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
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
163+ 1.16% |
$20.3K - $34.5K
|
14.3K
$8.18M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
160+ 6.12% |
$20K - $33.9K
|
2.78K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
160+ 1.93% |
$20K - $33.9K
|
8.47K
$4.85M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
158+ 27.01% |
$19.7K - $33.5K
|
743
$426K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
158+ 84.04% |
$19.7K - $33.5K
|
346
$198K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
157+ 4.25% |
$19.6K - $33.3K
|
3.85K
$2.21M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
157+ 5.24% |
$19.6K - $33.3K
|
3.15K
$1.81M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
153+ 7.33% |
$19.1K - $32.4K
|
2.24K
$1.28M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
150+ 7.01% |
$18.7K - $31.8K
|
2.29K
$1.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
148+ 0.77% |
$18.5K - $31.4K
|
19.3K
$11.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
147+ 4.35% |
$18.3K - $31.2K
|
3.53K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
147+ 2.09% |
$18.3K - $31.2K
|
7.17K
$4.11M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
146+ 0.19% |
$18.2K - $30.9K
|
78.2K
$44.8M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
145+ 0.52% |
$18.1K - $30.7K
|
28.1K
$16.1M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
143+ 3.85% |
$17.8K - $30.3K
|
3.85K
$2.21M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
143+ 0.17% |
$17.8K - $30.3K
|
84K
$48.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
138+ 7.95% |
$17.2K - $29.2K
|
1.87K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
136+ 2.0% |
$17K - $28.8K
|
6.95K
$3.98M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
135+ 1.02% |
$16.8K - $28.6K
|
13.4K
$7.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
134+ 5.09% |
$16.7K - $28.4K
|
2.77K
$1.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
133+ 0.1% |
$16.6K - $28.2K
|
133K
$76.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
132+ 2.8% |
$16.5K - $28K
|
4.85K
$2.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
131+ 83.44% |
$16.3K - $27.8K
|
288
$165K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
131New |
$16.3K - $27.8K
|
131
$75.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
130+ 0.45% |
$16.2K - $27.6K
|
29.1K
$16.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
130+ 1.56% |
$16.2K - $27.6K
|
8.46K
$4.85M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
130+ 1.55% |
$16.2K - $27.6K
|
8.54K
$4.89M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
128+ 6.65% |
$16K - $27.1K
|
2.05K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
128+ 0.86% |
$16K - $27.1K
|
15K
$8.62M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
127+ 2.1% |
$15.8K - $26.9K
|
6.16K
$3.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
126+ 1.93% |
$15.7K - $26.7K
|
6.65K
$3.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
125+ 4.92% |
$15.6K - $26.5K
|
2.67K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
125New |
$15.6K - $26.5K
|
125
$71.6K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
125+ 2500.0% |
$15.6K - $26.5K
|
130
$74.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
124+ 0.11% |
$15.5K - $26.3K
|
108K
$62.1M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
122+ 4.01% |
$15.2K - $25.9K
|
3.17K
$1.81M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
122+ 3.74% |
$15.2K - $25.9K
|
3.39K
$1.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
121+ 5.9% |
$15.1K - $25.6K
|
2.17K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
118+ 1.27% |
$14.7K - $25K
|
9.4K
$5.38M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
117+ 3.14% |
$14.6K - $24.8K
|
3.85K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
116+ 2.5% |
$14.5K - $24.6K
|
4.76K
$2.73M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
115+ 6.94% |
$14.3K - $24.4K
|
1.77K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
115+ 2.6% |
$14.3K - $24.4K
|
4.55K
$2.61M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
115New |
$14.3K - $24.4K
|
115
$65.9K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
113+ 5.54% |
$14.1K - $23.9K
|
2.15K
$1.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
110+ 5.37% |
$13.7K - $23.3K
|
2.16K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
108+ 3.59% |
$13.5K - $22.9K
|
3.12K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
108+ 3.23% |
$13.5K - $22.9K
|
3.45K
$1.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
105+ 4.79% |
$13.1K - $22.3K
|
2.3K
$1.32M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
105+ 28.15% |
$13.1K - $22.3K
|
478
$274K
|