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 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
183+ 7.48% |
$38K - $52.8K
|
2.63K
$1.63M
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
182+ 0.96% |
$37.8K - $52.5K
|
19.1K
$11.8M
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
182+ 4.63% |
$37.8K - $52.5K
|
4.11K
$2.54M
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
182+ 12.05% |
$37.8K - $52.5K
|
1.69K
$1.05M
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
179+ 18.32% |
$37.2K - $51.7K
|
1.16K
$714K
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
176+ 1.57% |
$36.5K - $50.8K
|
11.4K
$7.06M
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
175+ 12.16% |
$36.3K - $50.5K
|
1.61K
$997K
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
175+ 5.86% |
$36.3K - $50.5K
|
3.16K
$1.95M
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
172+ 2.18% |
$35.7K - $49.7K
|
8.06K
$4.98M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
172+ 24.16% |
$35.7K - $49.7K
|
884
$546K
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
172+ 16.91% |
$35.7K - $49.7K
|
1.19K
$735K
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
170+ 1.24% |
$35.3K - $49.1K
|
13.8K
$8.55M
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
170+ 10.2% |
$35.3K - $49.1K
|
1.84K
$1.14M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
169+ 4.17% |
$35.1K - $48.8K
|
4.22K
$2.61M
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
169+ 14.92% |
$35.1K - $48.8K
|
1.3K
$804K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
168+ 10.66% |
$34.9K - $48.5K
|
1.74K
$1.08M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
168+ 11.63% |
$34.9K - $48.5K
|
1.61K
$997K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
167New |
$34.7K - $48.2K
|
167
$103K
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
166+ 13.57% |
$34.5K - $47.9K
|
1.39K
$858K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
165+ 4.16% |
$34.2K - $47.6K
|
4.13K
$2.55M
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
BUY
|
- |
165+ 1.97% |
$34.2K - $47.6K
|
8.55K
$5.28M
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
164+ 0.8% |
$34K - $47.4K
|
20.7K
$12.8M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
162New |
$33.6K - $46.8K
|
162
$100K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
160+ 3.29% |
$33.2K - $46.2K
|
5.02K
$3.1M
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
157+ 9.94% |
$32.6K - $45.3K
|
1.74K
$1.07M
|
|
Jul 14, 2023
Q2 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
156+ 0.41% |
$32.4K - $45K
|
38.4K
$23.7M
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
156+ 7.72% |
$32.4K - $45K
|
2.18K
$1.34M
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
155+ 8.95% |
$32.2K - $44.8K
|
1.89K
$1.17M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
155+ 0.37% |
$32.2K - $44.8K
|
42.1K
$26M
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
155+ 8.97% |
$32.2K - $44.8K
|
1.88K
$1.16M
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
153+ 5.06% |
$31.8K - $44.2K
|
3.18K
$1.96M
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
152+ 2.91% |
$31.5K - $43.9K
|
5.38K
$3.33M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
152+ 5.12% |
$31.5K - $43.9K
|
3.12K
$1.93M
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
152+ 0.82% |
$31.5K - $43.9K
|
18.6K
$11.5M
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
152+ 24.68% |
$31.5K - $43.9K
|
768
$475K
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
151+ 7.29% |
$31.3K - $43.6K
|
2.22K
$1.37M
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
150+ 39.47% |
$31.1K - $43.3K
|
530
$327K
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
150+ 1.25% |
$31.1K - $43.3K
|
12.1K
$7.49M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
148+ 1.4% |
$30.7K - $42.7K
|
10.7K
$6.64M
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
148+ 2.5% |
$30.7K - $42.7K
|
6.07K
$3.75M
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
146+ 1.4% |
$30.3K - $42.2K
|
10.6K
$6.54M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 1.0% |
$30.3K - $42.2K
|
14.8K
$9.12M
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
146+ 6.4% |
$30.3K - $42.2K
|
2.43K
$1.5M
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
145+ 4.11% |
$30.1K - $41.9K
|
3.68K
$2.27M
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
143+ 5.3% |
$29.7K - $41.3K
|
2.84K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
143+ 2.27% |
$29.7K - $41.3K
|
6.46K
$3.99M
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
140+ 3.72% |
$29.1K - $40.4K
|
3.91K
$2.41M
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
139+ 3.05% |
$28.8K - $40.1K
|
4.69K
$2.9M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
139+ 4.52% |
$28.8K - $40.1K
|
3.21K
$1.99M
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
135+ 4.61% |
$28K - $39K
|
3.07K
$1.89M
|