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 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
141+ 0.6% |
$39.9K - $45.9K
|
23.7K
$14.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
140+ 0.18% |
$39.7K - $45.6K
|
79.6K
$48.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
140+ 7.23% |
$39.7K - $45.6K
|
2.08K
$1.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
138+ 0.8% |
$39.1K - $44.9K
|
17.3K
$10.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
138+ 17.74% |
$39.1K - $44.9K
|
916
$558K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
136+ 7.73% |
$38.5K - $44.3K
|
1.9K
$1.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
136+ 0.78% |
$38.5K - $44.3K
|
17.6K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
136+ 453.33% |
$38.5K - $44.3K
|
166
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
135+ 0.92% |
$38.2K - $43.9K
|
14.8K
$8.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
134+ 2.93% |
$38K - $43.6K
|
4.71K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
134+ 1.64% |
$38K - $43.6K
|
8.3K
$5.06M
|
|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
133New |
$37.7K - $43.3K
|
133
$81.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
130+ 0.31% |
$36.8K - $42.3K
|
41.7K
$25.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
130+ 2.01% |
$36.8K - $42.3K
|
6.58K
$4.01M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
129+ 11.33% |
$36.5K - $42K
|
1.27K
$773K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
128+ 17.66% |
$36.3K - $41.7K
|
853
$520K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
128+ 111.3% |
$36.3K - $41.7K
|
243
$148K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
128+ 2.52% |
$36.3K - $41.7K
|
5.21K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
128+ 0.47% |
$36.3K - $41.7K
|
27.5K
$16.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
127+ 14.13% |
$36K - $41.3K
|
1.03K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
127+ 7.93% |
$36K - $41.3K
|
1.73K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
125+ 2.23% |
$35.4K - $40.7K
|
5.74K
$3.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
125+ 4.04% |
$35.4K - $40.7K
|
3.22K
$1.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
125+ 12.5% |
$35.4K - $40.7K
|
1.13K
$686K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
125+ 0.45% |
$35.4K - $40.7K
|
28K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
125+ 0.44% |
$35.4K - $40.7K
|
28.6K
$17.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
124+ 3.32% |
$35.1K - $40.4K
|
3.86K
$2.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
123+ 3.48% |
$34.8K - $40K
|
3.66K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
123+ 5.51% |
$34.8K - $40K
|
2.36K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
122+ 24.75% |
$34.6K - $39.7K
|
615
$375K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
121+ 7.5% |
$34.3K - $39.4K
|
1.73K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
120+ 7.37% |
$34K - $39.1K
|
1.75K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
120+ 10.13% |
$34K - $39.1K
|
1.31K
$795K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
120+ 3.9% |
$34K - $39.1K
|
3.2K
$1.95M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
120+ 19.45% |
$34K - $39.1K
|
737
$449K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
119+ 8.49% |
$33.7K - $38.7K
|
1.52K
$927K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
119+ 2.92% |
$33.7K - $38.7K
|
4.19K
$2.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
118+ 9.51% |
$33.4K - $38.4K
|
1.36K
$828K
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
117+ 13.7% |
$33.1K - $38.1K
|
971
$592K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
117+ 3.12% |
$33.1K - $38.1K
|
3.86K
$2.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
116+ 1.8% |
$32.9K - $37.8K
|
6.56K
$4M
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
115+ 1.18% |
$32.6K - $37.4K
|
9.9K
$6.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
115+ 5.08% |
$32.6K - $37.4K
|
2.38K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
115+ 5.11% |
$32.6K - $37.4K
|
2.37K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
112+ 14.81% |
$31.7K - $36.5K
|
868
$529K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
111+ 1.29% |
$31.4K - $36.1K
|
8.73K
$5.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
110+ 1.19% |
$31.2K - $35.8K
|
9.35K
$5.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
110+ 5.69% |
$31.2K - $35.8K
|
2.04K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
109+ 19.29% |
$30.9K - $35.5K
|
674
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
107+ 82.95% |
$30.3K - $34.8K
|
236
$144K
|
|