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 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-9- 0.56% |
$3.1K - $4.61K
|
1.59K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9- 0.03% |
$3.1K - $4.61K
|
29.6K
$16.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-10- 0.56% |
$3.44K - $5.12K
|
1.79K
$1.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-10- 0.72% |
$3.44K - $5.12K
|
1.38K
$787K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-10- 1.66% |
$3.44K - $5.12K
|
592
$337K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-10- 0.45% |
$3.44K - $5.12K
|
2.2K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10- 1.01% |
$3.44K - $5.12K
|
976
$556K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-10- 0.34% |
$3.44K - $5.12K
|
2.97K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-10- 0.44% |
$3.44K - $5.12K
|
2.25K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.27% |
$3.44K - $5.12K
|
3.73K
$2.13M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-10- 1.71% |
$3.44K - $5.12K
|
574
$327K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-10- 0.86% |
$3.44K - $5.12K
|
1.15K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-10- 17.24% |
$3.44K - $5.12K
|
48
$27.3K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-10- 0.6% |
$3.44K - $5.12K
|
1.65K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-10- 1.56% |
$3.44K - $5.12K
|
631
$359K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-10- 0.63% |
$3.44K - $5.12K
|
1.57K
$894K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-10- 1.62% |
$3.44K - $5.12K
|
609
$347K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-10- 0.26% |
$3.44K - $5.12K
|
3.84K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.75% |
$3.79K - $5.63K
|
1.46K
$829K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-11- 0.79% |
$3.79K - $5.63K
|
1.39K
$788K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-11- 1.07% |
$3.79K - $5.63K
|
1.01K
$577K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-11- 0.15% |
$3.79K - $5.63K
|
7.3K
$4.15M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-11- 1.62% |
$3.79K - $5.63K
|
667
$380K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-11- 1.22% |
$3.79K - $5.63K
|
890
$507K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-12- 2.08% |
$4.13K - $6.15K
|
565
$322K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-12- 1.42% |
$4.13K - $6.15K
|
834
$475K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12- 0.5% |
$4.13K - $6.15K
|
2.39K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-12- 1.12% |
$4.13K - $6.15K
|
1.06K
$601K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-13- 0.91% |
$4.48K - $6.66K
|
1.42K
$808K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-13- 0.92% |
$4.48K - $6.66K
|
1.4K
$799K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-13- 0.51% |
$4.48K - $6.66K
|
2.52K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-13- 28.89% |
$4.48K - $6.66K
|
32
$18.2K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-13- 0.13% |
$4.48K - $6.66K
|
10.2K
$5.81M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-14- 0.86% |
$4.82K - $7.17K
|
1.61K
$916K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-14- 1.88% |
$4.82K - $7.17K
|
730
$416K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-14- 1.0% |
$4.82K - $7.17K
|
1.38K
$787K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-14- 0.41% |
$4.82K - $7.17K
|
3.36K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-14- 0.26% |
$4.82K - $7.17K
|
5.31K
$3.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-15- 0.69% |
$5.17K - $7.68K
|
2.16K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-15- 1.22% |
$5.17K - $7.68K
|
1.22K
$692K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-15- 0.39% |
$5.17K - $7.68K
|
3.82K
$2.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-15- 0.91% |
$5.17K - $7.68K
|
1.64K
$932K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.07% |
$5.17K - $7.68K
|
20.2K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-15- 0.6% |
$5.17K - $7.68K
|
2.47K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-15- 0.7% |
$5.17K - $7.68K
|
2.13K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-15- 0.18% |
$5.17K - $7.68K
|
8.33K
$4.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-16- 1.59% |
$5.51K - $8.2K
|
992
$565K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-16- 1.49% |
$5.51K - $8.2K
|
1.06K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-16- 0.75% |
$5.51K - $8.2K
|
2.11K
$1.2M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-16- 0.25% |
$5.51K - $8.2K
|
6.43K
$3.66M
|