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 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
5+ 0.16% |
$1.04K - $1.44K
|
3.17K
$1.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.52% |
$1.04K - $1.44K
|
966
$590K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5+ 0.03% |
$1.04K - $1.44K
|
15.7K
$9.61M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
5+ 0.37% |
$1.04K - $1.44K
|
1.36K
$828K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.11% |
$830 - $1.15K
|
3.74K
$2.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$623 - $866
|
5.95K
$3.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
3+ 0.15% |
$623 - $866
|
1.99K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$623 - $866
|
2.52K
$1.54M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.13% |
$415 - $577
|
1.5K
$917K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 0.06% |
$415 - $577
|
3.46K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.14% |
$415 - $577
|
1.41K
$861K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1+ 0.09% |
$208 - $289
|
1.06K
$649K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1+ 0.08% |
$208 - $289
|
1.19K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.04% |
$208 - $289
|
2.43K
$1.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1- 0.03% |
$208 - $289
|
3.38K
$2.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1- -0.0% |
$208 - $289
|
40.3K
$24.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1- 0.08% |
$208 - $289
|
1.33K
$812K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1- 0.02% |
$208 - $289
|
6.29K
$3.84M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2- 0.07% |
$415 - $577
|
2.77K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2- 0.1% |
$415 - $577
|
1.93K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2- 20.0% |
$415 - $577
|
8
$4.89K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2- 0.18% |
$415 - $577
|
1.14K
$696K
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-3- 0.1% |
$623 - $866
|
2.87K
$1.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3- 0.29% |
$623 - $866
|
1.03K
$627K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3- 0.15% |
$623 - $866
|
1.94K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-3- 0.02% |
$623 - $866
|
14.5K
$8.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-4- 2.42% |
$830 - $1.15K
|
161
$98.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-4- 0.17% |
$830 - $1.15K
|
2.41K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.25% |
$830 - $1.15K
|
1.6K
$979K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-5- 0.05% |
$1.04K - $1.44K
|
9.11K
$5.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5- 0.34% |
$1.04K - $1.44K
|
1.45K
$887K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5- 0.22% |
$1.04K - $1.44K
|
2.23K
$1.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5- 0.46% |
$1.04K - $1.44K
|
1.09K
$666K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.12% |
$1.04K - $1.44K
|
4.17K
$2.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-5- 0.27% |
$1.04K - $1.44K
|
1.83K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-5- 0.22% |
$1.04K - $1.44K
|
2.3K
$1.4M
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-5- 0.83% |
$1.04K - $1.44K
|
600
$366K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-6- 0.28% |
$1.25K - $1.73K
|
2.12K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-6- 0.54% |
$1.25K - $1.73K
|
1.1K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6- 0.11% |
$1.25K - $1.73K
|
5.22K
$3.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-7- 0.64% |
$1.45K - $2.02K
|
1.09K
$666K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.21% |
$1.45K - $2.02K
|
3.29K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-7- 0.54% |
$1.45K - $2.02K
|
1.29K
$785K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.29% |
$1.45K - $2.02K
|
2.38K
$1.45M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-8- 0.14% |
$1.66K - $2.31K
|
5.83K
$3.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 5.84% |
$1.66K - $2.31K
|
129
$78.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-8- 0.71% |
$1.66K - $2.31K
|
1.11K
$679K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-8- 0.15% |
$1.66K - $2.31K
|
5.34K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 0.35% |
$1.66K - $2.31K
|
2.26K
$1.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-9- 0.49% |
$1.87K - $2.6K
|
1.85K
$1.13M
|