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 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-101- 3.24% |
$21K - $29.2K
|
3.02K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-102- 4.48% |
$21.2K - $29.5K
|
2.18K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-103- 19.32% |
$21.4K - $29.7K
|
430
$263K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-104- 9.37% |
$21.6K - $30K
|
1.01K
$614K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-104- 2.98% |
$21.6K - $30K
|
3.39K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-105- 0.16% |
$21.8K - $30.3K
|
65.5K
$40M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 1.03% |
$21.8K - $30.3K
|
10.1K
$6.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-106- 9.98% |
$22K - $30.6K
|
956
$584K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-108- 3.98% |
$22.4K - $31.2K
|
2.61K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-108- 5.3% |
$22.4K - $31.2K
|
1.93K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-110- 3.68% |
$22.8K - $31.8K
|
2.88K
$1.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-110- 0.45% |
$22.8K - $31.8K
|
24.5K
$15M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-111- 0.33% |
$23K - $32K
|
34K
$20.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-112- 2.61% |
$23.2K - $32.3K
|
4.18K
$2.55M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-112- 4.06% |
$23.2K - $32.3K
|
2.65K
$1.62M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-112- 4.06% |
$23.2K - $32.3K
|
2.65K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-112- 8.3% |
$23.2K - $32.3K
|
1.24K
$756K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-114- 0.34% |
$23.7K - $32.9K
|
33.7K
$20.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-115- 1.48% |
$23.9K - $33.2K
|
7.66K
$4.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-115- 4.6% |
$23.9K - $33.2K
|
2.38K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-115- 1.27% |
$23.9K - $33.2K
|
8.95K
$5.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-116- 1.21% |
$24.1K - $33.5K
|
9.47K
$5.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-116- 1.82% |
$24.1K - $33.5K
|
6.27K
$3.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-116- 0.49% |
$24.1K - $33.5K
|
23.7K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-117- 1.46% |
$24.3K - $33.8K
|
7.92K
$4.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-117- 0.11% |
$24.3K - $33.8K
|
110K
$66.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-118- 4.74% |
$24.5K - $34.1K
|
2.37K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-118- 11.59% |
$24.5K - $34.1K
|
900
$550K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-120- 0.38% |
$24.9K - $34.6K
|
31.5K
$19.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-122- 4.54% |
$25.3K - $35.2K
|
2.57K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-122- 8.38% |
$25.3K - $35.2K
|
1.33K
$815K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-123- 2.96% |
$25.5K - $35.5K
|
4.03K
$2.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-123- 27.15% |
$25.5K - $35.5K
|
330
$202K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-123- 7.19% |
$25.5K - $35.5K
|
1.59K
$969K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-125- 6.63% |
$25.9K - $36.1K
|
1.76K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-125- 1.76% |
$25.9K - $36.1K
|
6.98K
$4.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-125- 0.78% |
$25.9K - $36.1K
|
15.9K
$9.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-125- 4.29% |
$25.9K - $36.1K
|
2.79K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-126- 0.29% |
$26.2K - $36.4K
|
43.4K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-126- 1.54% |
$26.2K - $36.4K
|
8.08K
$4.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-127- 6.35% |
$26.4K - $36.7K
|
1.87K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-129- 0.45% |
$26.8K - $37.2K
|
28.7K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-130- 7.19% |
$27K - $37.5K
|
1.68K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-130- 6.75% |
$27K - $37.5K
|
1.8K
$1.1M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-130- 9.09% |
$27K - $37.5K
|
1.3K
$794K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-131- 3.5% |
$27.2K - $37.8K
|
3.61K
$2.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-132- 1.79% |
$27.4K - $38.1K
|
7.25K
$4.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-132- 3.07% |
$27.4K - $38.1K
|
4.17K
$2.55M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-132- 18.21% |
$27.4K - $38.1K
|
593
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-134- 3.76% |
$27.8K - $38.7K
|
3.43K
$2.1M
|