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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.27KNew |
$263K - $366K
|
1.27K
$775K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.27K+ 16.58% |
$263K - $366K
|
8.92K
$5.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 673.26% |
$261K - $364K
|
1.45K
$883K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.25KNew |
$260K - $362K
|
1.25K
$766K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.25K+ 38.06% |
$260K - $362K
|
4.55K
$2.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$258K - $359K
|
1.25K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.24KNew |
$258K - $359K
|
1.24K
$760K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
1.24KNew |
$258K - $358K
|
1.24K
$758K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.24K+ 4.09% |
$256K - $357K
|
31.4K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.22K+ 12.3% |
$254K - $353K
|
11.2K
$6.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.22K+ 4.6% |
$253K - $352K
|
27.7K
$16.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.22KNew |
$252K - $351K
|
1.22K
$743K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.22KNew |
$252K - $351K
|
1.22K
$742K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.21KNew |
$251K - $349K
|
1.21K
$738K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
1.2K+ 1.27% |
$250K - $348K
|
95.7K
$58.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.2K+ 1.88% |
$250K - $347K
|
65.1K
$39.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.2K+ 56.81% |
$248K - $346K
|
3.3K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.19K+ 896.24% |
$247K - $344K
|
1.33K
$809K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.19K+ 74.7% |
$247K - $344K
|
2.78K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.19K+ 22.66% |
$247K - $344K
|
6.44K
$3.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.19KNew |
$246K - $342K
|
1.19K
$724K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.18K+ 5.75% |
$245K - $341K
|
21.7K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.16K+ 0.96% |
$240K - $334K
|
122K
$74.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.16K+ 8.34% |
$240K - $334K
|
15K
$9.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.15KNew |
$238K - $331K
|
1.15K
$700K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.13K+ 12.93% |
$235K - $327K
|
9.88K
$6.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.13K+ 16.0% |
$234K - $326K
|
8.18K
$4.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.12KNew |
$232K - $323K
|
1.12K
$684K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.11KNew |
$231K - $321K
|
1.11K
$679K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.11K+ 78.95% |
$230K - $320K
|
2.52K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.11KNew |
$229K - $319K
|
1.11K
$675K
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.1K+ 28.3% |
$229K - $318K
|
5K
$3.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.1K+ 127.28% |
$229K - $318K
|
1.97K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
1.1KNew |
$229K - $318K
|
1.1K
$672K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.1K+ 25.65% |
$229K - $318K
|
5.39K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.1KNew |
$228K - $318K
|
1.1K
$672K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
BUY
|
- |
1.1KNew |
$228K - $318K
|
1.1K
$672K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.1K+ 2.57% |
$228K - $318K
|
43.9K
$26.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 33.26% |
$225K - $314K
|
4.35K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.09KNew |
$225K - $313K
|
1.09K
$663K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.09K+ 18.47% |
$225K - $313K
|
6.96K
$4.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.08KNew |
$224K - $312K
|
1.08K
$660K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.07KNew |
$223K - $310K
|
1.07K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.07K+ 4.42% |
$223K - $310K
|
25.4K
$15.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.07KNew |
$222K - $309K
|
1.07K
$654K
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.07KNew |
$221K - $308K
|
1.07K
$651K
|
|
|
Jul 28, 2023
Q2 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
1.06KNew |
$220K - $307K
|
1.06K
$649K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.06KNew |
$220K - $306K
|
1.06K
$648K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.05K+ 8.1% |
$217K - $302K
|
13.9K
$8.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.04KNew |
$215K - $299K
|
1.04K
$632K
|