Purchases and Sales Made in Q2 2024 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
369+ 20.05% |
$159K - $195K
|
2.21K
$1.51M
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
369+ 8.81% |
$159K - $195K
|
4.56K
$3.12M
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
365+ 28.97% |
$157K - $192K
|
1.63K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
363+ 16.95% |
$156K - $191K
|
2.5K
$1.71M
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
362+ 0.85% |
$156K - $191K
|
42.7K
$29.2M
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
362+ 3.46% |
$156K - $191K
|
10.8K
$7.41M
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
362+ 1.87% |
$156K - $191K
|
19.7K
$13.5M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
361+ 5.97% |
$155K - $190K
|
6.41K
$4.38M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
361+ 1.39% |
$155K - $190K
|
26.4K
$18M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
359+ 12.4% |
$154K - $189K
|
3.25K
$2.22M
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
358+ 1.98% |
$154K - $189K
|
18.4K
$12.6M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
357+ 5.15% |
$154K - $188K
|
7.3K
$4.99M
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
355+ 68.8% |
$153K - $187K
|
871
$595K
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
354+ 2.75% |
$152K - $187K
|
13.2K
$9.03M
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
353+ 1.2% |
$152K - $186K
|
29.8K
$20.4M
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
352+ 26.55% |
$151K - $186K
|
1.68K
$1.15M
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
352+ 7.19% |
$151K - $186K
|
5.25K
$3.59M
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
351+ 46.74% |
$151K - $185K
|
1.1K
$753K
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
350+ 4.34% |
$151K - $185K
|
8.42K
$5.75M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
348+ 30.53% |
$150K - $184K
|
1.49K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
348+ 13.84% |
$150K - $184K
|
2.86K
$1.96M
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
347+ 16.31% |
$149K - $183K
|
2.48K
$1.69M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
345+ 3.33% |
$148K - $182K
|
10.7K
$7.33M
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
345+ 2.54% |
$148K - $182K
|
13.9K
$9.5M
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
344+ 10.12% |
$148K - $181K
|
3.74K
$2.56M
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
344+ 5.19% |
$148K - $181K
|
6.97K
$4.76M
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
341+ 16.26% |
$147K - $180K
|
2.44K
$1.67M
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
339New |
$146K - $179K
|
339
$232K
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
339+ 102.42% |
$146K - $179K
|
670
$458K
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
337+ 10.94% |
$145K - $178K
|
3.42K
$2.34M
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
336+ 20.9% |
$145K - $177K
|
1.94K
$1.33M
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
336+ 42.59% |
$145K - $177K
|
1.13K
$769K
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
335+ 0.98% |
$144K - $177K
|
34.6K
$23.6M
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
335+ 4.04% |
$144K - $177K
|
8.63K
$5.9M
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
335+ 25.59% |
$144K - $177K
|
1.64K
$1.12M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
334+ 4.37% |
$144K - $176K
|
7.98K
$5.45M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
334+ 1.43% |
$144K - $176K
|
23.7K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
333+ 7.48% |
$143K - $176K
|
4.79K
$3.27M
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
331+ 1.45% |
$142K - $175K
|
23.2K
$15.8M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
331+ 0.78% |
$142K - $175K
|
42.6K
$29.1M
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
330+ 2.83% |
$142K - $174K
|
12K
$8.18M
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
330+ 3.98% |
$142K - $174K
|
8.62K
$5.89M
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
327+ 1.48% |
$141K - $172K
|
22.5K
$15.4M
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
325+ 9.16% |
$140K - $171K
|
3.87K
$2.65M
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
323+ 29.42% |
$139K - $170K
|
1.42K
$971K
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
321+ 21.7% |
$138K - $169K
|
1.8K
$1.23M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
320+ 1.59% |
$138K - $169K
|
20.5K
$14M
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
320+ 4.69% |
$138K - $169K
|
7.15K
$4.89M
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
318+ 3.54% |
$137K - $168K
|
9.29K
$6.35M
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
318+ 57.92% |
$137K - $168K
|
867
$593K
|