Latest Institutional Transactions on Meta Platforms, Inc. (META)
This table provides information on the latest institutional transactions involving Meta Platforms, Inc. (META) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-2.99K- 50.08% |
$1.45M - $2.21M
|
2.98K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
275New |
$133K - $203K
|
275
$168K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
624+ 61.12% |
$302K - $461K
|
1.65K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
533+ 25.42% |
$258K - $393K
|
2.63K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
316New |
$153K - $233K
|
316
$193K
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
18+ 4.71% |
$8.72K - $13.3K
|
400
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
57+ 4.79% |
$27.6K - $42.1K
|
1.25K
$759K
|
|
|
Jul 10, 2025
Q2 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-8K- 50.0% |
$3.88M - $5.9M
|
8K
$4.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
292New |
$142K - $216K
|
292
$178K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
20New |
$9.69K - $14.8K
|
20
$12.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
65+ 433.33% |
$31.5K - $48K
|
80
$48.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-801- 13.05% |
$388K - $591K
|
5.34K
$3.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-16- 2.77% |
$7.75K - $11.8K
|
561
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
42+ 0.46% |
$20.4K - $31K
|
9.19K
$5.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
582New |
$282K - $430K
|
582
$355K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
35+ 2.29% |
$17K - $25.8K
|
1.57K
$954K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-90- 5.56% |
$43.6K - $66.4K
|
1.53K
$932K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
303New |
$147K - $224K
|
303
$185K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
129+ 22.36% |
$62.5K - $95.2K
|
706
$430K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-16- 1.61% |
$7.75K - $11.8K
|
979
$597K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-25- 3.12% |
$12.1K - $18.5K
|
777
$474K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-228- 2.02% |
$111K - $168K
|
11.1K
$6.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-83- 22.8% |
$40.2K - $61.3K
|
281
$171K
|
|
|
Jul 07, 2025
Q2 2025
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-448- 10.68% |
$217K - $331K
|
3.75K
$2.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
99+ 33.0% |
$48K - $73.1K
|
399
$243K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-17- 1.12% |
$8.24K - $12.5K
|
1.5K
$913K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
122+ 14.59% |
$59.1K - $90K
|
958
$584K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-95- 9.09% |
$46K - $70.1K
|
950
$579K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-154- 18.99% |
$74.6K - $114K
|
657
$400K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-161- 13.32% |
$78K - $119K
|
1.05K
$639K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.3% |
$485 - $738
|
329
$201K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.26K+ 56.25% |
$724K - $925K
|
3.49K
$2.13M
|
|
|
Oct 30, 2025
Q1 2025
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-50- 5.68% |
$28.8K - $36.8K
|
830
$506K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.13KNew |
$1.8M - $2.31M
|
3.13K
$1.91M
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
406New |
$234K - $299K
|
406
$247K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2.4K- 15.48% |
$1.38M - $1.77M
|
13.1K
$7.98M
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-2.18K- 48.55% |
$1.25M - $1.6M
|
2.31K
$1.41M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
100New |
$57.6K - $73.7K
|
100
$60.9K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
714New |
$412K - $526K
|
714
$435K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
PUT |
32New |
$18.4K - $23.6K
|
32
$19.5K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-62- 4.17% |
$35.7K - $45.7K
|
1.43K
$869K
|
|
|
May 16, 2025
Q1 2025
|
Infinitum Asset Management, LLC
Fort Lauderdale, FL |
SELL
|
- |
-2.3M- 99.83% |
$1.33B - $1.7B
|
4K
$2.44M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-200- 41.93% |
$115K - $147K
|
277
$169K
|
|
|
May 15, 2025
Q1 2025
|
Octahedron Capital Management L.P.
San Francisco, CA |
BUY
|
- |
900+ 105.88% |
$519K - $663K
|
1.75K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
4.73KNew |
$2.73M - $3.49M
|
4.73K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Newlands Management Operations LLC
Dallas, TX |
BUY
|
- |
36K+ 0.36% |
$20.7M - $26.5M
|
9.92M
$6.05B
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
424+ 30.61% |
$244K - $312K
|
1.81K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-190- 18.38% |
$110K - $140K
|
844
$514K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
PUT |
100New |
$57.6K - $73.7K
|
100
$60.9K
|
|
|
May 15, 2025
Q1 2025
|
Harspring Capital Management, LLC
New York, NY |
SELL
|
- |
-9K- 16.82% |
$5.19M - $6.63M
|
44.5K
$27.1M
|
|