Purchases and Sales Made in Q4 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
532+ 10.75% |
$153K - $191K
|
5.48K
$3.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
532+ 3.07% |
$153K - $191K
|
17.9K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
532+ 17.66% |
$153K - $191K
|
3.55K
$2.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
529+ 3.67% |
$153K - $190K
|
15K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
529+ 10.78% |
$153K - $190K
|
5.44K
$3.72M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
528+ 13.93% |
$152K - $189K
|
4.32K
$2.95M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 7.13% |
$151K - $188K
|
7.89K
$5.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
522+ 10.69% |
$151K - $187K
|
5.4K
$3.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
522+ 10.94% |
$151K - $187K
|
5.29K
$3.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
520+ 50.68% |
$150K - $186K
|
1.55K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
520+ 4.71% |
$150K - $186K
|
11.6K
$7.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
519New |
$150K - $186K
|
519
$355K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
518+ 9.16% |
$149K - $186K
|
6.17K
$4.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
516+ 38.77% |
$149K - $185K
|
1.85K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
513+ 7.85% |
$148K - $184K
|
7.05K
$4.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
505+ 0.69% |
$146K - $181K
|
73.2K
$50M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
503+ 64.49% |
$145K - $180K
|
1.28K
$877K
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
BUY
|
- |
500+ 50.0% |
$144K - $179K
|
1.5K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Gavilan Investment Partners LLC
Burlingame, CA |
BUY
|
- |
500+ 0.55% |
$144K - $179K
|
91K
$62.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
499+ 15.05% |
$144K - $179K
|
3.81K
$2.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
498+ 14.12% |
$144K - $178K
|
4.03K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
497+ 21.42% |
$143K - $178K
|
2.82K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
491New |
$142K - $176K
|
491
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
491New |
$142K - $176K
|
491
$336K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
489+ 30.54% |
$141K - $175K
|
2.09K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
489New |
$141K - $175K
|
489
$334K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
488+ 127.08% |
$141K - $175K
|
872
$596K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
485+ 36.47% |
$140K - $174K
|
1.82K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
485+ 7.71% |
$140K - $174K
|
6.77K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
482+ 4.33% |
$139K - $173K
|
11.6K
$7.93M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
481+ 1.09% |
$139K - $172K
|
44.8K
$30.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
480+ 287.43% |
$138K - $172K
|
647
$442K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
478+ 2.49% |
$138K - $171K
|
19.7K
$13.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
477+ 15.37% |
$138K - $171K
|
3.58K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
477+ 1.93% |
$138K - $171K
|
25.2K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
477+ 1.73% |
$138K - $171K
|
28.1K
$19.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
473+ 29.09% |
$136K - $169K
|
2.1K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
472+ 14.46% |
$136K - $169K
|
3.74K
$2.55M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
469+ 52.0% |
$135K - $168K
|
1.37K
$937K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
468+ 15.82% |
$135K - $168K
|
3.43K
$2.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
464+ 2.79% |
$134K - $166K
|
17.1K
$11.7M
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
459+ 60.88% |
$132K - $164K
|
1.21K
$829K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
456+ 3.14% |
$131K - $163K
|
15K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
455+ 15.77% |
$131K - $163K
|
3.34K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
455New |
$131K - $163K
|
455
$311K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
455+ 23.16% |
$131K - $163K
|
2.42K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
452+ 1.06% |
$130K - $162K
|
43K
$29.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
450+ 7.22% |
$130K - $161K
|
6.69K
$4.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
447+ 20.29% |
$129K - $160K
|
2.65K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
447+ 16.42% |
$129K - $160K
|
3.17K
$2.17M
|