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 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
84+ 2.05% |
$23.8K - $27.3K
|
4.18K
$2.55M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
83+ 9.72% |
$23.5K - $27K
|
937
$571K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
83+ 0.61% |
$23.5K - $27K
|
13.6K
$8.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
83+ 10.17% |
$23.5K - $27K
|
899
$548K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
82+ 1.58% |
$23.2K - $26.7K
|
5.26K
$3.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
81+ 10.74% |
$22.9K - $26.4K
|
835
$509K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
81+ 6.38% |
$22.9K - $26.4K
|
1.35K
$823K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
80+ 1.67% |
$22.7K - $26K
|
4.86K
$2.96M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
80+ 11.2% |
$22.7K - $26K
|
794
$484K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
79+ 1.89% |
$22.4K - $25.7K
|
4.25K
$2.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
79+ 18.76% |
$22.4K - $25.7K
|
500
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
79+ 4.31% |
$22.4K - $25.7K
|
1.91K
$1.16M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
78+ 2.17% |
$22.1K - $25.4K
|
3.67K
$2.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
77+ 0.77% |
$21.8K - $25.1K
|
10.1K
$6.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
77+ 3.22% |
$21.8K - $25.1K
|
2.47K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
77+ 0.74% |
$21.8K - $25.1K
|
10.4K
$6.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
76+ 1.1% |
$21.5K - $24.7K
|
6.96K
$4.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
76+ 6.08% |
$21.5K - $24.7K
|
1.33K
$808K
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
75+ 5.68% |
$21.2K - $24.4K
|
1.4K
$851K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
75+ 3.68% |
$21.2K - $24.4K
|
2.11K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
75+ 625.0% |
$21.2K - $24.4K
|
87
$53K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
75+ 27.17% |
$21.2K - $24.4K
|
351
$214K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
74+ 2.14% |
$21K - $24.1K
|
3.53K
$2.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
73New |
$20.7K - $23.8K
|
73
$44.5K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
73+ 0.11% |
$20.7K - $23.8K
|
68.5K
$41.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
72+ 1.35% |
$20.4K - $23.4K
|
5.42K
$3.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
72+ 5.49% |
$20.4K - $23.4K
|
1.38K
$843K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
72+ 5.41% |
$20.4K - $23.4K
|
1.4K
$856K
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
BUY
|
- |
70+ 0.89% |
$19.8K - $22.8K
|
7.91K
$4.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
69+ 0.05% |
$19.5K - $22.5K
|
143K
$87.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
69+ 8.81% |
$19.5K - $22.5K
|
852
$519K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
69+ 6.02% |
$19.5K - $22.5K
|
1.22K
$741K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
69New |
$19.5K - $22.5K
|
69
$42.1K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
68+ 7.31% |
$19.3K - $22.1K
|
998
$608K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
67+ 0.98% |
$19K - $21.8K
|
6.92K
$4.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
67+ 9.15% |
$19K - $21.8K
|
799
$487K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
67+ 2.88% |
$19K - $21.8K
|
2.39K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
67+ 0.99% |
$19K - $21.8K
|
6.82K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
67+ 0.15% |
$19K - $21.8K
|
43.5K
$26.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
66+ 8.63% |
$18.7K - $21.5K
|
831
$506K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
66+ 3.14% |
$18.7K - $21.5K
|
2.17K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 0.98% |
$18.7K - $21.5K
|
6.82K
$4.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
64+ 1.19% |
$18.1K - $20.8K
|
5.45K
$3.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
62+ 2.04% |
$17.6K - $20.2K
|
3.09K
$1.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
61+ 1.45% |
$17.3K - $19.9K
|
4.28K
$2.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
61+ 1.53% |
$17.3K - $19.9K
|
4.04K
$2.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
61+ 0.16% |
$17.3K - $19.9K
|
39.4K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
61+ 0.83% |
$17.3K - $19.9K
|
7.39K
$4.5M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
60+ 3.99% |
$17K - $19.5K
|
1.57K
$954K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.37% |
$17K - $19.5K
|
16.4K
$10M
|
|