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 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
205+ 9.41% |
$58.1K - $66.7K
|
2.38K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
205+ 8.13% |
$58.1K - $66.7K
|
2.73K
$1.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
204+ 0.45% |
$57.8K - $66.4K
|
46K
$28.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
204+ 13.49% |
$57.8K - $66.4K
|
1.72K
$1.05M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
204+ 0.45% |
$57.8K - $66.4K
|
46K
$28.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
203+ 3.02% |
$57.5K - $66.1K
|
6.93K
$4.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
202+ 4.17% |
$57.2K - $65.7K
|
5.05K
$3.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
201+ 8.62% |
$56.9K - $65.4K
|
2.53K
$1.55M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 266.67% |
$56.7K - $65.1K
|
275
$169K
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
200+ 3.62% |
$56.7K - $65.1K
|
5.73K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
200+ 22.55% |
$56.7K - $65.1K
|
1.09K
$667K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
199+ 23.09% |
$56.4K - $64.8K
|
1.06K
$651K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
197+ 13.56% |
$55.8K - $64.1K
|
1.65K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
197+ 4.72% |
$55.8K - $64.1K
|
4.37K
$2.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
196+ 10.82% |
$55.5K - $63.8K
|
2.01K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
195+ 19.29% |
$55.2K - $63.5K
|
1.21K
$740K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
195+ 4.38% |
$55.2K - $63.5K
|
4.65K
$2.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
195+ 8.03% |
$55.2K - $63.5K
|
2.62K
$1.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
195+ 25.23% |
$55.2K - $63.5K
|
968
$594K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
192+ 2.16% |
$54.4K - $62.5K
|
9.08K
$5.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
187+ 9.29% |
$53K - $60.9K
|
2.2K
$1.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
187+ 6.85% |
$53K - $60.9K
|
2.92K
$1.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
185+ 1.34% |
$52.4K - $60.2K
|
14K
$8.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
185+ 4.77% |
$52.4K - $60.2K
|
4.06K
$2.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
185+ 6.34% |
$52.4K - $60.2K
|
3.1K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
185+ 4.03% |
$52.4K - $60.2K
|
4.77K
$2.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
184+ 6.08% |
$52.1K - $59.9K
|
3.21K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
184+ 12.14% |
$52.1K - $59.9K
|
1.7K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
183+ 3.74% |
$51.8K - $59.6K
|
5.08K
$3.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
180+ 1.81% |
$51K - $58.6K
|
10.1K
$6.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
179+ 23.37% |
$50.7K - $58.3K
|
945
$580K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
178+ 2.76% |
$50.4K - $57.9K
|
6.62K
$4.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
175+ 5.21% |
$49.6K - $57K
|
3.54K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
175+ 24.04% |
$49.6K - $57K
|
903
$554K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
174+ 2.67% |
$49.3K - $56.6K
|
6.69K
$4.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
174+ 5.27% |
$49.3K - $56.6K
|
3.48K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
173+ 17.2% |
$49K - $56.3K
|
1.18K
$724K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
173+ 2.23% |
$49K - $56.3K
|
7.93K
$4.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
173+ 4.6% |
$49K - $56.3K
|
3.94K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
173+ 10.22% |
$49K - $56.3K
|
1.87K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
171+ 0.5% |
$48.4K - $55.7K
|
34.7K
$21.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
170+ 4.11% |
$48.2K - $55.3K
|
4.31K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
170+ 2.02% |
$48.2K - $55.3K
|
8.57K
$5.26M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
170+ 2.76% |
$48.2K - $55.3K
|
6.34K
$3.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
169+ 2.99% |
$47.9K - $55K
|
5.83K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
169+ 18.43% |
$47.9K - $55K
|
1.09K
$667K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
168+ 2.25% |
$47.6K - $54.7K
|
7.63K
$4.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
167New |
$47.3K - $54.4K
|
167
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
167+ 8.2% |
$47.3K - $54.4K
|
2.2K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
166+ 8.87% |
$47K - $54K
|
2.04K
$1.25M
|