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 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
16+ 1.1% |
$5.51K - $8.2K
|
1.47K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16+ 1.65% |
$5.51K - $8.2K
|
983
$707K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
15New |
$5.17K - $7.68K
|
15
$10.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
15+ 1.62% |
$5.17K - $7.68K
|
942
$677K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 0.27% |
$5.17K - $7.68K
|
5.65K
$4.06M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.73% |
$5.17K - $7.68K
|
2.06K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
15+ 1.09% |
$5.17K - $7.68K
|
1.39K
$999K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
15+ 2.5% |
$5.17K - $7.68K
|
615
$442K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
15+ 0.67% |
$5.17K - $7.68K
|
2.24K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
14+ 0.59% |
$4.82K - $7.17K
|
2.41K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14+ 0.39% |
$4.82K - $7.17K
|
3.59K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
14+ 2.18% |
$4.82K - $7.17K
|
657
$472K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 0.14% |
$4.82K - $7.17K
|
10.3K
$7.39M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
14+ 5.3% |
$4.82K - $7.17K
|
278
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.3% |
$4.48K - $6.66K
|
4.33K
$3.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
13+ 0.91% |
$4.48K - $6.66K
|
1.43K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13+ 1.35% |
$4.48K - $6.66K
|
973
$700K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13+ 0.99% |
$4.48K - $6.66K
|
1.33K
$953K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.31% |
$4.48K - $6.66K
|
4.18K
$3.01M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13+ 0.19% |
$4.48K - $6.66K
|
6.95K
$5M
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
12+ 0.01% |
$4.13K - $6.15K
|
82.6K
$59.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.19% |
$4.13K - $6.15K
|
6.38K
$4.59M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
12+ 0.76% |
$4.13K - $6.15K
|
1.6K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
12+ 0.28% |
$4.13K - $6.15K
|
4.28K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
12+ 9.6% |
$4.13K - $6.15K
|
137
$98.5K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
12+ 1.35% |
$4.13K - $6.15K
|
898
$646K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
12+ 0.4% |
$4.13K - $6.15K
|
2.99K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 18.33% |
$3.79K - $5.63K
|
71
$51K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
11+ 1.08% |
$3.79K - $5.63K
|
1.03K
$738K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
11+ 0.55% |
$3.79K - $5.63K
|
1.99K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
11+ 1.65% |
$3.79K - $5.63K
|
676
$486K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.03% |
$3.79K - $5.63K
|
41.3K
$29.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
10+ 0.83% |
$3.44K - $5.12K
|
1.22K
$878K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
10+ 0.35% |
$3.44K - $5.12K
|
2.87K
$2.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
10+ 0.52% |
$3.44K - $5.12K
|
1.92K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
10+ 1.54% |
$3.44K - $5.12K
|
660
$475K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10+ 1.41% |
$3.44K - $5.12K
|
719
$517K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
10+ 1.35% |
$3.44K - $5.12K
|
750
$539K
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10+ 0.07% |
$3.44K - $5.12K
|
15K
$10.8M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
10+ 1.67% |
$3.44K - $5.12K
|
610
$439K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9+ 1.27% |
$3.1K - $4.61K
|
718
$516K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
9+ 2.33% |
$3.1K - $4.61K
|
395
$284K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9+ 0.96% |
$3.1K - $4.61K
|
950
$683K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9+ 0.78% |
$3.1K - $4.61K
|
1.16K
$837K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.17% |
$3.1K - $4.61K
|
5.3K
$3.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8+ 0.88% |
$2.76K - $4.1K
|
917
$659K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
8+ 0.7% |
$2.76K - $4.1K
|
1.16K
$833K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.83% |
$2.76K - $4.1K
|
968
$696K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 13.79% |
$2.76K - $4.1K
|
66
$47.5K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8+ 0.23% |
$2.76K - $4.1K
|
3.48K
$2.5M
|