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 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
678+ 7.24% |
$84.6K - $144K
|
10K
$5.61M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
677+ 7.57% |
$84.4K - $143K
|
9.62K
$5.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
675+ 18.69% |
$84.2K - $143K
|
4.29K
$2.4M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
669+ 25.65% |
$83.5K - $142K
|
3.28K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
668+ 37.44% |
$83.3K - $142K
|
2.45K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
661+ 2.64% |
$82.5K - $140K
|
25.7K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
660+ 5.94% |
$82.3K - $140K
|
11.8K
$6.58M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
660+ 9.68% |
$82.3K - $140K
|
7.48K
$4.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
659+ 132.06% |
$82.2K - $140K
|
1.16K
$647K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
657New |
$82K - $139K
|
657
$367K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
653+ 12.58% |
$81.5K - $138K
|
5.84K
$3.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
639+ 31.19% |
$79.7K - $135K
|
2.69K
$1.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
638+ 2.12% |
$79.6K - $135K
|
30.8K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
638+ 2.3% |
$79.6K - $135K
|
28.4K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
626+ 3.96% |
$78.1K - $133K
|
16.4K
$9.19M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
624+ 4.79% |
$77.8K - $132K
|
13.7K
$7.64M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
624+ 4.84% |
$77.8K - $132K
|
13.5K
$7.56M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
614+ 1.9% |
$76.6K - $130K
|
32.9K
$18.4M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
606+ 0.43% |
$75.6K - $128K
|
142K
$79.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
600+ 5.94% |
$74.8K - $127K
|
10.7K
$5.98M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
600+ 27.41% |
$74.8K - $127K
|
2.79K
$1.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
594+ 5.05% |
$74.1K - $126K
|
12.4K
$6.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
594+ 16.06% |
$74.1K - $126K
|
4.29K
$2.4M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
590+ 29.75% |
$73.6K - $125K
|
2.57K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
583+ 26.63% |
$72.7K - $124K
|
2.77K
$1.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
BUY
|
- |
563+ 10.49% |
$70.2K - $119K
|
5.93K
$3.31M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
560+ 9.07% |
$69.9K - $119K
|
6.74K
$3.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
557+ 2.46% |
$69.5K - $118K
|
23.2K
$13M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
553+ 21.31% |
$69K - $117K
|
3.15K
$1.76M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
552+ 18.31% |
$68.9K - $117K
|
3.57K
$1.99M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
550New |
$68.6K - $117K
|
550
$308K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
548+ 24.22% |
$68.4K - $116K
|
2.81K
$1.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
546+ 144.83% |
$68.1K - $116K
|
923
$516K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
540+ 29.27% |
$67.4K - $114K
|
2.39K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
538+ 14.44% |
$67.1K - $114K
|
4.26K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
532+ 28.71% |
$66.4K - $113K
|
2.39K
$1.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
531+ 31.02% |
$66.2K - $113K
|
2.24K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
530+ 30.57% |
$66.1K - $112K
|
2.26K
$1.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
526+ 8.36% |
$65.6K - $111K
|
6.82K
$3.81M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
525+ 12.86% |
$65.5K - $111K
|
4.61K
$2.58M
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
518+ 16.7% |
$64.6K - $110K
|
3.62K
$2.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
516+ 18.7% |
$64.4K - $109K
|
3.28K
$1.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
512+ 16.86% |
$63.9K - $109K
|
3.55K
$1.98M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
511+ 8.52% |
$63.7K - $108K
|
6.51K
$3.64M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
509+ 1.07% |
$63.5K - $108K
|
48K
$26.8M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
507+ 10.57% |
$63.2K - $107K
|
5.3K
$2.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
503+ 18.91% |
$62.7K - $107K
|
3.16K
$1.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
500+ 2.81% |
$62.4K - $106K
|
18.3K
$10.2M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
498+ 1245.0% |
$62.1K - $106K
|
538
$301K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
496+ 8.23% |
$61.9K - $105K
|
6.53K
$3.65M
|