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
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
113+ 5.54% |
$14.1K - $23.9K
|
2.15K
$1.59M
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
110+ 5.37% |
$13.7K - $23.3K
|
2.16K
$1.59M
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
108+ 3.59% |
$13.5K - $22.9K
|
3.12K
$2.3M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
108+ 3.23% |
$13.5K - $22.9K
|
3.45K
$2.54M
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
105+ 4.79% |
$13.1K - $22.3K
|
2.3K
$1.69M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
105+ 28.15% |
$13.1K - $22.3K
|
478
$352K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
102+ 16.04% |
$12.7K - $21.6K
|
738
$544K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
102New |
$12.7K - $21.6K
|
102
$75.1K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
101+ 7.76% |
$12.6K - $21.4K
|
1.4K
$1.03M
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
101+ 3.67% |
$12.6K - $21.4K
|
2.85K
$2.1M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
100+ 6.39% |
$12.5K - $21.2K
|
1.67K
$1.23M
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
100+ 5.22% |
$12.5K - $21.2K
|
2.02K
$1.48M
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
100+ 18.05% |
$12.5K - $21.2K
|
654
$482K
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
100+ 5.89% |
$12.5K - $21.2K
|
1.8K
$1.32M
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
100+ 9.92% |
$12.5K - $21.2K
|
1.11K
$816K
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
100+ 0.58% |
$12.5K - $21.2K
|
17.3K
$12.8M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.01% |
$12.5K - $21.2K
|
697K
$514M
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
100+ 2.57% |
$12.5K - $21.2K
|
3.98K
$2.93M
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 5.44% |
$12.5K - $21.2K
|
1.94K
$1.43M
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
100+ 14.93% |
$12.5K - $21.2K
|
770
$567K
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
100+ 5.16% |
$12.5K - $21.2K
|
2.04K
$1.5M
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
100+ 4.64% |
$12.5K - $21.2K
|
2.26K
$1.66M
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
100+ 9.53% |
$12.5K - $21.2K
|
1.15K
$846K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
100+ 1.4% |
$12.5K - $21.2K
|
7.23K
$5.32M
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100New |
$12.5K - $21.2K
|
100
$73.7K
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
99+ 5.64% |
$12.3K - $21K
|
1.86K
$1.37M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
99+ 0.82% |
$12.3K - $21K
|
12.2K
$8.96M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
98+ 3.1% |
$12.2K - $20.8K
|
3.26K
$2.4M
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
97+ 28.12% |
$12.1K - $20.6K
|
442
$326K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
97New |
$12.1K - $20.6K
|
97
$71.5K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
95+ 50.53% |
$11.9K - $20.1K
|
283
$208K
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
95+ 0.55% |
$11.9K - $20.1K
|
17.3K
$12.7M
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
94+ 0.78% |
$11.7K - $19.9K
|
12.1K
$8.95M
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
91+ 2.45% |
$11.4K - $19.3K
|
3.81K
$2.81M
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
90+ 4.33% |
$11.2K - $19.1K
|
2.17K
$1.6M
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
87+ 4.13% |
$10.9K - $18.4K
|
2.2K
$1.62M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
87+ 248.57% |
$10.9K - $18.4K
|
122
$89.9K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
87+ 2.91% |
$10.9K - $18.4K
|
3.07K
$2.26M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
85+ 1.15% |
$10.6K - $18K
|
7.45K
$5.49M
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
84+ 2.23% |
$10.5K - $17.8K
|
3.85K
$2.84M
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
84+ 4.48% |
$10.5K - $17.8K
|
1.96K
$1.44M
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
83+ 1.49% |
$10.4K - $17.6K
|
5.64K
$4.15M
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
82+ 2.67% |
$10.2K - $17.4K
|
3.15K
$2.32M
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
82+ 0.5% |
$10.2K - $17.4K
|
16.4K
$12.1M
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
80+ 4.78% |
$9.98K - $17K
|
1.76K
$1.29M
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
79+ 0.74% |
$9.85K - $16.7K
|
10.7K
$7.9M
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
78+ 0.21% |
$9.73K - $16.5K
|
37.8K
$27.9M
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
78+ 16.42% |
$9.73K - $16.5K
|
553
$407K
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
76+ 3.63% |
$9.48K - $16.1K
|
2.17K
$1.6M
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
75New |
$9.36K - $15.9K
|
75
$55.3K
|