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 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.15K+ 51.72% |
$269K - $456K
|
6.32K
$3.99M
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.15KNew |
$268K - $455K
|
2.15K
$1.36M
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.14KNew |
$267K - $454K
|
2.14K
$1.35M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.13K+ 86.36% |
$265K - $451K
|
4.59K
$2.9M
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
2.12K+ 46.47% |
$265K - $450K
|
6.7K
$4.23M
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.12K+ 125.68% |
$264K - $449K
|
3.81K
$2.4M
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.12KNew |
$264K - $449K
|
2.12K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
2.12K+ 64.96% |
$264K - $448K
|
5.37K
$3.39M
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.11K+ 52.68% |
$264K - $448K
|
6.13K
$3.87M
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.11KNew |
$264K - $448K
|
2.11K
$1.33M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 7.79% |
$264K - $448K
|
29.2K
$18.5M
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.11KNew |
$263K - $447K
|
2.11K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
2.1K+ 5.23% |
$262K - $445K
|
42.3K
$26.7M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.09K+ 44.86% |
$261K - $443K
|
6.76K
$4.27M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.09K+ 14.79% |
$260K - $442K
|
16.2K
$10.2M
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.08KNew |
$259K - $440K
|
2.08K
$1.31M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.05KNew |
$256K - $434K
|
2.05K
$1.29M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.04K+ 64.4% |
$255K - $433K
|
5.22K
$3.3M
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.04KNew |
$254K - $431K
|
2.04K
$1.29M
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$251K - $427K
|
2.02K
$1.27M
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.02K+ 275.27% |
$251K - $427K
|
2.75K
$1.73M
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.01K+ 17.27% |
$251K - $427K
|
13.7K
$8.63M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.01KNew |
$251K - $426K
|
2.01K
$1.27M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2K+ 66.93% |
$250K - $425K
|
5K
$3.16M
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$249K - $424K
|
2K
$1.26M
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$249K - $424K
|
2K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Collaborative Holdings Management LP
New York, NY |
BUY
|
- |
2KNew |
$249K - $424K
|
2K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
2K+ 108.34% |
$249K - $424K
|
3.85K
$2.43M
|
|
May 15, 2023
Q1 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
2KNew |
$249K - $424K
|
2K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
2KNew |
$249K - $424K
|
2K
$1.26M
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.99KNew |
$249K - $422K
|
1.99K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.98K+ 34.88% |
$247K - $419K
|
7.65K
$4.83M
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.97K+ 12.58% |
$246K - $418K
|
17.6K
$11.1M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.95K+ 3.94% |
$243K - $413K
|
51.4K
$32.5M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 2.83% |
$241K - $410K
|
70.3K
$44.4M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.93KNew |
$240K - $408K
|
1.93K
$1.22M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.92K+ 2.09% |
$240K - $408K
|
94.1K
$59.4M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.92K+ 51.3% |
$240K - $407K
|
5.67K
$3.58M
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.92K+ 45.69% |
$239K - $407K
|
6.12K
$3.86M
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.92K+ 20.07% |
$239K - $406K
|
11.5K
$7.24M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.9K+ 42.2% |
$237K - $402K
|
6.4K
$4.04M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.89KNew |
$236K - $400K
|
1.89K
$1.19M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.88K+ 46.39% |
$234K - $398K
|
5.92K
$3.74M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.88K+ 1.56% |
$234K - $398K
|
122K
$77.1M
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.88KNew |
$234K - $397K
|
1.88K
$1.18M
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
BUY
|
- |
1.87KNew |
$233K - $396K
|
1.87K
$1.18M
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
1.87K+ 33.83% |
$233K - $395K
|
7.38K
$4.66M
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.85KNew |
$231K - $393K
|
1.85K
$1.17M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
1.84K+ 23.53% |
$230K - $390K
|
9.66K
$6.1M
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.84K+ 5.57% |
$229K - $389K
|
34.8K
$22M
|