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 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-14- 0.86% |
$4.82K - $7.17K
|
1.61K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-14- 1.88% |
$4.82K - $7.17K
|
730
$499K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-14- 1.0% |
$4.82K - $7.17K
|
1.38K
$945K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-14- 0.41% |
$4.82K - $7.17K
|
3.36K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-14- 0.26% |
$4.82K - $7.17K
|
5.31K
$3.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-15- 0.69% |
$5.17K - $7.68K
|
2.16K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-15- 1.22% |
$5.17K - $7.68K
|
1.22K
$831K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-15- 0.39% |
$5.17K - $7.68K
|
3.82K
$2.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-15- 0.91% |
$5.17K - $7.68K
|
1.64K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.07% |
$5.17K - $7.68K
|
20.2K
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-15- 0.6% |
$5.17K - $7.68K
|
2.47K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-15- 0.7% |
$5.17K - $7.68K
|
2.13K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-15- 0.18% |
$5.17K - $7.68K
|
8.33K
$5.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-16- 1.59% |
$5.51K - $8.2K
|
992
$678K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-16- 1.49% |
$5.51K - $8.2K
|
1.06K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-16- 0.75% |
$5.51K - $8.2K
|
2.11K
$1.44M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-16- 0.25% |
$5.51K - $8.2K
|
6.43K
$4.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-17- 0.62% |
$5.86K - $8.71K
|
2.72K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-18- 7.63% |
$6.2K - $9.22K
|
218
$149K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-18- 0.26% |
$6.2K - $9.22K
|
6.87K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-18- 0.24% |
$6.2K - $9.22K
|
7.55K
$5.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-20- 0.23% |
$6.89K - $10.2K
|
8.79K
$6.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.76% |
$6.89K - $10.2K
|
2.63K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-20- 15.63% |
$6.89K - $10.2K
|
108
$73.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-20- 2.02% |
$6.89K - $10.2K
|
968
$662K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-20- 0.5% |
$6.89K - $10.2K
|
3.96K
$2.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-20- 2.03% |
$6.89K - $10.2K
|
965
$660K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-20- 1.09% |
$6.89K - $10.2K
|
1.81K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-20- 1.32% |
$6.89K - $10.2K
|
1.49K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-20- 0.46% |
$6.89K - $10.2K
|
4.31K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-20- 1.33% |
$6.89K - $10.2K
|
1.49K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-20- 0.33% |
$6.89K - $10.2K
|
6.01K
$4.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-21- 1.28% |
$7.23K - $10.8K
|
1.62K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-21- 1.87% |
$7.23K - $10.8K
|
1.1K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-21- 0.39% |
$7.23K - $10.8K
|
5.41K
$3.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-22- 2.15% |
$7.58K - $11.3K
|
1K
$684K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-22- 2.88% |
$7.58K - $11.3K
|
743
$508K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-22- 3.77% |
$7.58K - $11.3K
|
561
$383K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-22- 1.66% |
$7.58K - $11.3K
|
1.3K
$891K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.82% |
$7.58K - $11.3K
|
2.65K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-22- 0.77% |
$7.58K - $11.3K
|
2.85K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-23- 0.53% |
$7.92K - $11.8K
|
4.3K
$2.94M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-23- 3.15% |
$7.92K - $11.8K
|
708
$484K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-23- 0.13% |
$7.92K - $11.8K
|
18.2K
$12.5M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-23- 0.17% |
$7.92K - $11.8K
|
13.8K
$9.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-24- 3.48% |
$8.27K - $12.3K
|
665
$455K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-24- 2.04% |
$8.27K - $12.3K
|
1.15K
$786K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-24- 75.0% |
$8.27K - $12.3K
|
8
$5.47K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-24- 0.17% |
$8.27K - $12.3K
|
14.1K
$9.61M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-24- 1.19% |
$8.27K - $12.3K
|
1.99K
$1.36M
|