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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
13+ 0.24% |
$1.62K - $2.76K
|
5.34K
$3.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
12+ 0.09% |
$1.5K - $2.54K
|
12.8K
$8.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
12New |
$1.5K - $2.54K
|
12
$8.2K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
12+ 0.62% |
$1.5K - $2.54K
|
1.96K
$1.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
11+ 0.25% |
$1.37K - $2.33K
|
4.49K
$3.07M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
11+ 0.21% |
$1.37K - $2.33K
|
5.27K
$3.6M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
11+ 0.49% |
$1.37K - $2.33K
|
2.25K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
10New |
$1.25K - $2.12K
|
10
$6.84K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
9+ 0.06% |
$1.12K - $1.91K
|
15.9K
$10.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9+ 37.5% |
$1.12K - $1.91K
|
33
$22.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9+ 1.86% |
$1.12K - $1.91K
|
494
$338K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
9+ 0.06% |
$1.12K - $1.91K
|
15.3K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9New |
$1.12K - $1.91K
|
9
$6.15K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.45% |
$1.12K - $1.91K
|
2.03K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
8+ 0.5% |
$998 - $1.7K
|
1.61K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.41% |
$873 - $1.48K
|
1.74K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
7+ 0.22% |
$873 - $1.48K
|
3.18K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 14.58% |
$873 - $1.48K
|
55
$37.6K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6+ 0.22% |
$748 - $1.27K
|
2.75K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6+ 0.29% |
$748 - $1.27K
|
2.04K
$1.4M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6+ 0.29% |
$748 - $1.27K
|
2.09K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.27% |
$624 - $1.06K
|
1.83K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.04% |
$499 - $848
|
9.33K
$6.38M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 1.41% |
$374 - $636
|
216
$148K
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3+ 0.08% |
$374 - $636
|
3.55K
$2.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2+ 0.03% |
$249 - $424
|
7.95K
$5.44M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$249 - $424
|
1.94K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
2+ 0.05% |
$249 - $424
|
4.14K
$2.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.07% |
$125 - $212
|
1.51K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$125 - $212
|
1.28K
$874K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 16.67% |
$125 - $212
|
7
$4.78K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$125 - $212
|
3.27K
$2.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-1- 0.02% |
$125 - $212
|
4.8K
$3.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-2- 0.03% |
$249 - $424
|
5.75K
$3.93M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2- 28.57% |
$249 - $424
|
5
$3.42K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-3- 11.54% |
$374 - $636
|
23
$15.7K
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-3- 0.15% |
$374 - $636
|
2.01K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-4- 80.0% |
$499 - $848
|
1
$684
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5- 0.08% |
$624 - $1.06K
|
6.13K
$4.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5- 0.12% |
$624 - $1.06K
|
4.23K
$2.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-5- 0.14% |
$624 - $1.06K
|
3.53K
$2.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5- 2.72% |
$624 - $1.06K
|
179
$122K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-5- 0.12% |
$624 - $1.06K
|
4.08K
$2.79M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 2.6% |
$624 - $1.06K
|
187
$128K
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-5- 0.08% |
$624 - $1.06K
|
6.06K
$4.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-6- 0.18% |
$748 - $1.27K
|
3.36K
$2.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-6- 0.21% |
$748 - $1.27K
|
2.91K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-6- 0.09% |
$748 - $1.27K
|
6.82K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6- 60.0% |
$748 - $1.27K
|
4
$2.73K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-7- 0.37% |
$873 - $1.48K
|
1.89K
$1.29M
|