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 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
186+ 27.11% |
$103K - $118K
|
872
$635K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
186+ 115.53% |
$103K - $118K
|
347
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
186+ 22.01% |
$103K - $118K
|
1.03K
$751K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
186+ 0.36% |
$103K - $118K
|
51.2K
$37.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
186+ 2.76% |
$103K - $118K
|
6.94K
$5.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
185+ 7.04% |
$103K - $117K
|
2.81K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
185+ 7.07% |
$103K - $117K
|
2.8K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
184+ 16.65% |
$102K - $116K
|
1.29K
$939K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
184+ 23.03% |
$102K - $116K
|
983
$716K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
183+ 6.59% |
$101K - $116K
|
2.96K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
183+ 23.43% |
$101K - $116K
|
964
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
182+ 3.96% |
$101K - $115K
|
4.78K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
182+ 9.62% |
$101K - $115K
|
2.07K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
181+ 4.38% |
$100K - $115K
|
4.31K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
181+ 5.4% |
$100K - $115K
|
3.53K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
180+ 1.0% |
$99.7K - $114K
|
18.1K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
178+ 28.53% |
$98.6K - $113K
|
802
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
178+ 5.53% |
$98.6K - $113K
|
3.4K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
178+ 9.87% |
$98.6K - $113K
|
1.98K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
177+ 6.6% |
$98.1K - $112K
|
2.86K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
177+ 0.85% |
$98.1K - $112K
|
20.9K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
176+ 5.8% |
$97.5K - $111K
|
3.21K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
175+ 3.05% |
$97K - $111K
|
5.9K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
175+ 26.8% |
$97K - $111K
|
828
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
174+ 4.83% |
$96.4K - $110K
|
3.77K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
173+ 3.71% |
$95.9K - $109K
|
4.84K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
173+ 167.96% |
$95.9K - $109K
|
276
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
172+ 24.96% |
$95.3K - $109K
|
861
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
171+ 6.87% |
$94.7K - $108K
|
2.66K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
171+ 0.38% |
$94.7K - $108K
|
45.1K
$32.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
170+ 5.7% |
$94.2K - $108K
|
3.15K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
170+ 13.95% |
$94.2K - $108K
|
1.39K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
168+ 14.96% |
$93.1K - $106K
|
1.29K
$941K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
168+ 1.67% |
$93.1K - $106K
|
10.2K
$7.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
167+ 2.12% |
$92.5K - $106K
|
8.03K
$5.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
167+ 0.73% |
$92.5K - $106K
|
23.1K
$16.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
167+ 19.98% |
$92.5K - $106K
|
1K
$731K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
166+ 1.93% |
$92K - $105K
|
8.79K
$6.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
164+ 27.06% |
$90.9K - $104K
|
770
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
163+ 3.11% |
$90.3K - $103K
|
5.4K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
163+ 17.19% |
$90.3K - $103K
|
1.11K
$809K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
162+ 2.87% |
$89.8K - $102K
|
5.81K
$4.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
162+ 0.78% |
$89.8K - $102K
|
20.9K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
161+ 6.43% |
$89.2K - $102K
|
2.67K
$1.94M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
160New |
$88.7K - $101K
|
160
$117K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
160+ 14.83% |
$88.7K - $101K
|
1.24K
$903K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
159+ 1.57% |
$88.1K - $101K
|
10.3K
$7.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
159New |
$88.1K - $101K
|
159
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
158+ 1.96% |
$87.5K - $100K
|
8.24K
$6M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
157+ 4.28% |
$87K - $99.3K
|
3.83K
$2.79M
|