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 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
255+ 10.3% |
$31.8K - $54K
|
2.73K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
254+ 0.92% |
$31.7K - $53.8K
|
27.7K
$15.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
254+ 1.68% |
$31.7K - $53.8K
|
15.4K
$8.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
253+ 0.9% |
$31.6K - $53.6K
|
28.4K
$15.9M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
252+ 6.3% |
$31.4K - $53.4K
|
4.25K
$2.38M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
BUY
|
- |
250+ 0.31% |
$31.2K - $53K
|
80.1K
$44.8M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
250+ 0.27% |
$31.2K - $53K
|
94.4K
$52.8M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
247+ 271.43% |
$30.8K - $52.3K
|
338
$189K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
245+ 4.07% |
$30.6K - $51.9K
|
6.26K
$3.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
243+ 11.99% |
$30.3K - $51.5K
|
2.27K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
240+ 5.52% |
$29.9K - $50.9K
|
4.59K
$2.57M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
235+ 13.66% |
$29.3K - $49.8K
|
1.96K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
232+ 9.31% |
$28.9K - $49.2K
|
2.72K
$1.52M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
232+ 7.67% |
$28.9K - $49.2K
|
3.26K
$1.82M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
231+ 7.0% |
$28.8K - $49K
|
3.53K
$1.97M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
230+ 8.47% |
$28.7K - $48.7K
|
2.94K
$1.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
229+ 3.48% |
$28.6K - $48.5K
|
6.81K
$3.81M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
227New |
$28.3K - $48.1K
|
227
$127K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
224+ 6.37% |
$27.9K - $47.5K
|
3.74K
$2.09M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
223+ 4.81% |
$27.8K - $47.3K
|
4.86K
$2.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
223+ 8.32% |
$27.8K - $47.3K
|
2.9K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
223+ 0.72% |
$27.8K - $47.3K
|
31.4K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
222+ 117.46% |
$27.7K - $47.1K
|
411
$230K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
218+ 375.86% |
$27.2K - $46.2K
|
276
$154K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
215New |
$26.8K - $45.6K
|
215
$120K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
215+ 8.48% |
$26.8K - $45.6K
|
2.75K
$1.54M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
208+ 97.65% |
$25.9K - $44.1K
|
421
$235K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
203+ 2.14% |
$25.3K - $43K
|
9.68K
$5.41M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
203+ 1.38% |
$25.3K - $43K
|
14.9K
$8.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
200+ 5.49% |
$24.9K - $42.4K
|
3.84K
$2.15M
|
|
|
May 17, 2023
Q1 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
200New |
$24.9K - $42.4K
|
200
$112K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
199+ 0.07% |
$24.8K - $42.2K
|
284K
$159M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
198+ 2.99% |
$24.7K - $42K
|
6.83K
$3.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
194+ 2.31% |
$24.2K - $41.1K
|
8.6K
$4.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
191+ 9.53% |
$23.8K - $40.5K
|
2.2K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
189+ 6.25% |
$23.6K - $40.1K
|
3.21K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
183+ 9.3% |
$22.8K - $38.8K
|
2.15K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
182New |
$22.7K - $38.6K
|
182
$102K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
182+ 4.29% |
$22.7K - $38.6K
|
4.43K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
182+ 2.69% |
$22.7K - $38.6K
|
6.95K
$3.88M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
181+ 3.43% |
$22.6K - $38.4K
|
5.46K
$3.05M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
180+ 9.78% |
$22.5K - $38.1K
|
2.02K
$1.13M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
177+ 2.11% |
$22.1K - $37.5K
|
8.59K
$4.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
176+ 1.47% |
$22K - $37.3K
|
12.1K
$6.79M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
172+ 8.09% |
$21.5K - $36.5K
|
2.3K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
171+ 3.83% |
$21.3K - $36.2K
|
4.63K
$2.59M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
168+ 0.9% |
$21K - $35.6K
|
18.8K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
165+ 150.0% |
$20.6K - $35K
|
275
$154K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
163+ 1.11% |
$20.3K - $34.5K
|
14.9K
$8.32M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
163+ 1.16% |
$20.3K - $34.5K
|
14.3K
$7.98M
|