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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.9% |
$10.3K - $15.4K
|
3.31K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-31- 5.13% |
$10.7K - $15.9K
|
573
$349K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 2.61% |
$10.7K - $15.9K
|
1.16K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-31- 0.43% |
$10.7K - $15.9K
|
7.2K
$4.39M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-32- 3.27% |
$11K - $16.4K
|
948
$578K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-32- 0.43% |
$11K - $16.4K
|
7.39K
$4.51M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-33- 4.12% |
$11.4K - $16.9K
|
768
$468K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-33- 10.51% |
$11.4K - $16.9K
|
281
$171K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-33- 4.44% |
$11.4K - $16.9K
|
711
$433K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-33- 5.02% |
$11.4K - $16.9K
|
625
$381K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-34- 2.7% |
$11.7K - $17.4K
|
1.23K
$747K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-34- 0.33% |
$11.7K - $17.4K
|
10.2K
$6.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-35- 1.59% |
$12.1K - $17.9K
|
2.16K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-35- 7.53% |
$12.1K - $17.9K
|
430
$262K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.76% |
$12.1K - $17.9K
|
4.58K
$2.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-35- 0.43% |
$12.1K - $17.9K
|
8.1K
$4.94M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-35- 5.46% |
$12.1K - $17.9K
|
606
$369K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-36- 1.7% |
$12.4K - $18.4K
|
2.09K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-36- 3.68% |
$12.4K - $18.4K
|
942
$574K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-36- 0.37% |
$12.4K - $18.4K
|
9.58K
$5.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-36- 0.61% |
$12.4K - $18.4K
|
5.86K
$3.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-36- 2.19% |
$12.4K - $18.4K
|
1.61K
$980K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-36- 0.72% |
$12.4K - $18.4K
|
4.95K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-36- 0.42% |
$12.4K - $18.4K
|
8.51K
$5.18M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-36- 1.89% |
$12.4K - $18.4K
|
1.87K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-36- 3.63% |
$12.4K - $18.4K
|
955
$582K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-37- 41.11% |
$12.7K - $19K
|
53
$32.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-37- 0.16% |
$12.7K - $19K
|
22.7K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-37- 2.87% |
$12.7K - $19K
|
1.25K
$762K
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-37- 3.47% |
$12.7K - $19K
|
1.03K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-38- 6.23% |
$13.1K - $19.5K
|
572
$349K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-38- 1.0% |
$13.1K - $19.5K
|
3.78K
$2.3M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-38- 1.06% |
$13.1K - $19.5K
|
3.56K
$2.17M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-38- 1.85% |
$13.1K - $19.5K
|
2.02K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-39- 1.98% |
$13.4K - $20K
|
1.94K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-39- 0.52% |
$13.4K - $20K
|
7.4K
$4.51M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-40- 0.47% |
$13.8K - $20.5K
|
8.43K
$5.14M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-40- 2.01% |
$13.8K - $20.5K
|
1.95K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-40- 0.42% |
$13.8K - $20.5K
|
9.39K
$5.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-41- 0.94% |
$14.1K - $21K
|
4.34K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-41- 3.5% |
$14.1K - $21K
|
1.13K
$688K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-41- 4.39% |
$14.1K - $21K
|
894
$545K
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-41- 6.66% |
$14.1K - $21K
|
575
$350K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-41- 2.56% |
$14.1K - $21K
|
1.56K
$951K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-42- 5.95% |
$14.5K - $21.5K
|
664
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-42- 0.82% |
$14.5K - $21.5K
|
5.06K
$3.08M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-42- 3.27% |
$14.5K - $21.5K
|
1.24K
$758K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-42- -0.0% |
$14.5K - $21.5K
|
1.04M
$632M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-43- 3.09% |
$14.8K - $22K
|
1.35K
$821K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-43- 1.15% |
$14.8K - $22K
|
3.69K
$2.25M
|
|