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 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
21+ 2.56% |
$5.95K - $6.84K
|
840
$482K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
21+ 0.35% |
$5.95K - $6.84K
|
6.05K
$3.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
21+ 0.9% |
$5.95K - $6.84K
|
2.35K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 0.45% |
$5.95K - $6.84K
|
4.7K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21+ 1.25% |
$5.95K - $6.84K
|
1.7K
$973K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
20+ 1.25% |
$5.67K - $6.51K
|
1.62K
$930K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
20+ 0.46% |
$5.67K - $6.51K
|
4.39K
$2.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
20+ 2.58% |
$5.67K - $6.51K
|
794
$456K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.61% |
$5.67K - $6.51K
|
1.26K
$723K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
20+ 0.57% |
$5.67K - $6.51K
|
3.51K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
20+ 0.91% |
$5.67K - $6.51K
|
2.22K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
20+ 0.16% |
$5.67K - $6.51K
|
12.9K
$7.41M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20+ 1.31% |
$5.67K - $6.51K
|
1.55K
$888K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
19+ 0.58% |
$5.38K - $6.18K
|
3.31K
$1.9M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.24% |
$5.38K - $6.18K
|
7.85K
$4.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18+ 0.68% |
$5.1K - $5.86K
|
2.65K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
18+ 1.37% |
$5.1K - $5.86K
|
1.34K
$767K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
18+ 1.31% |
$5.1K - $5.86K
|
1.39K
$801K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
18+ 0.45% |
$5.1K - $5.86K
|
4.04K
$2.32M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
18+ 1.63% |
$5.1K - $5.86K
|
1.12K
$645K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
17+ 0.35% |
$4.82K - $5.53K
|
4.87K
$2.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
17+ 1.43% |
$4.82K - $5.53K
|
1.21K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
17+ 0.62% |
$4.82K - $5.53K
|
2.75K
$1.58M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 0.14% |
$4.82K - $5.53K
|
12.4K
$7.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.47% |
$4.53K - $5.21K
|
3.42K
$1.96M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
BUY
|
- |
16+ 0.38% |
$4.53K - $5.21K
|
4.25K
$2.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
16+ 106.67% |
$4.53K - $5.21K
|
31
$17.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.59% |
$4.53K - $5.21K
|
2.72K
$1.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
16+ 1.1% |
$4.53K - $5.21K
|
1.47K
$844K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15+ 0.13% |
$4.25K - $4.88K
|
11.7K
$6.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
15New |
$4.25K - $4.88K
|
15
$8.61K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
15+ 0.8% |
$4.25K - $4.88K
|
1.88K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
15+ 0.42% |
$4.25K - $4.88K
|
3.56K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
15+ 1.79% |
$4.25K - $4.88K
|
854
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
15+ 1.17% |
$4.25K - $4.88K
|
1.3K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
15+ 7.5% |
$4.25K - $4.88K
|
215
$123K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14+ 0.96% |
$3.97K - $4.56K
|
1.48K
$848K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
14+ 0.22% |
$3.97K - $4.56K
|
6.39K
$3.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
14+ 0.23% |
$3.97K - $4.56K
|
6.1K
$3.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
14+ 1.94% |
$3.97K - $4.56K
|
737
$423K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
14+ 0.04% |
$3.97K - $4.56K
|
35K
$20.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
14+ 0.86% |
$3.97K - $4.56K
|
1.64K
$941K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
14+ 0.41% |
$3.97K - $4.56K
|
3.47K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
14+ 0.65% |
$3.97K - $4.56K
|
2.18K
$1.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.41% |
$3.68K - $4.23K
|
3.2K
$1.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
13+ 1.69% |
$3.68K - $4.23K
|
783
$450K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13+ 1.23% |
$3.68K - $4.23K
|
1.07K
$615K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13+ 1.76% |
$3.68K - $4.23K
|
750
$431K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
12+ 0.33% |
$3.4K - $3.91K
|
3.68K
$2.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12+ 0.36% |
$3.4K - $3.91K
|
3.37K
$1.94M
|