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 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
330New |
$160K - $244K
|
330
$201K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
88New |
$42.7K - $65K
|
88
$53.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
222New |
$108K - $164K
|
222
$135K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
72+ 5.48% |
$34.9K - $53.1K
|
1.39K
$845K
|
|
|
Jul 30, 2025
Q2 2025
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
20K+ 66.67% |
$9.69M - $14.8M
|
50K
$30.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4- 0.69% |
$1.94K - $2.95K
|
575
$350K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
5.82KNew |
$2.82M - $4.29M
|
5.82K
$3.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
133New |
$64.5K - $98.2K
|
133
$81.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
21KNew |
$10.2M - $15.5M
|
21K
$12.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-25- 1.03% |
$12.1K - $18.5K
|
2.41K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-748- 30.22% |
$363K - $552K
|
1.73K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
39+ 2.96% |
$18.9K - $28.8K
|
1.36K
$828K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
57New |
$27.6K - $42.1K
|
57
$34.7K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
267+ 2.34% |
$129K - $197K
|
11.7K
$7.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.98K- 4.14% |
$960K - $1.46M
|
45.8K
$27.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-1.56K- 92.76% |
$757K - $1.15M
|
122
$74.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.91K- 32.14% |
$1.41M - $2.15M
|
6.14K
$3.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1- 0.13% |
$485 - $738
|
775
$472K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
397New |
$192K - $293K
|
397
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
297New |
$144K - $219K
|
297
$181K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
11+ 1.6% |
$5.33K - $8.12K
|
700
$427K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
12+ 0.61% |
$5.82K - $8.86K
|
1.98K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
BUY
|
- |
323New |
$157K - $238K
|
323
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
315New |
$153K - $232K
|
315
$192K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
315New |
$153K - $232K
|
315
$192K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
PUT |
12.5KNew |
$6.06M - $9.23M
|
12.5K
$7.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
93+ 1.16% |
$45.1K - $68.6K
|
8.13K
$4.95M
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-100- 8.33% |
$48.5K - $73.8K
|
1.1K
$670K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
7.36K+ 33.87% |
$3.57M - $5.43M
|
29.1K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
342+ 48.86% |
$166K - $252K
|
1.04K
$635K
|
|
|
Jul 28, 2025
Q2 2025
|
Broad Peak Investment Advisers Pte LTD
Singapore, U0 |
BUY
|
- |
64KNew |
$31M - $47.2M
|
64K
$39M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.65K+ 408.44% |
$798K - $1.21M
|
2.05K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13+ 1.57% |
$6.3K - $9.6K
|
839
$511K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 0.28% |
$1.45K - $2.21K
|
1.08K
$659K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-344- 36.56% |
$167K - $254K
|
597
$364K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
40+ 5.95% |
$19.4K - $29.5K
|
712
$434K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-219- 9.09% |
$106K - $162K
|
2.19K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
BUY
|
- |
336New |
$163K - $248K
|
336
$205K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-285- 43.85% |
$138K - $210K
|
365
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-175- 3.21% |
$84.8K - $129K
|
5.28K
$3.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Maestria Partners LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 7.62% |
$1.04M - $1.58M
|
26K
$15.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-25- 0.14% |
$12.1K - $18.5K
|
18K
$10.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.9K+ 2.78% |
$922K - $1.4M
|
70.4K
$42.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-9- 1.0% |
$4.36K - $6.64K
|
893
$544K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.3K- 58.76% |
$30.7M - $46.7M
|
44.4K
$27.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
50+ 0.91% |
$24.2K - $36.9K
|
5.56K
$3.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
7+ 0.33% |
$3.39K - $5.17K
|
2.12K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
83+ 1.59% |
$40.2K - $61.3K
|
5.31K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-300- 5.22% |
$145K - $221K
|
5.45K
$3.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
PUT |
200New |
$96.9K - $148K
|
200
$122K
|
|