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
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-350- 12.1% |
$99.1K - $114K
|
2.54K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-352- 3.89% |
$99.7K - $115K
|
8.71K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-353Closed |
$100K - $115K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-355- 2.72% |
$101K - $116K
|
12.7K
$8.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-356- 4.9% |
$101K - $116K
|
6.92K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-357- 4.7% |
$101K - $116K
|
7.24K
$4.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-358- 4.64% |
$101K - $117K
|
7.36K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-358- 7.38% |
$101K - $117K
|
4.49K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-359- 9.02% |
$102K - $117K
|
3.62K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-360- 11.59% |
$102K - $117K
|
2.75K
$1.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-363- 2.82% |
$103K - $118K
|
12.5K
$8.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-367- 8.47% |
$104K - $119K
|
3.96K
$2.71M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-367- 5.91% |
$104K - $119K
|
5.85K
$4M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-367- 5.49% |
$104K - $119K
|
6.31K
$4.32M
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-367- 18.36% |
$104K - $119K
|
1.63K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-369- 13.72% |
$105K - $120K
|
2.32K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-369- 2.69% |
$105K - $120K
|
13.3K
$9.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-371- 3.9% |
$105K - $121K
|
9.15K
$6.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-371- 5.77% |
$105K - $121K
|
6.06K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-373- 1.39% |
$106K - $121K
|
26.4K
$18.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-374- 6.12% |
$106K - $122K
|
5.74K
$3.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-374- 19.75% |
$106K - $122K
|
1.52K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-375- 14.86% |
$106K - $122K
|
2.15K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-378- 9.29% |
$107K - $123K
|
3.69K
$2.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-378- 17.25% |
$107K - $123K
|
1.81K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-380- 13.38% |
$108K - $124K
|
2.46K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-380- 5.76% |
$108K - $124K
|
6.22K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-385- 14.22% |
$109K - $125K
|
2.32K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-386- 2.81% |
$109K - $126K
|
13.3K
$9.12M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-386- 2.81% |
$109K - $126K
|
13.3K
$9.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-388- 1.23% |
$110K - $126K
|
31.1K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-393- 0.89% |
$111K - $128K
|
43.7K
$29.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-394- 2.3% |
$112K - $128K
|
16.7K
$11.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-397- 23.42% |
$112K - $129K
|
1.3K
$887K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-400- 70.42% |
$113K - $130K
|
168
$115K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-400- 26.61% |
$113K - $130K
|
1.1K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-400- 18.67% |
$113K - $130K
|
1.74K
$1.19M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-400- 35.12% |
$113K - $130K
|
739
$505K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-401- 1.18% |
$114K - $131K
|
33.6K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-401- 11.83% |
$114K - $131K
|
2.99K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-402- 5.72% |
$114K - $131K
|
6.62K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-403- 0.04% |
$114K - $131K
|
1.04M
$713M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-406- 5.9% |
$115K - $132K
|
6.48K
$4.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-407- 2.88% |
$115K - $132K
|
13.7K
$9.38M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-410- 15.21% |
$116K - $133K
|
2.29K
$1.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-425- 11.42% |
$120K - $138K
|
3.3K
$2.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-434- 34.36% |
$123K - $141K
|
829
$567K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-435- 1.7% |
$123K - $142K
|
25.1K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-441- 8.68% |
$125K - $144K
|
4.64K
$3.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-442- 3.95% |
$125K - $144K
|
10.7K
$7.35M
|