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 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
40+ 0.83% |
$4.99K - $8.48K
|
4.86K
$3.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38+ 23.9% |
$4.74K - $8.05K
|
197
$145K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
37+ 1.54% |
$4.62K - $7.84K
|
2.44K
$1.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
36+ 0.69% |
$4.49K - $7.63K
|
5.23K
$3.85M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
36+ 2.02% |
$4.49K - $7.63K
|
1.82K
$1.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
36+ 1.45% |
$4.49K - $7.63K
|
2.51K
$1.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
36+ 1.89% |
$4.49K - $7.63K
|
1.95K
$1.43M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
35+ 0.05% |
$4.37K - $7.42K
|
73.1K
$53.9M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
35+ 1.21% |
$4.37K - $7.42K
|
2.93K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
35+ 1.1% |
$4.37K - $7.42K
|
3.21K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
35+ 1.64% |
$4.37K - $7.42K
|
2.17K
$1.6M
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
35+ 0.13% |
$4.37K - $7.42K
|
27.6K
$20.3M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34+ 2.7% |
$4.24K - $7.21K
|
1.3K
$954K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34+ 1.46% |
$4.24K - $7.21K
|
2.36K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
33+ 5.17% |
$4.12K - $6.99K
|
671
$494K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
32+ 0.8% |
$3.99K - $6.78K
|
4.02K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
31+ 0.55% |
$3.87K - $6.57K
|
5.63K
$4.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
30+ 0.78% |
$3.74K - $6.36K
|
3.86K
$2.84M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
29+ 0.31% |
$3.62K - $6.15K
|
9.44K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
29+ 0.06% |
$3.62K - $6.15K
|
50.5K
$37.2M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
27+ 2.94% |
$3.37K - $5.72K
|
946
$697K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
26New |
$3.24K - $5.51K
|
26
$19.2K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
26+ 0.13% |
$3.24K - $5.51K
|
19.6K
$14.4M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
26+ 4.3% |
$3.24K - $5.51K
|
631
$465K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
24+ 23.53% |
$2.99K - $5.09K
|
126
$92.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 2.03% |
$2.87K - $4.87K
|
1.16K
$851K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
23+ 1.2% |
$2.87K - $4.87K
|
1.94K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
23+ 0.31% |
$2.87K - $4.87K
|
7.54K
$5.56M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
22+ 19.82% |
$2.74K - $4.66K
|
133
$98K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
22+ 17.46% |
$2.74K - $4.66K
|
148
$109K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
22+ 81.48% |
$2.74K - $4.66K
|
49
$36.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 60.0% |
$2.62K - $4.45K
|
56
$41.3K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
21+ 21.0% |
$2.62K - $4.45K
|
121
$89.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
20+ 0.2% |
$2.49K - $4.24K
|
9.89K
$7.29M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.69% |
$2.49K - $4.24K
|
2.92K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
20+ 1.02% |
$2.49K - $4.24K
|
1.99K
$1.46M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
20+ 0.76% |
$2.49K - $4.24K
|
2.65K
$1.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
19+ 0.44% |
$2.37K - $4.03K
|
4.32K
$3.18M
|
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
19+ 0.07% |
$2.37K - $4.03K
|
28.4K
$20.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18+ 1.25% |
$2.25K - $3.81K
|
1.46K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 4.97% |
$2.25K - $3.81K
|
380
$280K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
17+ 0.09% |
$2.12K - $3.6K
|
18.2K
$13.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
17+ 3.51% |
$2.12K - $3.6K
|
501
$369K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
15New |
$1.87K - $3.18K
|
15
$11.1K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
15New |
$1.87K - $3.18K
|
15
$11.1K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
15+ 0.41% |
$1.87K - $3.18K
|
3.64K
$2.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
14+ 0.09% |
$1.75K - $2.97K
|
15.2K
$11.2M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
14+ 2.24% |
$1.75K - $2.97K
|
638
$470K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
13+ 0.24% |
$1.62K - $2.76K
|
5.47K
$4.03M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
13+ 0.24% |
$1.62K - $2.76K
|
5.34K
$3.94M
|