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
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
75+ 6.43% |
$43.2K - $55.3K
|
1.24K
$892K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
74+ 15.16% |
$42.7K - $54.5K
|
562
$404K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
74+ 0.45% |
$42.7K - $54.5K
|
16.6K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
74+ 22.63% |
$42.7K - $54.5K
|
401
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
74+ 4.55% |
$42.7K - $54.5K
|
1.7K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
74+ 0.4% |
$42.7K - $54.5K
|
18.7K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
73+ 0.48% |
$42.1K - $53.8K
|
15.4K
$11.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
73+ 10.15% |
$42.1K - $53.8K
|
792
$569K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
73+ 0.9% |
$42.1K - $53.8K
|
8.18K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
73+ 5.82% |
$42.1K - $53.8K
|
1.33K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
73+ 1.66% |
$42.1K - $53.8K
|
4.47K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
72+ 3.18% |
$41.5K - $53K
|
2.34K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
72+ 9.41% |
$41.5K - $53K
|
837
$602K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
72+ 0.69% |
$41.5K - $53K
|
10.6K
$7.59M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
72+ 12.35% |
$41.5K - $53K
|
655
$471K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
71+ 4.09% |
$40.9K - $52.3K
|
1.81K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
71+ 16.4% |
$40.9K - $52.3K
|
504
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
71+ 9.86% |
$40.9K - $52.3K
|
791
$569K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
71+ 17.93% |
$40.9K - $52.3K
|
467
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
70+ 9.15% |
$40.3K - $51.6K
|
835
$600K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
70+ 4.95% |
$40.3K - $51.6K
|
1.48K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
70+ 24.14% |
$40.3K - $51.6K
|
360
$259K
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
70+ 6.65% |
$40.3K - $51.6K
|
1.12K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
70+ 3.44% |
$40.3K - $51.6K
|
2.11K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
70+ 5.38% |
$40.3K - $51.6K
|
1.37K
$985K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
69+ 2.89% |
$39.8K - $50.8K
|
2.46K
$1.77M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
69+ 1.03% |
$39.8K - $50.8K
|
6.8K
$4.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
68+ 1.46% |
$39.2K - $50.1K
|
4.74K
$3.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
68+ 0.52% |
$39.2K - $50.1K
|
13.2K
$9.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
68+ 0.35% |
$39.2K - $50.1K
|
19.7K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
67+ 3.3% |
$38.6K - $49.4K
|
2.1K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
67+ 6.59% |
$38.6K - $49.4K
|
1.08K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
67+ 14.5% |
$38.6K - $49.4K
|
529
$380K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
66+ 7.9% |
$38K - $48.6K
|
901
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
66+ 0.27% |
$38K - $48.6K
|
24.7K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
66+ 2.87% |
$38K - $48.6K
|
2.37K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
66+ 18.59% |
$38K - $48.6K
|
421
$303K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
66+ 1.38% |
$38K - $48.6K
|
4.84K
$3.48M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
66+ 16.75% |
$38K - $48.6K
|
460
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
65+ 3.41% |
$37.5K - $47.9K
|
1.97K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
65+ 2.74% |
$37.5K - $47.9K
|
2.43K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
65+ 4.91% |
$37.5K - $47.9K
|
1.39K
$999K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
65+ 18.62% |
$37.5K - $47.9K
|
414
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
64+ 3.27% |
$36.9K - $47.1K
|
2.02K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
64+ 11.09% |
$36.9K - $47.1K
|
641
$461K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
64+ 13.62% |
$36.9K - $47.1K
|
534
$384K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
64+ 10.47% |
$36.9K - $47.1K
|
675
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
63+ 18.16% |
$36.3K - $46.4K
|
410
$295K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
62+ 10.26% |
$35.7K - $45.7K
|
666
$479K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
62+ 0.73% |
$35.7K - $45.7K
|
8.54K
$6.14M
|