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 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
69+ 0.92% |
$8.61K - $14.6K
|
7.55K
$4.33M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
68+ 9.16% |
$8.48K - $14.4K
|
810
$464K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
68+ 0.11% |
$8.48K - $14.4K
|
59.7K
$34.2M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
67+ 0.23% |
$8.36K - $14.2K
|
29.3K
$16.8M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
66+ 1.25% |
$8.23K - $14K
|
5.34K
$3.06M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
66+ 3.6% |
$8.23K - $14K
|
1.9K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
64+ 2.75% |
$7.98K - $13.6K
|
2.39K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
63+ 1.59% |
$7.86K - $13.4K
|
4.02K
$2.3M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
63+ 1.35% |
$7.86K - $13.4K
|
4.72K
$2.7M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
62+ 2.87% |
$7.73K - $13.1K
|
2.22K
$1.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
60+ 2.97% |
$7.48K - $12.7K
|
2.08K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 11.61% |
$7.48K - $12.7K
|
577
$331K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
58New |
$7.23K - $12.3K
|
58
$33.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
57+ 3.11% |
$7.11K - $12.1K
|
1.89K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
57+ 4.07% |
$7.11K - $12.1K
|
1.46K
$834K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
57+ 1.18% |
$7.11K - $12.1K
|
4.9K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
57New |
$7.11K - $12.1K
|
57
$32.7K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
55+ 0.59% |
$6.86K - $11.7K
|
9.44K
$5.41M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
55+ 4.1% |
$6.86K - $11.7K
|
1.4K
$800K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
54+ 490.91% |
$6.74K - $11.4K
|
65
$37.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
52+ 1.39% |
$6.49K - $11K
|
3.8K
$2.18M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
51+ 59.3% |
$6.36K - $10.8K
|
137
$78.5K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
51+ 0.51% |
$6.36K - $10.8K
|
9.97K
$5.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
50+ 500.0% |
$6.24K - $10.6K
|
60
$34.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50+ 44.64% |
$6.24K - $10.6K
|
162
$92.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
50+ 1.42% |
$6.24K - $10.6K
|
3.57K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
50+ 1.4% |
$6.24K - $10.6K
|
3.63K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
50+ 6.02% |
$6.24K - $10.6K
|
880
$504K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50+ 312.5% |
$6.24K - $10.6K
|
66
$37.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49+ 2.61% |
$6.11K - $10.4K
|
1.93K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
49+ 0.18% |
$6.11K - $10.4K
|
27.6K
$15.8M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
48+ 1.16% |
$5.99K - $10.2K
|
4.19K
$2.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
47+ 0.66% |
$5.86K - $9.96K
|
7.18K
$4.11M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
47+ 1.51% |
$5.86K - $9.96K
|
3.17K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
47+ 1.53% |
$5.86K - $9.96K
|
3.13K
$1.79M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
46+ 32.17% |
$5.74K - $9.75K
|
189
$108K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
45+ 0.81% |
$5.61K - $9.54K
|
5.57K
$3.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
44+ 0.71% |
$5.49K - $9.33K
|
6.23K
$3.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.69% |
$5.49K - $9.33K
|
6.39K
$3.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
43+ 2.08% |
$5.36K - $9.11K
|
2.11K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
43+ 10.39% |
$5.36K - $9.11K
|
457
$262K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
42+ 1.22% |
$5.24K - $8.9K
|
3.49K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
41New |
$5.11K - $8.69K
|
41
$23.5K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
40+ 0.83% |
$4.99K - $8.48K
|
4.86K
$2.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38+ 23.9% |
$4.74K - $8.05K
|
197
$113K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
37+ 1.54% |
$4.62K - $7.84K
|
2.44K
$1.4M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
36+ 0.69% |
$4.49K - $7.63K
|
5.23K
$3M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
36+ 2.02% |
$4.49K - $7.63K
|
1.82K
$1.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
36+ 1.45% |
$4.49K - $7.63K
|
2.51K
$1.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
36+ 1.89% |
$4.49K - $7.63K
|
1.95K
$1.11M
|