Purchases and Sales Made in Q1 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.81KNew |
$225K - $383K
|
1.81K
$1.02M
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$225K - $381K
|
1.8K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.8KNew |
$225K - $381K
|
1.8K
$1.01M
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.79K+ 4.06% |
$224K - $380K
|
45.9K
$25.8M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.79K+ 4.06% |
$224K - $380K
|
45.9K
$25.8M
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.79KNew |
$223K - $379K
|
1.79K
$1.01M
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.79KNew |
$223K - $379K
|
1.79K
$1.01M
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
1.79K+ 31.03% |
$223K - $378K
|
7.54K
$4.24M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.78K+ 7.95% |
$222K - $378K
|
24.2K
$13.6M
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.77K+ 0.3% |
$221K - $375K
|
597K
$336M
|
|
May 15, 2023
Q1 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.76K+ 41.95% |
$220K - $373K
|
5.96K
$3.35M
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.76KNew |
$219K - $373K
|
1.76K
$990K
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.76KNew |
$219K - $373K
|
1.76K
$989K
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.75KNew |
$219K - $372K
|
1.75K
$987K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.75K+ 0.0% |
$218K - $371K
|
181M
$102B
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.75K+ 6.63% |
$218K - $370K
|
28.1K
$15.8M
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.74K+ 8.41% |
$217K - $368K
|
22.4K
$12.6M
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.73KNew |
$216K - $366K
|
1.73K
$973K
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.7KNew |
$212K - $360K
|
1.7K
$957K
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.69KNew |
$211K - $359K
|
1.69K
$952K
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.68KNew |
$210K - $356K
|
1.68K
$947K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$208K - $354K
|
1.67K
$939K
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.67KNew |
$208K - $353K
|
1.67K
$938K
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.66KNew |
$207K - $352K
|
1.66K
$936K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.65K+ 169.65% |
$206K - $349K
|
2.62K
$1.48M
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.65KNew |
$206K - $349K
|
1.65K
$927K
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.64KNew |
$204K - $347K
|
1.64K
$921K
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.63KNew |
$204K - $346K
|
1.63K
$919K
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.63KNew |
$204K - $346K
|
1.63K
$918K
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
1.63KNew |
$203K - $345K
|
1.63K
$917K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.63K+ 3.35% |
$203K - $345K
|
50.3K
$28.3M
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.62KNew |
$202K - $344K
|
1.62K
$913K
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.62KNew |
$202K - $343K
|
1.62K
$911K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.61KNew |
$201K - $342K
|
1.61K
$908K
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
1.61KNew |
$201K - $341K
|
1.61K
$905K
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.61KNew |
$200K - $341K
|
1.61K
$904K
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1.61KNew |
$200K - $340K
|
1.61K
$903K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.6KNew |
$200K - $340K
|
1.6K
$902K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.6K+ 49.61% |
$200K - $339K
|
4.83K
$2.72M
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.6KNew |
$200K - $339K
|
1.6K
$900K
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.6KNew |
$200K - $339K
|
1.6K
$900K
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.6KNew |
$199K - $338K
|
1.6K
$898K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.59KNew |
$199K - $337K
|
1.59K
$896K
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.59KNew |
$198K - $337K
|
1.59K
$895K
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.59KNew |
$198K - $337K
|
1.59K
$894K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 13.64% |
$198K - $336K
|
13.2K
$7.44M
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.58KNew |
$198K - $336K
|
1.58K
$891K
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.58KNew |
$197K - $335K
|
1.58K
$889K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.58K+ 9.49% |
$197K - $335K
|
18.2K
$10.3M
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.58KNew |
$196K - $334K
|
1.58K
$886K
|