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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.4K+ 5.78% |
$397K - $456K
|
25.6K
$15.7M
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$395K - $454K
|
1.4K
$857K
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.39K+ 7.61% |
$394K - $452K
|
19.6K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.39K+ 2.14% |
$393K - $452K
|
66.3K
$40.7M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.39K+ 8.96% |
$393K - $451K
|
16.9K
$10.4M
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.37K+ 149.67% |
$389K - $447K
|
2.29K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.37K+ 39.8% |
$387K - $445K
|
4.8K
$2.95M
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.36K+ 55.83% |
$385K - $442K
|
3.79K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 31.96% |
$383K - $440K
|
5.59K
$3.43M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.35KNew |
$383K - $440K
|
1.35K
$830K
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.35K+ 35.9% |
$382K - $439K
|
5.1K
$3.13M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.34K+ 0.65% |
$380K - $437K
|
207K
$127M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.34K+ 25.5% |
$379K - $435K
|
6.59K
$4.04M
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
1.34K+ 3.93% |
$379K - $435K
|
35.4K
$21.7M
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.33KNew |
$378K - $434K
|
1.33K
$818K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.32K+ 125.81% |
$374K - $430K
|
2.37K
$1.46M
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.32K+ 3.33% |
$373K - $429K
|
40.9K
$25.1M
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.31K+ 15.39% |
$370K - $425K
|
9.78K
$6M
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.29KNew |
$364K - $419K
|
1.29K
$789K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.29K+ 3.23% |
$364K - $418K
|
41K
$25.2M
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.28K+ 29.9% |
$361K - $415K
|
5.54K
$3.4M
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.28KNew |
$361K - $415K
|
1.28K
$783K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.27K+ 93.86% |
$359K - $413K
|
2.62K
$1.61M
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.26KNew |
$357K - $411K
|
1.26K
$775K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.25K+ 9.69% |
$353K - $406K
|
14.1K
$8.67M
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.25K+ 11.97% |
$353K - $406K
|
11.7K
$7.15M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.24K+ 2.37% |
$350K - $403K
|
53.4K
$32.8M
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.22K+ 22.12% |
$346K - $398K
|
6.75K
$4.14M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.22K+ 2.21% |
$345K - $396K
|
56.4K
$34.6M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.21K+ 8.47% |
$343K - $394K
|
15.5K
$9.53M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.21K+ 0.33% |
$343K - $394K
|
366K
$224M
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.2KNew |
$339K - $390K
|
1.2K
$735K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.19K+ 17.79% |
$337K - $387K
|
7.88K
$4.83M
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.19K+ 15.53% |
$337K - $387K
|
8.85K
$5.43M
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.18K+ 20.27% |
$335K - $384K
|
7.01K
$4.3M
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.18K+ 28.56% |
$335K - $384K
|
5.32K
$3.26M
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.17K+ 10.84% |
$331K - $380K
|
12K
$7.33M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.16K+ 24.65% |
$330K - $379K
|
5.89K
$3.61M
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.16KNew |
$330K - $379K
|
1.16K
$714K
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.16K+ 1.19% |
$329K - $378K
|
98.7K
$60.6M
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.15K+ 9.34% |
$327K - $375K
|
13.5K
$8.28M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.15K+ 23.96% |
$326K - $374K
|
5.95K
$3.65M
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.15K+ 27.87% |
$326K - $374K
|
5.28K
$3.24M
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.14KNew |
$323K - $371K
|
1.14K
$700K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.14K+ 0.93% |
$323K - $371K
|
124K
$76.3M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.13K+ 3.84% |
$320K - $367K
|
30.5K
$18.7M
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.13K+ 8.28% |
$319K - $367K
|
14.7K
$9.05M
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.13K+ 4.25% |
$319K - $366K
|
27.6K
$17M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.11K+ 12.77% |
$313K - $360K
|
9.76K
$5.99M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.1K+ 11.86% |
$312K - $358K
|
10.4K
$6.36M
|