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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
634+ 7.38% |
$218K - $325K
|
9.23K
$5.16M
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
632New |
$218K - $324K
|
632
$353K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
632+ 21.9% |
$218K - $324K
|
3.52K
$1.97M
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
629New |
$217K - $322K
|
629
$352K
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
627+ 9.21% |
$216K - $321K
|
7.44K
$4.16M
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
626+ 0.38% |
$216K - $321K
|
168K
$93.7M
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
624New |
$215K - $320K
|
624
$349K
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
618New |
$213K - $317K
|
618
$346K
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
618+ 95.52% |
$213K - $317K
|
1.27K
$707K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
616New |
$212K - $316K
|
616
$344K
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
615New |
$212K - $315K
|
615
$344K
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
613+ 59.0% |
$211K - $314K
|
1.65K
$924K
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
612New |
$211K - $313K
|
612
$342K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
607+ 7.77% |
$209K - $311K
|
8.42K
$4.71M
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
607+ 0.93% |
$209K - $311K
|
65.9K
$36.8M
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
605+ 35.57% |
$208K - $310K
|
2.31K
$1.29M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
604+ 1098.18% |
$208K - $309K
|
659
$368K
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
603+ 9.27% |
$208K - $309K
|
7.11K
$3.97M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
601+ 22.84% |
$207K - $308K
|
3.23K
$1.81M
|
|
Apr 23, 2024
Q1 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
600+ 0.78% |
$207K - $307K
|
78K
$43.6M
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
600New |
$207K - $307K
|
600
$335K
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
600+ 7.03% |
$207K - $307K
|
9.14K
$5.11M
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
600New |
$207K - $307K
|
600
$335K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
597+ 4.66% |
$206K - $306K
|
13.4K
$7.5M
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
596New |
$205K - $305K
|
596
$333K
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
596New |
$205K - $305K
|
596
$333K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
596+ 1.54% |
$205K - $305K
|
39.2K
$21.9M
|
|
Sep 10, 2024
Q1 2024
|
Troy Asset Management LTD
|
BUY
|
- |
596+ 0.62% |
$205K - $305K
|
97K
$54.2M
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
595New |
$205K - $305K
|
595
$333K
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
592+ 0.63% |
$204K - $303K
|
95.1K
$53.2M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
592+ 1.88% |
$204K - $303K
|
32K
$17.9M
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
592+ 3.14% |
$204K - $303K
|
19.4K
$10.9M
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
590New |
$203K - $302K
|
590
$330K
|
|
May 07, 2024
Q1 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
590+ 1.73% |
$203K - $302K
|
34.7K
$19.4M
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
590New |
$203K - $302K
|
590
$330K
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
588New |
$203K - $301K
|
588
$329K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
588+ 17.0% |
$203K - $301K
|
4.05K
$2.26M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
587+ 17.69% |
$202K - $301K
|
3.91K
$2.18M
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
587New |
$202K - $301K
|
587
$328K
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
585New |
$202K - $300K
|
585
$327K
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
584+ 2.35% |
$201K - $299K
|
25.4K
$14.2M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
583+ 15.68% |
$201K - $299K
|
4.3K
$2.4M
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
580New |
$200K - $297K
|
580
$324K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
579New |
$199K - $297K
|
579
$324K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
579+ 118.4% |
$199K - $297K
|
1.07K
$597K
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
579+ 15.16% |
$199K - $297K
|
4.4K
$2.46M
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
578New |
$199K - $296K
|
578
$323K
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
576New |
$198K - $295K
|
576
$322K
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
576+ 1.86% |
$198K - $295K
|
31.5K
$17.6M
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
574New |
$198K - $294K
|
574
$321K
|