Purchases and Sales Made in Q4 2024 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
47+ 2.78% |
$26K - $29.7K
|
1.74K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
47+ 3.05% |
$26K - $29.7K
|
1.59K
$969K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
47+ 0.68% |
$26K - $29.7K
|
6.98K
$4.25M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
47+ 2.04% |
$26K - $29.7K
|
2.35K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
47+ 7.18% |
$26K - $29.7K
|
702
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
46+ 0.2% |
$25.5K - $29.1K
|
22.9K
$14M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
46+ 0.06% |
$25.5K - $29.1K
|
76.3K
$46.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
46+ 3.11% |
$25.5K - $29.1K
|
1.52K
$929K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
46+ 1.81% |
$25.5K - $29.1K
|
2.58K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
46+ 3.1% |
$25.5K - $29.1K
|
1.53K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
46+ 0.26% |
$25.5K - $29.1K
|
17.6K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
46+ 6.4% |
$25.5K - $29.1K
|
765
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
45+ 6.38% |
$24.9K - $28.5K
|
750
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
45+ 1.27% |
$24.9K - $28.5K
|
3.59K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
45+ 1.3% |
$24.9K - $28.5K
|
3.51K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45+ 0.59% |
$24.9K - $28.5K
|
7.67K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
45+ 1.92% |
$24.9K - $28.5K
|
2.39K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
44+ 3.97% |
$24.4K - $27.8K
|
1.15K
$701K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
44+ 10.14% |
$24.4K - $27.8K
|
478
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
44+ 1.45% |
$24.4K - $27.8K
|
3.08K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
44+ 3.51% |
$24.4K - $27.8K
|
1.3K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
44+ 3.35% |
$24.4K - $27.8K
|
1.36K
$828K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
43+ 4.15% |
$23.8K - $27.2K
|
1.08K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
43+ 1.32% |
$23.8K - $27.2K
|
3.3K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
43+ 0.86% |
$23.8K - $27.2K
|
5.06K
$3.08M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
42+ 1.37% |
$23.3K - $26.6K
|
3.12K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
42+ 1.95% |
$23.3K - $26.6K
|
2.19K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
42+ 0.04% |
$23.3K - $26.6K
|
113K
$68.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42+ 7.09% |
$23.3K - $26.6K
|
634
$386K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
42+ 5.71% |
$23.3K - $26.6K
|
778
$474K
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
42New |
$23.3K - $26.6K
|
42
$25.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
41+ 3.45% |
$22.7K - $25.9K
|
1.23K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
41+ 8.97% |
$22.7K - $25.9K
|
498
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.47% |
$22.7K - $25.9K
|
2.83K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
41+ 5.39% |
$22.7K - $25.9K
|
801
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
41+ 9.01% |
$22.7K - $25.9K
|
496
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
41+ 28.67% |
$22.7K - $25.9K
|
184
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
41+ 1.38% |
$22.7K - $25.9K
|
3K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
41+ 0.43% |
$22.7K - $25.9K
|
9.49K
$5.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 1.93% |
$22.7K - $25.9K
|
2.16K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
41+ 1.89% |
$22.7K - $25.9K
|
2.21K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 4.59% |
$22.2K - $25.3K
|
912
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.49% |
$22.2K - $25.3K
|
2.72K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
40+ 0.9% |
$22.2K - $25.3K
|
4.49K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
40+ 7.89% |
$22.2K - $25.3K
|
547
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
40+ 6.29% |
$22.2K - $25.3K
|
676
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
40+ 9.46% |
$22.2K - $25.3K
|
463
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
40+ 3.71% |
$22.2K - $25.3K
|
1.12K
$681K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
40New |
$22.2K - $25.3K
|
40
$24.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
40+ 1.52% |
$22.2K - $25.3K
|
2.68K
$1.63M
|
|