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 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$344 - $512
|
1.42K
$969K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$344 - $512
|
1.54K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1New |
$344 - $512
|
1
$684
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.1% |
$344 - $512
|
1.03K
$702K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1+ 0.07% |
$344 - $512
|
1.44K
$982K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.13% |
$344 - $512
|
757
$517K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.05% |
$344 - $512
|
2.16K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.13% |
$344 - $512
|
768
$525K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1+ 0.12% |
$344 - $512
|
814
$556K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1- 0.12% |
$344 - $512
|
860
$588K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1- -0.0% |
$344 - $512
|
24.6K
$16.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$344 - $512
|
1.57K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.14% |
$344 - $512
|
699
$478K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1- 0.04% |
$344 - $512
|
2.86K
$1.95M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$344 - $512
|
6.43K
$4.39M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$344 - $512
|
5.68K
$3.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2- 0.02% |
$689 - $1.02K
|
8.76K
$5.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2- 0.27% |
$689 - $1.02K
|
735
$502K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2- 1.23% |
$689 - $1.02K
|
160
$109K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2- 0.09% |
$689 - $1.02K
|
2.31K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2- 0.23% |
$689 - $1.02K
|
852
$582K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-2- 0.1% |
$689 - $1.02K
|
1.94K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$689 - $1.02K
|
1.57K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2- 0.12% |
$689 - $1.02K
|
1.7K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2- 0.31% |
$689 - $1.02K
|
651
$445K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2- 0.28% |
$689 - $1.02K
|
705
$482K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2- 0.25% |
$689 - $1.02K
|
801
$548K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3- 3.33% |
$1.03K - $1.54K
|
87
$59.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3- 0.27% |
$1.03K - $1.54K
|
1.11K
$756K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-3- 0.13% |
$1.03K - $1.54K
|
2.37K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-3- 23.08% |
$1.03K - $1.54K
|
10
$6.84K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-3- 1.06% |
$1.03K - $1.54K
|
280
$191K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-4- 0.29% |
$1.38K - $2.05K
|
1.39K
$948K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4- 0.38% |
$1.38K - $2.05K
|
1.06K
$725K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-4- 0.06% |
$1.38K - $2.05K
|
6.65K
$4.54M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4- 0.1% |
$1.38K - $2.05K
|
3.92K
$2.68M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-4- 0.24% |
$1.38K - $2.05K
|
1.67K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4- 0.1% |
$1.38K - $2.05K
|
4.09K
$2.8M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-5- 0.78% |
$1.72K - $2.56K
|
635
$434K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 1.02% |
$1.72K - $2.56K
|
486
$332K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-5- 0.35% |
$1.72K - $2.56K
|
1.42K
$971K
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-5- 0.71% |
$1.72K - $2.56K
|
695
$475K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-5- 0.13% |
$1.72K - $2.56K
|
3.8K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$1.72K - $2.56K
|
6.13K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-5- 0.95% |
$1.72K - $2.56K
|
523
$357K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-5- 2.26% |
$1.72K - $2.56K
|
216
$148K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 1.24% |
$1.72K - $2.56K
|
398
$272K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-6- 0.09% |
$2.07K - $3.07K
|
6.37K
$4.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-6- 0.37% |
$2.07K - $3.07K
|
1.61K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-6- 2.58% |
$2.07K - $3.07K
|
227
$155K
|