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 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
580New |
$200K - $297K
|
580
$427K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
579New |
$199K - $297K
|
579
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
579+ 118.4% |
$199K - $297K
|
1.07K
$787K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
579+ 15.16% |
$199K - $297K
|
4.4K
$3.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
578New |
$199K - $296K
|
578
$426K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
576New |
$198K - $295K
|
576
$424K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
576+ 1.86% |
$198K - $295K
|
31.5K
$23.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
574New |
$198K - $294K
|
574
$423K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
572New |
$197K - $293K
|
572
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
570New |
$196K - $292K
|
570
$420K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
569New |
$196K - $291K
|
569
$419K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
569New |
$196K - $291K
|
569
$419K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
566New |
$195K - $290K
|
566
$417K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
566New |
$195K - $290K
|
566
$417K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
566+ 6.29% |
$195K - $290K
|
9.56K
$7.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
565New |
$195K - $289K
|
565
$416K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
564New |
$194K - $289K
|
564
$415K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
561New |
$193K - $287K
|
561
$413K
|
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
561New |
$193K - $287K
|
561
$413K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
559+ 47.82% |
$193K - $286K
|
1.73K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
557New |
$192K - $285K
|
557
$410K
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
557New |
$192K - $285K
|
557
$410K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
556New |
$192K - $285K
|
556
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
556+ 8.56% |
$192K - $285K
|
7.05K
$5.19M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
556New |
$192K - $285K
|
556
$410K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
552New |
$190K - $283K
|
552
$407K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
552New |
$190K - $283K
|
552
$407K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
551+ 26.09% |
$190K - $282K
|
2.66K
$1.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
551+ 30.53% |
$190K - $282K
|
2.36K
$1.74M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
551New |
$190K - $282K
|
551
$406K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
551New |
$190K - $282K
|
551
$406K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
551+ 10.88% |
$190K - $282K
|
5.62K
$4.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
550New |
$189K - $282K
|
550
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
550New |
$189K - $282K
|
550
$405K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
549New |
$189K - $281K
|
549
$404K
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
548+ 3.46% |
$189K - $281K
|
16.4K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
548New |
$189K - $281K
|
548
$404K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
548New |
$189K - $281K
|
548
$404K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
547New |
$188K - $280K
|
547
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
547New |
$188K - $280K
|
547
$403K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
547New |
$188K - $280K
|
547
$403K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
547+ 11.54% |
$188K - $280K
|
5.29K
$3.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
546New |
$188K - $280K
|
546
$402K
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
540New |
$186K - $277K
|
540
$398K
|
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
536New |
$185K - $275K
|
536
$395K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
535+ 58.53% |
$184K - $274K
|
1.45K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
533New |
$184K - $273K
|
533
$393K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
533New |
$184K - $273K
|
533
$393K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
532+ 7.54% |
$183K - $272K
|
7.59K
$5.59M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
532+ 6.97% |
$183K - $272K
|
8.16K
$6.01M
|