Latest Institutional Transactions on Meta Platforms, Inc. (META)
This table provides information on the latest institutional transactions involving Meta Platforms, Inc. (META) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-113- 18.02% |
$62.6K - $71.5K
|
514
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.05KNew |
$579K - $661K
|
1.05K
$751K
|
|
|
Feb 05, 2025
Q4 2024
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
10KNew |
$5.54M - $6.33M
|
10K
$7.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
13+ 1.04% |
$7.2K - $8.22K
|
1.27K
$911K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8+ 1.01% |
$4.43K - $5.06K
|
804
$578K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21New |
$11.6K - $13.3K
|
21
$15.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
950New |
$526K - $601K
|
950
$683K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-105- 0.31% |
$58.2K - $66.4K
|
33.6K
$24.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-677- 2.6% |
$375K - $428K
|
25.4K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
364New |
$202K - $230K
|
364
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-25- 5.98% |
$13.9K - $15.8K
|
393
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
500+ 6.33% |
$277K - $316K
|
8.4K
$6.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-195- 17.6% |
$108K - $123K
|
913
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
10+ 2.67% |
$5.54K - $6.33K
|
384
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-138- 22.04% |
$76.5K - $87.3K
|
488
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
16+ 0.57% |
$8.87K - $10.1K
|
2.83K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.15K+ 5.09% |
$639K - $730K
|
23.8K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
570New |
$316K - $361K
|
570
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
703New |
$390K - $445K
|
703
$505K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-352Closed |
$195K - $223K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
379New |
$210K - $240K
|
379
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
77+ 7.61% |
$42.7K - $48.7K
|
1.09K
$783K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-11- 0.33% |
$6.09K - $6.96K
|
3.27K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Truxt Investmentos Ltda.
|
SELL
|
- |
-3.72K- 34.22% |
$2.06M - $2.35M
|
7.15K
$5.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
287+ 1.49% |
$159K - $182K
|
19.5K
$14M
|
|
|
Feb 03, 2025
Q4 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.7K+ 739.13% |
$942K - $1.08M
|
1.93K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-10- 1.01% |
$5.54K - $6.33K
|
982
$706K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
380New |
$211K - $240K
|
380
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Rja Asset Management LLC
Stamford, CT |
SELL
|
- |
-2K- 7.15% |
$1.11M - $1.27M
|
26K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.67K- 96.28% |
$1.48M - $1.69M
|
103
$74.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
711New |
$394K - $450K
|
711
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
155New |
$85.9K - $98.1K
|
155
$111K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-49- 12.22% |
$27.1K - $31K
|
352
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-181- 3.37% |
$100K - $115K
|
5.18K
$3.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
153+ 18.57% |
$84.8K - $96.8K
|
977
$702K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
4+ 0.24% |
$2.22K - $2.53K
|
1.65K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
395New |
$219K - $250K
|
395
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-75- 2.66% |
$41.6K - $47.5K
|
2.75K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-573- 13.22% |
$317K - $363K
|
3.76K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-10- 0.69% |
$5.54K - $6.33K
|
1.44K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.01KNew |
$1.12M - $1.27M
|
2.01K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-36- 12.46% |
$19.9K - $22.8K
|
253
$182K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
23+ 2.79% |
$12.7K - $14.6K
|
848
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
35+ 1.44% |
$19.4K - $22.1K
|
2.47K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
315+ 1657.89% |
$175K - $199K
|
334
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-112- 5.29% |
$62.1K - $70.9K
|
2.01K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
660+ 0.26% |
$366K - $418K
|
252K
$181M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
71+ 1.85% |
$39.3K - $44.9K
|
3.9K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
1.73K+ 29.09% |
$958K - $1.09M
|
7.67K
$5.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
90KNew |
$49.9M - $56.9M
|
90K
$64.7M
|