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
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-35- 0.93% |
$4.37K - $7.42K
|
3.75K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-36- 0.93% |
$4.49K - $7.63K
|
3.85K
$2.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-38- 1.62% |
$4.74K - $8.05K
|
2.31K
$1.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-39- 0.04% |
$4.86K - $8.27K
|
102K
$58.6M
|
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.02% |
$4.86K - $8.27K
|
179K
$103M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-39- 1.34% |
$4.86K - $8.27K
|
2.88K
$1.65M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-39- 1.34% |
$4.86K - $8.27K
|
2.88K
$1.65M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-40- 0.4% |
$4.99K - $8.48K
|
9.96K
$5.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.1% |
$4.99K - $8.48K
|
3.59K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-40- 0.67% |
$4.99K - $8.48K
|
5.9K
$3.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-41- 40.59% |
$5.11K - $8.69K
|
60
$34.5K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-42- 2.31% |
$5.24K - $8.9K
|
1.78K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-42- 1.24% |
$5.24K - $8.9K
|
3.33K
$1.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-43- 0.14% |
$5.36K - $9.11K
|
30K
$17.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-43- 1.09% |
$5.36K - $9.11K
|
3.9K
$2.24M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-43- 4.25% |
$5.36K - $9.11K
|
968
$556K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-43- 1.9% |
$5.36K - $9.11K
|
2.22K
$1.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-45- 1.47% |
$5.61K - $9.54K
|
3.03K
$1.74M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-45- 1.32% |
$5.61K - $9.54K
|
3.36K
$1.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-46- 0.66% |
$5.74K - $9.75K
|
6.88K
$3.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.48% |
$5.74K - $9.75K
|
3.06K
$1.76M
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-46- 0.54% |
$5.74K - $9.75K
|
8.49K
$4.87M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-46- 1.07% |
$5.74K - $9.75K
|
4.25K
$2.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-47- 2.26% |
$5.86K - $9.96K
|
2.04K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-47- 5.53% |
$5.86K - $9.96K
|
803
$461K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-48- 0.82% |
$5.99K - $10.2K
|
5.82K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-48- 1.08% |
$5.99K - $10.2K
|
4.42K
$2.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-50- 0.86% |
$6.24K - $10.6K
|
5.74K
$3.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 4.36% |
$6.24K - $10.6K
|
1.1K
$631K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-50- 2.83% |
$6.24K - $10.6K
|
1.72K
$987K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-50- 2.22% |
$6.24K - $10.6K
|
2.2K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-50- 0.18% |
$6.24K - $10.6K
|
28.3K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 0.59% |
$6.24K - $10.6K
|
8.37K
$4.8M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 9.07% |
$6.24K - $10.6K
|
501
$288K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50- 1.31% |
$6.24K - $10.6K
|
3.77K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-50- 1.67% |
$6.24K - $10.6K
|
2.95K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-50- 2.22% |
$6.24K - $10.6K
|
2.2K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-51- 9.92% |
$6.36K - $10.8K
|
463
$266K
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-54- 0.03% |
$6.74K - $11.4K
|
166K
$95.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-55- 1.45% |
$6.86K - $11.7K
|
3.73K
$2.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-55- 1.27% |
$6.86K - $11.7K
|
4.27K
$2.45M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-55- 0.72% |
$6.86K - $11.7K
|
7.56K
$4.34M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-55- 0.81% |
$6.86K - $11.7K
|
6.74K
$3.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-56- 1.21% |
$6.99K - $11.9K
|
4.58K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-56- 2.99% |
$6.99K - $11.9K
|
1.82K
$1.04M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-56- 0.58% |
$6.99K - $11.9K
|
9.54K
$5.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-57- 1.43% |
$7.11K - $12.1K
|
3.94K
$2.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-57- 2.44% |
$7.11K - $12.1K
|
2.28K
$1.31M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-57- 2.47% |
$7.11K - $12.1K
|
2.25K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-58- 26.01% |
$7.23K - $12.3K
|
165
$94.8K
|