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 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
311+ 3.14% |
$89.7K - $111K
|
10.2K
$6.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
309+ 16.43% |
$89.1K - $111K
|
2.19K
$1.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
308+ 0.88% |
$88.8K - $110K
|
35.3K
$24.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
308+ 2.95% |
$88.8K - $110K
|
10.7K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
307New |
$88.5K - $110K
|
307
$210K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
305+ 37.47% |
$87.9K - $109K
|
1.12K
$765K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
305+ 23.35% |
$87.9K - $109K
|
1.61K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
302+ 8.83% |
$87.1K - $108K
|
3.72K
$2.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
301+ 5.62% |
$86.8K - $108K
|
5.66K
$3.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
301+ 5.71% |
$86.8K - $108K
|
5.57K
$3.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
300+ 3.18% |
$86.5K - $107K
|
9.74K
$6.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
300+ 21.8% |
$86.5K - $107K
|
1.68K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
300+ 5.17% |
$86.5K - $107K
|
6.1K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 3.29% |
$86.5K - $107K
|
9.41K
$6.43M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
300New |
$86.5K - $107K
|
300
$205K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
299+ 1.85% |
$86.2K - $107K
|
16.5K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
295+ 4.54% |
$85.1K - $106K
|
6.79K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
292+ 28.94% |
$84.2K - $105K
|
1.3K
$889K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
291+ 1.3% |
$83.9K - $104K
|
22.8K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
291+ 6.96% |
$83.9K - $104K
|
4.47K
$3.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
290+ 41.55% |
$83.6K - $104K
|
988
$675K
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
287New |
$82.8K - $103K
|
287
$196K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
287+ 81.07% |
$82.8K - $103K
|
641
$438K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
286+ 3.34% |
$82.5K - $102K
|
8.86K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
282+ 1.14% |
$81.3K - $101K
|
24.9K
$17M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
278+ 18.15% |
$80.2K - $99.6K
|
1.81K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
277+ 2.98% |
$79.9K - $99.3K
|
9.56K
$6.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
275+ 34.38% |
$79.3K - $98.5K
|
1.08K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
275+ 21.84% |
$79.3K - $98.5K
|
1.53K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
274+ 7.15% |
$79K - $98.2K
|
4.11K
$2.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
272+ 3.29% |
$78.4K - $97.5K
|
8.54K
$5.84M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
272New |
$78.4K - $97.5K
|
272
$186K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
271+ 2.02% |
$78.1K - $97.1K
|
13.7K
$9.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
267+ 1.98% |
$77K - $95.7K
|
13.8K
$9.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
266+ 3.61% |
$76.7K - $95.3K
|
7.63K
$5.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
265+ 4.1% |
$76.4K - $95K
|
6.72K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
265New |
$76.4K - $95K
|
265
$181K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
262+ 36.24% |
$75.5K - $93.9K
|
985
$673K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
258+ 36.08% |
$74.4K - $92.4K
|
973
$665K
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
255+ 17.44% |
$73.5K - $91.4K
|
1.72K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
255+ 2.43% |
$73.5K - $91.4K
|
10.7K
$7.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
255+ 4.77% |
$73.5K - $91.4K
|
5.6K
$3.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
255+ 7.15% |
$73.5K - $91.4K
|
3.82K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
252+ 25.9% |
$72.7K - $90.3K
|
1.23K
$837K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
251+ 15.18% |
$72.4K - $89.9K
|
1.9K
$1.3M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
247+ 10.11% |
$71.2K - $88.5K
|
2.69K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
246New |
$70.9K - $88.1K
|
246
$168K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
244+ 33.56% |
$70.4K - $87.4K
|
971
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
244+ 1.3% |
$70.4K - $87.4K
|
19K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
242+ 35.02% |
$69.8K - $86.7K
|
933
$638K
|