Purchases and Sales Made in Q2 2025 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
39+ 2.75% |
$18.9K - $28.8K
|
1.46K
$887K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
39+ 2.7% |
$18.9K - $28.8K
|
1.49K
$905K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38+ 237.5% |
$18.4K - $28K
|
54
$32.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
38+ 0.85% |
$18.4K - $28K
|
4.5K
$2.75M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
38+ 5.26% |
$18.4K - $28K
|
761
$464K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
38+ 1.6% |
$18.4K - $28K
|
2.41K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
38+ 2.54% |
$18.4K - $28K
|
1.53K
$934K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
38+ 6.29% |
$18.4K - $28K
|
642
$391K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
38+ 1.46% |
$18.4K - $28K
|
2.65K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
37+ 12.46% |
$17.9K - $27.3K
|
334
$204K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
37+ 0.79% |
$17.9K - $27.3K
|
4.71K
$2.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
37+ 1.16% |
$17.9K - $27.3K
|
3.23K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
37+ 4.84% |
$17.9K - $27.3K
|
802
$489K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
36+ 2.38% |
$17.4K - $26.6K
|
1.55K
$944K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
36+ 4.57% |
$17.4K - $26.6K
|
823
$502K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
36+ 1.8% |
$17.4K - $26.6K
|
2.03K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
36+ 2.78% |
$17.4K - $26.6K
|
1.33K
$811K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
36+ 4.05% |
$17.4K - $26.6K
|
925
$564K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
36+ 0.84% |
$17.4K - $26.6K
|
4.3K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
36+ 0.28% |
$17.4K - $26.6K
|
12.8K
$7.83M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
35+ 2.58% |
$17K - $25.8K
|
1.39K
$850K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 2.27% |
$17K - $25.8K
|
1.57K
$959K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
35+ 2.29% |
$17K - $25.8K
|
1.57K
$954K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
35+ 1.25% |
$17K - $25.8K
|
2.84K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
35+ 6.76% |
$17K - $25.8K
|
553
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
35+ 1.62% |
$17K - $25.8K
|
2.2K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
35+ 1.92% |
$17K - $25.8K
|
1.86K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
35+ 3.72% |
$17K - $25.8K
|
976
$595K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
35+ 0.74% |
$17K - $25.8K
|
4.76K
$2.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
35+ 0.1% |
$17K - $25.8K
|
35.1K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
35+ 2.51% |
$17K - $25.8K
|
1.43K
$873K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
35+ 6.12% |
$17K - $25.8K
|
607
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
34+ 1.02% |
$16.5K - $25.1K
|
3.37K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
34+ 3.04% |
$16.5K - $25.1K
|
1.15K
$703K
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
34+ 4.94% |
$16.5K - $25.1K
|
722
$440K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
34+ 0.55% |
$16.5K - $25.1K
|
6.17K
$3.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
34+ 3.79% |
$16.5K - $25.1K
|
931
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
34+ 8.54% |
$16.5K - $25.1K
|
432
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
34+ 3.21% |
$16.5K - $25.1K
|
1.09K
$667K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
33+ 2.96% |
$16K - $24.4K
|
1.15K
$700K
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
33+ 0.95% |
$16K - $24.4K
|
3.49K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
33+ 19.64% |
$16K - $24.4K
|
201
$123K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
32+ 5.69% |
$15.5K - $23.6K
|
594
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 0.88% |
$15.5K - $23.6K
|
3.69K
$2.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
32+ 22.86% |
$15.5K - $23.6K
|
172
$105K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
32+ 7.75% |
$15.5K - $23.6K
|
445
$271K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
32+ 4.58% |
$15.5K - $23.6K
|
730
$445K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
32+ 8.4% |
$15.5K - $23.6K
|
413
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
32+ 25.4% |
$15.5K - $23.6K
|
158
$96.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
32+ 25.4% |
$15.5K - $23.6K
|
158
$96.3K
|
|