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 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-903- 1.37% |
$187K - $261K
|
65.2K
$41.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-904- 3.08% |
$188K - $261K
|
28.4K
$18M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-904- 3.08% |
$188K - $261K
|
28.4K
$18M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-906- 6.83% |
$188K - $262K
|
12.4K
$7.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-907- 7.12% |
$188K - $262K
|
11.8K
$7.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-910- 22.78% |
$189K - $263K
|
3.09K
$1.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-912- 17.39% |
$189K - $263K
|
4.33K
$2.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-914- 2.78% |
$190K - $264K
|
32K
$20.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-917- 9.1% |
$190K - $265K
|
9.16K
$5.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-918- 12.25% |
$191K - $265K
|
6.58K
$4.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-920- 12.11% |
$191K - $266K
|
6.67K
$4.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-930- 40.12% |
$193K - $269K
|
1.39K
$877K
|
|
|
Jul 13, 2023
Q2 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-935- 8.23% |
$194K - $270K
|
10.4K
$6.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-935- 2.85% |
$194K - $270K
|
31.9K
$20.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-937- 6.55% |
$194K - $271K
|
13.4K
$8.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-937- 31.86% |
$194K - $271K
|
2K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-948- 6.44% |
$197K - $274K
|
13.8K
$8.69M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-953- 22.53% |
$198K - $275K
|
3.28K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-961- 44.7% |
$199K - $277K
|
1.19K
$751K
|
|
|
Aug 11, 2023
Q2 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-963- 15.24% |
$200K - $278K
|
5.36K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-965- 1.42% |
$200K - $279K
|
67.2K
$42.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-970- 45.01% |
$201K - $280K
|
1.19K
$748K
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-983- 4.08% |
$204K - $284K
|
23.1K
$14.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-990- 2.07% |
$205K - $286K
|
46.8K
$29.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-992- 11.49% |
$206K - $286K
|
7.65K
$4.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-996- 10.6% |
$207K - $288K
|
8.4K
$5.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1K- 88.26% |
$208K - $289K
|
133
$84K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1K- 16.51% |
$208K - $290K
|
5.08K
$3.21M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-1.01K- 2.02% |
$209K - $290K
|
48.7K
$30.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.01K- 14.87% |
$210K - $292K
|
5.78K
$3.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.02K- 8.41% |
$212K - $295K
|
11.1K
$7.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.03K- 1.31% |
$214K - $297K
|
77.9K
$49.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.03K- 2.28% |
$215K - $299K
|
44.3K
$28M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 9.05% |
$215K - $299K
|
10.4K
$6.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.04K- 2.89% |
$216K - $301K
|
35K
$22.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.04K- 7.48% |
$216K - $301K
|
12.9K
$8.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.05K- 2.27% |
$217K - $302K
|
45.1K
$28.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.05K- 18.11% |
$218K - $303K
|
4.75K
$3M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.07K- 1.47% |
$222K - $308K
|
71.7K
$45.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.07K- 3.2% |
$222K - $309K
|
32.4K
$20.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.07K- 7.54% |
$222K - $309K
|
13.1K
$8.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-1.07K- 14.98% |
$222K - $310K
|
6.08K
$3.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 11.53% |
$223K - $310K
|
8.25K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.11K- 1.92% |
$229K - $319K
|
56.4K
$35.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.12K- 7.73% |
$232K - $323K
|
13.3K
$8.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.12K- 8.91% |
$232K - $323K
|
11.4K
$7.22M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.12K- 8.91% |
$232K - $323K
|
11.4K
$7.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.12K- 3.15% |
$232K - $323K
|
34.4K
$21.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-1.15K- 16.46% |
$238K - $331K
|
5.81K
$3.67M
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.15K- 3.19% |
$240K - $333K
|
35K
$22.1M
|