Purchases and Sales Made in Q1 2025 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q1 2025. 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 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
266+ 29.13% |
$153K - $196K
|
1.18K
$848K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
266+ 7.31% |
$153K - $196K
|
3.9K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
265+ 15.82% |
$153K - $195K
|
1.94K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
264+ 26.32% |
$152K - $194K
|
1.27K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
264+ 1.54% |
$152K - $194K
|
17.4K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
264+ 5.11% |
$152K - $194K
|
5.43K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
264+ 7.51% |
$152K - $194K
|
3.78K
$2.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
263+ 29.22% |
$152K - $194K
|
1.16K
$836K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
263+ 1.89% |
$152K - $194K
|
14.2K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
262+ 67.18% |
$151K - $193K
|
652
$469K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
262+ 12.32% |
$151K - $193K
|
2.39K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
262+ 5.36% |
$151K - $193K
|
5.15K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
262+ 73.8% |
$151K - $193K
|
617
$444K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
262+ 9.04% |
$151K - $193K
|
3.16K
$2.27M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
261+ 3.74% |
$150K - $192K
|
7.24K
$5.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
260+ 16.51% |
$150K - $192K
|
1.84K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
260+ 1.09% |
$150K - $192K
|
24.2K
$17.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
259+ 6.96% |
$149K - $191K
|
3.98K
$2.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
259+ 8.76% |
$149K - $191K
|
3.22K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
259+ 2.9% |
$149K - $191K
|
9.2K
$6.62M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
259+ 4.62% |
$149K - $191K
|
5.87K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
259+ 28.62% |
$149K - $191K
|
1.16K
$837K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
259+ 28.62% |
$149K - $191K
|
1.16K
$837K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
259+ 9.07% |
$149K - $191K
|
3.12K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
258+ 40.57% |
$149K - $190K
|
894
$643K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
258+ 4.24% |
$149K - $190K
|
6.34K
$4.56M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
258+ 10.89% |
$149K - $190K
|
2.63K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
256+ 16.44% |
$148K - $189K
|
1.81K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
255+ 28.27% |
$147K - $188K
|
1.16K
$832K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
255+ 25.25% |
$147K - $188K
|
1.27K
$910K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
255+ 637.5% |
$147K - $188K
|
295
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
254+ 1.84% |
$146K - $187K
|
14.1K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
253+ 18.27% |
$146K - $186K
|
1.64K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
252+ 3.31% |
$145K - $186K
|
7.87K
$5.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
252+ 7.53% |
$145K - $186K
|
3.6K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
252+ 2.21% |
$145K - $186K
|
11.6K
$8.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
250+ 55.31% |
$144K - $184K
|
702
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250+ 1.48% |
$144K - $184K
|
17.1K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
250+ 52.3% |
$144K - $184K
|
728
$523K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
250+ 438.6% |
$144K - $184K
|
307
$221K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
250+ 10.21% |
$144K - $184K
|
2.7K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
248+ 4.64% |
$143K - $183K
|
5.59K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
247+ 24.1% |
$142K - $182K
|
1.27K
$915K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
245+ 37.18% |
$141K - $180K
|
904
$650K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
245+ 54.81% |
$141K - $180K
|
692
$498K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
245+ 8.07% |
$141K - $180K
|
3.28K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
244+ 2.39% |
$141K - $180K
|
10.5K
$7.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
242+ 3.32% |
$139K - $178K
|
7.54K
$5.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
242+ 10.04% |
$139K - $178K
|
2.65K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
242+ 2.96% |
$139K - $178K
|
8.42K
$6.05M
|