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 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
126+ 1.14% |
$43.4K - $64.5K
|
11.2K
$6.43M
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
126+ 9.02% |
$43.4K - $64.5K
|
1.52K
$873K
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
125+ 10.2% |
$43.1K - $64K
|
1.35K
$774K
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
125+ 3.64% |
$43.1K - $64K
|
3.56K
$2.04M
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
125+ 13.5% |
$43.1K - $64K
|
1.05K
$602K
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
122+ 10.37% |
$42K - $62.5K
|
1.3K
$744K
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
122+ 4.87% |
$42K - $62.5K
|
2.63K
$1.51M
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
120+ 5.99% |
$41.3K - $61.5K
|
2.12K
$1.22M
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
120+ 7.53% |
$41.3K - $61.5K
|
1.71K
$982K
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
120+ 15.58% |
$41.3K - $61.5K
|
890
$510K
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
118+ 8.44% |
$40.6K - $60.4K
|
1.52K
$869K
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
117+ 1.53% |
$40.3K - $59.9K
|
7.75K
$4.44M
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
117+ 2.36% |
$40.3K - $59.9K
|
5.07K
$2.9M
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
115+ 3.84% |
$39.6K - $58.9K
|
3.11K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
115+ 0.2% |
$39.6K - $58.9K
|
57K
$32.7M
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
114+ 3.21% |
$39.3K - $58.4K
|
3.66K
$2.1M
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
113+ 1.46% |
$38.9K - $57.9K
|
7.84K
$4.49M
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
112+ 19.55% |
$38.6K - $57.4K
|
685
$393K
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
112+ 2.58% |
$38.6K - $57.4K
|
4.46K
$2.55M
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
112+ 4.39% |
$38.6K - $57.4K
|
2.66K
$1.53M
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
110+ 0.29% |
$37.9K - $56.3K
|
37.7K
$21.6M
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
110+ 15.43% |
$37.9K - $56.3K
|
823
$472K
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
110+ 4.28% |
$37.9K - $56.3K
|
2.68K
$1.54M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
110New |
$37.9K - $56.3K
|
110
$63K
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
110+ 2.35% |
$37.9K - $56.3K
|
4.78K
$2.74M
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
108+ 3.92% |
$37.2K - $55.3K
|
2.86K
$1.64M
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
107+ 5.39% |
$36.9K - $54.8K
|
2.09K
$1.2M
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
106+ 8.04% |
$36.5K - $54.3K
|
1.42K
$816K
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
106+ 1.79% |
$36.5K - $54.3K
|
6.04K
$3.46M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
106+ 3.83% |
$36.5K - $54.3K
|
2.88K
$1.65M
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
105+ 9.55% |
$36.2K - $53.8K
|
1.21K
$691K
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
105+ 28.0% |
$36.2K - $53.8K
|
480
$275K
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
105+ 13.71% |
$36.2K - $53.8K
|
871
$499K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
105+ 13.74% |
$36.2K - $53.8K
|
869
$498K
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
105+ 2.54% |
$36.2K - $53.8K
|
4.24K
$2.43M
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
104+ 6.1% |
$35.8K - $53.3K
|
1.81K
$1.04M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
104+ 19.15% |
$35.8K - $53.3K
|
647
$371K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
103+ 13.48% |
$35.5K - $52.8K
|
867
$497K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
103+ 1.14% |
$35.5K - $52.8K
|
9.16K
$5.25M
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
102+ 4.86% |
$35.1K - $52.2K
|
2.2K
$1.26M
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
102New |
$35.1K - $52.2K
|
102
$58.5K
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
102+ 4.3% |
$35.1K - $52.2K
|
2.47K
$1.42M
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
102+ 2.93% |
$35.1K - $52.2K
|
3.58K
$2.05M
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
102+ 2.65% |
$35.1K - $52.2K
|
3.95K
$2.26M
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
102+ 0.23% |
$35.1K - $52.2K
|
44.9K
$25.7M
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
101New |
$34.8K - $51.7K
|
101
$57.9K
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
101+ 9.4% |
$34.8K - $51.7K
|
1.18K
$674K
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
100+ 5.37% |
$34.4K - $51.2K
|
1.96K
$1.13M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
100+ 35.21% |
$34.4K - $51.2K
|
384
$220K
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
100+ 16.67% |
$34.4K - $51.2K
|
700
$401K
|