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 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-214- 11.33% |
$44.4K - $61.8K
|
1.67K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-215- 51.19% |
$44.6K - $62.1K
|
205
$125K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-216- 1.57% |
$44.8K - $62.4K
|
13.6K
$8.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-217- 1.0% |
$45K - $62.7K
|
21.5K
$13.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-219- 1.71% |
$45.5K - $63.2K
|
12.6K
$7.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-220- 8.46% |
$45.7K - $63.5K
|
2.38K
$1.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-220- 6.86% |
$45.7K - $63.5K
|
2.99K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-221- 2.49% |
$45.9K - $63.8K
|
8.67K
$5.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-223- 1.87% |
$46.3K - $64.4K
|
11.7K
$7.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-223- 0.76% |
$46.3K - $64.4K
|
29K
$17.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-225- 11.05% |
$46.7K - $65K
|
1.81K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-225- 1.9% |
$46.7K - $65K
|
11.6K
$7.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-226- 5.32% |
$46.9K - $65.3K
|
4.03K
$2.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-227- 1.19% |
$47.1K - $65.5K
|
18.8K
$11.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-228- 13.96% |
$47.3K - $65.8K
|
1.41K
$858K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-230- 7.46% |
$47.7K - $66.4K
|
2.85K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-230- 5.71% |
$47.7K - $66.4K
|
3.8K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-230- 4.61% |
$47.7K - $66.4K
|
4.76K
$2.91M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-231- 7.85% |
$47.9K - $66.7K
|
2.71K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-232- 7.96% |
$48.2K - $67K
|
2.68K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-232- 12.66% |
$48.2K - $67K
|
1.6K
$978K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-234- 5.59% |
$48.6K - $67.6K
|
3.95K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-237- 0.84% |
$49.2K - $68.4K
|
27.8K
$17M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-239- 1.02% |
$49.6K - $69K
|
23.2K
$14.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-239- 2.4% |
$49.6K - $69K
|
9.73K
$5.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-241- 2.33% |
$50K - $69.6K
|
10.1K
$6.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-242- 3.95% |
$50.2K - $69.9K
|
5.89K
$3.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-243- 3.51% |
$50.4K - $70.2K
|
6.69K
$4.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-243- 18.79% |
$50.4K - $70.2K
|
1.05K
$641K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-245- 23.86% |
$50.8K - $70.7K
|
782
$478K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-248- 23.4% |
$51.5K - $71.6K
|
812
$496K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-250- 12.29% |
$51.9K - $72.2K
|
1.79K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-250- 14.99% |
$51.9K - $72.2K
|
1.42K
$866K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-251- 1.23% |
$52.1K - $72.5K
|
20.1K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-251- 2.54% |
$52.1K - $72.5K
|
9.64K
$5.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-254- 0.47% |
$52.7K - $73.3K
|
53.6K
$32.7M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-254- 4.42% |
$52.7K - $73.3K
|
5.5K
$3.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-255- 3.01% |
$52.9K - $73.6K
|
8.21K
$5.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-256- 19.05% |
$53.1K - $73.9K
|
1.09K
$664K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-259- 0.62% |
$53.8K - $74.8K
|
41.7K
$25.5M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-260- 61.76% |
$54K - $75.1K
|
161
$98.3K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-262- 8.51% |
$54.4K - $75.6K
|
2.82K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-264- 2.38% |
$54.8K - $76.2K
|
10.8K
$6.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-265- 14.55% |
$55K - $76.5K
|
1.56K
$950K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-265- 15.07% |
$55K - $76.5K
|
1.49K
$912K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-268- 4.67% |
$55.6K - $77.4K
|
5.47K
$3.34M
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-268- 3.56% |
$55.6K - $77.4K
|
7.25K
$4.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-270- 9.53% |
$56K - $78K
|
2.56K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-274- 8.42% |
$56.9K - $79.1K
|
2.98K
$1.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-275- 6.99% |
$57.1K - $79.4K
|
3.66K
$2.23M
|