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 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-135- 2.86% |
$28K - $39K
|
4.58K
$2.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-135- 2.94% |
$28K - $39K
|
4.46K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-135- 13.6% |
$28K - $39K
|
858
$524K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-136- 6.13% |
$28.2K - $39.3K
|
2.08K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-136- 14.11% |
$28.2K - $39.3K
|
828
$506K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-137- 4.8% |
$28.4K - $39.6K
|
2.72K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-138- 3.32% |
$28.6K - $39.8K
|
4.02K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-138- 0.25% |
$28.6K - $39.8K
|
54.3K
$33.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-139- 3.03% |
$28.8K - $40.1K
|
4.45K
$2.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-140- 0.5% |
$29.1K - $40.4K
|
27.8K
$17M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-141- 0.78% |
$29.3K - $40.7K
|
17.8K
$10.9M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-141- 0.24% |
$29.3K - $40.7K
|
59.6K
$36.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-142- 0.74% |
$29.5K - $41K
|
19K
$11.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-142- 11.36% |
$29.5K - $41K
|
1.11K
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-143- 0.5% |
$29.7K - $41.3K
|
28.3K
$17.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-145- 5.64% |
$30.1K - $41.9K
|
2.42K
$1.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-147- 0.89% |
$30.5K - $42.4K
|
16.3K
$9.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-147- 2.4% |
$30.5K - $42.4K
|
5.99K
$3.66M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-147- 4.62% |
$30.5K - $42.4K
|
3.04K
$1.85M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-148- 0.3% |
$30.7K - $42.7K
|
49K
$29.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-149- 3.22% |
$30.9K - $43K
|
4.49K
$2.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 5.33% |
$31.1K - $43.3K
|
2.66K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-150- 4.79% |
$31.1K - $43.3K
|
2.98K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-150- 10.71% |
$31.1K - $43.3K
|
1.25K
$764K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-152- 4.81% |
$31.5K - $43.9K
|
3.01K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-153- 11.38% |
$31.8K - $44.2K
|
1.19K
$728K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-154- 12.93% |
$32K - $44.5K
|
1.04K
$633K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-154- 0.89% |
$32K - $44.5K
|
17.2K
$10.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-154- 9.34% |
$32K - $44.5K
|
1.49K
$912K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-154- 4.58% |
$32K - $44.5K
|
3.21K
$1.96M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-155- 4.88% |
$32.2K - $44.8K
|
3.02K
$1.84M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-156- 10.32% |
$32.4K - $45K
|
1.36K
$828K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-156- 1.98% |
$32.4K - $45K
|
7.72K
$4.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-157- 0.84% |
$32.6K - $45.3K
|
18.4K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-158- 0.95% |
$32.8K - $45.6K
|
16.5K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-158- 3.29% |
$32.8K - $45.6K
|
4.65K
$2.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-158- 69.6% |
$32.8K - $45.6K
|
69
$42.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-160- 1.93% |
$33.2K - $46.2K
|
8.11K
$4.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-160- 1.32% |
$33.2K - $46.2K
|
12K
$7.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-161- 2.41% |
$33.4K - $46.5K
|
6.51K
$3.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-162- 1.6% |
$33.6K - $46.8K
|
9.99K
$6.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-164- 4.16% |
$34K - $47.4K
|
3.78K
$2.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-166- 20.75% |
$34.5K - $47.9K
|
634
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-167- 1.83% |
$34.7K - $48.2K
|
8.96K
$5.47M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-170- 3.21% |
$35.3K - $49.1K
|
5.13K
$3.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-170- 0.71% |
$35.3K - $49.1K
|
23.9K
$14.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-174- 11.64% |
$36.1K - $50.2K
|
1.32K
$807K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-174- 3.95% |
$36.1K - $50.2K
|
4.23K
$2.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-174- 4.7% |
$36.1K - $50.2K
|
3.53K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-174- 4.42% |
$36.1K - $50.2K
|
3.77K
$2.3M
|