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 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18+ 2.12% |
$3.74K - $5.2K
|
866
$535K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17+ 0.78% |
$3.53K - $4.91K
|
2.19K
$1.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
17+ 6.2% |
$3.53K - $4.91K
|
291
$180K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
17+ 0.89% |
$3.53K - $4.91K
|
1.92K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
17+ 1.63% |
$3.53K - $4.91K
|
1.06K
$655K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
17+ 1.45% |
$3.53K - $4.91K
|
1.19K
$736K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
16+ 0.1% |
$3.32K - $4.62K
|
16.5K
$10.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 2.17% |
$3.32K - $4.62K
|
754
$466K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
16+ 0.66% |
$3.32K - $4.62K
|
2.43K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
15+ 0.72% |
$3.11K - $4.33K
|
2.09K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
15+ 1.55% |
$3.11K - $4.33K
|
983
$607K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$2.91K - $4.04K
|
7.57K
$4.68M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.04% |
$2.91K - $4.04K
|
31.7K
$19.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13+ 1.29% |
$2.7K - $3.75K
|
1.02K
$628K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
13+ 0.25% |
$2.7K - $3.75K
|
5.26K
$3.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
13+ 0.06% |
$2.7K - $3.75K
|
23.2K
$14.3M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 3.22% |
$2.7K - $3.75K
|
417
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
13+ 0.1% |
$2.7K - $3.75K
|
12.6K
$7.78M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
13+ 1.17% |
$2.7K - $3.75K
|
1.12K
$693K
|
|
|
Jul 12, 2023
Q2 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
12+ 0.15% |
$2.49K - $3.46K
|
8.28K
$5.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
12+ 0.94% |
$2.49K - $3.46K
|
1.29K
$796K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
12+ 5.56% |
$2.49K - $3.46K
|
228
$141K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12+ 0.97% |
$2.49K - $3.46K
|
1.25K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
12+ 0.56% |
$2.49K - $3.46K
|
2.17K
$1.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
11+ 1.05% |
$2.28K - $3.18K
|
1.06K
$657K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.56% |
$2.28K - $3.18K
|
1.97K
$1.22M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
11+ 0.12% |
$2.28K - $3.18K
|
9.28K
$5.73M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 0.42% |
$2.28K - $3.18K
|
2.63K
$1.63M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.56% |
$2.08K - $2.89K
|
1.78K
$1.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 0.3% |
$2.08K - $2.89K
|
3.34K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
10+ 0.69% |
$2.08K - $2.89K
|
1.45K
$895K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
10+ 16.67% |
$2.08K - $2.89K
|
70
$43.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
10+ 0.45% |
$2.08K - $2.89K
|
2.21K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 0.22% |
$2.08K - $2.89K
|
4.55K
$2.81M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
10+ 0.43% |
$2.08K - $2.89K
|
2.32K
$1.43M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
9+ 0.41% |
$1.87K - $2.6K
|
2.21K
$1.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9+ 0.1% |
$1.87K - $2.6K
|
8.62K
$5.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.4% |
$1.87K - $2.6K
|
2.28K
$1.41M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
9+ 0.33% |
$1.87K - $2.6K
|
2.74K
$1.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9+ 0.29% |
$1.87K - $2.6K
|
3.07K
$1.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 0.87% |
$1.87K - $2.6K
|
1.04K
$644K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9+ 0.18% |
$1.87K - $2.6K
|
4.91K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
9+ 128.57% |
$1.87K - $2.6K
|
16
$9.89K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
9+ 0.72% |
$1.87K - $2.6K
|
1.26K
$776K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
8+ 0.37% |
$1.66K - $2.31K
|
2.19K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7+ 0.43% |
$1.45K - $2.02K
|
1.64K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6+ 0.27% |
$1.25K - $1.73K
|
2.26K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.22% |
$1.25K - $1.73K
|
2.69K
$1.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$1.25K - $1.73K
|
1.93K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
6+ 0.1% |
$1.25K - $1.73K
|
5.88K
$3.63M
|