Purchases and Sales Made in Q3 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
900+ 4.29% |
$255K - $293K
|
21.9K
$12.5M
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
BUY
|
- |
900+ 28.03% |
$255K - $293K
|
4.11K
$2.36M
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
897+ 70.35% |
$254K - $292K
|
2.17K
$1.24M
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
894+ 1.04% |
$253K - $291K
|
87K
$49.9M
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
891+ 0.53% |
$252K - $290K
|
170K
$97.6M
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
886+ 318.71% |
$251K - $288K
|
1.16K
$667K
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
885New |
$251K - $288K
|
885
$507K
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
884New |
$250K - $288K
|
884
$507K
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
883+ 16.91% |
$250K - $287K
|
6.1K
$3.5M
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
879+ 2.46% |
$249K - $286K
|
36.5K
$20.9M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
879+ 1.67% |
$249K - $286K
|
53.4K
$30.6M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
879+ 1.67% |
$249K - $286K
|
53.4K
$30.6M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
872+ 51.08% |
$247K - $284K
|
2.58K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
863New |
$244K - $281K
|
863
$495K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
862+ 4.54% |
$244K - $281K
|
19.8K
$11.4M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
858+ 39.47% |
$243K - $279K
|
3.03K
$1.74M
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
857New |
$243K - $279K
|
857
$491K
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
856New |
$242K - $279K
|
856
$491K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
855+ 113.7% |
$242K - $278K
|
1.61K
$921K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
854+ 107.15% |
$242K - $278K
|
1.65K
$946K
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
851+ 46.91% |
$241K - $277K
|
2.67K
$1.53M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
848+ 13.06% |
$240K - $276K
|
7.34K
$4.21M
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
847+ 79.68% |
$240K - $276K
|
1.91K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
844+ 5.06% |
$239K - $275K
|
17.5K
$10M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
836+ 7.41% |
$237K - $272K
|
12.1K
$6.94M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
831+ 13.38% |
$235K - $270K
|
7.04K
$4.04M
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
814New |
$231K - $265K
|
814
$467K
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
812New |
$230K - $264K
|
812
$465K
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
811New |
$230K - $264K
|
811
$465K
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
811+ 12.22% |
$230K - $264K
|
7.45K
$4.27M
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
810+ 40.1% |
$229K - $264K
|
2.83K
$1.62M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
809New |
$229K - $263K
|
809
$464K
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
807New |
$229K - $263K
|
807
$462K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
804+ 2.51% |
$228K - $262K
|
32.9K
$18.8M
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
800New |
$227K - $260K
|
800
$458K
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
BUY
|
- |
800+ 4.6% |
$227K - $260K
|
18.2K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
799+ 3.35% |
$226K - $260K
|
24.7K
$14.1M
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
796+ 5.06% |
$225K - $259K
|
16.5K
$9.48M
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
794+ 4.42% |
$225K - $258K
|
18.8K
$10.8M
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
793New |
$225K - $258K
|
793
$454K
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
783New |
$222K - $255K
|
783
$449K
|
|
Nov 14, 2023
Q3 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
782New |
$222K - $255K
|
782
$448K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
780+ 8.91% |
$221K - $254K
|
9.53K
$5.46M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
774+ 64.99% |
$219K - $252K
|
1.97K
$1.13M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
771+ 2.42% |
$218K - $251K
|
32.7K
$18.7M
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
771New |
$218K - $251K
|
771
$442K
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
770+ 0.13% |
$218K - $251K
|
584K
$335M
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
767New |
$217K - $250K
|
767
$440K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
767+ 0.85% |
$217K - $250K
|
90.8K
$52M
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
765New |
$217K - $249K
|
765
$438K
|