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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
134+ 3.99% |
$27.8K - $38.7K
|
3.49K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
134+ 17.47% |
$27.8K - $38.7K
|
901
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
134+ 3.15% |
$27.8K - $38.7K
|
4.39K
$2.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
133+ 8.52% |
$27.6K - $38.4K
|
1.69K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
131+ 6.37% |
$27.2K - $37.8K
|
2.19K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
127+ 1.21% |
$26.4K - $36.7K
|
10.6K
$6.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
127+ 0.93% |
$26.4K - $36.7K
|
13.8K
$8.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
125+ 7.27% |
$25.9K - $36.1K
|
1.84K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
124+ 4.05% |
$25.7K - $35.8K
|
3.19K
$1.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
123+ 6.29% |
$25.5K - $35.5K
|
2.08K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
122+ 3.17% |
$25.3K - $35.2K
|
3.98K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
121+ 6.07% |
$25.1K - $34.9K
|
2.11K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
120+ 5.12% |
$24.9K - $34.6K
|
2.46K
$1.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
118+ 6.96% |
$24.5K - $34.1K
|
1.81K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
118+ 3.07% |
$24.5K - $34.1K
|
3.96K
$2.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
117+ 3.72% |
$24.3K - $33.8K
|
3.26K
$2.01M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
116+ 63.39% |
$24.1K - $33.5K
|
299
$185K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
115+ 0.31% |
$23.9K - $33.2K
|
37.7K
$23.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
115+ 16.2% |
$23.9K - $33.2K
|
825
$510K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
113+ 6.32% |
$23.5K - $32.6K
|
1.9K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
112+ 7.24% |
$23.2K - $32.3K
|
1.66K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
111+ 1.94% |
$23K - $32K
|
5.83K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
110+ 3.82% |
$22.8K - $31.8K
|
2.99K
$1.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
108+ 23.63% |
$22.4K - $31.2K
|
565
$349K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
107+ 1.75% |
$22.2K - $30.9K
|
6.21K
$3.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
107+ 5.72% |
$22.2K - $30.9K
|
1.98K
$1.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
105+ 2.96% |
$21.8K - $30.3K
|
3.65K
$2.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
105New |
$21.8K - $30.3K
|
105
$64.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
105+ 0.64% |
$21.8K - $30.3K
|
16.6K
$10.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
104+ 2.13% |
$21.6K - $30K
|
4.98K
$3.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
104+ 0.45% |
$21.6K - $30K
|
23.3K
$14.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
104+ 10.12% |
$21.6K - $30K
|
1.13K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
104+ 7.39% |
$21.6K - $30K
|
1.51K
$934K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
104New |
$21.6K - $30K
|
104
$64.3K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
104+ 2.13% |
$21.6K - $30K
|
4.98K
$3.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
103+ 5.02% |
$21.4K - $29.7K
|
2.16K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
103+ 6.47% |
$21.4K - $29.7K
|
1.69K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
103+ 3.09% |
$21.4K - $29.7K
|
3.44K
$2.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
102+ 3.67% |
$21.2K - $29.5K
|
2.88K
$1.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
101+ 5.44% |
$21K - $29.2K
|
1.96K
$1.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
100+ 6.0% |
$20.8K - $28.9K
|
1.77K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
100+ 1.86% |
$20.8K - $28.9K
|
5.48K
$3.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
100+ 15.29% |
$20.8K - $28.9K
|
754
$466K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
100+ 5.08% |
$20.8K - $28.9K
|
2.07K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
100+ 0.92% |
$20.8K - $28.9K
|
11K
$6.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
100+ 3.17% |
$20.8K - $28.9K
|
3.25K
$2.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
100+ 9.96% |
$20.8K - $28.9K
|
1.1K
$682K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
100+ 1.34% |
$20.8K - $28.9K
|
7.58K
$4.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
100+ 10.15% |
$20.8K - $28.9K
|
1.09K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
99+ 0.19% |
$20.5K - $28.6K
|
51.1K
$31.6M
|