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 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
899New |
$187K - $260K
|
899
$549K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
898New |
$186K - $259K
|
898
$548K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
896New |
$186K - $259K
|
896
$547K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
896New |
$186K - $259K
|
896
$547K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
895+ 2.91% |
$186K - $258K
|
31.7K
$19.3M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
895New |
$186K - $258K
|
895
$547K
|
|
|
Aug 11, 2023
Q2 2023
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
894New |
$186K - $258K
|
894
$546K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
892New |
$185K - $258K
|
892
$545K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
890+ 9.34% |
$185K - $257K
|
10.4K
$6.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
887New |
$184K - $256K
|
887
$542K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
887New |
$184K - $256K
|
887
$542K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
883New |
$183K - $255K
|
883
$539K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
877New |
$182K - $253K
|
877
$536K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
870New |
$181K - $251K
|
870
$531K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
869New |
$180K - $251K
|
869
$531K
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
868+ 10.82% |
$180K - $251K
|
8.89K
$5.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
866+ 0.61% |
$180K - $250K
|
143K
$87.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Qvr LLC
|
BUY
|
- |
864New |
$179K - $249K
|
864
$528K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
863New |
$179K - $249K
|
863
$527K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
858New |
$178K - $248K
|
858
$524K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
854New |
$177K - $247K
|
854
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
854New |
$177K - $247K
|
854
$522K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
853New |
$177K - $246K
|
853
$521K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
851New |
$177K - $246K
|
851
$520K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
850New |
$176K - $245K
|
850
$519K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
849+ 4.77% |
$176K - $245K
|
18.7K
$11.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
848New |
$176K - $245K
|
848
$518K
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
848New |
$176K - $245K
|
848
$518K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
848New |
$176K - $245K
|
848
$518K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
845New |
$175K - $244K
|
845
$516K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
843New |
$175K - $243K
|
843
$515K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
841New |
$175K - $243K
|
841
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
841+ 73.26% |
$175K - $243K
|
1.99K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
839New |
$174K - $242K
|
839
$512K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
837New |
$174K - $242K
|
837
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
837+ 0.89% |
$174K - $242K
|
95.3K
$58.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
835New |
$173K - $241K
|
835
$510K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
833New |
$173K - $241K
|
833
$509K
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
827New |
$172K - $239K
|
827
$505K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
827+ 28.31% |
$172K - $239K
|
3.75K
$2.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
826New |
$171K - $238K
|
826
$504K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
825New |
$171K - $238K
|
825
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
825+ 1.13% |
$171K - $238K
|
73.8K
$45.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
819New |
$170K - $236K
|
819
$500K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
819New |
$170K - $236K
|
819
$500K
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
819+ 19.09% |
$170K - $236K
|
5.11K
$3.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
818New |
$170K - $236K
|
818
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
818+ 8.43% |
$170K - $236K
|
10.5K
$6.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
817New |
$170K - $236K
|
817
$499K
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
817New |
$170K - $236K
|
817
$499K
|