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 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-113- 7.52% |
$32K - $36.8K
|
1.39K
$853K
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-114- 4.4% |
$32.3K - $37.1K
|
2.47K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-114- 4.72% |
$32.3K - $37.1K
|
2.3K
$1.41M
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-116- 2.82% |
$32.9K - $37.8K
|
4K
$2.45M
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-117- 6.78% |
$33.1K - $38.1K
|
1.61K
$987K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-119- 14.22% |
$33.7K - $38.7K
|
718
$441K
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-120- 6.27% |
$34K - $39.1K
|
1.79K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-120- 3.45% |
$34K - $39.1K
|
3.35K
$2.06M
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-121- 2.51% |
$34.3K - $39.4K
|
4.7K
$2.88M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-121- 4.39% |
$34.3K - $39.4K
|
2.64K
$1.62M
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-122- 0.98% |
$34.6K - $39.7K
|
12.3K
$7.56M
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-122- 11.14% |
$34.6K - $39.7K
|
973
$597K
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-122- 0.98% |
$34.6K - $39.7K
|
12.3K
$7.56M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-124- 11.15% |
$35.1K - $40.4K
|
988
$606K
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-124- 0.92% |
$35.1K - $40.4K
|
13.3K
$8.19M
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-124- 0.13% |
$35.1K - $40.4K
|
95.2K
$58.4M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-125- 15.19% |
$35.4K - $40.7K
|
698
$428K
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-125- 7.36% |
$35.4K - $40.7K
|
1.57K
$965K
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-125- 7.33% |
$35.4K - $40.7K
|
1.58K
$970K
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-125- 0.78% |
$35.4K - $40.7K
|
15.8K
$9.7M
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-127- 4.2% |
$36K - $41.3K
|
2.9K
$1.78M
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-128- 2.32% |
$36.3K - $41.7K
|
5.4K
$3.31M
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-128- 1.59% |
$36.3K - $41.7K
|
7.95K
$4.88M
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-129- 6.73% |
$36.5K - $42K
|
1.79K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-129- 30.0% |
$36.5K - $42K
|
301
$185K
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-130- 3.46% |
$36.8K - $42.3K
|
3.62K
$2.22M
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-130- 15.15% |
$36.8K - $42.3K
|
728
$447K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-130- 2.5% |
$36.8K - $42.3K
|
5.06K
$3.11M
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-131- 8.25% |
$37.1K - $42.6K
|
1.46K
$894K
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-133- 8.02% |
$37.7K - $43.3K
|
1.53K
$937K
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-135- 3.75% |
$38.2K - $43.9K
|
3.47K
$2.13M
|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-136- 12.81% |
$38.5K - $44.3K
|
926
$568K
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-139- 1.87% |
$39.4K - $45.2K
|
7.31K
$4.49M
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-140- 3.35% |
$39.7K - $45.6K
|
4.04K
$2.48M
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-140- 6.6% |
$39.7K - $45.6K
|
1.98K
$1.22M
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-140- 4.3% |
$39.7K - $45.6K
|
3.12K
$1.91M
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-140- 3.23% |
$39.7K - $45.6K
|
4.2K
$2.57M
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-140- 4.92% |
$39.7K - $45.6K
|
2.7K
$1.66M
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-141- 8.8% |
$39.9K - $45.9K
|
1.46K
$897K
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-141- 4.77% |
$39.9K - $45.9K
|
2.82K
$1.73M
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-142- 11.75% |
$40.2K - $46.2K
|
1.07K
$654K
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-142- 2.96% |
$40.2K - $46.2K
|
4.66K
$2.86M
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-143- 7.51% |
$40.5K - $46.5K
|
1.76K
$1.08M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-143- 5.5% |
$40.5K - $46.5K
|
2.46K
$1.51M
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-144- 9.07% |
$40.8K - $46.9K
|
1.44K
$886K
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-145- 0.07% |
$41.1K - $47.2K
|
217K
$133M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-145- 7.81% |
$41.1K - $47.2K
|
1.71K
$1.05M
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-146- 2.2% |
$41.4K - $47.5K
|
6.5K
$3.99M
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-148- 0.13% |
$41.9K - $48.2K
|
110K
$67.7M
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-148- 5.14% |
$41.9K - $48.2K
|
2.73K
$1.68M
|