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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
65+ 3.2% |
$13.5K - $18.8K
|
2.1K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
64+ 2.4% |
$13.3K - $18.5K
|
2.73K
$1.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
62+ 3.79% |
$12.9K - $17.9K
|
1.7K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
62+ 35.43% |
$12.9K - $17.9K
|
237
$146K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
62+ 3.5% |
$12.9K - $17.9K
|
1.83K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
62+ 1.07% |
$12.9K - $17.9K
|
5.84K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
62+ 1.97% |
$12.9K - $17.9K
|
3.21K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
62+ 0.89% |
$12.9K - $17.9K
|
7.03K
$4.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
61+ 2.17% |
$12.7K - $17.6K
|
2.88K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
61+ 5.13% |
$12.7K - $17.6K
|
1.25K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
61+ 6.44% |
$12.7K - $17.6K
|
1.01K
$623K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
60+ 3.42% |
$12.5K - $17.3K
|
1.81K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
60+ 1.1% |
$12.5K - $17.3K
|
5.52K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
60+ 3.74% |
$12.5K - $17.3K
|
1.67K
$1.03M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
60+ 0.88% |
$12.5K - $17.3K
|
6.88K
$4.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
59+ 0.42% |
$12.2K - $17K
|
14.1K
$8.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
57+ 3.52% |
$11.8K - $16.5K
|
1.68K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
BUY
|
- |
56+ 0.94% |
$11.6K - $16.2K
|
5.98K
$3.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
54+ 8.05% |
$11.2K - $15.6K
|
725
$448K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
54+ 5.63% |
$11.2K - $15.6K
|
1.01K
$626K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
54+ 3.01% |
$11.2K - $15.6K
|
1.85K
$1.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
53+ 4.78% |
$11K - $15.3K
|
1.16K
$717K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
53+ 2.63% |
$11K - $15.3K
|
2.07K
$1.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
53+ 2.88% |
$11K - $15.3K
|
1.89K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
52+ 4.43% |
$10.8K - $15K
|
1.23K
$758K
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
BUY
|
- |
51+ 2.86% |
$10.6K - $14.7K
|
1.84K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
51+ 3.44% |
$10.6K - $14.7K
|
1.53K
$947K
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
51+ 0.16% |
$10.6K - $14.7K
|
32.6K
$20.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
50+ 2.81% |
$10.4K - $14.4K
|
1.83K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
50+ 0.38% |
$10.4K - $14.4K
|
13.1K
$8.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
49+ 0.7% |
$10.2K - $14.1K
|
7K
$4.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
49+ 0.14% |
$10.2K - $14.1K
|
34.7K
$21.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
48+ 2.31% |
$9.96K - $13.9K
|
2.13K
$1.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
48+ 0.27% |
$9.96K - $13.9K
|
17.9K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
48+ 1.02% |
$9.96K - $13.9K
|
4.74K
$2.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
47+ 0.96% |
$9.75K - $13.6K
|
4.92K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
46+ 1.64% |
$9.55K - $13.3K
|
2.86K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
45+ 2.67% |
$9.34K - $13K
|
1.73K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
45+ 1.92% |
$9.34K - $13K
|
2.39K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
45New |
$9.34K - $13K
|
45
$27.8K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
45+ 3.36% |
$9.34K - $13K
|
1.39K
$856K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
44+ 2.5% |
$9.13K - $12.7K
|
1.8K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
43+ 0.93% |
$8.92K - $12.4K
|
4.68K
$2.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
43+ 0.06% |
$8.92K - $12.4K
|
76.4K
$47.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
43+ 3.27% |
$8.92K - $12.4K
|
1.36K
$840K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
43+ 0.3% |
$8.92K - $12.4K
|
14.3K
$8.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
42+ 0.47% |
$8.72K - $12.1K
|
9.06K
$5.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
42+ 0.33% |
$8.72K - $12.1K
|
12.7K
$7.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
42+ 0.26% |
$8.72K - $12.1K
|
16.5K
$10.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
41+ 0.87% |
$8.51K - $11.8K
|
4.75K
$2.93M
|