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 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
21+ 5.83% |
$12.1K - $15.5K
|
381
$274K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
21+ 5.51% |
$12.1K - $15.5K
|
402
$289K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
21+ 2.53% |
$12.1K - $15.5K
|
851
$612K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
21+ 3.47% |
$12.1K - $15.5K
|
626
$450K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
21+ 0.65% |
$12.1K - $15.5K
|
3.25K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
21+ 1.65% |
$12.1K - $15.5K
|
1.3K
$933K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 1.08% |
$11.5K - $14.7K
|
1.87K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 8.73% |
$11.5K - $14.7K
|
249
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
20+ 4.91% |
$11.5K - $14.7K
|
427
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
20+ 2.66% |
$11.5K - $14.7K
|
772
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 0.39% |
$11.5K - $14.7K
|
5.2K
$3.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
20+ 2.99% |
$11.5K - $14.7K
|
688
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
20New |
$11.5K - $14.7K
|
20
$14.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
20+ 8.0% |
$11.5K - $14.7K
|
270
$194K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
20+ 1.64% |
$11.5K - $14.7K
|
1.24K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
20+ 3.86% |
$11.5K - $14.7K
|
538
$387K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
20New |
$11.5K - $14.7K
|
20
$14.4K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
20+ 1.98% |
$11.5K - $14.7K
|
1.03K
$742K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
19+ 0.68% |
$11K - $14K
|
2.82K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
19+ 0.32% |
$11K - $14K
|
5.99K
$4.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
19+ 2.04% |
$11K - $14K
|
951
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
19+ 0.23% |
$11K - $14K
|
8.24K
$5.92M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
19+ 0.6% |
$11K - $14K
|
3.17K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
19+ 3.68% |
$11K - $14K
|
536
$385K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
18+ 2.55% |
$10.4K - $13.3K
|
723
$520K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.52% |
$10.4K - $13.3K
|
3.49K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
18+ 3.36% |
$10.4K - $13.3K
|
554
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
18+ 27.69% |
$10.4K - $13.3K
|
83
$59.7K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18+ 0.25% |
$10.4K - $13.3K
|
7.32K
$5.26M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
18+ 0.41% |
$10.4K - $13.3K
|
4.42K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
18+ 2.2% |
$10.4K - $13.3K
|
836
$601K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
18+ 0.5% |
$10.4K - $13.3K
|
3.62K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 3.43% |
$9.8K - $12.5K
|
512
$368K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17+ 0.72% |
$9.8K - $12.5K
|
2.38K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
17+ 2.25% |
$9.8K - $12.5K
|
772
$555K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
17+ 0.36% |
$9.8K - $12.5K
|
4.68K
$3.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
17+ 9.19% |
$9.8K - $12.5K
|
202
$145K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
17+ 1.81% |
$9.8K - $12.5K
|
958
$689K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
17+ 3.9% |
$9.8K - $12.5K
|
453
$326K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
17+ 2.23% |
$9.8K - $12.5K
|
781
$562K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
17+ 3.03% |
$9.8K - $12.5K
|
578
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
16+ 2.9% |
$9.22K - $11.8K
|
568
$408K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
16+ 0.9% |
$9.22K - $11.8K
|
1.79K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
16+ 1.24% |
$9.22K - $11.8K
|
1.3K
$937K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
16+ 0.91% |
$9.22K - $11.8K
|
1.77K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
16+ 3.4% |
$9.22K - $11.8K
|
486
$349K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
16+ 0.33% |
$9.22K - $11.8K
|
4.94K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
16+ 2.03% |
$9.22K - $11.8K
|
803
$577K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
16+ 0.12% |
$9.22K - $11.8K
|
12.8K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
16+ 2.17% |
$9.22K - $11.8K
|
752
$541K
|