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 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
104+ 19.15% |
$35.8K - $53.3K
|
647
$442K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
103+ 13.48% |
$35.5K - $52.8K
|
867
$593K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
103+ 1.14% |
$35.5K - $52.8K
|
9.16K
$6.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
102+ 4.86% |
$35.1K - $52.2K
|
2.2K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
102New |
$35.1K - $52.2K
|
102
$69.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
102+ 4.3% |
$35.1K - $52.2K
|
2.47K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
102+ 2.93% |
$35.1K - $52.2K
|
3.58K
$2.45M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
102+ 2.65% |
$35.1K - $52.2K
|
3.95K
$2.7M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
102+ 0.23% |
$35.1K - $52.2K
|
44.9K
$30.7M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
101New |
$34.8K - $51.7K
|
101
$69K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
101+ 9.4% |
$34.8K - $51.7K
|
1.18K
$804K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
100+ 5.37% |
$34.4K - $51.2K
|
1.96K
$1.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
100+ 35.21% |
$34.4K - $51.2K
|
384
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
100+ 16.67% |
$34.4K - $51.2K
|
700
$478K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
100+ 4.49% |
$34.4K - $51.2K
|
2.33K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$34.4K - $51.2K
|
100
$68.4K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
100+ 4.07% |
$34.4K - $51.2K
|
2.56K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.12% |
$34.4K - $51.2K
|
85.5K
$58.4M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
100+ 3.0% |
$34.4K - $51.2K
|
3.43K
$2.35M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
99+ 1.69% |
$34.1K - $50.7K
|
5.96K
$4.07M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
99+ 1.65% |
$34.1K - $50.7K
|
6.08K
$4.16M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
99+ 8.98% |
$34.1K - $50.7K
|
1.2K
$821K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
98+ 0.29% |
$33.8K - $50.2K
|
34.2K
$23.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
96+ 6.21% |
$33.1K - $49.2K
|
1.64K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
96+ 0.5% |
$33.1K - $49.2K
|
19.4K
$13.3M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
96New |
$33.1K - $49.2K
|
96
$65.6K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
96+ 12.26% |
$33.1K - $49.2K
|
879
$601K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
95+ 10.13% |
$32.7K - $48.7K
|
1.03K
$706K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
95+ 7.36% |
$32.7K - $48.7K
|
1.39K
$947K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
94+ 0.91% |
$32.4K - $48.1K
|
10.4K
$7.11M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
94+ 9.58% |
$32.4K - $48.1K
|
1.08K
$735K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
93+ 7.82% |
$32K - $47.6K
|
1.28K
$877K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
93+ 1.32% |
$32K - $47.6K
|
7.14K
$4.88M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
93+ 0.75% |
$32K - $47.6K
|
12.6K
$8.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
91+ 0.46% |
$31.3K - $46.6K
|
19.9K
$13.6M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
90+ 8.11% |
$31K - $46.1K
|
1.2K
$820K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
90New |
$31K - $46.1K
|
90
$61.5K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
90+ 1.03% |
$31K - $46.1K
|
8.81K
$6.02M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
89+ 2.34% |
$30.7K - $45.6K
|
3.9K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
89+ 27.05% |
$30.7K - $45.6K
|
418
$286K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
88+ 13.86% |
$30.3K - $45.1K
|
723
$494K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
88+ 2.11% |
$30.3K - $45.1K
|
4.26K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
88+ 7.59% |
$30.3K - $45.1K
|
1.25K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
88+ 3.08% |
$30.3K - $45.1K
|
2.95K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
87+ 2.15% |
$30K - $44.6K
|
4.14K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
87+ 6.43% |
$30K - $44.6K
|
1.44K
$984K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
87+ 13.1% |
$30K - $44.6K
|
751
$513K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
86+ 4.76% |
$29.6K - $44K
|
1.89K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
86+ 1.27% |
$29.6K - $44K
|
6.88K
$4.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
86+ 1.89% |
$29.6K - $44K
|
4.65K
$3.18M
|