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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
691New |
$196K - $225K
|
691
$397K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
689+ 21.91% |
$195K - $224K
|
3.83K
$2.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
689New |
$195K - $224K
|
689
$396K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
687+ 20.77% |
$195K - $224K
|
3.99K
$2.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
686New |
$194K - $223K
|
686
$394K
|
|
|
Mar 27, 2024
Q3 2023
|
Belfer Management LLC
|
BUY
|
- |
686New |
$194K - $223K
|
686
$394K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
684+ 37.64% |
$194K - $223K
|
2.5K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
684New |
$194K - $223K
|
684
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
683New |
$193K - $222K
|
683
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
682+ 75.69% |
$193K - $222K
|
1.58K
$909K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
680New |
$193K - $221K
|
680
$391K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
680+ 3.6% |
$193K - $221K
|
19.6K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
679+ 11.45% |
$192K - $221K
|
6.61K
$3.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
678New |
$192K - $221K
|
678
$389K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
678+ 13.02% |
$192K - $221K
|
5.89K
$3.38M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
677New |
$192K - $220K
|
677
$389K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
677New |
$192K - $220K
|
677
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
675New |
$191K - $220K
|
675
$388K
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
673New |
$191K - $219K
|
673
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
671New |
$190K - $218K
|
671
$385K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
670New |
$190K - $218K
|
670
$385K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
668New |
$189K - $217K
|
668
$384K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
662+ 6.48% |
$188K - $215K
|
10.9K
$6.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
659New |
$187K - $214K
|
659
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
658+ 6.53% |
$186K - $214K
|
10.7K
$6.16M
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
651+ 1.73% |
$184K - $212K
|
38.4K
$22M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
650+ 5.07% |
$184K - $212K
|
13.5K
$7.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
648+ 18.51% |
$184K - $211K
|
4.15K
$2.38M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
639+ 3.42% |
$181K - $208K
|
19.3K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
632+ 85.41% |
$179K - $206K
|
1.37K
$788K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
624+ 0.6% |
$177K - $203K
|
105K
$60.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
621+ 20.94% |
$176K - $202K
|
3.59K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
620+ 5.95% |
$176K - $202K
|
11K
$6.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
616+ 67.92% |
$174K - $200K
|
1.52K
$875K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
613+ 16.43% |
$174K - $200K
|
4.34K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
610+ 14.61% |
$173K - $199K
|
4.79K
$2.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
607+ 8.47% |
$172K - $198K
|
7.78K
$4.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
606+ 17.75% |
$172K - $197K
|
4.02K
$2.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
601+ 7.84% |
$170K - $196K
|
8.27K
$4.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
597+ 19.12% |
$169K - $194K
|
3.72K
$2.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
594+ 3.63% |
$168K - $193K
|
17K
$9.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
591+ 77.66% |
$167K - $192K
|
1.35K
$776K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
590+ 2.75% |
$167K - $192K
|
22K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
586+ 0.16% |
$166K - $191K
|
361K
$207M
|
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
585+ 29.1% |
$166K - $190K
|
2.6K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
580+ 11.31% |
$164K - $189K
|
5.71K
$3.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
580+ 17.72% |
$164K - $189K
|
3.85K
$2.21M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
580+ 180.12% |
$164K - $189K
|
902
$518K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
578+ 15.28% |
$164K - $188K
|
4.36K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
575+ 23.54% |
$163K - $187K
|
3.02K
$1.73M
|