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 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
379+ 2.4% |
$107K - $123K
|
16.1K
$9.9M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
378+ 3.55% |
$107K - $123K
|
11K
$6.76M
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
375+ 3.12% |
$106K - $122K
|
12.4K
$7.61M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375+ 7.89% |
$106K - $122K
|
5.13K
$3.15M
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
375+ 17.99% |
$106K - $122K
|
2.46K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
375+ 5.43% |
$106K - $122K
|
7.28K
$4.46M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
375+ 0.54% |
$106K - $122K
|
70.2K
$43.1M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
373+ 7.09% |
$106K - $121K
|
5.63K
$3.46M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
368+ 3.42% |
$104K - $120K
|
11.1K
$6.83M
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
368+ 2.57% |
$104K - $120K
|
14.7K
$9.03M
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
368New |
$104K - $120K
|
368
$226K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
367+ 5.76% |
$104K - $119K
|
6.74K
$4.13M
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
362+ 2.71% |
$103K - $118K
|
13.7K
$8.41M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
360+ 9.04% |
$102K - $117K
|
4.34K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
359+ 7.57% |
$102K - $117K
|
5.1K
$3.13M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
358New |
$101K - $117K
|
358
$220K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
355New |
$101K - $116K
|
355
$218K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
353+ 22.69% |
$100K - $115K
|
1.91K
$1.17M
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
350+ 13.63% |
$99.1K - $114K
|
2.92K
$1.79M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
350+ 4.03% |
$99.1K - $114K
|
9.05K
$5.55M
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
350+ 45.51% |
$99.1K - $114K
|
1.12K
$687K
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
348+ 1.18% |
$98.6K - $113K
|
29.8K
$18.3M
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
345+ 15.13% |
$97.7K - $112K
|
2.63K
$1.61M
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
344+ 9.11% |
$97.4K - $112K
|
4.12K
$2.53M
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
343New |
$97.2K - $112K
|
343
$211K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
342+ 1.7% |
$96.9K - $111K
|
20.5K
$12.6M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
339+ 3.26% |
$96K - $110K
|
10.7K
$6.6M
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
338+ 4.19% |
$95.7K - $110K
|
8.4K
$5.16M
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
337+ 2.72% |
$95.5K - $110K
|
12.7K
$7.8M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
335+ 1.42% |
$94.9K - $109K
|
23.9K
$14.6M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
333+ 3.73% |
$94.3K - $108K
|
9.25K
$5.68M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
333+ 2.42% |
$94.3K - $108K
|
14.1K
$8.66M
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
328+ 8.33% |
$92.9K - $107K
|
4.27K
$2.62M
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
326+ 1.46% |
$92.3K - $106K
|
22.6K
$13.9M
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
326+ 15.12% |
$92.3K - $106K
|
2.48K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
One01 Capital, LP
Burlingame, CA |
BUY
|
- |
326+ 1.44% |
$92.3K - $106K
|
22.9K
$14.1M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
325+ 29.02% |
$92.1K - $106K
|
1.45K
$887K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
324+ 45.76% |
$91.8K - $105K
|
1.03K
$633K
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
324+ 1.4% |
$91.8K - $105K
|
23.5K
$14.4M
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
324+ 19.24% |
$91.8K - $105K
|
2.01K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
323+ 18.47% |
$91.5K - $105K
|
2.07K
$1.27M
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
323+ 9.34% |
$91.5K - $105K
|
3.78K
$2.32M
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
322+ 2.95% |
$91.2K - $105K
|
11.2K
$6.89M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
318+ 3.42% |
$90.1K - $104K
|
9.62K
$5.9M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
315+ 0.18% |
$89.2K - $103K
|
178K
$109M
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
315+ 21.74% |
$89.2K - $103K
|
1.76K
$1.08M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
315+ 2.97% |
$89.2K - $103K
|
10.9K
$6.7M
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
314+ 2.47% |
$88.9K - $102K
|
13K
$8M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
313+ 453.62% |
$88.7K - $102K
|
382
$234K
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
313+ 2.12% |
$88.7K - $102K
|
15.1K
$9.25M
|