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 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
164+ 2.66% |
$46.5K - $53.4K
|
6.32K
$3.63M
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
162+ 20.77% |
$45.9K - $52.7K
|
942
$541K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
161+ 0.25% |
$45.6K - $52.4K
|
65.7K
$37.7M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
159+ 12.04% |
$45K - $51.8K
|
1.48K
$850K
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
158+ 150.48% |
$44.8K - $51.4K
|
263
$151K
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
156+ 7.87% |
$44.2K - $50.8K
|
2.14K
$1.23M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
155New |
$43.9K - $50.4K
|
155
$89K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
155+ 3.96% |
$43.9K - $50.4K
|
4.07K
$2.34M
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
155+ 2.69% |
$43.9K - $50.4K
|
5.92K
$3.4M
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
BUY
|
- |
155+ 19.25% |
$43.9K - $50.4K
|
960
$551K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
154+ 0.4% |
$43.6K - $50.1K
|
39K
$22.4M
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
153+ 1.97% |
$43.3K - $49.8K
|
7.9K
$4.54M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
152New |
$43.1K - $49.5K
|
152
$87.3K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
151+ 2.22% |
$42.8K - $49.1K
|
6.95K
$3.99M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
151+ 10.37% |
$42.8K - $49.1K
|
1.61K
$923K
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
151+ 7.0% |
$42.8K - $49.1K
|
2.31K
$1.32M
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
150+ 150.0% |
$42.5K - $48.8K
|
250
$144K
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
150+ 3.16% |
$42.5K - $48.8K
|
4.89K
$2.81M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
149+ 1.52% |
$42.2K - $48.5K
|
9.96K
$5.72M
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
149+ 18.6% |
$42.2K - $48.5K
|
950
$546K
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
148+ 34.42% |
$41.9K - $48.2K
|
578
$332K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
148+ 4.88% |
$41.9K - $48.2K
|
3.18K
$1.83M
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
148+ 9.2% |
$41.9K - $48.2K
|
1.76K
$1.01M
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
145+ 0.92% |
$41.1K - $47.2K
|
15.9K
$9.14M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
144+ 5.26% |
$40.8K - $46.9K
|
2.88K
$1.66M
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
143+ 3.45% |
$40.5K - $46.5K
|
4.29K
$2.47M
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
142+ 17.32% |
$40.2K - $46.2K
|
962
$552K
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
142+ 11.15% |
$40.2K - $46.2K
|
1.42K
$813K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
141+ 287.76% |
$39.9K - $45.9K
|
190
$109K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
141+ 0.6% |
$39.9K - $45.9K
|
23.7K
$13.6M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
140+ 0.18% |
$39.7K - $45.6K
|
79.6K
$45.7M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
140+ 7.23% |
$39.7K - $45.6K
|
2.08K
$1.19M
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
138+ 0.8% |
$39.1K - $44.9K
|
17.3K
$9.95M
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
138+ 17.74% |
$39.1K - $44.9K
|
916
$526K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
136+ 7.73% |
$38.5K - $44.3K
|
1.9K
$1.09M
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
136+ 0.78% |
$38.5K - $44.3K
|
17.6K
$10.1M
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
136+ 453.33% |
$38.5K - $44.3K
|
166
$95.3K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
135+ 0.92% |
$38.2K - $43.9K
|
14.8K
$8.47M
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
134+ 2.93% |
$38K - $43.6K
|
4.71K
$2.7M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
134+ 1.64% |
$38K - $43.6K
|
8.3K
$4.77M
|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
133New |
$37.7K - $43.3K
|
133
$76.4K
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
130+ 0.31% |
$36.8K - $42.3K
|
41.7K
$23.9M
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
130+ 2.01% |
$36.8K - $42.3K
|
6.58K
$3.78M
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
129+ 11.33% |
$36.5K - $42K
|
1.27K
$728K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
128+ 17.66% |
$36.3K - $41.7K
|
853
$490K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
128+ 111.3% |
$36.3K - $41.7K
|
243
$140K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
128+ 2.52% |
$36.3K - $41.7K
|
5.21K
$2.99M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
128+ 0.47% |
$36.3K - $41.7K
|
27.5K
$15.8M
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
127+ 14.13% |
$36K - $41.3K
|
1.03K
$589K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
127+ 7.93% |
$36K - $41.3K
|
1.73K
$992K
|