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 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
306+ 3.16% |
$63.5K - $88.4K
|
9.98K
$6.17M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
305+ 1.58% |
$63.3K - $88.1K
|
19.6K
$12.1M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
304+ 12.75% |
$63.1K - $87.8K
|
2.69K
$1.66M
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
303+ 0.32% |
$62.9K - $87.5K
|
95.2K
$58.8M
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
300+ 6.01% |
$62.3K - $86.6K
|
5.29K
$3.27M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
300+ 16.01% |
$62.3K - $86.6K
|
2.17K
$1.34M
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300+ 28.14% |
$62.3K - $86.6K
|
1.37K
$844K
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
300+ 26.48% |
$62.3K - $86.6K
|
1.43K
$885K
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
299+ 14.87% |
$62.1K - $86.3K
|
2.31K
$1.43M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
295+ 3.61% |
$61.2K - $85.2K
|
8.47K
$5.23M
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
295+ 17.74% |
$61.2K - $85.2K
|
1.96K
$1.21M
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
294+ 16.55% |
$61K - $84.9K
|
2.07K
$1.28M
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
293+ 22.26% |
$60.8K - $84.6K
|
1.61K
$994K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
289+ 3.21% |
$60K - $83.4K
|
9.3K
$5.75M
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
287+ 0.65% |
$59.6K - $82.9K
|
44.3K
$27.4M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
287+ 7.46% |
$59.6K - $82.9K
|
4.14K
$2.56M
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
286+ 1.07% |
$59.4K - $82.6K
|
27K
$16.7M
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
285+ 8.98% |
$59.2K - $82.3K
|
3.46K
$2.14M
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
283+ 5.02% |
$58.7K - $81.7K
|
5.92K
$3.66M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
283+ 5.75% |
$58.7K - $81.7K
|
5.21K
$3.22M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
281New |
$58.3K - $81.1K
|
281
$174K
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
278+ 20.59% |
$57.7K - $80.3K
|
1.63K
$1.01M
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
277+ 8.02% |
$57.5K - $80K
|
3.73K
$2.3M
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
277New |
$57.5K - $80K
|
277
$171K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
276+ 15.32% |
$57.3K - $79.7K
|
2.08K
$1.28M
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
274+ 3.06% |
$56.9K - $79.1K
|
9.24K
$5.71M
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
273+ 6.32% |
$56.7K - $78.8K
|
4.6K
$2.84M
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
270+ 1.94% |
$56K - $78K
|
14.2K
$8.77M
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
270+ 0.22% |
$56K - $78K
|
125K
$77.1M
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
267+ 27.47% |
$55.4K - $77.1K
|
1.24K
$766K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
266+ 218.03% |
$55.2K - $76.8K
|
388
$240K
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
266+ 19.98% |
$55.2K - $76.8K
|
1.6K
$987K
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
266+ 0.62% |
$55.2K - $76.8K
|
42.9K
$26.5M
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
265+ 13.15% |
$55K - $76.5K
|
2.28K
$1.41M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
263+ 0.61% |
$54.6K - $75.9K
|
43.5K
$26.9M
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
263+ 6.36% |
$54.6K - $75.9K
|
4.4K
$2.72M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
262+ 1.36% |
$54.4K - $75.6K
|
19.6K
$12.1M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
261+ 3.81% |
$54.2K - $75.4K
|
7.12K
$4.4M
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
259+ 28.06% |
$53.8K - $74.8K
|
1.18K
$730K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
258+ 25.15% |
$53.5K - $74.5K
|
1.28K
$793K
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
256New |
$53.1K - $73.9K
|
256
$158K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255+ 6.41% |
$52.9K - $73.6K
|
4.23K
$2.62M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255+ 6.41% |
$52.9K - $73.6K
|
4.23K
$2.62M
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
254+ 17.26% |
$52.7K - $73.3K
|
1.73K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
253+ 0.32% |
$52.5K - $73K
|
79.9K
$49.4M
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
253+ 9.2% |
$52.5K - $73K
|
3K
$1.86M
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
250+ 0.62% |
$51.9K - $72.2K
|
40.5K
$25M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
250+ 40.85% |
$51.9K - $72.2K
|
862
$533K
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
249+ 3.03% |
$51.7K - $71.9K
|
8.48K
$5.24M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
248+ 5.09% |
$51.5K - $71.6K
|
5.12K
$3.16M
|