Purchases and Sales Made in Q1 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-170- 9.82% |
$21.2K - $36K
|
1.56K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-170- 9.74% |
$21.2K - $36K
|
1.58K
$1.08M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-172- 1.84% |
$21.5K - $36.5K
|
9.19K
$6.28M
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-173- 5.53% |
$21.6K - $36.7K
|
2.96K
$2.02M
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-175- 6.07% |
$21.8K - $37.1K
|
2.71K
$1.85M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-180- 4.58% |
$22.5K - $38.1K
|
3.75K
$2.56M
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-180- 2.57% |
$22.5K - $38.1K
|
6.83K
$4.67M
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-181- 4.96% |
$22.6K - $38.4K
|
3.47K
$2.37M
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-182- 23.79% |
$22.7K - $38.6K
|
583
$399K
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-184- 0.78% |
$23K - $39K
|
23.4K
$16M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-185- 8.36% |
$23.1K - $39.2K
|
2.03K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-185- 1.66% |
$23.1K - $39.2K
|
11K
$7.51M
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-187- 10.97% |
$23.3K - $39.6K
|
1.52K
$1.04M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-190- 1.7% |
$23.7K - $40.3K
|
11K
$7.49M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-190- 9.25% |
$23.7K - $40.3K
|
1.86K
$1.27M
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-191- 0.66% |
$23.8K - $40.5K
|
28.8K
$19.7M
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-193- 7.22% |
$24.1K - $40.9K
|
2.48K
$1.69M
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-195- 5.0% |
$24.3K - $41.3K
|
3.71K
$2.53M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-195- 0.36% |
$24.3K - $41.3K
|
53.9K
$36.9M
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-195- 2.06% |
$24.3K - $41.3K
|
9.26K
$6.33M
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-197- 0.41% |
$24.6K - $41.8K
|
47.8K
$32.7M
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-200- 10.53% |
$24.9K - $42.4K
|
1.7K
$1.16M
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-200- 1.39% |
$24.9K - $42.4K
|
14.2K
$9.7M
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-200- 4.24% |
$24.9K - $42.4K
|
4.52K
$3.09M
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 24.63% |
$24.9K - $42.4K
|
612
$418K
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-200- 2.26% |
$24.9K - $42.4K
|
8.64K
$5.9M
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-200- 4.48% |
$24.9K - $42.4K
|
4.26K
$2.91M
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-200- 19.69% |
$24.9K - $42.4K
|
816
$558K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-204- 1.48% |
$25.4K - $43.2K
|
13.6K
$9.29M
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-204- 9.26% |
$25.4K - $43.2K
|
2K
$1.37M
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-205- 10.58% |
$25.6K - $43.4K
|
1.73K
$1.18M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-205- 11.13% |
$25.6K - $43.4K
|
1.64K
$1.12M
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-208- 15.51% |
$25.9K - $44.1K
|
1.13K
$774K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-209- 47.29% |
$26.1K - $44.3K
|
233
$159K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-210- 3.81% |
$26.2K - $44.5K
|
5.3K
$3.62M
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-211- 10.96% |
$26.3K - $44.7K
|
1.71K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-214- 4.11% |
$26.7K - $45.4K
|
4.99K
$3.41M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-215- 4.97% |
$26.8K - $45.6K
|
4.11K
$2.81M
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-218- 12.91% |
$27.2K - $46.2K
|
1.47K
$1M
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-221- 4.24% |
$27.6K - $46.8K
|
4.99K
$3.41M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-224- 11.1% |
$27.9K - $47.5K
|
1.79K
$1.23M
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-224- 45.25% |
$27.9K - $47.5K
|
271
$185K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-224- 2.74% |
$27.9K - $47.5K
|
7.96K
$5.44M
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-225- 6.63% |
$28.1K - $47.7K
|
3.17K
$2.17M
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-225- 7.09% |
$28.1K - $47.7K
|
2.95K
$2.02M
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-227- 1.18% |
$28.3K - $48.1K
|
19K
$13M
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-229- 8.99% |
$28.6K - $48.5K
|
2.32K
$1.58M
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-230- 0.82% |
$28.7K - $48.7K
|
27.9K
$19.1M
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-230- 1.88% |
$28.7K - $48.7K
|
12K
$8.18M
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-231- 12.48% |
$28.8K - $49K
|
1.62K
$1.11M
|