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 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
309+ 36.01% |
$87.5K - $101K
|
1.17K
$670K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
309+ 8.7% |
$87.5K - $101K
|
3.86K
$2.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
307+ 15.32% |
$87K - $99.9K
|
2.31K
$1.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
306+ 1.85% |
$86.7K - $99.6K
|
16.8K
$9.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
304+ 6.23% |
$86.1K - $98.9K
|
5.18K
$2.98M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
304+ 0.94% |
$86.1K - $98.9K
|
32.7K
$18.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
304+ 1.37% |
$86.1K - $98.9K
|
22.5K
$12.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
303+ 5.1% |
$85.8K - $98.6K
|
6.25K
$3.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
302+ 0.67% |
$85.5K - $98.3K
|
45.1K
$25.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
300+ 9.36% |
$85K - $97.6K
|
3.51K
$2.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
300+ 11.0% |
$85K - $97.6K
|
3.03K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
300+ 8.24% |
$85K - $97.6K
|
3.94K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
300+ 1.55% |
$85K - $97.6K
|
19.6K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
299+ 1.2% |
$84.7K - $97.3K
|
25.2K
$14.5M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
298New |
$84.4K - $97K
|
298
$171K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
296+ 41.46% |
$83.8K - $96.3K
|
1.01K
$580K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
295+ 0.72% |
$83.6K - $96K
|
41.1K
$23.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
295+ 2.14% |
$83.6K - $96K
|
14.1K
$8.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
294+ 33.26% |
$83.3K - $95.7K
|
1.18K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
294+ 14.03% |
$83.3K - $95.7K
|
2.39K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
293+ 15.16% |
$83K - $95.4K
|
2.23K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
292+ 8.72% |
$82.7K - $95K
|
3.64K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
292+ 8.02% |
$82.7K - $95K
|
3.94K
$2.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
290+ 37.76% |
$82.1K - $94.4K
|
1.06K
$608K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
290+ 8.03% |
$82.1K - $94.4K
|
3.9K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
288+ 2.26% |
$81.6K - $93.7K
|
13.1K
$7.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
287+ 0.06% |
$81.3K - $93.4K
|
483K
$278M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
284+ 22.88% |
$80.4K - $92.4K
|
1.53K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
283+ 18.2% |
$80.2K - $92.1K
|
1.84K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
281+ 2.02% |
$79.6K - $91.5K
|
14.2K
$8.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
280New |
$79.3K - $91.1K
|
280
$161K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
278+ 2.07% |
$78.7K - $90.5K
|
13.7K
$7.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
275+ 16.23% |
$77.9K - $89.5K
|
1.97K
$1.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
275+ 6.75% |
$77.9K - $89.5K
|
4.35K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
275+ 0.91% |
$77.9K - $89.5K
|
30.4K
$17.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
272+ 26.43% |
$77K - $88.5K
|
1.3K
$747K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
271+ 31.77% |
$76.8K - $88.2K
|
1.12K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
271+ 11.4% |
$76.8K - $88.2K
|
2.65K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
BUY
|
- |
270+ 17.65% |
$76.5K - $87.9K
|
1.8K
$1.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
270+ 2.8% |
$76.5K - $87.9K
|
9.91K
$5.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
270+ 27.64% |
$76.5K - $87.9K
|
1.25K
$716K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
270+ 14.7% |
$76.5K - $87.9K
|
2.11K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
270New |
$76.5K - $87.9K
|
270
$155K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
270+ 37.76% |
$76.5K - $87.9K
|
985
$566K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
269+ 5.1% |
$76.2K - $87.6K
|
5.54K
$3.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
267+ 11.61% |
$75.6K - $86.9K
|
2.57K
$1.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
266+ 1.87% |
$75.3K - $86.6K
|
14.5K
$8.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
265+ 14.05% |
$75.1K - $86.3K
|
2.15K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
263+ 0.1% |
$74.5K - $85.6K
|
273K
$157M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
263+ 0.91% |
$74.5K - $85.6K
|
29.1K
$16.7M
|