Purchases and Sales Made in Q2 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
415+ 0.99% |
$86.1K - $120K
|
42.3K
$26.1M
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
411+ 1.41% |
$85.3K - $119K
|
29.5K
$18.2M
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
404+ 25.65% |
$83.9K - $117K
|
1.98K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
402+ 3.41% |
$83.4K - $116K
|
12.2K
$7.53M
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
400+ 4.62% |
$83K - $115K
|
9.06K
$5.6M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
395+ 2.14% |
$82K - $114K
|
18.9K
$11.7M
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
390+ 11.51% |
$80.9K - $113K
|
3.78K
$2.33M
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
386+ 16.99% |
$80.1K - $111K
|
2.66K
$1.64M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
386+ 93.92% |
$80.1K - $111K
|
797
$492K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
380+ 13.67% |
$78.9K - $110K
|
3.16K
$1.95M
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
378+ 14.06% |
$78.5K - $109K
|
3.07K
$1.89M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
377+ 4.82% |
$78.2K - $109K
|
8.2K
$5.07M
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
376+ 32.78% |
$78K - $109K
|
1.52K
$941K
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
375+ 0.88% |
$77.8K - $108K
|
43.2K
$26.7M
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
368+ 1.08% |
$76.4K - $106K
|
34.3K
$21.2M
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
367+ 6.59% |
$76.2K - $106K
|
5.93K
$3.67M
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
363+ 31.4% |
$75.3K - $105K
|
1.52K
$939K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
362+ 22.74% |
$75.1K - $105K
|
1.95K
$1.21M
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
360+ 11.82% |
$74.7K - $104K
|
3.41K
$2.1M
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
357+ 2.55% |
$74.1K - $103K
|
14.3K
$8.86M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
353+ 15.9% |
$73.3K - $102K
|
2.57K
$1.59M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
352+ 2.47% |
$73.1K - $102K
|
14.6K
$9.03M
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
351+ 15.03% |
$72.9K - $101K
|
2.69K
$1.66M
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
350+ 26.72% |
$72.6K - $101K
|
1.66K
$1.03M
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
348New |
$72.2K - $100K
|
348
$215K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
347New |
$72K - $100K
|
347
$214K
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
347+ 2.07% |
$72K - $100K
|
17.1K
$10.6M
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
347+ 5.33% |
$72K - $100K
|
6.85K
$4.23M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
345+ 0.76% |
$71.6K - $99.6K
|
45.5K
$28.1M
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
343+ 3.81% |
$71.2K - $99K
|
9.33K
$5.77M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
343+ 16.73% |
$71.2K - $99K
|
2.39K
$1.48M
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
341+ 3.63% |
$70.8K - $98.5K
|
9.72K
$6.01M
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
340+ 8.92% |
$70.6K - $98.2K
|
4.15K
$2.56M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
337+ 3.98% |
$69.9K - $97.3K
|
8.8K
$5.44M
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
333New |
$69.1K - $96.1K
|
333
$206K
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
331+ 3.3% |
$68.7K - $95.6K
|
10.4K
$6.41M
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
330+ 660.0% |
$68.5K - $95.3K
|
380
$235K
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
324+ 4.88% |
$67.2K - $93.5K
|
6.97K
$4.31M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
322+ 3.6% |
$66.8K - $93K
|
9.27K
$5.73M
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
320+ 32.06% |
$66.4K - $92.4K
|
1.32K
$814K
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
319+ 19.91% |
$66.2K - $92.1K
|
1.92K
$1.19M
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
318+ 0.9% |
$66K - $91.8K
|
35.7K
$22M
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
317+ 0.47% |
$65.8K - $91.5K
|
68.4K
$42.3M
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
315+ 3.67% |
$65.4K - $90.9K
|
8.9K
$5.5M
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
315+ 7.39% |
$65.4K - $90.9K
|
4.58K
$2.83M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
315+ 1.36% |
$65.4K - $90.9K
|
23.6K
$14.6M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
313New |
$65K - $90.4K
|
313
$193K
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
312+ 0.65% |
$64.8K - $90.1K
|
48.3K
$29.8M
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
312+ 4.19% |
$64.8K - $90.1K
|
7.76K
$4.8M
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
309+ 3.66% |
$64.1K - $89.2K
|
8.75K
$5.41M
|