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 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
25+ 3.32% |
$8.61K - $12.8K
|
777
$531K
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25+ 1.77% |
$8.61K - $12.8K
|
1.44K
$983K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
25+ 4.14% |
$8.61K - $12.8K
|
629
$430K
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
25+ 1.56% |
$8.61K - $12.8K
|
1.62K
$1.11M
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
25+ 1.7% |
$8.61K - $12.8K
|
1.5K
$1.02M
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
24+ 1.77% |
$8.27K - $12.3K
|
1.38K
$943K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
24+ 0.28% |
$8.27K - $12.3K
|
8.55K
$5.84M
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
24New |
$8.27K - $12.3K
|
24
$16.4K
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
24+ 0.51% |
$8.27K - $12.3K
|
4.77K
$3.26M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
24+ 0.18% |
$8.27K - $12.3K
|
13.4K
$9.17M
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
23+ 1.88% |
$7.92K - $11.8K
|
1.25K
$852K
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
23+ 4.43% |
$7.92K - $11.8K
|
542
$370K
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23+ 0.34% |
$7.92K - $11.8K
|
6.8K
$4.64M
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
23+ 0.17% |
$7.92K - $11.8K
|
13.9K
$9.5M
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
23+ 2.85% |
$7.92K - $11.8K
|
829
$567K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22+ 1.26% |
$7.58K - $11.3K
|
1.76K
$1.2M
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22+ 5.33% |
$7.58K - $11.3K
|
435
$297K
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
22+ 0.02% |
$7.58K - $11.3K
|
99.4K
$67.9M
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
22+ 0.17% |
$7.58K - $11.3K
|
12.7K
$8.68M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
22+ 78.57% |
$7.58K - $11.3K
|
50
$34.2K
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
21+ 3.07% |
$7.23K - $10.8K
|
704
$481K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
21+ 2.03% |
$7.23K - $10.8K
|
1.06K
$723K
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
21+ 3.35% |
$7.23K - $10.8K
|
647
$442K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
20+ 1.53% |
$6.89K - $10.2K
|
1.33K
$908K
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.93% |
$6.89K - $10.2K
|
2.17K
$1.48M
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20+ 17.39% |
$6.89K - $10.2K
|
135
$92.3K
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
20+ 0.96% |
$6.89K - $10.2K
|
2.11K
$1.44M
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
20+ 0.12% |
$6.89K - $10.2K
|
16.4K
$11.2M
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
19+ 0.46% |
$6.54K - $9.73K
|
4.18K
$2.86M
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
19+ 16.1% |
$6.54K - $9.73K
|
137
$93.6K
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
19New |
$6.54K - $9.73K
|
19
$13K
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
19+ 0.08% |
$6.54K - $9.73K
|
25.3K
$17.3M
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
18+ 0.4% |
$6.2K - $9.22K
|
4.51K
$3.09M
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18+ 2.71% |
$6.2K - $9.22K
|
681
$465K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18+ 13.04% |
$6.2K - $9.22K
|
156
$107K
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
18New |
$6.2K - $9.22K
|
18
$12.3K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
16+ 1.1% |
$5.51K - $8.2K
|
1.47K
$1M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16+ 1.65% |
$5.51K - $8.2K
|
983
$672K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
15New |
$5.17K - $7.68K
|
15
$10.3K
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
15+ 1.62% |
$5.17K - $7.68K
|
942
$644K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 0.27% |
$5.17K - $7.68K
|
5.65K
$3.86M
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.73% |
$5.17K - $7.68K
|
2.06K
$1.41M
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
15+ 1.09% |
$5.17K - $7.68K
|
1.39K
$950K
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
15+ 2.5% |
$5.17K - $7.68K
|
615
$420K
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
15+ 0.67% |
$5.17K - $7.68K
|
2.24K
$1.53M
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
14+ 0.59% |
$4.82K - $7.17K
|
2.41K
$1.65M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14+ 0.39% |
$4.82K - $7.17K
|
3.59K
$2.46M
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
14+ 2.18% |
$4.82K - $7.17K
|
657
$449K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 0.14% |
$4.82K - $7.17K
|
10.3K
$7.02M
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.3% |
$4.48K - $6.66K
|
4.33K
$2.96M
|