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 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
40+ 4.05% |
$13.8K - $20.5K
|
1.03K
$738K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
40+ 2.76% |
$13.8K - $20.5K
|
1.49K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40+ 2.35% |
$13.8K - $20.5K
|
1.75K
$1.25M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
40+ 1.31% |
$13.8K - $20.5K
|
3.1K
$2.23M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
39New |
$13.4K - $20K
|
39
$28K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
38+ 2.23% |
$13.1K - $19.5K
|
1.74K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
38+ 2.36% |
$13.1K - $19.5K
|
1.65K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 1.07% |
$13.1K - $19.5K
|
3.58K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
38+ 0.02% |
$13.1K - $19.5K
|
246K
$177M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 0.53% |
$12.7K - $19K
|
7.06K
$5.07M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
37+ 1.63% |
$12.7K - $19K
|
2.31K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
37+ 1.06% |
$12.7K - $19K
|
3.52K
$2.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
36+ 5.74% |
$12.4K - $18.4K
|
663
$477K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36+ 1.11% |
$12.4K - $18.4K
|
3.29K
$2.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
36+ 29.51% |
$12.4K - $18.4K
|
158
$114K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
36+ 0.93% |
$12.4K - $18.4K
|
3.91K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
36+ 3.54% |
$12.4K - $18.4K
|
1.05K
$757K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
36+ 0.32% |
$12.4K - $18.4K
|
11.4K
$8.23M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
36+ 0.76% |
$12.4K - $18.4K
|
4.77K
$3.43M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
36+ 1.04% |
$12.4K - $18.4K
|
3.5K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
35+ 1.88% |
$12.1K - $17.9K
|
1.89K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35+ 4.01% |
$12.1K - $17.9K
|
907
$652K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
35+ 3.54% |
$12.1K - $17.9K
|
1.02K
$736K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
35+ 5.22% |
$12.1K - $17.9K
|
705
$507K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
34+ 4.19% |
$11.7K - $17.4K
|
846
$608K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
34+ 1.33% |
$11.7K - $17.4K
|
2.58K
$1.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
33+ 3.95% |
$11.4K - $16.9K
|
868
$624K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
33+ 0.62% |
$11.4K - $16.9K
|
5.36K
$3.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
33+ 1.38% |
$11.4K - $16.9K
|
2.43K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
33+ 5.46% |
$11.4K - $16.9K
|
637
$458K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
32+ 4.06% |
$11K - $16.4K
|
821
$590K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
32+ 2.28% |
$11K - $16.4K
|
1.44K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
32+ 1.72% |
$11K - $16.4K
|
1.89K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
31+ 0.88% |
$10.7K - $15.9K
|
3.57K
$2.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
31+ 0.72% |
$10.7K - $15.9K
|
4.33K
$3.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
31+ 0.8% |
$10.7K - $15.9K
|
3.89K
$2.8M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
31+ 3.76% |
$10.7K - $15.9K
|
856
$615K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 2.36% |
$10.7K - $15.9K
|
1.35K
$967K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
30+ 0.34% |
$10.3K - $15.4K
|
8.8K
$6.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.19% |
$10.3K - $15.4K
|
15.7K
$11.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
30+ 0.04% |
$10.3K - $15.4K
|
75.1K
$54M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
30+ 0.61% |
$10.3K - $15.4K
|
4.96K
$3.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
30+ 2.96% |
$10.3K - $15.4K
|
1.04K
$749K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
30+ 2.15% |
$10.3K - $15.4K
|
1.42K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
30+ 4.24% |
$10.3K - $15.4K
|
737
$530K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
30+ 1.7% |
$10.3K - $15.4K
|
1.79K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
29+ 1.39% |
$9.99K - $14.9K
|
2.12K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
29+ 0.54% |
$9.99K - $14.9K
|
5.37K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
29+ 4.6% |
$9.99K - $14.9K
|
660
$475K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
28+ 0.18% |
$9.65K - $14.3K
|
15.9K
$11.4M
|