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 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
73New |
$20.7K - $23.8K
|
73
$41.9K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
73+ 0.11% |
$20.7K - $23.8K
|
68.5K
$39.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
72+ 1.35% |
$20.4K - $23.4K
|
5.42K
$3.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
72+ 5.49% |
$20.4K - $23.4K
|
1.38K
$795K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
72+ 5.41% |
$20.4K - $23.4K
|
1.4K
$806K
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
BUY
|
- |
70+ 0.89% |
$19.8K - $22.8K
|
7.91K
$4.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
69+ 0.05% |
$19.5K - $22.5K
|
143K
$82M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
69+ 8.81% |
$19.5K - $22.5K
|
852
$489K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
69+ 6.02% |
$19.5K - $22.5K
|
1.22K
$698K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
69New |
$19.5K - $22.5K
|
69
$39.6K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
68+ 7.31% |
$19.3K - $22.1K
|
998
$573K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
67+ 0.98% |
$19K - $21.8K
|
6.92K
$3.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
67+ 9.15% |
$19K - $21.8K
|
799
$459K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
67+ 2.88% |
$19K - $21.8K
|
2.39K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
67+ 0.99% |
$19K - $21.8K
|
6.82K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
67+ 0.15% |
$19K - $21.8K
|
43.5K
$25M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
66+ 8.63% |
$18.7K - $21.5K
|
831
$477K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
66+ 3.14% |
$18.7K - $21.5K
|
2.17K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 0.98% |
$18.7K - $21.5K
|
6.82K
$3.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
64+ 1.19% |
$18.1K - $20.8K
|
5.45K
$3.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
62+ 2.04% |
$17.6K - $20.2K
|
3.09K
$1.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
61+ 1.45% |
$17.3K - $19.9K
|
4.28K
$2.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
61+ 1.53% |
$17.3K - $19.9K
|
4.04K
$2.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
61+ 0.16% |
$17.3K - $19.9K
|
39.4K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
61+ 0.83% |
$17.3K - $19.9K
|
7.39K
$4.24M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
60+ 3.99% |
$17K - $19.5K
|
1.57K
$899K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.37% |
$17K - $19.5K
|
16.4K
$9.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
60+ 3.36% |
$17K - $19.5K
|
1.85K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
60+ 5.75% |
$17K - $19.5K
|
1.1K
$633K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
59+ 0.65% |
$16.7K - $19.2K
|
9.17K
$5.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
59+ 0.46% |
$16.7K - $19.2K
|
12.9K
$7.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
59+ 3.88% |
$16.7K - $19.2K
|
1.58K
$907K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
59+ 3.48% |
$16.7K - $19.2K
|
1.75K
$1.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
57+ 0.58% |
$16.1K - $18.6K
|
9.82K
$5.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
56+ 15.09% |
$15.9K - $18.2K
|
427
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
56+ 0.8% |
$15.9K - $18.2K
|
7.06K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
56+ 4.52% |
$15.9K - $18.2K
|
1.3K
$744K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
55+ 1.26% |
$15.6K - $17.9K
|
4.42K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
55+ 1.47% |
$15.6K - $17.9K
|
3.8K
$2.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
54+ 0.2% |
$15.3K - $17.6K
|
27.2K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
54+ 1.7% |
$15.3K - $17.6K
|
3.23K
$1.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
53+ 1.23% |
$15K - $17.3K
|
4.36K
$2.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
52+ 0.09% |
$14.7K - $16.9K
|
59.6K
$34.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
51+ 2.76% |
$14.4K - $16.6K
|
1.9K
$1.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
51+ 1.87% |
$14.4K - $16.6K
|
2.77K
$1.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
51+ 5.26% |
$14.4K - $16.6K
|
1.02K
$586K
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
51+ 3.24% |
$14.4K - $16.6K
|
1.62K
$933K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
51+ 4.25% |
$14.4K - $16.6K
|
1.25K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
51+ 0.06% |
$14.4K - $16.6K
|
86K
$49.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
50+ 2.7% |
$14.2K - $16.3K
|
1.9K
$1.09M
|