Purchases and Sales Made in Q1 2024 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
880+ 14.14% |
$303K - $451K
|
7.1K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
878+ 9.4% |
$302K - $450K
|
10.2K
$5.71M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
876+ 46.11% |
$302K - $449K
|
2.78K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
873+ 7.3% |
$301K - $447K
|
12.8K
$7.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
868+ 43.62% |
$299K - $445K
|
2.86K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
868+ 35.47% |
$299K - $445K
|
3.32K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
864+ 7.06% |
$298K - $443K
|
13.1K
$7.33M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
859+ 25.04% |
$296K - $440K
|
4.29K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
851New |
$293K - $436K
|
851
$476K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
848+ 14.86% |
$292K - $434K
|
6.55K
$3.66M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
847+ 4.85% |
$292K - $434K
|
18.3K
$10.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
845New |
$291K - $433K
|
845
$472K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
835New |
$288K - $428K
|
835
$467K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
834+ 13.18% |
$287K - $427K
|
7.16K
$4.01M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
822+ 62.23% |
$283K - $421K
|
2.14K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
819New |
$282K - $419K
|
819
$458K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
818+ 7.61% |
$282K - $419K
|
11.6K
$6.47M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
817+ 2.36% |
$281K - $418K
|
35.4K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
815+ 10.9% |
$281K - $417K
|
8.29K
$4.64M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
809+ 9.47% |
$279K - $414K
|
9.36K
$5.23M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
807+ 23.55% |
$278K - $413K
|
4.23K
$2.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
806+ 7.4% |
$278K - $413K
|
11.7K
$6.54M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
801New |
$276K - $410K
|
801
$448K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
799New |
$275K - $409K
|
799
$447K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
799+ 2.52% |
$275K - $409K
|
32.6K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
798+ 3.12% |
$275K - $409K
|
26.4K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
796+ 20.34% |
$274K - $408K
|
4.71K
$2.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
795+ 8.93% |
$274K - $407K
|
9.7K
$5.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
792+ 3.28% |
$273K - $406K
|
24.9K
$13.9M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
792New |
$273K - $406K
|
792
$443K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
789New |
$272K - $404K
|
789
$441K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
788+ 45.21% |
$271K - $404K
|
2.53K
$1.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
783+ 80.64% |
$270K - $401K
|
1.75K
$981K
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
783New |
$270K - $401K
|
783
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
781New |
$269K - $400K
|
781
$437K
|
|
|
May 15, 2024
Q1 2024
|
In Depth Partners, LLC
Miami, FL |
BUY
|
- |
780+ 2.78% |
$269K - $400K
|
28.8K
$16.1M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
778New |
$268K - $398K
|
778
$435K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
777New |
$268K - $398K
|
777
$434K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
774+ 11.23% |
$267K - $396K
|
7.67K
$4.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
773+ 35.74% |
$266K - $396K
|
2.94K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
769+ 7.45% |
$265K - $394K
|
11.1K
$6.2M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
769+ 20.87% |
$265K - $394K
|
4.45K
$2.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
767+ 1.07% |
$264K - $393K
|
72.4K
$40.5M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
763+ 10.92% |
$263K - $391K
|
7.75K
$4.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
760+ 51.77% |
$262K - $389K
|
2.23K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
755+ 15.21% |
$260K - $387K
|
5.72K
$3.2M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
754+ 56.78% |
$260K - $386K
|
2.08K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
753+ 836.67% |
$259K - $386K
|
843
$471K
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
753+ 2.83% |
$259K - $386K
|
27.4K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
744+ 125.89% |
$256K - $381K
|
1.34K
$746K
|