Purchases and Sales Made in Q2 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
1.57K+ 18.99% |
$327K - $454K
|
9.86K
$6.02M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.57K+ 27.95% |
$325K - $452K
|
7.17K
$4.38M
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
1.56K+ 52.82% |
$323K - $450K
|
4.51K
$2.75M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.55K+ 10.09% |
$323K - $449K
|
17K
$10.4M
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.55KNew |
$322K - $448K
|
1.55K
$948K
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.53KNew |
$318K - $442K
|
1.53K
$934K
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.53KNew |
$318K - $442K
|
1.53K
$934K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.53KNew |
$317K - $441K
|
1.53K
$933K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.53K+ 2.1% |
$317K - $441K
|
74.1K
$45.3M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.51K+ 25.26% |
$314K - $437K
|
7.5K
$4.58M
|
|
Aug 14, 2023
Q2 2023
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
1.5K+ 20.0% |
$311K - $433K
|
9K
$5.5M
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.49K+ 12.3% |
$310K - $431K
|
13.6K
$8.32M
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.49KNew |
$310K - $431K
|
1.49K
$912K
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.49K+ 45.82% |
$309K - $430K
|
4.75K
$2.9M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.49K+ 2.89% |
$308K - $429K
|
52.9K
$32.3M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.47K+ 19.46% |
$305K - $424K
|
9.02K
$5.51M
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
BUY
|
- |
1.47KNew |
$304K - $423K
|
1.47K
$895K
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
1.46K+ 8.36% |
$303K - $422K
|
18.9K
$11.6M
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.46KNew |
$303K - $421K
|
1.46K
$890K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.46K+ 1.94% |
$302K - $420K
|
76.5K
$46.7M
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.45K+ 13.72% |
$301K - $419K
|
12K
$7.34M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
1.45KNew |
$301K - $418K
|
1.45K
$884K
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.44K+ 2.66% |
$300K - $417K
|
55.7K
$34M
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.44KNew |
$299K - $416K
|
1.44K
$879K
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.44KNew |
$299K - $416K
|
1.44K
$879K
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.42K+ 26.54% |
$295K - $410K
|
6.77K
$4.13M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.4K+ 11.32% |
$291K - $405K
|
13.8K
$8.42M
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.4K+ 129.41% |
$290K - $403K
|
2.47K
$1.51M
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.39K+ 2.59% |
$289K - $402K
|
55.1K
$33.7M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.37K+ 6.33% |
$284K - $395K
|
23K
$14M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.36K+ 3.12% |
$283K - $394K
|
45.1K
$27.6M
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.36KNew |
$281K - $392K
|
1.36K
$828K
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.35KNew |
$281K - $391K
|
1.35K
$826K
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$281K - $390K
|
1.35K
$826K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.35K+ 2.64% |
$280K - $389K
|
52.5K
$32.1M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.35K+ 2.64% |
$280K - $389K
|
52.5K
$32.1M
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.35K+ 4.56% |
$279K - $389K
|
30.9K
$18.9M
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.35KNew |
$279K - $388K
|
1.35K
$821K
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.34K+ 25.25% |
$278K - $387K
|
6.64K
$4.06M
|
|
Dec 02, 2024
Q2 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.32KNew |
$274K - $381K
|
1.32K
$806K
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.32K+ 33.69% |
$273K - $380K
|
5.22K
$3.19M
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.32KNew |
$273K - $380K
|
1.32K
$803K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.31K+ 5.15% |
$273K - $379K
|
26.8K
$16.4M
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.31K+ 2.77% |
$272K - $379K
|
48.6K
$29.7M
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.31KNew |
$271K - $377K
|
1.31K
$797K
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.3K+ 43.84% |
$270K - $375K
|
4.27K
$2.6M
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.28KNew |
$265K - $368K
|
1.28K
$779K
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.27K+ 36.74% |
$264K - $368K
|
4.74K
$2.9M
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
1.27KNew |
$264K - $368K
|
1.27K
$777K
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.27K+ 35.99% |
$264K - $367K
|
4.8K
$2.93M
|