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 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5+ 0.46% |
$1.42K - $1.63K
|
1.1K
$748K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 1.05% |
$1.13K - $1.3K
|
384
$262K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
4+ 0.33% |
$1.13K - $1.3K
|
1.21K
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.47% |
$1.13K - $1.3K
|
852
$582K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3+ 0.26% |
$850 - $976
|
1.16K
$792K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3+ 0.04% |
$850 - $976
|
8.11K
$5.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3+ 0.07% |
$850 - $976
|
4.3K
$2.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
3+ 0.06% |
$850 - $976
|
4.76K
$3.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3+ 0.03% |
$850 - $976
|
9.32K
$6.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
3+ 37.5% |
$850 - $976
|
11
$7.52K
|
|
|
Nov 14, 2023
Q3 2023
|
Gagnon Securities LLC
|
BUY
|
- |
3+ 0.25% |
$850 - $976
|
1.21K
$827K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.04% |
$850 - $976
|
6.86K
$4.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$567 - $651
|
1K
$685K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.1% |
$567 - $651
|
1.98K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 12.5% |
$567 - $651
|
18
$12.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.28% |
$567 - $651
|
723
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
2+ 0.08% |
$567 - $651
|
2.51K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.01% |
$567 - $651
|
14.1K
$9.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2+ 0.06% |
$567 - $651
|
3.16K
$2.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.56% |
$283 - $325
|
181
$124K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.12% |
$283 - $325
|
844
$577K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.11% |
$283 - $325
|
923
$631K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.12% |
$283 - $325
|
804
$550K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.08% |
$283 - $325
|
1.31K
$896K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
1+ 0.11% |
$283 - $325
|
893
$610K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.01% |
$283 - $325
|
6.98K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 0.13% |
$283 - $325
|
742
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.04% |
$283 - $325
|
2.29K
$1.56M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1+ 0.27% |
$283 - $325
|
375
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1- 0.07% |
$283 - $325
|
1.53K
$1.05M
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-1- 0.13% |
$283 - $325
|
754
$515K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 0.72% |
$283 - $325
|
137
$93.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-1- 0.1% |
$283 - $325
|
1.01K
$689K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1- 0.09% |
$283 - $325
|
1.13K
$774K
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.06% |
$283 - $325
|
1.64K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1- 0.06% |
$283 - $325
|
1.66K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2- 0.09% |
$567 - $651
|
2.11K
$1.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2- 0.09% |
$567 - $651
|
2.3K
$1.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 1.52% |
$850 - $976
|
195
$133K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3- 0.09% |
$850 - $976
|
3.44K
$2.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3- 0.07% |
$850 - $976
|
4.37K
$2.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3- 0.08% |
$850 - $976
|
3.89K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3- 0.29% |
$850 - $976
|
1.02K
$699K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4- 0.38% |
$1.13K - $1.3K
|
1.06K
$726K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-4- 0.04% |
$1.13K - $1.3K
|
10.3K
$7.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-4- 0.37% |
$1.13K - $1.3K
|
1.09K
$743K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.12% |
$1.13K - $1.3K
|
3.31K
$2.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.05% |
$1.13K - $1.3K
|
7.91K
$5.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-5- 0.39% |
$1.42K - $1.63K
|
1.26K
$863K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5- 0.39% |
$1.42K - $1.63K
|
1.26K
$864K
|