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 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
26+ 1.58% |
$7.36K - $8.46K
|
1.67K
$1.02M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26+ 6.84% |
$7.36K - $8.46K
|
406
$247K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 0.77% |
$7.08K - $8.14K
|
3.28K
$2M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
25+ 0.14% |
$7.08K - $8.14K
|
17.9K
$10.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
25+ 3.3% |
$7.08K - $8.14K
|
782
$477K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
25+ 1.21% |
$7.08K - $8.14K
|
2.09K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
25+ 2.76% |
$7.08K - $8.14K
|
931
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
25+ 0.1% |
$7.08K - $8.14K
|
24.6K
$15M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
25+ 0.26% |
$7.08K - $8.14K
|
9.66K
$5.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
25+ 0.17% |
$7.08K - $8.14K
|
14.8K
$9.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
24+ 0.45% |
$6.8K - $7.81K
|
5.36K
$3.27M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
24+ 0.56% |
$6.8K - $7.81K
|
4.33K
$2.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
23+ 0.25% |
$6.51K - $7.49K
|
9.21K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
23+ 0.21% |
$6.51K - $7.49K
|
11.1K
$6.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
23+ 1.28% |
$6.51K - $7.49K
|
1.83K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
23+ 0.4% |
$6.51K - $7.49K
|
5.84K
$3.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.56% |
$6.23K - $7.16K
|
3.93K
$2.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.39% |
$6.23K - $7.16K
|
5.63K
$3.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
22+ 1.11% |
$6.23K - $7.16K
|
2K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.41% |
$6.23K - $7.16K
|
5.44K
$3.31M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
22+ 2.12% |
$6.23K - $7.16K
|
1.06K
$645K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
22+ 0.87% |
$6.23K - $7.16K
|
2.54K
$1.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
21+ 1.3% |
$5.95K - $6.84K
|
1.64K
$996K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
21+ 0.37% |
$5.95K - $6.84K
|
5.72K
$3.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21+ 0.4% |
$5.95K - $6.84K
|
5.21K
$3.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
21+ 2.56% |
$5.95K - $6.84K
|
840
$512K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
21+ 0.35% |
$5.95K - $6.84K
|
6.05K
$3.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
21+ 0.9% |
$5.95K - $6.84K
|
2.35K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 0.45% |
$5.95K - $6.84K
|
4.7K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21+ 1.25% |
$5.95K - $6.84K
|
1.7K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
20+ 1.25% |
$5.67K - $6.51K
|
1.62K
$987K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
20+ 0.46% |
$5.67K - $6.51K
|
4.39K
$2.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
20+ 2.58% |
$5.67K - $6.51K
|
794
$484K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.61% |
$5.67K - $6.51K
|
1.26K
$767K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
20+ 0.57% |
$5.67K - $6.51K
|
3.51K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
20+ 0.91% |
$5.67K - $6.51K
|
2.22K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
20+ 0.16% |
$5.67K - $6.51K
|
12.9K
$7.86M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20+ 1.31% |
$5.67K - $6.51K
|
1.55K
$943K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
19+ 0.58% |
$5.38K - $6.18K
|
3.31K
$2.01M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.24% |
$5.38K - $6.18K
|
7.85K
$4.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18+ 0.68% |
$5.1K - $5.86K
|
2.65K
$1.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
18+ 1.37% |
$5.1K - $5.86K
|
1.34K
$814K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
18+ 1.31% |
$5.1K - $5.86K
|
1.39K
$850K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
18+ 0.45% |
$5.1K - $5.86K
|
4.04K
$2.46M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
18+ 1.63% |
$5.1K - $5.86K
|
1.12K
$684K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
17+ 0.35% |
$4.82K - $5.53K
|
4.87K
$2.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
17+ 1.43% |
$4.82K - $5.53K
|
1.21K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
17+ 0.62% |
$4.82K - $5.53K
|
2.75K
$1.68M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 0.14% |
$4.82K - $5.53K
|
12.4K
$7.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.47% |
$4.53K - $5.21K
|
3.42K
$2.08M
|
|