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 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
496+ 8.23% |
$61.9K - $105K
|
6.53K
$3.74M
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
496+ 8.89% |
$61.9K - $105K
|
6.07K
$3.48M
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
494+ 0.63% |
$61.6K - $105K
|
78.9K
$45.2M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
493+ 5.14% |
$61.5K - $104K
|
10.1K
$5.78M
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
487+ 6.07% |
$60.7K - $103K
|
8.51K
$4.88M
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
484+ 2.45% |
$60.4K - $103K
|
20.2K
$11.6M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
484+ 3.64% |
$60.4K - $103K
|
13.8K
$7.9M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
479+ 3.31% |
$59.8K - $102K
|
14.9K
$8.56M
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
476+ 34.12% |
$59.4K - $101K
|
1.87K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
475+ 1.82% |
$59.3K - $101K
|
26.5K
$15.2M
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
473+ 11.2% |
$59K - $100K
|
4.7K
$2.69M
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
472+ 18.84% |
$58.9K - $100K
|
2.98K
$1.71M
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
470+ 79.93% |
$58.6K - $99.6K
|
1.06K
$606K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
470+ 6.94% |
$58.6K - $99.6K
|
7.25K
$4.15M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
463+ 3.39% |
$57.8K - $98.1K
|
14.1K
$8.09M
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
462+ 3.05% |
$57.6K - $97.9K
|
15.6K
$8.94M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
458+ 15.6% |
$57.1K - $97.1K
|
3.39K
$1.95M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
457+ 6.88% |
$57K - $96.9K
|
7.1K
$4.07M
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
451+ 6.73% |
$56.3K - $95.6K
|
7.16K
$4.1M
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
450+ 111.39% |
$56.1K - $95.4K
|
854
$489K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
443+ 0.36% |
$55.3K - $93.9K
|
124K
$70.8M
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
439+ 3.93% |
$54.8K - $93K
|
11.6K
$6.66M
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
438+ 10.88% |
$54.6K - $92.8K
|
4.47K
$2.56M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
434+ 2.08% |
$54.1K - $92K
|
21.3K
$12.2M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
432+ 11.38% |
$53.9K - $91.6K
|
4.23K
$2.42M
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
428+ 4.34% |
$53.4K - $90.7K
|
10.3K
$5.9M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
426+ 5.19% |
$53.1K - $90.3K
|
8.64K
$4.95M
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
423+ 8.19% |
$52.8K - $89.7K
|
5.59K
$3.2M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
423+ 16.23% |
$52.8K - $89.7K
|
3.03K
$1.74M
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
420+ 12.3% |
$52.4K - $89K
|
3.84K
$2.2M
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
415+ 12.37% |
$51.8K - $88K
|
3.77K
$2.16M
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
413+ 33.04% |
$51.5K - $87.5K
|
1.66K
$953K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
412New |
$51.4K - $87.3K
|
412
$236K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
404New |
$50.4K - $85.6K
|
404
$232K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
403+ 11.12% |
$50.3K - $85.4K
|
4.03K
$2.31M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
402New |
$50.1K - $85.2K
|
402
$230K
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
400+ 19.06% |
$49.9K - $84.8K
|
2.5K
$1.43M
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
400+ 0.98% |
$49.9K - $84.8K
|
41K
$23.5M
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
400+ 13.99% |
$49.9K - $84.8K
|
3.26K
$1.87M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
399+ 2.21% |
$49.8K - $84.6K
|
18.4K
$10.6M
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
393+ 5.32% |
$49K - $83.3K
|
7.79K
$4.46M
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
392+ 3.13% |
$48.9K - $83.1K
|
12.9K
$7.4M
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
390+ 3.96% |
$48.6K - $82.7K
|
10.2K
$5.87M
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
385+ 41.62% |
$48K - $81.6K
|
1.31K
$751K
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
385+ 12.54% |
$48K - $81.6K
|
3.46K
$1.98M
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
385+ 13.66% |
$48K - $81.6K
|
3.2K
$1.84M
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
372+ 2.08% |
$46.4K - $78.8K
|
18.2K
$10.4M
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
370+ 10.05% |
$46.2K - $78.4K
|
4.05K
$2.32M
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
364+ 2.96% |
$45.4K - $77.1K
|
12.7K
$7.25M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
364+ 16.99% |
$45.4K - $77.1K
|
2.51K
$1.44M
|