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 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
12New |
$3.4K - $3.91K
|
12
$6.89K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
11+ 0.58% |
$3.12K - $3.58K
|
1.89K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
11+ 0.61% |
$3.12K - $3.58K
|
1.81K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
11New |
$3.12K - $3.58K
|
11
$6.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
11+ 0.18% |
$3.12K - $3.58K
|
6.27K
$3.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
10+ 1.02% |
$2.83K - $3.25K
|
993
$570K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.15% |
$2.83K - $3.25K
|
6.48K
$3.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
10+ 1.18% |
$2.83K - $3.25K
|
855
$491K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10+ 1.28% |
$2.83K - $3.25K
|
794
$456K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
10+ 0.98% |
$2.83K - $3.25K
|
1.03K
$589K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
10+ 0.3% |
$2.83K - $3.25K
|
3.4K
$1.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
10+ 0.03% |
$2.83K - $3.25K
|
32.7K
$18.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
10+ 0.85% |
$2.83K - $3.25K
|
1.18K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$2.83K - $3.25K
|
4.18K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10+ 0.8% |
$2.83K - $3.25K
|
1.26K
$723K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10+ 0.46% |
$2.83K - $3.25K
|
2.21K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
9+ 0.6% |
$2.55K - $2.93K
|
1.51K
$867K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9+ 0.47% |
$2.55K - $2.93K
|
1.91K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
8+ 0.63% |
$2.27K - $2.6K
|
1.28K
$736K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
8+ 0.84% |
$2.27K - $2.6K
|
964
$554K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
8+ 0.52% |
$2.27K - $2.6K
|
1.55K
$891K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$2.27K - $2.6K
|
8
$4.59K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$2.27K - $2.6K
|
3.07K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
8+ 0.67% |
$2.27K - $2.6K
|
1.2K
$689K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
8+ 0.27% |
$2.27K - $2.6K
|
3.01K
$1.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 0.31% |
$1.98K - $2.28K
|
2.27K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.42% |
$1.98K - $2.28K
|
1.66K
$952K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.46% |
$1.7K - $1.95K
|
1.31K
$751K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.68% |
$1.7K - $1.95K
|
894
$513K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
6+ 0.09% |
$1.7K - $1.95K
|
6.42K
$3.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
6+ 0.54% |
$1.7K - $1.95K
|
1.11K
$636K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
6+ 0.27% |
$1.7K - $1.95K
|
2.19K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.45% |
$1.7K - $1.95K
|
1.34K
$770K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6+ 0.53% |
$1.7K - $1.95K
|
1.14K
$656K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
6+ 0.09% |
$1.7K - $1.95K
|
6.42K
$3.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
5+ 0.29% |
$1.42K - $1.63K
|
1.74K
$997K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
5+ 0.32% |
$1.42K - $1.63K
|
1.59K
$912K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5+ 0.3% |
$1.42K - $1.63K
|
1.69K
$969K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
5New |
$1.42K - $1.63K
|
5
$2.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5+ 0.46% |
$1.42K - $1.63K
|
1.1K
$629K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 1.05% |
$1.13K - $1.3K
|
384
$221K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
4+ 0.33% |
$1.13K - $1.3K
|
1.21K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.47% |
$1.13K - $1.3K
|
852
$489K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3+ 0.26% |
$850 - $976
|
1.16K
$666K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3+ 0.04% |
$850 - $976
|
8.11K
$4.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3+ 0.07% |
$850 - $976
|
4.3K
$2.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
3+ 0.06% |
$850 - $976
|
4.76K
$2.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3+ 0.03% |
$850 - $976
|
9.32K
$5.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
3+ 37.5% |
$850 - $976
|
11
$6.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Gagnon Securities LLC
|
BUY
|
- |
3+ 0.25% |
$850 - $976
|
1.21K
$695K
|