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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
115+ 8.48% |
$66.3K - $84.7K
|
1.47K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
114+ 2.69% |
$65.7K - $84K
|
4.36K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
114+ 3.93% |
$65.7K - $84K
|
3.02K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
114+ 19.03% |
$65.7K - $84K
|
713
$513K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
114+ 1.2% |
$65.7K - $84K
|
9.61K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
113+ 12.06% |
$65.1K - $83.2K
|
1.05K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 1.67% |
$65.1K - $83.2K
|
6.88K
$4.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
112+ 5.4% |
$64.6K - $82.5K
|
2.19K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
112+ 22.63% |
$64.6K - $82.5K
|
607
$436K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
112+ 101.82% |
$64.6K - $82.5K
|
222
$160K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
112+ 6.95% |
$64.6K - $82.5K
|
1.72K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
112+ 84.85% |
$64.6K - $82.5K
|
244
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
111+ 0.59% |
$64K - $81.8K
|
19K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
111+ 8.03% |
$64K - $81.8K
|
1.49K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
111+ 5.98% |
$64K - $81.8K
|
1.97K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
110New |
$63.4K - $81K
|
110
$79.1K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
110+ 2.95% |
$63.4K - $81K
|
3.84K
$2.76M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
110+ 1.16% |
$63.4K - $81K
|
9.59K
$6.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
109+ 8.26% |
$62.8K - $80.3K
|
1.43K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
109+ 3.53% |
$62.8K - $80.3K
|
3.19K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
109+ 5.82% |
$62.8K - $80.3K
|
1.98K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
108New |
$62.2K - $79.6K
|
108
$77.7K
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
108New |
$62.2K - $79.6K
|
108
$77.7K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
107+ 7.9% |
$61.7K - $78.8K
|
1.46K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
107+ 10.94% |
$61.7K - $78.8K
|
1.09K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
107+ 19.45% |
$61.7K - $78.8K
|
657
$472K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
107+ 18.1% |
$61.7K - $78.8K
|
698
$502K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
106+ 8.18% |
$61.1K - $78.1K
|
1.4K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
106+ 5.16% |
$61.1K - $78.1K
|
2.16K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
106+ 15.23% |
$61.1K - $78.1K
|
802
$577K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
106+ 8.21% |
$61.1K - $78.1K
|
1.4K
$1M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
105+ 2.01% |
$60.5K - $77.4K
|
5.33K
$3.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
105New |
$60.5K - $77.4K
|
105
$75.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
105+ 0.93% |
$60.5K - $77.4K
|
11.4K
$8.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
105+ 3.34% |
$60.5K - $77.4K
|
3.25K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
105+ 1.09% |
$60.5K - $77.4K
|
9.7K
$6.97M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
105+ 3.86% |
$60.5K - $77.4K
|
2.82K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
104+ 25.43% |
$59.9K - $76.6K
|
513
$369K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
104+ 0.79% |
$59.9K - $76.6K
|
13.4K
$9.6M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
104+ 5.72% |
$59.9K - $76.6K
|
1.92K
$1.38M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
103+ 9.43% |
$59.4K - $75.9K
|
1.2K
$859K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
103+ 11.04% |
$59.4K - $75.9K
|
1.04K
$745K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
103+ 6.05% |
$59.4K - $75.9K
|
1.81K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
103+ 10.65% |
$59.4K - $75.9K
|
1.07K
$769K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
103+ 14.57% |
$59.4K - $75.9K
|
810
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
103+ 6.67% |
$59.4K - $75.9K
|
1.65K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
103New |
$59.4K - $75.9K
|
103
$74.1K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
103+ 36.14% |
$59.4K - $75.9K
|
388
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
102+ 2.07% |
$58.8K - $75.1K
|
5.04K
$3.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
102+ 0.76% |
$58.8K - $75.1K
|
13.5K
$9.67M
|