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 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
531+ 3.95% |
$183K - $272K
|
14K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
530New |
$183K - $271K
|
530
$390K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
530New |
$183K - $271K
|
530
$390K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
530New |
$183K - $271K
|
530
$390K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
528New |
$182K - $270K
|
528
$389K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
528+ 1.86% |
$182K - $270K
|
28.9K
$21.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
526New |
$181K - $269K
|
526
$387K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
524New |
$181K - $268K
|
524
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
523+ 182.23% |
$180K - $268K
|
810
$597K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
520New |
$179K - $266K
|
520
$383K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
519+ 7.59% |
$179K - $266K
|
7.36K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
519+ 2.35% |
$179K - $266K
|
22.6K
$16.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
518+ 7.46% |
$178K - $265K
|
7.46K
$5.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
518New |
$178K - $265K
|
518
$382K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
518+ 28.78% |
$178K - $265K
|
2.32K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
518New |
$178K - $265K
|
518
$382K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
515New |
$177K - $264K
|
515
$379K
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
BUY
|
- |
515New |
$177K - $264K
|
515
$379K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
513+ 10.65% |
$177K - $263K
|
5.33K
$3.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
513New |
$177K - $263K
|
513
$378K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
511+ 3.47% |
$176K - $262K
|
15.2K
$11.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
510New |
$176K - $261K
|
510
$376K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
510+ 12.57% |
$176K - $261K
|
4.57K
$3.37M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
510New |
$176K - $261K
|
510
$376K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
509New |
$175K - $261K
|
509
$375K
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
508New |
$175K - $260K
|
508
$374K
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
507New |
$175K - $260K
|
507
$373K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
507+ 28.66% |
$175K - $260K
|
2.28K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
506New |
$174K - $259K
|
506
$373K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
504+ 1.75% |
$174K - $258K
|
29.3K
$21.6M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
503New |
$173K - $258K
|
503
$371K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
501New |
$173K - $257K
|
501
$369K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
501New |
$173K - $257K
|
501
$369K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
500+ 9.82% |
$172K - $256K
|
5.59K
$4.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
500New |
$172K - $256K
|
500
$368K
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
500New |
$172K - $256K
|
500
$368K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
500New |
$172K - $256K
|
500
$368K
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
500New |
$172K - $256K
|
500
$368K
|
|
|
May 10, 2024
Q1 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
500New |
$172K - $256K
|
500
$368K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
500+ 5.65% |
$172K - $256K
|
9.34K
$6.88M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
500New |
$172K - $256K
|
500
$368K
|
|
|
May 14, 2024
Q1 2024
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
500+ 7.8% |
$172K - $256K
|
6.91K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
500New |
$172K - $256K
|
500
$368K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
500New |
$172K - $256K
|
500
$368K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
500+ 15.08% |
$172K - $256K
|
3.82K
$2.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
499New |
$172K - $256K
|
499
$368K
|
|
|
May 03, 2024
Q1 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
499New |
$172K - $256K
|
499
$368K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
497+ 11.29% |
$171K - $255K
|
4.9K
$3.61M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
496+ 18.12% |
$171K - $254K
|
3.23K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
495New |
$171K - $254K
|
495
$365K
|