Purchases and Sales Made in Q1 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.86K+ 57.75% |
$357K - $607K
|
7.82K
$4.8M
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.83KNew |
$353K - $600K
|
2.83K
$1.74M
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.82K+ 593.05% |
$351K - $597K
|
3.29K
$2.02M
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
BUY
|
- |
2.76KNew |
$344K - $584K
|
2.76K
$1.69M
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.74K+ 16.15% |
$341K - $580K
|
19.7K
$12.1M
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.72K+ 102.68% |
$340K - $577K
|
5.38K
$3.3M
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.72K+ 10.26% |
$340K - $577K
|
29.3K
$18M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.71K+ 55.01% |
$339K - $575K
|
7.65K
$4.69M
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
2.71KNew |
$339K - $575K
|
2.71K
$1.67M
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.7K+ 5.87% |
$337K - $572K
|
48.7K
$29.9M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.69K+ 45.34% |
$336K - $571K
|
8.64K
$5.3M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.67K+ 4.38% |
$333K - $566K
|
63.6K
$39M
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
BUY
|
- |
2.63K+ 9.32% |
$328K - $557K
|
30.8K
$18.9M
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.61K+ 30.27% |
$326K - $554K
|
11.2K
$6.9M
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.55K+ 4.1% |
$318K - $541K
|
64.9K
$39.8M
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.54K+ 16.76% |
$317K - $539K
|
17.7K
$10.9M
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 70.22% |
$313K - $532K
|
6.08K
$3.73M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.51KNew |
$313K - $531K
|
2.51K
$1.54M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.5K+ 25.37% |
$312K - $530K
|
12.4K
$7.59M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
2.46K+ 39.79% |
$307K - $522K
|
8.66K
$5.31M
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
2.46K+ 5.94% |
$307K - $522K
|
44K
$27M
|
|
May 12, 2023
Q1 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
2.45K+ 11.95% |
$306K - $519K
|
23K
$14.1M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.45KNew |
$305K - $519K
|
2.45K
$1.5M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.44K+ 38.44% |
$304K - $516K
|
8.77K
$5.38M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.43K+ 6.51% |
$303K - $515K
|
39.8K
$24.4M
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.42KNew |
$302K - $512K
|
2.42K
$1.48M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.41K+ 9.8% |
$301K - $511K
|
27K
$16.6M
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.41KNew |
$301K - $511K
|
2.41K
$1.48M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
2.39K+ 1.39% |
$299K - $507K
|
175K
$107M
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
2.37KNew |
$296K - $503K
|
2.37K
$1.46M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.33KNew |
$291K - $495K
|
2.33K
$1.43M
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.31KNew |
$288K - $489K
|
2.31K
$1.41M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.3K+ 3.63% |
$287K - $488K
|
65.6K
$40.3M
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.28KNew |
$285K - $483K
|
2.28K
$1.4M
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.26KNew |
$282K - $480K
|
2.26K
$1.39M
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.26KNew |
$282K - $479K
|
2.26K
$1.39M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.26K+ 5.28% |
$282K - $478K
|
45K
$27.6M
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.25KNew |
$281K - $477K
|
2.25K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.25K+ 16.28% |
$281K - $477K
|
16.1K
$9.86M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
2.24K+ 7.74% |
$280K - $476K
|
31.3K
$19.2M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 9.05% |
$280K - $475K
|
27K
$16.6M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.22K+ 89.82% |
$276K - $469K
|
4.68K
$2.87M
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.21K+ 114.88% |
$275K - $468K
|
4.13K
$2.53M
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.21K+ 16.5% |
$275K - $467K
|
15.6K
$9.55M
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.2KNew |
$274K - $466K
|
2.2K
$1.35M
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.19K+ 25.08% |
$273K - $464K
|
10.9K
$6.69M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.18K+ 49.07% |
$272K - $463K
|
6.64K
$4.07M
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.18KNew |
$272K - $461K
|
2.18K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.16K+ 12.62% |
$270K - $458K
|
19.3K
$11.8M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.16K+ 9.54% |
$269K - $458K
|
24.8K
$15.2M
|