Purchases and Sales Made in Q2 2024 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
88+ 9.35% |
$37.9K - $46.4K
|
1.03K
$703K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
88+ 2.77% |
$37.9K - $46.4K
|
3.27K
$2.23M
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
87+ 6.43% |
$37.4K - $45.9K
|
1.44K
$985K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
87+ 8.63% |
$37.4K - $45.9K
|
1.1K
$748K
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
87+ 1.05% |
$37.4K - $45.9K
|
8.37K
$5.72M
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
87+ 9.82% |
$37.4K - $45.9K
|
973
$665K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
86+ 2.18% |
$37K - $45.4K
|
4.03K
$2.76M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
86+ 7.48% |
$37K - $45.4K
|
1.24K
$845K
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
86+ 1.72% |
$37K - $45.4K
|
5.09K
$3.48M
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
86+ 0.3% |
$37K - $45.4K
|
28.5K
$19.5M
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
84+ 0.95% |
$36.1K - $44.3K
|
8.89K
$6.08M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
84+ 5.67% |
$36.1K - $44.3K
|
1.57K
$1.07M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
83+ 0.41% |
$35.7K - $43.8K
|
20.1K
$13.7M
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
82+ 2.58% |
$35.3K - $43.2K
|
3.26K
$2.22M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
82+ 9.43% |
$35.3K - $43.2K
|
952
$651K
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
82+ 0.98% |
$35.3K - $43.2K
|
8.46K
$5.78M
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
82+ 0.89% |
$35.3K - $43.2K
|
9.29K
$6.35M
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
80+ 1.89% |
$34.4K - $42.2K
|
4.31K
$2.95M
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
80+ 77.67% |
$34.4K - $42.2K
|
183
$125K
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
79+ 5.28% |
$34K - $41.7K
|
1.58K
$1.08M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
79+ 8.99% |
$34K - $41.7K
|
958
$655K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
79+ 0.97% |
$34K - $41.7K
|
8.24K
$5.63M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
78+ 13.47% |
$33.6K - $41.1K
|
657
$449K
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
78+ 8.72% |
$33.6K - $41.1K
|
972
$664K
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
78+ 10.88% |
$33.6K - $41.1K
|
795
$543K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
78+ 5.07% |
$33.6K - $41.1K
|
1.62K
$1.1M
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
78+ 4.24% |
$33.6K - $41.1K
|
1.92K
$1.31M
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
77+ 5.36% |
$33.1K - $40.6K
|
1.51K
$1.03M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
76+ 4.68% |
$32.7K - $40.1K
|
1.7K
$1.16M
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
76+ 10.73% |
$32.7K - $40.1K
|
784
$536K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
76+ 4.78% |
$32.7K - $40.1K
|
1.67K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
76+ 13.01% |
$32.7K - $40.1K
|
660
$451K
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
76+ 12.08% |
$32.7K - $40.1K
|
705
$482K
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
75+ 8.34% |
$32.3K - $39.6K
|
974
$666K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 0.95% |
$32.3K - $39.6K
|
7.96K
$5.44M
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
75+ 1.56% |
$32.3K - $39.6K
|
4.89K
$3.34M
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
75+ 1.84% |
$32.3K - $39.6K
|
4.15K
$2.84M
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
75+ 11.76% |
$32.3K - $39.6K
|
713
$487K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
75New |
$32.3K - $39.6K
|
75
$51.3K
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
75+ 1.17% |
$32.3K - $39.6K
|
6.5K
$4.44M
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
74+ 0.52% |
$31.8K - $39K
|
14.2K
$9.7M
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
74+ 8.07% |
$31.8K - $39K
|
991
$677K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
73+ 1.52% |
$31.4K - $38.5K
|
4.86K
$3.32M
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
72+ 1.3% |
$31K - $38K
|
5.61K
$3.83M
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
72+ 10.14% |
$31K - $38K
|
782
$535K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
72+ 1.89% |
$31K - $38K
|
3.89K
$2.66M
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
72+ 5.06% |
$31K - $38K
|
1.49K
$1.02M
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
72+ 2.3% |
$31K - $38K
|
3.2K
$2.19M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
71+ 12.91% |
$30.5K - $37.4K
|
621
$424K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
71+ 221.88% |
$30.5K - $37.4K
|
103
$70.4K
|