Purchases and Sales Made in Q1 2025 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q1 2025. 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 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
430+ 5.21% |
$248K - $317K
|
8.69K
$6.25M
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
429New |
$247K - $316K
|
429
$308K
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
429+ 4.85% |
$247K - $316K
|
9.28K
$6.67M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
429+ 7.39% |
$247K - $316K
|
6.24K
$4.48M
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
429+ 5.11% |
$247K - $316K
|
8.83K
$6.35M
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
429+ 39.04% |
$247K - $316K
|
1.53K
$1.1M
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
428+ 62.48% |
$247K - $315K
|
1.11K
$800K
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
428+ 27.77% |
$247K - $315K
|
1.97K
$1.42M
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
427+ 34.21% |
$246K - $315K
|
1.68K
$1.2M
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
426+ 37.24% |
$246K - $314K
|
1.57K
$1.13M
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
426+ 17.5% |
$246K - $314K
|
2.86K
$2.06M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
424+ 12.56% |
$244K - $312K
|
3.8K
$2.73M
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
424+ 30.61% |
$244K - $312K
|
1.81K
$1.3M
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
423+ 50.66% |
$244K - $312K
|
1.26K
$905K
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
421New |
$243K - $310K
|
421
$303K
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
421+ 3.13% |
$243K - $310K
|
13.9K
$9.96M
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
420+ 18.5% |
$242K - $309K
|
2.69K
$1.93M
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
418+ 12.92% |
$241K - $308K
|
3.65K
$2.63M
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
416+ 4.4% |
$240K - $306K
|
9.87K
$7.09M
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
416+ 104.0% |
$240K - $306K
|
816
$587K
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
415New |
$239K - $306K
|
415
$298K
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
415+ 1.77% |
$239K - $306K
|
23.8K
$17.1M
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
415+ 25.18% |
$239K - $306K
|
2.06K
$1.48M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
415+ 16.62% |
$239K - $306K
|
2.91K
$2.09M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
412+ 2.45% |
$237K - $304K
|
17.2K
$12.4M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
412+ 3.79% |
$237K - $304K
|
11.3K
$8.11M
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
412New |
$237K - $304K
|
412
$296K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
408New |
$235K - $301K
|
408
$293K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
408+ 4.86% |
$235K - $301K
|
8.81K
$6.33M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
408+ 12.67% |
$235K - $301K
|
3.63K
$2.61M
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
407+ 1.04% |
$235K - $300K
|
39.7K
$28.5M
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
407+ 16.81% |
$235K - $300K
|
2.83K
$2.03M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
407+ 0.5% |
$235K - $300K
|
82.3K
$59.2M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
405+ 7.92% |
$233K - $298K
|
5.52K
$3.97M
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
402New |
$232K - $296K
|
402
$289K
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
401+ 6.07% |
$231K - $295K
|
7.01K
$5.04M
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
400+ 12.26% |
$231K - $295K
|
3.66K
$2.63M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
399+ 4.09% |
$230K - $294K
|
10.2K
$7.3M
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
399+ 6.52% |
$230K - $294K
|
6.51K
$4.68M
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
398+ 49.69% |
$229K - $293K
|
1.2K
$862K
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
395+ 60.86% |
$228K - $291K
|
1.04K
$751K
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
395+ 1.29% |
$228K - $291K
|
31K
$22.3M
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
395New |
$228K - $291K
|
395
$284K
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
395+ 4.29% |
$228K - $291K
|
9.61K
$6.91M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
393+ 12.06% |
$227K - $290K
|
3.65K
$2.63M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
393+ 64.22% |
$227K - $290K
|
1.01K
$723K
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
392+ 2.63% |
$226K - $289K
|
15.3K
$11M
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
388+ 13.24% |
$224K - $286K
|
3.32K
$2.39M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
387+ 41.39% |
$223K - $285K
|
1.32K
$951K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
386New |
$222K - $284K
|
386
$278K
|