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 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
419New |
$144K - $215K
|
419
$234K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
418New |
$144K - $214K
|
418
$234K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
418+ 6.6% |
$144K - $214K
|
6.75K
$3.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
415New |
$143K - $213K
|
415
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
415New |
$143K - $213K
|
415
$232K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
415+ 3.43% |
$143K - $213K
|
12.5K
$7M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
414New |
$143K - $212K
|
414
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
414New |
$143K - $212K
|
414
$231K
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
413New |
$142K - $212K
|
413
$231K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
412New |
$142K - $211K
|
412
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
412New |
$142K - $211K
|
412
$230K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
412+ 3.16% |
$142K - $211K
|
13.4K
$7.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
410+ 12.64% |
$141K - $210K
|
3.65K
$2.04M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
407+ 0.91% |
$140K - $208K
|
45K
$25.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
406+ 31.33% |
$140K - $208K
|
1.7K
$952K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
405+ 10.02% |
$140K - $207K
|
4.45K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
405+ 8.17% |
$140K - $207K
|
5.37K
$3M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
401+ 13.78% |
$138K - $205K
|
3.31K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
400+ 111.11% |
$138K - $205K
|
760
$425K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
400New |
$138K - $205K
|
400
$224K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
399+ 21.43% |
$137K - $204K
|
2.26K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
399+ 4.5% |
$137K - $204K
|
9.27K
$5.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
395+ 2.98% |
$136K - $202K
|
13.7K
$7.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
395+ 8.53% |
$136K - $202K
|
5.03K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
395+ 6.75% |
$136K - $202K
|
6.25K
$3.49M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
395+ 8.53% |
$136K - $202K
|
5.03K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
392+ 5.49% |
$135K - $201K
|
7.54K
$4.21M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
392+ 18.6% |
$135K - $201K
|
2.5K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
390+ 2.49% |
$134K - $200K
|
16.1K
$8.98M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
388+ 66.32% |
$134K - $199K
|
973
$544K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
385+ 1.22% |
$133K - $197K
|
31.9K
$17.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
385+ 14.3% |
$133K - $197K
|
3.08K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
383+ 12.77% |
$132K - $196K
|
3.38K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
383+ 12.64% |
$132K - $196K
|
3.41K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
383+ 59.56% |
$132K - $196K
|
1.03K
$574K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
382+ 2.3% |
$132K - $196K
|
17K
$9.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
379+ 13.1% |
$131K - $194K
|
3.27K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
377+ 7.24% |
$130K - $193K
|
5.58K
$3.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
374+ 4.11% |
$129K - $192K
|
9.48K
$5.3M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
374+ 2.68% |
$129K - $192K
|
14.3K
$8.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
373+ 7.51% |
$128K - $191K
|
5.34K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
372+ 10.46% |
$128K - $191K
|
3.93K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
369+ 69.62% |
$127K - $189K
|
899
$503K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
362+ 0.6% |
$125K - $185K
|
60.4K
$33.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
357+ 10.62% |
$123K - $183K
|
3.72K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
357+ 52.12% |
$123K - $183K
|
1.04K
$583K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
356+ 10.13% |
$123K - $182K
|
3.87K
$2.16M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
351+ 5.17% |
$121K - $180K
|
7.14K
$3.99M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
351+ 53.92% |
$121K - $180K
|
1K
$560K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
350+ 60.55% |
$121K - $179K
|
928
$519K
|