1.06% |
$12.7K - $19K
|
3.52K
$2.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
36+ 5.74% |
$12.4K - $18.4K
|
663
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36+ 1.11% |
$12.4K - $18.4K
|
3.29K
$2.25M
|