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 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
100+ 4.49% |
$34.4K - $51.2K
|
2.33K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$34.4K - $51.2K
|
100
$57.3K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
100+ 4.07% |
$34.4K - $51.2K
|
2.56K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.12% |
$34.4K - $51.2K
|
85.5K
$49M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
100+ 3.0% |
$34.4K - $51.2K
|
3.43K
$1.97M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
99+ 1.69% |
$34.1K - $50.7K
|
5.96K
$3.42M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
99+ 1.65% |
$34.1K - $50.7K
|
6.08K
$3.49M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
99+ 8.98% |
$34.1K - $50.7K
|
1.2K
$688K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
98+ 0.29% |
$33.8K - $50.2K
|
34.2K
$19.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
96+ 6.21% |
$33.1K - $49.2K
|
1.64K
$942K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
96+ 0.5% |
$33.1K - $49.2K
|
19.4K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
96New |
$33.1K - $49.2K
|
96
$55K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
96+ 12.26% |
$33.1K - $49.2K
|
879
$504K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
95+ 10.13% |
$32.7K - $48.7K
|
1.03K
$592K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
95+ 7.36% |
$32.7K - $48.7K
|
1.39K
$794K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
94+ 0.91% |
$32.4K - $48.1K
|
10.4K
$5.96M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
94+ 9.58% |
$32.4K - $48.1K
|
1.08K
$616K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
93+ 7.82% |
$32K - $47.6K
|
1.28K
$735K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
93+ 1.32% |
$32K - $47.6K
|
7.14K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
93+ 0.75% |
$32K - $47.6K
|
12.6K
$7.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
91+ 0.46% |
$31.3K - $46.6K
|
19.9K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
90+ 8.11% |
$31K - $46.1K
|
1.2K
$688K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
90New |
$31K - $46.1K
|
90
$51.6K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
90+ 1.03% |
$31K - $46.1K
|
8.81K
$5.05M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
89+ 2.34% |
$30.7K - $45.6K
|
3.9K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
89+ 27.05% |
$30.7K - $45.6K
|
418
$240K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
88+ 13.86% |
$30.3K - $45.1K
|
723
$414K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
88+ 2.11% |
$30.3K - $45.1K
|
4.26K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
88+ 7.59% |
$30.3K - $45.1K
|
1.25K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
88+ 3.08% |
$30.3K - $45.1K
|
2.95K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
87+ 2.15% |
$30K - $44.6K
|
4.14K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
87+ 6.43% |
$30K - $44.6K
|
1.44K
$825K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
87+ 13.1% |
$30K - $44.6K
|
751
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
86+ 4.76% |
$29.6K - $44K
|
1.89K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
86+ 1.27% |
$29.6K - $44K
|
6.88K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
86+ 1.89% |
$29.6K - $44K
|
4.65K
$2.66M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
85+ 1.51% |
$29.3K - $43.5K
|
5.7K
$3.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85+ 3.75% |
$29.3K - $43.5K
|
2.35K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
85+ 6.82% |
$29.3K - $43.5K
|
1.33K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
85+ 3.82% |
$29.3K - $43.5K
|
2.31K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
85+ 2.85% |
$29.3K - $43.5K
|
3.07K
$1.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
84+ 5.2% |
$28.9K - $43K
|
1.7K
$974K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
84+ 4.06% |
$28.9K - $43K
|
2.15K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
84+ 0.59% |
$28.9K - $43K
|
14.3K
$8.22M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
84+ 1.94% |
$28.9K - $43K
|
4.41K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
84New |
$28.9K - $43K
|
84
$48.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
83+ 7.73% |
$28.6K - $42.5K
|
1.16K
$663K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
83+ 5.16% |
$28.6K - $42.5K
|
1.69K
$969K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
83+ 0.44% |
$28.6K - $42.5K
|
18.8K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
82+ 11.14% |
$28.2K - $42K
|
818
$469K
|