Purchases and Sales Made in Q2 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.86K+ 25.91% |
$594K - $826K
|
13.9K
$8.56M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.84K+ 28.06% |
$589K - $820K
|
13K
$7.98M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.78KNew |
$577K - $803K
|
2.78K
$1.71M
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.78KNew |
$577K - $802K
|
2.78K
$1.71M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.76KNew |
$572K - $796K
|
2.76K
$1.7M
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.76K+ 5624.49% |
$572K - $796K
|
2.81K
$1.73M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.74KNew |
$568K - $790K
|
2.74K
$1.68M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.73K+ 163.69% |
$567K - $789K
|
4.4K
$2.71M
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2.71K+ 3.52% |
$563K - $783K
|
79.8K
$49.1M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.71K+ 1.51% |
$562K - $782K
|
182K
$112M
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.67KNew |
$554K - $771K
|
2.67K
$1.64M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.66KNew |
$553K - $769K
|
2.66K
$1.64M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.64KNew |
$549K - $763K
|
2.64K
$1.63M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.6K+ 9.8% |
$539K - $750K
|
29.1K
$17.9M
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 43.4% |
$530K - $738K
|
8.45K
$5.2M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.53K+ 9.95% |
$524K - $730K
|
27.9K
$17.2M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
2.52K+ 2.48% |
$523K - $728K
|
104K
$64.1M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.52K+ 12.05% |
$523K - $728K
|
23.4K
$14.4M
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.52K+ 14.21% |
$523K - $727K
|
20.2K
$12.5M
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
2.5K+ 33.02% |
$518K - $721K
|
10.1K
$6.19M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.48K+ 47.5% |
$515K - $716K
|
7.7K
$4.74M
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.48KNew |
$514K - $715K
|
2.48K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
2.45K+ 45.65% |
$509K - $708K
|
7.82K
$4.82M
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.44K+ 2.96% |
$507K - $705K
|
85K
$52.4M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 24.02% |
$501K - $696K
|
12.5K
$7.67M
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2.39K+ 182.98% |
$495K - $689K
|
3.69K
$2.27M
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.35K+ 47.22% |
$487K - $677K
|
7.31K
$4.5M
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.31KNew |
$479K - $667K
|
2.31K
$1.42M
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.3K+ 2.88% |
$477K - $663K
|
82K
$50.5M
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.29KNew |
$474K - $660K
|
2.29K
$1.41M
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.29K+ 82.22% |
$474K - $660K
|
5.06K
$3.12M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 7.31% |
$473K - $658K
|
33.5K
$20.6M
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.28K+ 92.97% |
$472K - $657K
|
4.72K
$2.91M
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.26KNew |
$470K - $653K
|
2.26K
$1.39M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 7.7% |
$467K - $650K
|
31.5K
$19.4M
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$467K - $650K
|
2.25K
$1.39M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.22K+ 144.75% |
$461K - $641K
|
3.75K
$2.31M
|
|
Aug 14, 2023
Q2 2023
|
Gavilan Investment Partners LLC
Burlingame, CA |
BUY
|
- |
2.21K+ 2.52% |
$459K - $638K
|
90K
$55.4M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.2K+ 69.95% |
$457K - $636K
|
5.35K
$3.29M
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
2.16KNew |
$447K - $623K
|
2.16K
$1.33M
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2.16KNew |
$447K - $622K
|
2.16K
$1.33M
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.14K+ 161.78% |
$445K - $618K
|
3.47K
$2.13M
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.13K+ 9.94% |
$441K - $614K
|
23.5K
$14.5M
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.12K+ 144.42% |
$441K - $613K
|
3.59K
$2.21M
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.12KNew |
$440K - $613K
|
2.12K
$1.31M
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.12K+ 14.8% |
$439K - $611K
|
16.4K
$10.1M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.11K+ 2.02% |
$438K - $609K
|
107K
$65.6M
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.1KNew |
$436K - $606K
|
2.1K
$1.29M
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 41.45% |
$435K - $606K
|
7.16K
$4.41M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.07KNew |
$430K - $598K
|
2.07K
$1.27M
|