Purchases and Sales Made in Q4 2024 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
630+ 2.84% |
$349K - $399K
|
22.8K
$16.4M
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
629New |
$349K - $398K
|
629
$452K
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
626New |
$347K - $396K
|
626
$450K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
625+ 8.19% |
$346K - $395K
|
8.26K
$5.94M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
623+ 92.57% |
$345K - $394K
|
1.3K
$932K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
622New |
$345K - $394K
|
622
$447K
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
621+ 64.82% |
$344K - $393K
|
1.58K
$1.14M
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
620+ 2.79% |
$344K - $392K
|
22.8K
$16.4M
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
617New |
$342K - $390K
|
617
$444K
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
617+ 11.08% |
$342K - $390K
|
6.19K
$4.45M
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
617New |
$342K - $390K
|
617
$444K
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
617New |
$342K - $390K
|
617
$444K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
616+ 7.55% |
$341K - $390K
|
8.78K
$6.31M
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
613+ 4.43% |
$340K - $388K
|
14.5K
$10.4M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
613+ 1.45% |
$340K - $388K
|
42.8K
$30.8M
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
613New |
$340K - $388K
|
613
$441K
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
612New |
$339K - $387K
|
612
$440K
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
609New |
$337K - $385K
|
609
$438K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
608+ 0.75% |
$337K - $385K
|
81.4K
$58.5M
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
608New |
$337K - $385K
|
608
$437K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
606+ 14.49% |
$336K - $383K
|
4.79K
$3.44M
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
606New |
$336K - $383K
|
606
$436K
|
|
Feb 14, 2025
Q4 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
605New |
$335K - $383K
|
605
$435K
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
604+ 7.94% |
$335K - $382K
|
8.21K
$5.9M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
603+ 13.68% |
$334K - $382K
|
5.01K
$3.6M
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
602New |
$334K - $381K
|
602
$433K
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
599New |
$332K - $379K
|
599
$431K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
597+ 10.86% |
$331K - $378K
|
6.1K
$4.38M
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
597+ 5.95% |
$331K - $378K
|
10.6K
$7.65M
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
596+ 10.87% |
$330K - $377K
|
6.08K
$4.37M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
596New |
$330K - $377K
|
596
$429K
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
595+ 98.02% |
$330K - $376K
|
1.2K
$864K
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
595+ 47.37% |
$330K - $376K
|
1.85K
$1.33M
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
593New |
$329K - $375K
|
593
$426K
|
|
Feb 13, 2025
Q4 2024
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
593New |
$329K - $375K
|
593
$426K
|
|
Feb 13, 2025
Q4 2024
|
Carroll Investors, Inc
|
BUY
|
- |
591+ 34.89% |
$327K - $374K
|
2.29K
$1.64M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
590+ 4.65% |
$327K - $373K
|
13.3K
$9.54M
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
590New |
$327K - $373K
|
590
$424K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
583+ 8.18% |
$323K - $369K
|
7.71K
$5.55M
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
582New |
$322K - $368K
|
582
$418K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
582+ 5.75% |
$322K - $368K
|
10.7K
$7.7M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
576+ 3.54% |
$319K - $364K
|
16.8K
$12.1M
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
574+ 13.68% |
$318K - $363K
|
4.77K
$3.43M
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
574+ 27.24% |
$318K - $363K
|
2.68K
$1.93M
|
|
Jun 27, 2025
Q4 2024
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
574New |
$318K - $363K
|
574
$413K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
572+ 8.82% |
$317K - $362K
|
7.06K
$5.07M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
572+ 0.29% |
$317K - $362K
|
199K
$143M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
571+ 15.83% |
$316K - $361K
|
4.18K
$3M
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
570New |
$316K - $361K
|
570
$410K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
570+ 1.68% |
$316K - $361K
|
34.6K
$24.8M
|