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 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
575+ 23.54% |
$163K - $187K
|
3.02K
$1.85M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
574+ 2.72% |
$163K - $187K
|
21.7K
$13.3M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
572+ 3.77% |
$162K - $186K
|
15.7K
$9.65M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
565+ 10.24% |
$160K - $184K
|
6.08K
$3.73M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
565+ 18.31% |
$160K - $184K
|
3.65K
$2.24M
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
564+ 15.44% |
$160K - $184K
|
4.22K
$2.59M
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
561+ 12.6% |
$159K - $183K
|
5.01K
$3.08M
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
557+ 74.97% |
$158K - $181K
|
1.3K
$798K
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
555+ 2.81% |
$157K - $181K
|
20.3K
$12.4M
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
555+ 18.13% |
$157K - $181K
|
3.62K
$2.22M
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
552+ 9.29% |
$156K - $180K
|
6.5K
$3.99M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
551+ 14.1% |
$156K - $179K
|
4.46K
$2.74M
|
|
Oct 06, 2023
Q3 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
546+ 6.59% |
$155K - $178K
|
8.83K
$5.42M
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
542+ 3.91% |
$154K - $176K
|
14.4K
$8.83M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
538+ 322.16% |
$152K - $175K
|
705
$433K
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
535+ 3.73% |
$152K - $174K
|
14.9K
$9.13M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
534+ 29.12% |
$151K - $174K
|
2.37K
$1.45M
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
534+ 7.66% |
$151K - $174K
|
7.5K
$4.61M
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
533+ 6.5% |
$151K - $173K
|
8.73K
$5.36M
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
529+ 70.44% |
$150K - $172K
|
1.28K
$786K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
528+ 7.03% |
$150K - $172K
|
8.04K
$4.94M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
525+ 6.49% |
$149K - $171K
|
8.62K
$5.29M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
520+ 27.67% |
$147K - $169K
|
2.4K
$1.47M
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
519+ 13.33% |
$147K - $169K
|
4.41K
$2.71M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
519+ 20.0% |
$147K - $169K
|
3.11K
$1.91M
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
519+ 1.73% |
$147K - $169K
|
30.5K
$18.7M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
517+ 1.82% |
$146K - $168K
|
29K
$17.8M
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
517+ 23.13% |
$146K - $168K
|
2.75K
$1.69M
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
517+ 1.82% |
$146K - $168K
|
29K
$17.8M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
515+ 8.71% |
$146K - $168K
|
6.43K
$3.95M
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
512+ 3.06% |
$145K - $167K
|
17.3K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
510+ 25.64% |
$144K - $166K
|
2.5K
$1.53M
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
508+ 13.36% |
$144K - $165K
|
4.31K
$2.65M
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
507+ 6.31% |
$144K - $165K
|
8.54K
$5.24M
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
505+ 18.08% |
$143K - $164K
|
3.3K
$2.02M
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
505+ 5.06% |
$143K - $164K
|
10.5K
$6.44M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
503+ 1.3% |
$142K - $164K
|
39.3K
$24.1M
|
|
Nov 13, 2023
Q3 2023
|
Gavilan Investment Partners LLC
Burlingame, CA |
BUY
|
- |
500+ 0.56% |
$142K - $163K
|
90.5K
$55.5M
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
494+ 4.22% |
$140K - $161K
|
12.2K
$7.48M
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
492+ 20.55% |
$139K - $160K
|
2.89K
$1.77M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
491+ 13.5% |
$139K - $160K
|
4.13K
$2.53M
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
485+ 6.9% |
$137K - $158K
|
7.51K
$4.61M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
485+ 8.67% |
$137K - $158K
|
6.08K
$3.73M
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
485+ 1.0% |
$137K - $158K
|
49.2K
$30.2M
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
484+ 9.02% |
$137K - $158K
|
5.85K
$3.59M
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
482+ 7.05% |
$137K - $157K
|
7.32K
$4.49M
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
478+ 31.99% |
$135K - $156K
|
1.97K
$1.21M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
476+ 3.65% |
$135K - $155K
|
13.5K
$8.3M
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
470+ 0.8% |
$133K - $153K
|
59.2K
$36.3M
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
470New |
$133K - $153K
|
470
$288K
|