Purchases and Sales Made in Q2 2025 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
755New |
$366K - $557K
|
755
$543K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
729+ 11.8% |
$353K - $538K
|
6.91K
$4.96M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
714New |
$346K - $527K
|
714
$513K
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
694+ 3.99% |
$336K - $512K
|
18.1K
$13M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
681+ 4.21% |
$330K - $503K
|
16.9K
$12.1M
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
676+ 7.41% |
$328K - $499K
|
9.8K
$7.05M
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
675+ 125.7% |
$327K - $498K
|
1.21K
$871K
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
666+ 15.27% |
$323K - $492K
|
5.03K
$3.62M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
658+ 154.1% |
$319K - $486K
|
1.09K
$780K
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
628+ 12.06% |
$304K - $464K
|
5.84K
$4.2M
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
626+ 15.02% |
$303K - $462K
|
4.79K
$3.45M
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
618+ 64.78% |
$300K - $456K
|
1.57K
$1.13M
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
590+ 2.47% |
$286K - $435K
|
24.4K
$17.6M
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
582New |
$282K - $430K
|
582
$418K
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
564+ 11.2% |
$273K - $416K
|
5.6K
$4.03M
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
563New |
$273K - $416K
|
563
$405K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
548+ 6.27% |
$266K - $404K
|
9.3K
$6.68M
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
544+ 11.45% |
$264K - $402K
|
5.3K
$3.81M
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
494+ 9.43% |
$239K - $365K
|
5.73K
$4.12M
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
481+ 20.13% |
$233K - $355K
|
2.87K
$2.06M
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
460New |
$223K - $340K
|
460
$331K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
450+ 7.17% |
$218K - $332K
|
6.73K
$4.84M
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
447+ 9.51% |
$217K - $330K
|
5.15K
$3.7M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
436+ 30.62% |
$211K - $322K
|
1.86K
$1.34M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
434+ 12.59% |
$210K - $320K
|
3.88K
$2.79M
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
415+ 1.53% |
$201K - $306K
|
27.5K
$19.8M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
414+ 28.24% |
$201K - $306K
|
1.88K
$1.35M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
412+ 2.0% |
$200K - $304K
|
21K
$15.1M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
408New |
$198K - $301K
|
408
$293K
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
397New |
$192K - $293K
|
397
$285K
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
393New |
$190K - $290K
|
393
$283K
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
391+ 17.71% |
$190K - $289K
|
2.6K
$1.87M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
390+ 10.96% |
$189K - $288K
|
3.95K
$2.84M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
365New |
$177K - $269K
|
365
$262K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
361+ 221.47% |
$175K - $266K
|
524
$377K
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
360New |
$174K - $266K
|
360
$259K
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
357+ 11.05% |
$173K - $263K
|
3.59K
$2.58M
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
342+ 3.75% |
$166K - $252K
|
9.46K
$6.8M
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
337+ 20.3% |
$163K - $249K
|
2K
$1.44M
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
323+ 5.47% |
$157K - $238K
|
6.22K
$4.47M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
319+ 6.32% |
$155K - $235K
|
5.36K
$3.86M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
313+ 2.72% |
$152K - $231K
|
11.8K
$8.49M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
312+ 2.07% |
$151K - $230K
|
15.4K
$11.1M
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
303New |
$147K - $224K
|
303
$218K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
297+ 2.53% |
$144K - $219K
|
12K
$8.65M
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
292New |
$142K - $216K
|
292
$210K
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
285+ 28.64% |
$138K - $210K
|
1.28K
$920K
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
276New |
$134K - $204K
|
276
$198K
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 13.43% |
$129K - $197K
|
2.26K
$1.62M
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
265+ 1.66% |
$128K - $196K
|
16.3K
$11.7M
|