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 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
10+ 0.83% |
$3.44K - $5.12K
|
1.22K
$695K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
10+ 0.35% |
$3.44K - $5.12K
|
2.87K
$1.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
10+ 0.52% |
$3.44K - $5.12K
|
1.92K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
10+ 1.54% |
$3.44K - $5.12K
|
660
$376K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10+ 1.41% |
$3.44K - $5.12K
|
719
$409K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
10+ 1.35% |
$3.44K - $5.12K
|
750
$427K
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10+ 0.07% |
$3.44K - $5.12K
|
15K
$8.53M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
10+ 1.67% |
$3.44K - $5.12K
|
610
$347K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9+ 1.27% |
$3.1K - $4.61K
|
718
$409K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
9+ 2.33% |
$3.1K - $4.61K
|
395
$225K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9+ 0.96% |
$3.1K - $4.61K
|
950
$541K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9+ 0.78% |
$3.1K - $4.61K
|
1.16K
$663K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.17% |
$3.1K - $4.61K
|
5.3K
$3.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8+ 0.88% |
$2.76K - $4.1K
|
917
$522K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
8+ 0.7% |
$2.76K - $4.1K
|
1.16K
$660K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.83% |
$2.76K - $4.1K
|
968
$551K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 13.79% |
$2.76K - $4.1K
|
66
$37.6K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8+ 0.23% |
$2.76K - $4.1K
|
3.48K
$1.98M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
7+ 0.03% |
$2.41K - $3.59K
|
24.1K
$13.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
7+ 0.57% |
$2.41K - $3.59K
|
1.24K
$705K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 2.59% |
$2.41K - $3.59K
|
277
$158K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 1.2% |
$2.41K - $3.59K
|
591
$336K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7+ 0.94% |
$2.41K - $3.59K
|
754
$429K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7+ 0.48% |
$2.41K - $3.59K
|
1.46K
$830K
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
7+ 0.35% |
$2.41K - $3.59K
|
2K
$1.14M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7+ 1.15% |
$2.41K - $3.59K
|
615
$350K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6+ 0.96% |
$2.07K - $3.07K
|
634
$361K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
6+ 0.24% |
$2.07K - $3.07K
|
2.47K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6+ 0.27% |
$2.07K - $3.07K
|
2.25K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
6+ 0.57% |
$2.07K - $3.07K
|
1.06K
$606K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
5+ 0.77% |
$1.72K - $2.56K
|
654
$372K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$1.72K - $2.56K
|
15K
$8.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.38% |
$1.72K - $2.56K
|
1.33K
$758K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5+ 0.26% |
$1.72K - $2.56K
|
1.92K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.39% |
$1.72K - $2.56K
|
1.29K
$734K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.17% |
$1.72K - $2.56K
|
434
$247K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4+ 1.41% |
$1.38K - $2.05K
|
287
$163K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
4+ 0.68% |
$1.38K - $2.05K
|
594
$338K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.07% |
$1.38K - $2.05K
|
5.73K
$3.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
4+ 0.07% |
$1.38K - $2.05K
|
5.56K
$3.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4+ 0.03% |
$1.38K - $2.05K
|
13.7K
$7.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
4+ 0.61% |
$1.38K - $2.05K
|
660
$376K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4+ 0.86% |
$1.38K - $2.05K
|
471
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.52% |
$1.38K - $2.05K
|
776
$442K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4+ 0.04% |
$1.38K - $2.05K
|
9.3K
$5.29M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
4+ 0.58% |
$1.38K - $2.05K
|
690
$393K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4+ 0.68% |
$1.38K - $2.05K
|
591
$336K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 4.35% |
$1.38K - $2.05K
|
96
$54.6K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4+ 0.37% |
$1.38K - $2.05K
|
1.1K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4+ 0.1% |
$1.38K - $2.05K
|
4.04K
$2.3M
|