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 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.06K- 20.48% |
$364K - $541K
|
4.1K
$2.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.06K- 13.15% |
$364K - $541K
|
6.98K
$5.02M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.06K- 7.56% |
$364K - $542K
|
12.9K
$9.3M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.06K- 0.97% |
$365K - $542K
|
108K
$78M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.07K- 12.71% |
$369K - $549K
|
7.36K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 5.86% |
$369K - $549K
|
17.2K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.08K- 53.37% |
$371K - $552K
|
942
$677K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.09K- 4.45% |
$374K - $557K
|
23.4K
$16.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 2.95% |
$375K - $558K
|
35.8K
$25.7M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 4.89% |
$377K - $560K
|
21.3K
$15.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-1.1K- 4.61% |
$379K - $563K
|
22.7K
$16.3M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-1.1K- 2.21% |
$379K - $564K
|
48.6K
$35M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.11K- 7.26% |
$381K - $566K
|
14.1K
$10.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.11K- 3.85% |
$382K - $568K
|
27.7K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.12K- 1.16% |
$386K - $574K
|
95.5K
$68.7M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.12K- 3.92% |
$386K - $575K
|
27.5K
$19.8M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.12K- 7.4% |
$387K - $575K
|
14.1K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.13K- 17.51% |
$389K - $578K
|
5.32K
$3.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.13K- 1.19% |
$390K - $580K
|
94.4K
$67.9M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.13K- 2.6% |
$390K - $580K
|
42.4K
$30.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.15K- 18.6% |
$395K - $587K
|
5.01K
$3.61M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.15K- 78.65% |
$395K - $587K
|
311
$224K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.16K- 2.12% |
$398K - $592K
|
53.4K
$38.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 8.16% |
$398K - $592K
|
13K
$9.35M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.17K- 37.99% |
$403K - $599K
|
1.91K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.18K- 2.09% |
$405K - $602K
|
55.2K
$39.7M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.19K- 29.4% |
$408K - $607K
|
2.85K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.19K- 29.97% |
$410K - $609K
|
2.78K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.19K- 34.95% |
$410K - $610K
|
2.22K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.19K- 14.62% |
$411K - $611K
|
6.97K
$5.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-1.2K- 12.12% |
$413K - $615K
|
8.7K
$6.26M
|
|
|
May 09, 2024
Q1 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-1.2K- 19.25% |
$413K - $615K
|
5.04K
$3.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-1.21K- 17.09% |
$415K - $618K
|
5.85K
$4.21M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.21K- 50.46% |
$416K - $618K
|
1.19K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.21K- 7.18% |
$416K - $618K
|
15.6K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.21K- 7.24% |
$418K - $621K
|
15.5K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.22K- 8.18% |
$419K - $623K
|
13.7K
$9.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.23K- 9.66% |
$424K - $630K
|
11.5K
$8.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 25.19% |
$424K - $630K
|
3.65K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.24K- 5.82% |
$426K - $634K
|
20K
$14.4M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.25K- 45.73% |
$430K - $639K
|
1.48K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.25K- 9.08% |
$430K - $640K
|
12.5K
$8.99M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.26K- 11.57% |
$434K - $646K
|
9.64K
$6.93M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1.27K- 1.11% |
$437K - $650K
|
113K
$81.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.28K- 2.85% |
$441K - $656K
|
43.7K
$31.4M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.28K- 19.07% |
$442K - $657K
|
5.44K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 23.85% |
$442K - $657K
|
4.1K
$2.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.29K- 52.93% |
$444K - $661K
|
1.15K
$825K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.29K- 21.98% |
$444K - $661K
|
4.58K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.29K- 29.51% |
$444K - $661K
|
3.08K
$2.22M
|