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 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
195+ 14.75% |
$56.2K - $69.9K
|
1.52K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
195+ 15.96% |
$56.2K - $69.9K
|
1.42K
$969K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
193+ 6.24% |
$55.7K - $69.2K
|
3.28K
$2.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
192+ 2.05% |
$55.4K - $68.8K
|
9.54K
$6.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
192+ 9.13% |
$55.4K - $68.8K
|
2.3K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
192+ 1.79% |
$55.4K - $68.8K
|
10.9K
$7.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
191+ 11.89% |
$55.1K - $68.4K
|
1.8K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
191+ 10.39% |
$55.1K - $68.4K
|
2.03K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
190+ 7.13% |
$54.8K - $68.1K
|
2.86K
$1.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
190+ 7.03% |
$54.8K - $68.1K
|
2.89K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
189+ 1.14% |
$54.5K - $67.7K
|
16.8K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
189+ 1.12% |
$54.5K - $67.7K
|
17K
$11.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
188+ 7.65% |
$54.2K - $67.4K
|
2.65K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
188+ 8.77% |
$54.2K - $67.4K
|
2.33K
$1.59M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
188+ 22.49% |
$54.2K - $67.4K
|
1.02K
$700K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
187+ 6.05% |
$53.9K - $67K
|
3.28K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
187+ 4.81% |
$53.9K - $67K
|
4.08K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
186+ 4.51% |
$53.6K - $66.6K
|
4.31K
$2.94M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
185+ 10.13% |
$53.3K - $66.3K
|
2.01K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
184+ 3.0% |
$53.1K - $65.9K
|
6.31K
$4.31M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
183+ 1.68% |
$52.8K - $65.6K
|
11.1K
$7.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
182+ 8.38% |
$52.5K - $65.2K
|
2.35K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
182+ 0.98% |
$52.5K - $65.2K
|
18.8K
$12.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
181+ 19.53% |
$52.2K - $64.9K
|
1.11K
$757K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
181+ 5.65% |
$52.2K - $64.9K
|
3.39K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
180+ 0.38% |
$51.9K - $64.5K
|
47.6K
$32.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
180+ 10.72% |
$51.9K - $64.5K
|
1.86K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
179+ 4.13% |
$51.6K - $64.1K
|
4.51K
$3.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
178+ 12.23% |
$51.3K - $63.8K
|
1.63K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
176+ 19.82% |
$50.7K - $63.1K
|
1.06K
$727K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
176+ 1.24% |
$50.7K - $63.1K
|
14.4K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
175+ 1.26% |
$50.5K - $62.7K
|
14K
$9.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
173+ 6.0% |
$49.9K - $62K
|
3.06K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
173New |
$49.9K - $62K
|
173
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
173+ 3.32% |
$49.9K - $62K
|
5.39K
$3.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
172+ 1.6% |
$49.6K - $61.6K
|
10.9K
$7.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
172+ 0.65% |
$49.6K - $61.6K
|
26.8K
$18.3M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
172+ 3.31% |
$49.6K - $61.6K
|
5.36K
$3.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
171+ 0.42% |
$49.3K - $61.3K
|
41.3K
$28.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
170+ 8.99% |
$49K - $60.9K
|
2.06K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
168+ 6.47% |
$48.4K - $60.2K
|
2.76K
$1.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
166+ 1.42% |
$47.9K - $59.5K
|
11.9K
$8.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
166+ 4.53% |
$47.9K - $59.5K
|
3.83K
$2.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
165+ 15.55% |
$47.6K - $59.1K
|
1.23K
$838K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
165+ 7.86% |
$47.6K - $59.1K
|
2.26K
$1.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
164+ 2.81% |
$47.3K - $58.8K
|
6.01K
$4.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
164+ 1.52% |
$47.3K - $58.8K
|
11K
$7.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
163+ 9.77% |
$47K - $58.4K
|
1.83K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
163+ 2.17% |
$47K - $58.4K
|
7.68K
$5.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
162+ 1.17% |
$46.7K - $58K
|
14K
$9.56M
|