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 12, 2023
Q1 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-300- 10.0% |
$37.4K - $63.6K
|
2.7K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-306- 7.17% |
$38.2K - $64.9K
|
3.96K
$2.71M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-309- 7.27% |
$38.5K - $65.5K
|
3.94K
$2.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-309- 0.83% |
$38.5K - $65.5K
|
37.1K
$25.3M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-309- 4.8% |
$38.5K - $65.5K
|
6.13K
$4.19M
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-311- 11.3% |
$38.8K - $65.9K
|
2.44K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-312- 2.68% |
$38.9K - $66.1K
|
11.3K
$7.76M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-316- 2.29% |
$39.4K - $67K
|
13.5K
$9.22M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-316- 20.09% |
$39.4K - $67K
|
1.26K
$859K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-322- 1.32% |
$40.2K - $68.2K
|
24.1K
$16.5M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-323- 41.62% |
$40.3K - $68.5K
|
453
$310K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-323- 14.8% |
$40.3K - $68.5K
|
1.86K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-325- 3.1% |
$40.5K - $68.9K
|
10.1K
$6.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-325- 12.48% |
$40.5K - $68.9K
|
2.28K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-325- 17.62% |
$40.5K - $68.9K
|
1.52K
$1.04M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-329- 46.93% |
$41K - $69.7K
|
372
$254K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-332- 0.5% |
$41.4K - $70.4K
|
66.1K
$45.2M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-333- 28.13% |
$41.5K - $70.6K
|
851
$582K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-334- 1.99% |
$41.7K - $70.8K
|
16.5K
$11.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-335- 1.16% |
$41.8K - $71K
|
28.6K
$19.6M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-335- 15.11% |
$41.8K - $71K
|
1.88K
$1.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-337- 1.59% |
$42K - $71.4K
|
20.9K
$14.3M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-340- 8.78% |
$42.4K - $72.1K
|
3.53K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-343- 1.4% |
$42.8K - $72.7K
|
24.2K
$16.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-345- 7.29% |
$43K - $73.1K
|
4.39K
$3M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-345- 9.92% |
$43K - $73.1K
|
3.13K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-349- 4.28% |
$43.5K - $74K
|
7.81K
$5.34M
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-349- 0.25% |
$43.5K - $74K
|
137K
$93.8M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-350- 13.59% |
$43.7K - $74.2K
|
2.23K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-350- 1.77% |
$43.7K - $74.2K
|
19.5K
$13.3M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-351- 0.97% |
$43.8K - $74.4K
|
36K
$24.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-353- 19.1% |
$44K - $74.8K
|
1.5K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-353- 0.79% |
$44K - $74.8K
|
44.3K
$30.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-355- 19.32% |
$44.3K - $75.2K
|
1.48K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-355- 0.78% |
$44.3K - $75.2K
|
45.2K
$30.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-356- 12.6% |
$44.4K - $75.5K
|
2.47K
$1.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-356- 2.76% |
$44.4K - $75.5K
|
12.5K
$8.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-357- 3.88% |
$44.5K - $75.7K
|
8.84K
$6.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-359- 10.72% |
$44.8K - $76.1K
|
2.99K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-359- 2.15% |
$44.8K - $76.1K
|
16.3K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-365- 3.19% |
$45.5K - $77.4K
|
11.1K
$7.57M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-367- 57.98% |
$45.8K - $77.8K
|
266
$182K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-376- 34.62% |
$46.9K - $79.7K
|
710
$485K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-382- 8.36% |
$47.7K - $81K
|
4.19K
$2.86M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-384- 4.75% |
$47.9K - $81.4K
|
7.71K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-385- 14.43% |
$48K - $81.6K
|
2.28K
$1.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-386- 4.11% |
$48.1K - $81.8K
|
9.01K
$6.16M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-388- 8.54% |
$48.4K - $82.2K
|
4.15K
$2.84M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-392- 12.36% |
$48.9K - $83.1K
|
2.78K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-394- 11.42% |
$49.1K - $83.5K
|
3.06K
$2.09M
|