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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
100+ 3.62% |
$28.3K - $32.5K
|
2.86K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
98+ 4.96% |
$27.8K - $31.9K
|
2.07K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
97+ 4.25% |
$27.5K - $31.6K
|
2.38K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
97+ 11.76% |
$27.5K - $31.6K
|
922
$530K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
96+ 0.93% |
$27.2K - $31.2K
|
10.5K
$6M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
96+ 0.58% |
$27.2K - $31.2K
|
16.6K
$9.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
96+ 24.37% |
$27.2K - $31.2K
|
490
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
95+ 6.37% |
$26.9K - $30.9K
|
1.59K
$911K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
95+ 1.0% |
$26.9K - $30.9K
|
9.62K
$5.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
95+ 3.17% |
$26.9K - $30.9K
|
3.1K
$1.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
94+ 7.91% |
$26.6K - $30.6K
|
1.28K
$736K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
93+ 13.01% |
$26.3K - $30.3K
|
808
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
93+ 0.98% |
$26.3K - $30.3K
|
9.62K
$5.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
92+ 5.88% |
$26.1K - $29.9K
|
1.66K
$951K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
91+ 6.32% |
$25.8K - $29.6K
|
1.53K
$879K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
91+ 0.24% |
$25.8K - $29.6K
|
37.7K
$21.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
90+ 5.46% |
$25.5K - $29.3K
|
1.74K
$998K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
90+ 11.86% |
$25.5K - $29.3K
|
849
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
90+ 2.79% |
$25.5K - $29.3K
|
3.32K
$1.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
89+ 0.84% |
$25.2K - $29K
|
10.7K
$6.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
89+ 12.84% |
$25.2K - $29K
|
782
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
89+ 3.54% |
$25.2K - $29K
|
2.61K
$1.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
88+ 16.92% |
$24.9K - $28.6K
|
608
$349K
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
88+ 0.56% |
$24.9K - $28.6K
|
15.8K
$9.09M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
87+ 1.92% |
$24.6K - $28.3K
|
4.61K
$2.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
86+ 0.48% |
$24.4K - $28K
|
18K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
84+ 5.09% |
$23.8K - $27.3K
|
1.73K
$995K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
84+ 2.05% |
$23.8K - $27.3K
|
4.18K
$2.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
83+ 9.72% |
$23.5K - $27K
|
937
$538K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
83+ 0.61% |
$23.5K - $27K
|
13.6K
$7.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
83+ 10.17% |
$23.5K - $27K
|
899
$516K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
82+ 1.58% |
$23.2K - $26.7K
|
5.26K
$3.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
81+ 10.74% |
$22.9K - $26.4K
|
835
$480K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
81+ 6.38% |
$22.9K - $26.4K
|
1.35K
$775K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
80+ 1.67% |
$22.7K - $26K
|
4.86K
$2.79M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
80+ 11.2% |
$22.7K - $26K
|
794
$456K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
79+ 1.89% |
$22.4K - $25.7K
|
4.25K
$2.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
79+ 18.76% |
$22.4K - $25.7K
|
500
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
79+ 4.31% |
$22.4K - $25.7K
|
1.91K
$1.1M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
78+ 2.17% |
$22.1K - $25.4K
|
3.67K
$2.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
77+ 0.77% |
$21.8K - $25.1K
|
10.1K
$5.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
77+ 3.22% |
$21.8K - $25.1K
|
2.47K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
77+ 0.74% |
$21.8K - $25.1K
|
10.4K
$6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
76+ 1.1% |
$21.5K - $24.7K
|
6.96K
$3.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
76+ 6.08% |
$21.5K - $24.7K
|
1.33K
$762K
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
75+ 5.68% |
$21.2K - $24.4K
|
1.4K
$802K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
75+ 3.68% |
$21.2K - $24.4K
|
2.11K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
75+ 625.0% |
$21.2K - $24.4K
|
87
$50K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
75+ 27.17% |
$21.2K - $24.4K
|
351
$202K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
74+ 2.14% |
$21K - $24.1K
|
3.53K
$2.03M
|