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 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-464- 21.14% |
$96.3K - $134K
|
1.73K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-465- 5.3% |
$96.5K - $134K
|
8.31K
$5.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-468- 9.81% |
$97.1K - $135K
|
4.3K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-469- 4.01% |
$97.3K - $135K
|
11.2K
$6.85M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-470- 12.0% |
$97.5K - $136K
|
3.45K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-475- 9.53% |
$98.6K - $137K
|
4.51K
$2.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-476- 1.97% |
$98.8K - $137K
|
23.7K
$14.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-476- 0.38% |
$98.8K - $137K
|
124K
$75.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-478- 2.94% |
$99.2K - $138K
|
15.8K
$9.63M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-481- 38.02% |
$99.8K - $139K
|
784
$479K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-485- 45.84% |
$101K - $140K
|
573
$350K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-485- 30.93% |
$101K - $140K
|
1.08K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-486- 1.16% |
$101K - $140K
|
41.5K
$25.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-487- 8.66% |
$101K - $141K
|
5.14K
$3.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
SELL
|
- |
-488- 8.91% |
$101K - $141K
|
4.99K
$3.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-492- 0.48% |
$102K - $142K
|
101K
$61.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-492- 5.36% |
$102K - $142K
|
8.7K
$5.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-493- 0.79% |
$102K - $142K
|
61.7K
$37.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-494- 6.02% |
$103K - $143K
|
7.71K
$4.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-495- 18.0% |
$103K - $143K
|
2.26K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-498- 5.48% |
$103K - $144K
|
8.6K
$5.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-499- 4.08% |
$104K - $144K
|
11.7K
$7.17M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-499- 23.92% |
$104K - $144K
|
1.59K
$969K
|
|
|
Jul 03, 2023
Q2 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 11.62% |
$104K - $144K
|
3.8K
$2.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-500- 7.76% |
$104K - $144K
|
5.95K
$3.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-500- 3.22% |
$104K - $144K
|
15K
$9.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-500- 16.1% |
$104K - $144K
|
2.61K
$1.59M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-500- 13.87% |
$104K - $144K
|
3.11K
$1.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-506- 5.05% |
$105K - $146K
|
9.5K
$5.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-509- 2.1% |
$106K - $147K
|
23.7K
$14.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-515- 2.54% |
$107K - $149K
|
19.7K
$12M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-515- 27.23% |
$107K - $149K
|
1.38K
$840K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-516- 18.76% |
$107K - $149K
|
2.24K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-527- 26.6% |
$109K - $152K
|
1.45K
$888K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-532- 1.55% |
$110K - $154K
|
33.8K
$20.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-535- 1.13% |
$111K - $154K
|
46.9K
$28.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-538- 11.97% |
$112K - $155K
|
3.96K
$2.42M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-542- 22.73% |
$112K - $156K
|
1.84K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-546- 10.59% |
$113K - $158K
|
4.61K
$2.82M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-547- 3.92% |
$114K - $158K
|
13.4K
$8.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-547- 3.67% |
$114K - $158K
|
14.3K
$8.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-549- 2.89% |
$114K - $159K
|
18.5K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-550- 6.56% |
$114K - $159K
|
7.83K
$4.78M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-559- 1.12% |
$116K - $161K
|
49.2K
$30.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-561- 18.98% |
$116K - $162K
|
2.39K
$1.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-562- 6.8% |
$117K - $162K
|
7.71K
$4.71M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-568- 11.84% |
$118K - $164K
|
4.23K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-569- 7.3% |
$118K - $164K
|
7.23K
$4.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-571- 10.54% |
$119K - $165K
|
4.85K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-573- 3.72% |
$119K - $165K
|
14.8K
$9.06M
|