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
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
281+ 5.15% |
$96.8K - $144K
|
5.73K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
281+ 28.7% |
$96.8K - $144K
|
1.26K
$722K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
280+ 6.3% |
$96.5K - $143K
|
4.73K
$2.71M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
279+ 3.19% |
$96.1K - $143K
|
9.02K
$5.17M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
279+ 18.2% |
$96.1K - $143K
|
1.81K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
277+ 23.04% |
$95.4K - $142K
|
1.48K
$848K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
276+ 12.98% |
$95.1K - $141K
|
2.4K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
275+ 17.73% |
$94.7K - $141K
|
1.83K
$1.05M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
272+ 36.81% |
$93.7K - $139K
|
1.01K
$579K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
272+ 5.09% |
$93.7K - $139K
|
5.62K
$3.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
271+ 1.06% |
$93.4K - $139K
|
25.7K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
270+ 1.09% |
$93K - $138K
|
25K
$14.4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
266+ 27.17% |
$91.6K - $136K
|
1.25K
$714K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
265+ 10.83% |
$91.3K - $136K
|
2.71K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
263+ 10.23% |
$90.6K - $135K
|
2.83K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
259+ 15.66% |
$89.2K - $133K
|
1.91K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
258+ 16.31% |
$88.9K - $132K
|
1.84K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
256+ 5.65% |
$88.2K - $131K
|
4.79K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
255+ 1.15% |
$87.8K - $131K
|
22.4K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
252+ 5.43% |
$86.8K - $129K
|
4.89K
$2.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
250+ 6.55% |
$86.1K - $128K
|
4.07K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
249+ 21.56% |
$85.8K - $128K
|
1.4K
$805K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
248+ 11.42% |
$85.4K - $127K
|
2.42K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
246+ 6.65% |
$84.7K - $126K
|
3.95K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
246+ 0.06% |
$84.7K - $126K
|
384K
$220M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
245+ 14.35% |
$84.4K - $125K
|
1.95K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
245+ 3.0% |
$84.4K - $125K
|
8.41K
$4.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
244+ 3.46% |
$84.1K - $125K
|
7.29K
$4.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
242+ 40.27% |
$83.4K - $124K
|
843
$483K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
242+ 13.36% |
$83.4K - $124K
|
2.05K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
241+ 32.57% |
$83K - $123K
|
981
$562K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
240+ 2.35% |
$82.7K - $123K
|
10.5K
$6M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
240+ 1.27% |
$82.7K - $123K
|
19.1K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
240+ 14.98% |
$82.7K - $123K
|
1.84K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
239+ 30.84% |
$82.3K - $122K
|
1.01K
$581K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
238+ 21.48% |
$82K - $122K
|
1.35K
$771K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
237+ 33.66% |
$81.6K - $121K
|
941
$539K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
237+ 2.01% |
$81.6K - $121K
|
12K
$6.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
236+ 1.2% |
$81.3K - $121K
|
19.9K
$11.4M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
234New |
$80.6K - $120K
|
234
$134K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
233+ 4.89% |
$80.3K - $119K
|
5K
$2.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
232+ 9.59% |
$79.9K - $119K
|
2.65K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
232+ 8.56% |
$79.9K - $119K
|
2.94K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
232+ 22.83% |
$79.9K - $119K
|
1.25K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
232+ 4.16% |
$79.9K - $119K
|
5.82K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
231+ 18.32% |
$79.6K - $118K
|
1.49K
$855K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
230+ 8.21% |
$79.2K - $118K
|
3.03K
$1.74M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
230+ 17.11% |
$79.2K - $118K
|
1.57K
$902K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
230+ 18.78% |
$79.2K - $118K
|
1.46K
$834K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
229+ 4.58% |
$78.9K - $117K
|
5.23K
$3M
|