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 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-8- 0.09% |
$3.88K - $5.9K
|
8.53K
$5.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8- 1.99% |
$3.88K - $5.9K
|
394
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-8- 1.55% |
$3.88K - $5.9K
|
507
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-8- 0.09% |
$3.88K - $5.9K
|
9.25K
$5.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-8- 0.61% |
$3.88K - $5.9K
|
1.31K
$799K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-8- 0.67% |
$3.88K - $5.9K
|
1.19K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-8- 20.0% |
$3.88K - $5.9K
|
32
$19.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-9- 1.24% |
$4.36K - $6.64K
|
715
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-9- 3.35% |
$4.36K - $6.64K
|
260
$158K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-9- 2.58% |
$4.36K - $6.64K
|
340
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-9- 1.0% |
$4.36K - $6.64K
|
893
$544K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-9- 0.33% |
$4.36K - $6.64K
|
2.75K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.49% |
$4.36K - $6.64K
|
1.83K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-9- 0.4% |
$4.36K - $6.64K
|
2.25K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-9- 0.43% |
$4.36K - $6.64K
|
2.06K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-9- 0.96% |
$4.36K - $6.64K
|
933
$569K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-9- 0.6% |
$4.36K - $6.64K
|
1.48K
$901K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 0.31% |
$4.85K - $7.38K
|
3.18K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-10- 0.91% |
$4.85K - $7.38K
|
1.09K
$662K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.19% |
$4.85K - $7.38K
|
5.39K
$3.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10- 1.04% |
$4.85K - $7.38K
|
949
$578K
|
|
|
Jul 28, 2025
Q2 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
SELL
|
- |
-10- 2.4% |
$4.85K - $7.38K
|
406
$247K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-10- 0.24% |
$4.85K - $7.38K
|
4.2K
$2.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-10- 0.11% |
$4.85K - $7.38K
|
9.51K
$5.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-10- 0.28% |
$4.85K - $7.38K
|
3.58K
$2.18M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 0.61% |
$4.85K - $7.38K
|
1.64K
$998K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-10- 0.75% |
$4.85K - $7.38K
|
1.33K
$811K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-10- 2.43% |
$4.85K - $7.38K
|
401
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-10- 1.82% |
$4.85K - $7.38K
|
539
$328K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-10- 0.3% |
$4.85K - $7.38K
|
3.36K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-10- 4.65% |
$4.85K - $7.38K
|
205
$125K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-10- 2.87% |
$4.85K - $7.38K
|
338
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-10- 0.63% |
$4.85K - $7.38K
|
1.57K
$956K
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-10- 0.3% |
$4.85K - $7.38K
|
3.31K
$2.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-11- 0.13% |
$5.33K - $8.12K
|
8.14K
$4.96M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-11- 0.39% |
$5.33K - $8.12K
|
2.81K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-11- 1.65% |
$5.33K - $8.12K
|
655
$399K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-11- 0.37% |
$5.33K - $8.12K
|
2.97K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-11- 9.91% |
$5.33K - $8.12K
|
100
$60.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-11- 1.75% |
$5.33K - $8.12K
|
618
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-11- 1.6% |
$5.33K - $8.12K
|
677
$413K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-11- 1.03% |
$5.33K - $8.12K
|
1.05K
$641K
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-11- 0.31% |
$5.33K - $8.12K
|
3.52K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-11- 1.84% |
$5.33K - $8.12K
|
587
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-11- 3.02% |
$5.33K - $8.12K
|
353
$215K
|
|
|
Nov 25, 2025
Q2 2025
|
Payne Capital Management, LLC
New York, NY |
SELL
|
- |
-11- 1.31% |
$5.33K - $8.12K
|
830
$506K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-12- 0.6% |
$5.82K - $8.86K
|
1.99K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-12- 2.54% |
$5.82K - $8.86K
|
460
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-12- 0.63% |
$5.82K - $8.86K
|
1.88K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-12- 2.11% |
$5.82K - $8.86K
|
558
$340K
|
|