Purchases and Sales Made in Q3 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.77K+ 55.15% |
$502K - $577K
|
4.99K
$3.06M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.77K+ 6.35% |
$501K - $575K
|
29.6K
$18.2M
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.76K+ 5.19% |
$500K - $574K
|
35.7K
$21.9M
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.75K+ 0.46% |
$494K - $568K
|
382K
$234M
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1.74K+ 147.46% |
$494K - $567K
|
2.93K
$1.8M
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.74K+ 1.72% |
$493K - $566K
|
103K
$63.2M
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.74K+ 9.66% |
$492K - $565K
|
19.7K
$12.1M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.69K+ 8.61% |
$480K - $551K
|
21.4K
$13.1M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.69K+ 8.49% |
$479K - $551K
|
21.6K
$13.3M
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.69K+ 167.13% |
$478K - $549K
|
2.7K
$1.66M
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1.68K+ 14.5% |
$477K - $548K
|
13.3K
$8.16M
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.68KNew |
$477K - $548K
|
1.68K
$1.03M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.68K+ 3.97% |
$476K - $546K
|
44K
$27M
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 58.75% |
$475K - $546K
|
4.53K
$2.78M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.67K+ 534.82% |
$474K - $545K
|
1.99K
$1.22M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.67KNew |
$473K - $544K
|
1.67K
$1.03M
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.67KNew |
$472K - $542K
|
1.67K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.66KNew |
$471K - $541K
|
1.66K
$1.02M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.66K+ 2.34% |
$470K - $541K
|
72.7K
$44.6M
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.64KNew |
$465K - $534K
|
1.64K
$1.01M
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.63KNew |
$461K - $529K
|
1.63K
$998K
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.61KNew |
$457K - $525K
|
1.61K
$990K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61K+ 42.98% |
$456K - $524K
|
5.36K
$3.29M
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
1.6K+ 5.22% |
$454K - $522K
|
32.3K
$19.8M
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.6K+ 160400.0% |
$454K - $522K
|
1.61K
$985K
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.6K+ 3.25% |
$452K - $520K
|
50.8K
$31.2M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.59K+ 5.69% |
$450K - $517K
|
29.5K
$18.1M
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.58KNew |
$446K - $513K
|
1.58K
$967K
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 19.41% |
$445K - $511K
|
9.66K
$5.93M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.55K+ 1.19% |
$440K - $506K
|
132K
$81M
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.55K+ 81.75% |
$438K - $503K
|
3.44K
$2.11M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.54K+ 1.28% |
$437K - $503K
|
122K
$74.7M
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.52KNew |
$429K - $493K
|
1.52K
$930K
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.51K+ 113.81% |
$427K - $491K
|
2.83K
$1.74M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 3.26% |
$423K - $486K
|
47.3K
$29M
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.48K+ 54.47% |
$419K - $482K
|
4.2K
$2.58M
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.48K+ 85.48% |
$419K - $481K
|
3.21K
$1.97M
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
1.48K+ 23.91% |
$419K - $481K
|
7.66K
$4.7M
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
1.47K+ 8.22% |
$417K - $479K
|
19.4K
$11.9M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.47K+ 29.3% |
$416K - $478K
|
6.48K
$3.98M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.45K+ 7.36% |
$412K - $473K
|
21.2K
$13M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.45K+ 10.79% |
$411K - $472K
|
14.9K
$9.15M
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.44K+ 21.52% |
$406K - $467K
|
8.1K
$4.97M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.43K+ 22.84% |
$405K - $465K
|
7.69K
$4.72M
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
1.43K+ 36.21% |
$405K - $465K
|
5.38K
$3.3M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.42K+ 16.72% |
$401K - $461K
|
9.89K
$6.07M
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.42K+ 13.19% |
$401K - $461K
|
12.1K
$7.46M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.41K+ 3.44% |
$400K - $460K
|
42.4K
$26M
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.41KNew |
$399K - $459K
|
1.41K
$865K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$399K - $458K
|
1.41K
$864K
|