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
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
98+ 0.24% |
$20.3K - $28.3K
|
40.8K
$25.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
95+ 6.32% |
$19.7K - $27.4K
|
1.6K
$988K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
95+ 3.81% |
$19.7K - $27.4K
|
2.59K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
95+ 3.76% |
$19.7K - $27.4K
|
2.62K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
94+ 2.35% |
$19.5K - $27.1K
|
4.1K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
94+ 8.63% |
$19.5K - $27.1K
|
1.18K
$731K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
94+ 3.2% |
$19.5K - $27.1K
|
3.03K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
92+ 6.75% |
$19.1K - $26.6K
|
1.45K
$898K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
92+ 9.22% |
$19.1K - $26.6K
|
1.09K
$674K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
92+ 0.31% |
$19.1K - $26.6K
|
29.4K
$18.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
88+ 0.96% |
$18.3K - $25.4K
|
9.28K
$5.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
88+ 5.51% |
$18.3K - $25.4K
|
1.68K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
88+ 3.97% |
$18.3K - $25.4K
|
2.31K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
87+ 66.41% |
$18.1K - $25.1K
|
218
$135K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
85+ 6.03% |
$17.6K - $24.5K
|
1.49K
$923K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
85+ 65.38% |
$17.6K - $24.5K
|
215
$133K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
84+ 3.57% |
$17.4K - $24.3K
|
2.44K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
84+ 4.24% |
$17.4K - $24.3K
|
2.06K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
84+ 3.98% |
$17.4K - $24.3K
|
2.2K
$1.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
83+ 16.57% |
$17.2K - $24K
|
584
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
83+ 2.59% |
$17.2K - $24K
|
3.29K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
82+ 1.13% |
$17K - $23.7K
|
7.31K
$4.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
81+ 1.13% |
$16.8K - $23.4K
|
7.27K
$4.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
81+ 0.52% |
$16.8K - $23.4K
|
15.6K
$9.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
81+ 1.49% |
$16.8K - $23.4K
|
5.53K
$3.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
81+ 2.28% |
$16.8K - $23.4K
|
3.64K
$2.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
80+ 5.96% |
$16.6K - $23.1K
|
1.42K
$879K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 1.2% |
$16.6K - $23.1K
|
6.72K
$4.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
79+ 0.27% |
$16.4K - $22.8K
|
29.8K
$18.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
78+ 0.39% |
$16.2K - $22.5K
|
20K
$12.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
78+ 1.46% |
$16.2K - $22.5K
|
5.42K
$3.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
77+ 0.57% |
$16K - $22.2K
|
13.6K
$8.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
77+ 7.09% |
$16K - $22.2K
|
1.16K
$719K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
77+ 4.14% |
$16K - $22.2K
|
1.94K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
77+ 1.97% |
$16K - $22.2K
|
3.98K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
77+ 0.03% |
$16K - $22.2K
|
272K
$168M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
76+ 5.51% |
$15.8K - $21.9K
|
1.46K
$900K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
76+ 5.51% |
$15.8K - $21.9K
|
1.46K
$900K
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76+ 9.09% |
$15.8K - $21.9K
|
912
$564K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
75+ 0.46% |
$15.6K - $21.7K
|
16.4K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
74+ 5.11% |
$15.4K - $21.4K
|
1.52K
$940K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
74+ 0.36% |
$15.4K - $21.4K
|
20.4K
$12.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
73+ 5.45% |
$15.2K - $21.1K
|
1.41K
$873K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
72+ 2.21% |
$14.9K - $20.8K
|
3.33K
$2.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
71+ 82.56% |
$14.7K - $20.5K
|
157
$97K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
68+ 2.56% |
$14.1K - $19.6K
|
2.73K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
67+ 6.29% |
$13.9K - $19.3K
|
1.13K
$700K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
67+ 1.73% |
$13.9K - $19.3K
|
3.95K
$2.44M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
66+ 1.64% |
$13.7K - $19.1K
|
4.09K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
65+ 0.77% |
$13.5K - $18.8K
|
8.5K
$5.25M
|