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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-95- 1.57% |
$11.9K - $20.1K
|
5.95K
$3.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-95- 0.21% |
$11.9K - $20.1K
|
45.3K
$26M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-96- 35.42% |
$12K - $20.3K
|
175
$101K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-98- 1.66% |
$12.2K - $20.8K
|
5.8K
$3.33M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-98- 2.97% |
$12.2K - $20.8K
|
3.2K
$1.84M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-98- 3.9% |
$12.2K - $20.8K
|
2.42K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-99- 4.06% |
$12.3K - $21K
|
2.34K
$1.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 12.11% |
$12.5K - $21.2K
|
726
$417K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 2.3% |
$12.5K - $21.2K
|
4.24K
$2.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-100- 1.37% |
$12.5K - $21.2K
|
7.2K
$4.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-100- 1.81% |
$12.5K - $21.2K
|
5.44K
$3.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-100- 7.41% |
$12.5K - $21.2K
|
1.25K
$718K
|
|
|
Apr 20, 2023
Q1 2023
|
Penbrook Management LLC
|
SELL
|
- |
-100- 5.26% |
$12.5K - $21.2K
|
1.8K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 1.54% |
$12.5K - $21.2K
|
6.38K
$3.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 1.17% |
$12.5K - $21.2K
|
8.44K
$4.85M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-100- 7.12% |
$12.5K - $21.2K
|
1.31K
$749K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-100- 0.54% |
$12.5K - $21.2K
|
18.5K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 2.77% |
$12.5K - $21.2K
|
3.51K
$2.02M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-100- 0.34% |
$12.5K - $21.2K
|
29.2K
$16.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-101- 4.39% |
$12.6K - $21.4K
|
2.2K
$1.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-102- 2.32% |
$12.7K - $21.6K
|
4.3K
$2.47M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-103- 2.75% |
$12.8K - $21.8K
|
3.64K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-104- 5.45% |
$13K - $22K
|
1.8K
$1.04M
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-105- 1.4% |
$13.1K - $22.3K
|
7.38K
$4.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-105- 4.52% |
$13.1K - $22.3K
|
2.22K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-106- 2.43% |
$13.2K - $22.5K
|
4.26K
$2.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-106- 2.12% |
$13.2K - $22.5K
|
4.88K
$2.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-106- 0.14% |
$13.2K - $22.5K
|
76.8K
$44.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-106- 0.53% |
$13.2K - $22.5K
|
19.9K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-107- 0.3% |
$13.3K - $22.7K
|
35.3K
$20.3M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-108- 3.73% |
$13.5K - $22.9K
|
2.79K
$1.6M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-109- 11.31% |
$13.6K - $23.1K
|
855
$491K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-109- 2.7% |
$13.6K - $23.1K
|
3.93K
$2.26M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-110- 2.12% |
$13.7K - $23.3K
|
5.08K
$2.92M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-111- 5.55% |
$13.8K - $23.5K
|
1.89K
$1.08M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-114- 38.38% |
$14.2K - $24.2K
|
183
$105K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-115- 15.15% |
$14.3K - $24.4K
|
644
$370K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-115- 2.07% |
$14.3K - $24.4K
|
5.45K
$3.13M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-116- 14.01% |
$14.5K - $24.6K
|
712
$409K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-117- 0.94% |
$14.6K - $24.8K
|
12.4K
$7.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-118- 0.77% |
$14.7K - $25K
|
15.1K
$8.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-119- 6.51% |
$14.8K - $25.2K
|
1.71K
$982K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-119- 4.37% |
$14.8K - $25.2K
|
2.6K
$1.5M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-120- 1.84% |
$15K - $25.4K
|
6.41K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-120- 2.11% |
$15K - $25.4K
|
5.57K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-120- 0.62% |
$15K - $25.4K
|
19.4K
$11.1M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-122- 2.31% |
$15.2K - $25.9K
|
5.16K
$2.96M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-124- 2.29% |
$15.5K - $26.3K
|
5.28K
$3.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-127- 1.94% |
$15.8K - $26.9K
|
6.43K
$3.69M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-127- 7.13% |
$15.8K - $26.9K
|
1.66K
$950K
|