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 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
73+ 5.78% |
$21K - $26.2K
|
1.34K
$913K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 8.2% |
$20.8K - $25.8K
|
950
$649K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
72+ 3.31% |
$20.8K - $25.8K
|
2.24K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
71+ 1.33% |
$20.5K - $25.4K
|
5.43K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
BUY
|
- |
70+ 0.88% |
$20.2K - $25.1K
|
7.98K
$5.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
70+ 4.12% |
$20.2K - $25.1K
|
1.77K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
69+ 0.76% |
$19.9K - $24.7K
|
9.15K
$6.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
69+ 6.06% |
$19.9K - $24.7K
|
1.21K
$826K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
69+ 0.54% |
$19.9K - $24.7K
|
12.9K
$8.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
69+ 0.07% |
$19.9K - $24.7K
|
96.6K
$66M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
68+ 8.58% |
$19.6K - $24.4K
|
861
$589K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
67+ 0.62% |
$19.3K - $24K
|
10.8K
$7.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
67+ 1.43% |
$19.3K - $24K
|
4.74K
$3.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
66+ 3.62% |
$19K - $23.6K
|
1.89K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
66+ 0.22% |
$19K - $23.6K
|
30.6K
$20.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
65+ 0.37% |
$18.7K - $23.3K
|
17.6K
$12M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
65+ 2.93% |
$18.7K - $23.3K
|
2.28K
$1.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
64+ 2.47% |
$18.5K - $22.9K
|
2.66K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
64+ 3.46% |
$18.5K - $22.9K
|
1.91K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64+ 5.8% |
$18.5K - $22.9K
|
1.17K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
63+ 10.16% |
$18.2K - $22.6K
|
683
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
62+ 0.48% |
$17.9K - $22.2K
|
13K
$8.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
62+ 1.7% |
$17.9K - $22.2K
|
3.72K
$2.54M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 2.8% |
$17.9K - $22.2K
|
2.27K
$1.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
61+ 1.79% |
$17.6K - $21.9K
|
3.47K
$2.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
61+ 4.02% |
$17.6K - $21.9K
|
1.58K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
61+ 0.87% |
$17.6K - $21.9K
|
7.07K
$4.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61+ 5.03% |
$17.6K - $21.9K
|
1.27K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
61+ 0.54% |
$17.6K - $21.9K
|
11.3K
$7.71M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
60+ 1.41% |
$17.3K - $21.5K
|
4.31K
$2.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
59+ 4.18% |
$17K - $21.1K
|
1.47K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
59+ 0.65% |
$17K - $21.1K
|
9.1K
$6.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59+ 6.69% |
$17K - $21.1K
|
941
$643K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
58+ 4.19% |
$16.7K - $20.8K
|
1.44K
$986K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
57+ 5.32% |
$16.4K - $20.4K
|
1.13K
$771K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
57+ 0.09% |
$16.4K - $20.4K
|
61.6K
$42.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
55+ 4.12% |
$15.9K - $19.7K
|
1.39K
$951K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
55+ 18.39% |
$15.9K - $19.7K
|
354
$242K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
55+ 2.12% |
$15.9K - $19.7K
|
2.65K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
55+ 2.35% |
$15.9K - $19.7K
|
2.39K
$1.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
55+ 0.87% |
$15.9K - $19.7K
|
6.37K
$4.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
55New |
$15.9K - $19.7K
|
55
$37.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
55+ 3.94% |
$15.9K - $19.7K
|
1.45K
$993K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
54+ 0.77% |
$15.6K - $19.3K
|
7.05K
$4.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
54+ 2.27% |
$15.6K - $19.3K
|
2.43K
$1.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
52+ 2.02% |
$15K - $18.6K
|
2.63K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
51+ 0.19% |
$14.7K - $18.3K
|
27.3K
$18.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
50+ 2.61% |
$14.4K - $17.9K
|
1.97K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
50+ 1.98% |
$14.4K - $17.9K
|
2.58K
$1.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
50+ 2.05% |
$14.4K - $17.9K
|
2.49K
$1.7M
|