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
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
468+ 1.51% |
$133K - $152K
|
31.4K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
468+ 29.1% |
$133K - $152K
|
2.08K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
467+ 6.51% |
$132K - $152K
|
7.64K
$4.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
464+ 14.5% |
$131K - $151K
|
3.66K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
458+ 15.37% |
$130K - $149K
|
3.44K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
454New |
$129K - $148K
|
454
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
452+ 6.33% |
$128K - $147K
|
7.6K
$4.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
450+ 3.86% |
$127K - $146K
|
12.1K
$6.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
450+ 2.52% |
$127K - $146K
|
18.3K
$10.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
448+ 1.03% |
$127K - $146K
|
44K
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
448+ 6.2% |
$127K - $146K
|
7.68K
$4.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
443+ 10.02% |
$125K - $144K
|
4.86K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
441+ 7.24% |
$125K - $144K
|
6.53K
$3.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
439+ 18.35% |
$124K - $143K
|
2.83K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
436+ 24.26% |
$123K - $142K
|
2.23K
$1.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
432+ 11.29% |
$122K - $141K
|
4.26K
$2.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
431+ 9.16% |
$122K - $140K
|
5.13K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
430+ 44.47% |
$122K - $140K
|
1.4K
$801K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
429+ 6.32% |
$122K - $140K
|
7.22K
$4.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
429+ 13.36% |
$122K - $140K
|
3.64K
$2.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
427+ 19.87% |
$121K - $139K
|
2.58K
$1.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
426+ 34.66% |
$121K - $139K
|
1.66K
$948K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
425+ 38.25% |
$120K - $138K
|
1.54K
$880K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
424+ 4.45% |
$120K - $138K
|
9.96K
$5.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
423+ 7.34% |
$120K - $138K
|
6.19K
$3.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
423New |
$120K - $138K
|
423
$242K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
420+ 29.09% |
$119K - $137K
|
1.86K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
418+ 15.64% |
$118K - $136K
|
3.09K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
416+ 9.67% |
$118K - $135K
|
4.72K
$2.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
415+ 14.53% |
$118K - $135K
|
3.27K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
410+ 2.31% |
$116K - $133K
|
18.2K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
406+ 3.45% |
$115K - $132K
|
12.2K
$6.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
405+ 17.47% |
$115K - $132K
|
2.72K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
400+ 1000.0% |
$113K - $130K
|
440
$252K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400+ 5.75% |
$113K - $130K
|
7.36K
$4.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
399+ 1.26% |
$113K - $130K
|
32.1K
$18.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
399+ 6.34% |
$113K - $130K
|
6.69K
$3.83M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
396+ 24.32% |
$112K - $129K
|
2.02K
$1.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
393+ 1.86% |
$111K - $128K
|
21.5K
$12.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
390+ 27.43% |
$110K - $127K
|
1.81K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
390+ 152.34% |
$110K - $127K
|
646
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
390+ 1.89% |
$110K - $127K
|
21K
$12M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
388+ 14.75% |
$110K - $126K
|
3.02K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
388+ 9.17% |
$110K - $126K
|
4.62K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
387+ 9.21% |
$110K - $126K
|
4.59K
$2.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
383+ 10.78% |
$108K - $125K
|
3.94K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
382+ 25.6% |
$108K - $124K
|
1.87K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
380+ 60.41% |
$108K - $124K
|
1.01K
$578K
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
380+ 39.96% |
$108K - $124K
|
1.33K
$763K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
379+ 2.4% |
$107K - $123K
|
16.1K
$9.25M
|