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 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
36+ 0.78% |
$10.2K - $11.7K
|
4.68K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
36+ 1.48% |
$10.2K - $11.7K
|
2.46K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
36+ 1.86% |
$10.2K - $11.7K
|
1.98K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
35+ 1.04% |
$9.91K - $11.4K
|
3.4K
$1.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
35+ 25.93% |
$9.91K - $11.4K
|
170
$97.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
35New |
$9.91K - $11.4K
|
35
$20.1K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34+ 2.6% |
$9.63K - $11.1K
|
1.34K
$770K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
33+ 1.37% |
$9.35K - $10.7K
|
2.44K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
32+ 0.71% |
$9.06K - $10.4K
|
4.54K
$2.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
32+ 1.95% |
$9.06K - $10.4K
|
1.67K
$959K
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
32+ 0.45% |
$9.06K - $10.4K
|
7.08K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32+ 1.07% |
$9.06K - $10.4K
|
3.01K
$1.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 2.54% |
$8.5K - $9.76K
|
1.21K
$697K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
30+ 6.79% |
$8.5K - $9.76K
|
472
$271K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 1.19% |
$8.21K - $9.44K
|
2.47K
$1.42M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 6.76% |
$8.21K - $9.44K
|
458
$263K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
28+ 3.62% |
$7.93K - $9.11K
|
802
$461K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
27+ 1.51% |
$7.65K - $8.79K
|
1.82K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
27+ 2.2% |
$7.65K - $8.79K
|
1.25K
$720K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
27+ 0.19% |
$7.65K - $8.79K
|
14.1K
$8.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 2.96% |
$7.65K - $8.79K
|
939
$539K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
27+ 0.89% |
$7.65K - $8.79K
|
3.05K
$1.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
26+ 1.52% |
$7.36K - $8.46K
|
1.74K
$999K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
26+ 1.74% |
$7.36K - $8.46K
|
1.52K
$873K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26+ 0.31% |
$7.36K - $8.46K
|
8.43K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
26+ 1.58% |
$7.36K - $8.46K
|
1.67K
$959K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26+ 6.84% |
$7.36K - $8.46K
|
406
$233K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 0.77% |
$7.08K - $8.14K
|
3.28K
$1.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
25+ 0.14% |
$7.08K - $8.14K
|
17.9K
$10.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
25+ 3.3% |
$7.08K - $8.14K
|
782
$449K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
25+ 1.21% |
$7.08K - $8.14K
|
2.09K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
25+ 2.76% |
$7.08K - $8.14K
|
931
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
25+ 0.1% |
$7.08K - $8.14K
|
24.6K
$14.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
25+ 0.26% |
$7.08K - $8.14K
|
9.66K
$5.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
25+ 0.17% |
$7.08K - $8.14K
|
14.8K
$8.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
24+ 0.45% |
$6.8K - $7.81K
|
5.36K
$3.08M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
24+ 0.56% |
$6.8K - $7.81K
|
4.33K
$2.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
23+ 0.25% |
$6.51K - $7.49K
|
9.21K
$5.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
23+ 0.21% |
$6.51K - $7.49K
|
11.1K
$6.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
23+ 1.28% |
$6.51K - $7.49K
|
1.83K
$1.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
23+ 0.4% |
$6.51K - $7.49K
|
5.84K
$3.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.56% |
$6.23K - $7.16K
|
3.93K
$2.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.39% |
$6.23K - $7.16K
|
5.63K
$3.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
22+ 1.11% |
$6.23K - $7.16K
|
2K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.41% |
$6.23K - $7.16K
|
5.44K
$3.12M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
22+ 2.12% |
$6.23K - $7.16K
|
1.06K
$608K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
22+ 0.87% |
$6.23K - $7.16K
|
2.54K
$1.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
21+ 1.3% |
$5.95K - $6.84K
|
1.64K
$939K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
21+ 0.37% |
$5.95K - $6.84K
|
5.72K
$3.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21+ 0.4% |
$5.95K - $6.84K
|
5.21K
$2.99M
|