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 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
45+ 4.76% |
$25.9K - $33.2K
|
991
$713K
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
45+ 1.15% |
$25.9K - $33.2K
|
3.96K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
45+ 1.01% |
$25.9K - $33.2K
|
4.52K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
45+ 6.76% |
$25.9K - $33.2K
|
711
$511K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
45+ 10.42% |
$25.9K - $33.2K
|
477
$343K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
45+ 1.1% |
$25.9K - $33.2K
|
4.14K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
45+ 3.43% |
$25.9K - $33.2K
|
1.36K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
45+ 7.29% |
$25.9K - $33.2K
|
662
$476K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
45+ 60.81% |
$25.9K - $33.2K
|
119
$85.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
44+ 7.99% |
$25.4K - $32.4K
|
595
$428K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
44+ 4.05% |
$25.4K - $32.4K
|
1.13K
$813K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
44+ 16.48% |
$25.4K - $32.4K
|
311
$224K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
44+ 27.67% |
$25.4K - $32.4K
|
203
$146K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
43New |
$24.8K - $31.7K
|
43
$30.9K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
43+ 4.17% |
$24.8K - $31.7K
|
1.07K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
43+ 2.81% |
$24.8K - $31.7K
|
1.57K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
42+ 0.87% |
$24.2K - $30.9K
|
4.88K
$3.51M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
42+ 1.21% |
$24.2K - $30.9K
|
3.51K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
42+ 5.43% |
$24.2K - $30.9K
|
816
$587K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
41+ 5.0% |
$23.6K - $30.2K
|
861
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
41+ 10.41% |
$23.6K - $30.2K
|
435
$313K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
41+ 1.27% |
$23.6K - $30.2K
|
3.28K
$2.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
40+ 6.21% |
$23.1K - $29.5K
|
684
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
40+ 6.6% |
$23.1K - $29.5K
|
646
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40+ 102.56% |
$23.1K - $29.5K
|
79
$56.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
40New |
$23.1K - $29.5K
|
40
$28.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
40+ 2.01% |
$23.1K - $29.5K
|
2.03K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
40+ 1.04% |
$23.1K - $29.5K
|
3.88K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
40+ 1.64% |
$23.1K - $29.5K
|
2.47K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
40+ 4.2% |
$23.1K - $29.5K
|
993
$714K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
39+ 0.67% |
$22.5K - $28.7K
|
5.9K
$4.24M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
39+ 4.81% |
$22.5K - $28.7K
|
849
$610K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
39+ 3.79% |
$22.5K - $28.7K
|
1.07K
$769K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
39+ 0.39% |
$22.5K - $28.7K
|
10.1K
$7.26M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
39+ 4.19% |
$22.5K - $28.7K
|
969
$697K
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
39+ 0.69% |
$22.5K - $28.7K
|
5.66K
$4.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
38+ 8.92% |
$21.9K - $28K
|
464
$334K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
38+ 3.49% |
$21.9K - $28K
|
1.13K
$810K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 1.37% |
$21.9K - $28K
|
2.8K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
38New |
$21.9K - $28K
|
38
$27.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
38+ 3.21% |
$21.9K - $28K
|
1.22K
$877K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
38+ 2.31% |
$21.9K - $28K
|
1.68K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
38+ 10.83% |
$21.9K - $28K
|
389
$280K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
38+ 4.42% |
$21.9K - $28K
|
898
$646K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
38+ 1.11% |
$21.9K - $28K
|
3.47K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
38+ 1.48% |
$21.9K - $28K
|
2.6K
$1.87M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
38+ 2.12% |
$21.9K - $28K
|
1.83K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
37+ 2.33% |
$21.3K - $27.3K
|
1.63K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
37+ 0.28% |
$21.3K - $27.3K
|
13.3K
$9.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
37+ 3.45% |
$21.3K - $27.3K
|
1.11K
$797K
|