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 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
127+ 14.13% |
$36K - $41.3K
|
1.03K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
127+ 7.93% |
$36K - $41.3K
|
1.73K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
125+ 2.23% |
$35.4K - $40.7K
|
5.74K
$3.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
125+ 4.04% |
$35.4K - $40.7K
|
3.22K
$1.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
125+ 12.5% |
$35.4K - $40.7K
|
1.13K
$690K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
125+ 0.45% |
$35.4K - $40.7K
|
28K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
125+ 0.44% |
$35.4K - $40.7K
|
28.6K
$17.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
124+ 3.32% |
$35.1K - $40.4K
|
3.86K
$2.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
123+ 3.48% |
$34.8K - $40K
|
3.66K
$2.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
123+ 5.51% |
$34.8K - $40K
|
2.36K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
122+ 24.75% |
$34.6K - $39.7K
|
615
$377K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
121+ 7.5% |
$34.3K - $39.4K
|
1.73K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
120+ 7.37% |
$34K - $39.1K
|
1.75K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
120+ 10.13% |
$34K - $39.1K
|
1.31K
$801K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
120+ 3.9% |
$34K - $39.1K
|
3.2K
$1.96M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
120+ 19.45% |
$34K - $39.1K
|
737
$452K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
119+ 8.49% |
$33.7K - $38.7K
|
1.52K
$933K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
119+ 2.92% |
$33.7K - $38.7K
|
4.19K
$2.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
118+ 9.51% |
$33.4K - $38.4K
|
1.36K
$834K
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
117+ 13.7% |
$33.1K - $38.1K
|
971
$596K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
117+ 3.12% |
$33.1K - $38.1K
|
3.86K
$2.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
116+ 1.8% |
$32.9K - $37.8K
|
6.56K
$4.03M
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
115+ 1.18% |
$32.6K - $37.4K
|
9.9K
$6.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
115+ 5.08% |
$32.6K - $37.4K
|
2.38K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
115+ 5.11% |
$32.6K - $37.4K
|
2.37K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
112+ 14.81% |
$31.7K - $36.5K
|
868
$533K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
111+ 1.29% |
$31.4K - $36.1K
|
8.73K
$5.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
110+ 1.19% |
$31.2K - $35.8K
|
9.35K
$5.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
110+ 5.69% |
$31.2K - $35.8K
|
2.04K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
109+ 19.29% |
$30.9K - $35.5K
|
674
$414K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
107+ 82.95% |
$30.3K - $34.8K
|
236
$145K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
106+ 18.66% |
$30K - $34.5K
|
674
$414K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
106+ 1.56% |
$30K - $34.5K
|
6.9K
$4.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
106+ 1.44% |
$30K - $34.5K
|
7.45K
$4.57M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
106+ 3.06% |
$30K - $34.5K
|
3.57K
$2.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
105+ 8.19% |
$29.7K - $34.2K
|
1.39K
$851K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
105+ 2.28% |
$29.7K - $34.2K
|
4.7K
$2.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
103+ 8.45% |
$29.2K - $33.5K
|
1.32K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
103+ 12.84% |
$29.2K - $33.5K
|
905
$555K
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
103+ 12.32% |
$29.2K - $33.5K
|
939
$576K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
102+ 12.19% |
$28.9K - $33.2K
|
939
$576K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
101+ 0.13% |
$28.6K - $32.9K
|
75.1K
$46.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 13.77% |
$28.3K - $32.5K
|
826
$507K
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
100+ 5.48% |
$28.3K - $32.5K
|
1.93K
$1.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
100+ 12.24% |
$28.3K - $32.5K
|
917
$563K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
100+ 4.47% |
$28.3K - $32.5K
|
2.34K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
100+ 3.07% |
$28.3K - $32.5K
|
3.36K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
100+ 12.79% |
$28.3K - $32.5K
|
882
$541K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
100+ 11.49% |
$28.3K - $32.5K
|
970
$595K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
100+ 6.36% |
$28.3K - $32.5K
|
1.67K
$1.03M
|