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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
445+ 18.84% |
$128K - $159K
|
2.81K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
438+ 1.5% |
$126K - $157K
|
29.7K
$20.3M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
438+ 44.92% |
$126K - $157K
|
1.41K
$966K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
438+ 5.08% |
$126K - $157K
|
9.06K
$6.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
434+ 1.55% |
$125K - $156K
|
28.4K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
433New |
$125K - $155K
|
433
$296K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
432+ 3.86% |
$125K - $155K
|
11.6K
$7.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
425+ 8.63% |
$123K - $152K
|
5.35K
$3.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
424+ 1.79% |
$122K - $152K
|
24.1K
$16.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
421+ 40.33% |
$121K - $151K
|
1.47K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
421+ 2.84% |
$121K - $151K
|
15.3K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
419+ 14.36% |
$121K - $150K
|
3.34K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
418New |
$121K - $150K
|
418
$286K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
418+ 6.62% |
$121K - $150K
|
6.73K
$4.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
416+ 1.06% |
$120K - $149K
|
39.8K
$27.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
415New |
$120K - $149K
|
415
$284K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
413+ 7.58% |
$119K - $148K
|
5.86K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
411+ 3.23% |
$119K - $147K
|
13.1K
$8.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
410+ 14.47% |
$118K - $147K
|
3.24K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
410+ 2.34% |
$118K - $147K
|
17.9K
$12.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
408+ 5.58% |
$118K - $146K
|
7.72K
$5.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
407+ 9.73% |
$117K - $146K
|
4.59K
$3.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
406+ 8.4% |
$117K - $145K
|
5.24K
$3.58M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
406+ 8.4% |
$117K - $145K
|
5.24K
$3.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
404+ 3.03% |
$116K - $145K
|
13.8K
$9.4M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
404+ 3.03% |
$116K - $145K
|
13.8K
$9.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
403New |
$116K - $144K
|
403
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
402+ 52.21% |
$116K - $144K
|
1.17K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
401+ 7.86% |
$116K - $144K
|
5.51K
$3.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
400+ 15.71% |
$115K - $143K
|
2.95K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
BUY
|
- |
400+ 37.52% |
$115K - $143K
|
1.47K
$1M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
400+ 9.21% |
$115K - $143K
|
4.74K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
400+ 22.95% |
$115K - $143K
|
2.14K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
400+ 1.99% |
$115K - $143K
|
20.5K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
400New |
$115K - $143K
|
400
$273K
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
BUY
|
- |
399+ 1.13% |
$115K - $143K
|
35.6K
$24.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
399+ 8.58% |
$115K - $143K
|
5.05K
$3.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
396+ 14.38% |
$114K - $142K
|
3.15K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
393+ 3.01% |
$113K - $141K
|
13.4K
$9.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
390+ 7.78% |
$112K - $140K
|
5.4K
$3.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
390+ 6.39% |
$112K - $140K
|
6.49K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
389+ 0.52% |
$112K - $139K
|
75K
$51.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
386+ 5.94% |
$111K - $138K
|
6.88K
$4.7M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
386+ 0.81% |
$111K - $138K
|
48.3K
$33M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
385+ 10.43% |
$111K - $138K
|
4.08K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
384+ 16.22% |
$111K - $138K
|
2.75K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
382+ 7.15% |
$110K - $137K
|
5.73K
$3.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
382+ 12.25% |
$110K - $137K
|
3.5K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
378New |
$109K - $135K
|
378
$258K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
374+ 5.66% |
$108K - $134K
|
6.99K
$4.78M
|