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 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
51+ 4.25% |
$14.4K - $16.6K
|
1.25K
$768K
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
51+ 0.06% |
$14.4K - $16.6K
|
86K
$52.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
50+ 2.7% |
$14.2K - $16.3K
|
1.9K
$1.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
50+ 2.83% |
$14.2K - $16.3K
|
1.82K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
50+ 3.58% |
$14.2K - $16.3K
|
1.45K
$889K
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
50+ 0.35% |
$14.2K - $16.3K
|
14.2K
$8.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
50+ 0.2% |
$14.2K - $16.3K
|
25.5K
$15.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
50+ 2.73% |
$14.2K - $16.3K
|
1.88K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
50+ 0.58% |
$14.2K - $16.3K
|
8.65K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
50+ 64.1% |
$14.2K - $16.3K
|
128
$78.6K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
50+ 2.67% |
$14.2K - $16.3K
|
1.93K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
49+ 3.85% |
$13.9K - $15.9K
|
1.32K
$811K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
49+ 22.48% |
$13.9K - $15.9K
|
267
$164K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 2.49% |
$13.6K - $15.6K
|
1.98K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
48New |
$13.6K - $15.6K
|
48
$29.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
48+ 4.4% |
$13.6K - $15.6K
|
1.14K
$698K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
47+ 7.86% |
$13.3K - $15.3K
|
645
$396K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
46+ 3.23% |
$13K - $15K
|
1.47K
$902K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
46+ 2.54% |
$13K - $15K
|
1.86K
$1.14M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
45+ 1.11% |
$12.7K - $14.6K
|
4.1K
$2.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
45+ 0.76% |
$12.7K - $14.6K
|
6K
$3.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
45+ 1.37% |
$12.7K - $14.6K
|
3.33K
$2.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
45+ 6.05% |
$12.7K - $14.6K
|
789
$484K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
44New |
$12.5K - $14.3K
|
44
$27K
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
44+ 3.5% |
$12.5K - $14.3K
|
1.3K
$798K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
43+ 0.26% |
$12.2K - $14K
|
16.6K
$10.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
43+ 65.15% |
$12.2K - $14K
|
109
$66.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
43+ 2.33% |
$12.2K - $14K
|
1.89K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
43+ 1.26% |
$12.2K - $14K
|
3.45K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
42+ 1.01% |
$11.9K - $13.7K
|
4.19K
$2.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
42+ 1.93% |
$11.9K - $13.7K
|
2.22K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
42+ 2.36% |
$11.9K - $13.7K
|
1.82K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
42+ 1.71% |
$11.9K - $13.7K
|
2.5K
$1.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 68.85% |
$11.9K - $13.7K
|
103
$63.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
41+ 1.82% |
$11.6K - $13.3K
|
2.3K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
41+ 2.54% |
$11.6K - $13.3K
|
1.65K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
40+ 0.73% |
$11.3K - $13K
|
5.51K
$3.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
40+ 3.38% |
$11.3K - $13K
|
1.22K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
40+ 5.28% |
$11.3K - $13K
|
798
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
39+ 3.77% |
$11K - $12.7K
|
1.07K
$659K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
39+ 1.08% |
$11K - $12.7K
|
3.63K
$2.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
38+ 3.92% |
$10.8K - $12.4K
|
1.01K
$619K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
38+ 0.42% |
$10.8K - $12.4K
|
9.17K
$5.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
38New |
$10.8K - $12.4K
|
38
$23.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
38+ 2.28% |
$10.8K - $12.4K
|
1.71K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
38+ 2.95% |
$10.8K - $12.4K
|
1.33K
$814K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
38+ 0.4% |
$10.8K - $12.4K
|
9.53K
$5.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
38+ 122.58% |
$10.8K - $12.4K
|
69
$42.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
37+ 5.23% |
$10.5K - $12K
|
744
$457K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
37+ 2.48% |
$10.5K - $12K
|
1.53K
$939K
|