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 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-399- 5.96% |
$49.8K - $84.6K
|
6.29K
$4.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-401- 1.37% |
$50K - $85K
|
28.9K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-412- 10.9% |
$51.4K - $87.3K
|
3.37K
$2.3M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-413- 14.1% |
$51.5K - $87.5K
|
2.52K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-414- 2.1% |
$51.6K - $87.7K
|
19.3K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-415- 9.46% |
$51.8K - $88K
|
3.97K
$2.72M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-418- 7.61% |
$52.1K - $88.6K
|
5.07K
$3.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-421- 2.35% |
$52.5K - $89.2K
|
17.5K
$12M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-424- 2.1% |
$52.9K - $89.9K
|
19.8K
$13.5M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-428- 0.78% |
$53.4K - $90.7K
|
54.4K
$37.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-429- 3.99% |
$53.5K - $90.9K
|
10.3K
$7.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-430- 8.62% |
$53.6K - $91.1K
|
4.56K
$3.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-431- 16.53% |
$53.8K - $91.3K
|
2.18K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-431- 19.04% |
$53.8K - $91.3K
|
1.83K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-432- 9.96% |
$53.9K - $91.6K
|
3.91K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-436- 0.95% |
$54.4K - $92.4K
|
45.3K
$31M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-436- 10.86% |
$54.4K - $92.4K
|
3.58K
$2.45M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-454- 24.42% |
$56.6K - $96.2K
|
1.41K
$960K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-454- 2.37% |
$56.6K - $96.2K
|
18.7K
$12.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-455- 4.68% |
$56.8K - $96.4K
|
9.26K
$6.33M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-455- 3.81% |
$56.8K - $96.4K
|
11.5K
$7.86M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-455- 2.02% |
$56.8K - $96.4K
|
22.1K
$15.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-458- 0.74% |
$57.1K - $97.1K
|
61K
$41.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-460- 18.71% |
$57.4K - $97.5K
|
2K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-461- 18.49% |
$57.5K - $97.7K
|
2.03K
$1.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-462- 7.48% |
$57.6K - $97.9K
|
5.72K
$3.91M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-463- 14.14% |
$57.8K - $98.1K
|
2.81K
$1.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-465- 2.01% |
$58K - $98.6K
|
22.7K
$15.5M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-467- 14.13% |
$58.3K - $99K
|
2.84K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-468- 18.89% |
$58.4K - $99.2K
|
2.01K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-479- 10.58% |
$59.8K - $102K
|
4.05K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-481- 0.72% |
$60K - $102K
|
65.9K
$45M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-482- 9.21% |
$60.1K - $102K
|
4.75K
$3.25M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-485- 14.9% |
$60.5K - $103K
|
2.77K
$1.89M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-490- 15.83% |
$61.1K - $104K
|
2.61K
$1.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-490- 10.5% |
$61.1K - $104K
|
4.18K
$2.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-500- 24.32% |
$62.4K - $106K
|
1.56K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-500- 20.96% |
$62.4K - $106K
|
1.89K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-500- 16.16% |
$62.4K - $106K
|
2.6K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-500- 5.11% |
$62.4K - $106K
|
9.28K
$6.35M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-500- 1.81% |
$62.4K - $106K
|
27.2K
$18.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-508- 46.14% |
$63.4K - $108K
|
593
$405K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-510- 24.23% |
$63.6K - $108K
|
1.6K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-513- 1.97% |
$64K - $109K
|
25.5K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-514- 0.73% |
$64.1K - $109K
|
70K
$47.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-515- 17.05% |
$64.2K - $109K
|
2.51K
$1.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-516- 21.46% |
$64.4K - $109K
|
1.89K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-520- 13.95% |
$64.9K - $110K
|
3.21K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-522- 15.0% |
$65.1K - $111K
|
2.96K
$2.02M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-523- 24.92% |
$65.2K - $111K
|
1.58K
$1.08M
|