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 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
248+ 4.24% |
$51.5K - $71.6K
|
6.09K
$3.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
248+ 3.17% |
$51.5K - $71.6K
|
8.06K
$4.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
247+ 14.29% |
$51.3K - $71.3K
|
1.98K
$1.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
243+ 3.42% |
$50.4K - $70.2K
|
7.34K
$4.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
241+ 2.6% |
$50K - $69.6K
|
9.5K
$5.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
241+ 6.12% |
$50K - $69.6K
|
4.18K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
240+ 6.83% |
$49.8K - $69.3K
|
3.76K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
239+ 0.78% |
$49.6K - $69K
|
31K
$19.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
232+ 23.97% |
$48.2K - $67K
|
1.2K
$741K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
230+ 17.86% |
$47.7K - $66.4K
|
1.52K
$938K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
230+ 9.58% |
$47.7K - $66.4K
|
2.63K
$1.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
229+ 14.67% |
$47.5K - $66.1K
|
1.79K
$1.11M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
227+ 3.62% |
$47.1K - $65.5K
|
6.49K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
225+ 1.85% |
$46.7K - $65K
|
12.4K
$7.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
222+ 1.38% |
$46.1K - $64.1K
|
16.3K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
220+ 21.26% |
$45.7K - $63.5K
|
1.26K
$775K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
220+ 13.51% |
$45.7K - $63.5K
|
1.85K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
216+ 29.07% |
$44.8K - $62.4K
|
959
$593K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
215+ 16.69% |
$44.6K - $62.1K
|
1.5K
$929K
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
215+ 0.95% |
$44.6K - $62.1K
|
22.8K
$14.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
213+ 0.27% |
$44.2K - $61.5K
|
79.4K
$49.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
212+ 10.07% |
$44K - $61.2K
|
2.32K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
211+ 22.09% |
$43.8K - $60.9K
|
1.17K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
210+ 1.44% |
$43.6K - $60.6K
|
14.8K
$9.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
210+ 0.84% |
$43.6K - $60.6K
|
25.3K
$15.6M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
207+ 3.47% |
$43K - $59.8K
|
6.17K
$3.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
202+ 58.38% |
$41.9K - $58.3K
|
548
$339K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
201+ 15.52% |
$41.7K - $58K
|
1.5K
$924K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
201+ 15.81% |
$41.7K - $58K
|
1.47K
$910K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
199+ 6.76% |
$41.3K - $57.5K
|
3.14K
$1.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
198+ 4.35% |
$41.1K - $57.2K
|
4.75K
$2.93M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
197+ 0.72% |
$40.9K - $56.9K
|
27.5K
$17M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
197+ 0.99% |
$40.9K - $56.9K
|
20.2K
$12.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
196+ 11.79% |
$40.7K - $56.6K
|
1.86K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
195+ 10.85% |
$40.5K - $56.3K
|
1.99K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
195+ 33.45% |
$40.5K - $56.3K
|
778
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
195+ 9750.0% |
$40.5K - $56.3K
|
197
$122K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
191+ 9.75% |
$39.6K - $55.1K
|
2.15K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
190+ 3.41% |
$39.4K - $54.9K
|
5.76K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
190+ 1.14% |
$39.4K - $54.9K
|
16.8K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
190+ 14.96% |
$39.4K - $54.9K
|
1.46K
$902K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
190+ 5.29% |
$39.4K - $54.9K
|
3.78K
$2.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
189+ 3.98% |
$39.2K - $54.6K
|
4.93K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
189+ 0.25% |
$39.2K - $54.6K
|
75K
$46.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 3.73% |
$39.2K - $54.6K
|
5.26K
$3.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
188+ 3.76% |
$39K - $54.3K
|
5.19K
$3.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
187+ 2.74% |
$38.8K - $54K
|
7K
$4.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
186+ 11.66% |
$38.6K - $53.7K
|
1.78K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
186+ 1.38% |
$38.6K - $53.7K
|
13.7K
$8.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
184+ 2.94% |
$38.2K - $53.1K
|
6.45K
$3.98M
|