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 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-233- 79.25% |
$29.1K - $49.4K
|
61
$41.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-238- 1.12% |
$29.7K - $50.4K
|
21K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-238- 2.3% |
$29.7K - $50.4K
|
10.1K
$6.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-239- 1.7% |
$29.8K - $50.7K
|
13.8K
$9.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-240- 2.45% |
$29.9K - $50.9K
|
9.55K
$6.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-240- 0.93% |
$29.9K - $50.9K
|
25.6K
$17.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-240- 9.29% |
$29.9K - $50.9K
|
2.34K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-240- 6.39% |
$29.9K - $50.9K
|
3.52K
$2.4M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-242- 2.28% |
$30.2K - $51.3K
|
10.4K
$7.08M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-243- 5.52% |
$30.3K - $51.5K
|
4.16K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-245- 6.63% |
$30.6K - $51.9K
|
3.45K
$2.36M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-249- 5.19% |
$31.1K - $52.8K
|
4.55K
$3.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-250- 7.41% |
$31.2K - $53K
|
3.12K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-250- 7.95% |
$31.2K - $53K
|
2.89K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-251- 0.9% |
$31.3K - $53.2K
|
27.7K
$18.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-254- 1.91% |
$31.7K - $53.8K
|
13K
$8.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-255- 6.31% |
$31.8K - $54K
|
3.78K
$2.59M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-257- 9.35% |
$32.1K - $54.5K
|
2.49K
$1.7M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-259- 0.76% |
$32.3K - $54.9K
|
33.9K
$23.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-260- 4.27% |
$32.4K - $55.1K
|
5.84K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-261- 4.89% |
$32.6K - $55.3K
|
5.07K
$3.47M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-262- 0.36% |
$32.7K - $55.5K
|
72.8K
$49.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-265- 2.71% |
$33.1K - $56.2K
|
9.53K
$6.51M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-265- 11.35% |
$33.1K - $56.2K
|
2.07K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-266- 14.23% |
$33.2K - $56.4K
|
1.6K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-268- 6.06% |
$33.4K - $56.8K
|
4.15K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-269- 5.38% |
$33.6K - $57K
|
4.74K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-269- 1.89% |
$33.6K - $57K
|
14K
$9.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-270- 4.22% |
$33.7K - $57.2K
|
6.13K
$4.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-270- 2.06% |
$33.7K - $57.2K
|
12.8K
$8.78M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-270- 2.01% |
$33.7K - $57.2K
|
13.2K
$9.01M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-272- 0.36% |
$33.9K - $57.6K
|
75K
$51.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-274- 13.92% |
$34.2K - $58.1K
|
1.7K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-276- 10.57% |
$34.4K - $58.5K
|
2.34K
$1.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-280- 14.13% |
$34.9K - $59.3K
|
1.7K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-281- 2.71% |
$35.1K - $59.6K
|
10.1K
$6.89M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-285- 3.54% |
$35.6K - $60.4K
|
7.77K
$5.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Milestone Resources Group LTD
|
SELL
|
- |
-285- 0.07% |
$35.6K - $60.4K
|
384K
$262M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-290- 3.8% |
$36.2K - $61.5K
|
7.34K
$5.02M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-290- 15.55% |
$36.2K - $61.5K
|
1.58K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-291- 4.56% |
$36.3K - $61.7K
|
6.1K
$4.17M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-292- 8.6% |
$36.4K - $61.9K
|
3.11K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-293- 15.35% |
$36.5K - $62.1K
|
1.62K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-294- 0.76% |
$36.7K - $62.3K
|
38.2K
$26.1M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-296- 2.7% |
$36.9K - $62.7K
|
10.7K
$7.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-297- 15.61% |
$37K - $62.9K
|
1.61K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-298- 12.12% |
$37.2K - $63.2K
|
2.16K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-300- 6.79% |
$37.4K - $63.6K
|
4.12K
$2.81M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-300- 57.14% |
$37.4K - $63.6K
|
225
$154K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-300- 20.85% |
$37.4K - $63.6K
|
1.14K
$779K
|