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 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
950+ 57.06% |
$119K - $201K
|
2.62K
$1.46M
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
947New |
$118K - $201K
|
947
$530K
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
947New |
$118K - $201K
|
947
$530K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
941+ 4.49% |
$117K - $199K
|
21.9K
$12.2M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
938+ 6.03% |
$117K - $199K
|
16.5K
$9.22M
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
930+ 30.91% |
$116K - $197K
|
3.94K
$2.2M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
926New |
$116K - $196K
|
926
$518K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
924+ 53.72% |
$115K - $196K
|
2.64K
$1.48M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
921+ 7.09% |
$115K - $195K
|
13.9K
$7.78M
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
918+ 3.44% |
$115K - $195K
|
27.6K
$15.4M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
899+ 29.19% |
$112K - $191K
|
3.98K
$2.22M
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
893+ 9.4% |
$111K - $189K
|
10.4K
$5.81M
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
892+ 0.8% |
$111K - $189K
|
112K
$62.5M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
890+ 36.39% |
$111K - $189K
|
3.34K
$1.87M
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
890+ 3.89% |
$111K - $189K
|
23.8K
$13.3M
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
883+ 25.0% |
$110K - $187K
|
4.42K
$2.47M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
874+ 6.71% |
$109K - $185K
|
13.9K
$7.77M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
870+ 12.93% |
$109K - $184K
|
7.6K
$4.25M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
862+ 3.08% |
$108K - $183K
|
28.9K
$16.2M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
862+ 5.47% |
$108K - $183K
|
16.6K
$9.29M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
861+ 4.73% |
$107K - $182K
|
19.1K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
861+ 12.42% |
$107K - $182K
|
7.8K
$4.36M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
858+ 1.81% |
$107K - $182K
|
48.2K
$27M
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
857+ 19.84% |
$107K - $182K
|
5.18K
$2.89M
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
847+ 17.27% |
$106K - $180K
|
5.75K
$3.22M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
839+ 9.15% |
$105K - $178K
|
10K
$5.6M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
834+ 8.37% |
$104K - $177K
|
10.8K
$6.04M
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
823+ 17.69% |
$103K - $174K
|
5.48K
$3.06M
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
818+ 24.74% |
$102K - $173K
|
4.12K
$2.31M
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
790+ 15.84% |
$98.5K - $167K
|
5.78K
$3.23M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
780+ 37.61% |
$97.3K - $165K
|
2.85K
$1.6M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
778+ 26.62% |
$97K - $165K
|
3.7K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
778+ 32.08% |
$97K - $165K
|
3.2K
$1.79M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
777+ 21.38% |
$96.9K - $165K
|
4.41K
$2.47M
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
771+ 19.4% |
$96.2K - $163K
|
4.75K
$2.65M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
752+ 139.0% |
$93.8K - $159K
|
1.29K
$723K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
752+ 139.0% |
$93.8K - $159K
|
1.29K
$723K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
746+ 1.77% |
$93.1K - $158K
|
42.8K
$23.9M
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
739+ 38.01% |
$92.2K - $157K
|
2.68K
$1.5M
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
739+ 48.46% |
$92.2K - $157K
|
2.26K
$1.27M
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
738+ 4.83% |
$92.1K - $156K
|
16K
$8.96M
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
726+ 31.12% |
$90.6K - $154K
|
3.06K
$1.71M
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
720+ 10.33% |
$89.8K - $153K
|
7.69K
$4.3M
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
718+ 6.23% |
$89.6K - $152K
|
12.2K
$6.85M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
714+ 0.81% |
$89.1K - $151K
|
88.8K
$49.6M
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
707+ 2020.0% |
$88.2K - $150K
|
742
$415K
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
700+ 38.29% |
$87.3K - $148K
|
2.53K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
699+ 52.64% |
$87.2K - $148K
|
2.03K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
697+ 3.51% |
$86.9K - $148K
|
20.5K
$11.5M
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
679+ 13.11% |
$84.7K - $144K
|
5.86K
$3.28M
|