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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.03KNew |
$128K - $218K
|
1.03K
$589K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
1.03KNew |
$128K - $218K
|
1.03K
$589K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.03KNew |
$128K - $217K
|
1.03K
$588K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.03KNew |
$128K - $217K
|
1.03K
$588K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
1.03KNew |
$128K - $217K
|
1.03K
$588K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.03KNew |
$128K - $217K
|
1.03K
$587K
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.02KNew |
$127K - $217K
|
1.02K
$586K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.02KNew |
$127K - $216K
|
1.02K
$583K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.02KNew |
$127K - $216K
|
1.02K
$583K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$127K - $216K
|
1.02K
$583K
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.02KNew |
$127K - $216K
|
1.02K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.02KNew |
$127K - $215K
|
1.02K
$582K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.01KNew |
$126K - $215K
|
1.01K
$581K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$126K - $214K
|
1.01K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.01K+ 9.11% |
$126K - $213K
|
12.1K
$6.91M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1KNew |
$125K - $213K
|
1K
$575K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1KNew |
$125K - $213K
|
1K
$575K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
1KNew |
$125K - $213K
|
1K
$575K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1KNew |
$125K - $212K
|
1K
$574K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1KNew |
$125K - $212K
|
1K
$573K
|
|
|
Apr 18, 2023
Q1 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 6.17% |
$125K - $212K
|
17.2K
$9.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1KNew |
$125K - $212K
|
1K
$573K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
1KNew |
$125K - $212K
|
1K
$573K
|
|
|
May 11, 2023
Q1 2023
|
Gruss & Co., LLC
|
BUY
|
- |
1KNew |
$125K - $212K
|
1K
$573K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
998New |
$124K - $212K
|
998
$572K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
998New |
$124K - $212K
|
998
$572K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
994+ 4.78% |
$124K - $211K
|
21.8K
$12.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
993New |
$124K - $210K
|
993
$569K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
985+ 17.35% |
$123K - $209K
|
6.66K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
985New |
$123K - $209K
|
985
$565K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
980New |
$122K - $208K
|
980
$562K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
978New |
$122K - $207K
|
978
$561K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
977New |
$122K - $207K
|
977
$560K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
975+ 50.1% |
$122K - $207K
|
2.92K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
American Asset Management Inc.
|
BUY
|
- |
975New |
$122K - $207K
|
975
$559K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
970New |
$121K - $206K
|
970
$556K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
968New |
$121K - $205K
|
968
$555K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
967New |
$121K - $205K
|
967
$554K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
965+ 31.7% |
$120K - $205K
|
4.01K
$2.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
964New |
$120K - $204K
|
964
$552K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
964New |
$120K - $204K
|
964
$552K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
963New |
$120K - $204K
|
963
$552K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
961+ 47.53% |
$120K - $204K
|
2.98K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
961+ 6.37% |
$120K - $204K
|
16.1K
$9.2M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
961New |
$120K - $204K
|
961
$551K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
960New |
$120K - $203K
|
960
$550K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
959New |
$120K - $203K
|
959
$550K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
959New |
$120K - $203K
|
959
$550K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
955New |
$119K - $202K
|
955
$547K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
953New |
$119K - $202K
|
953
$546K
|