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 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
78+ 3.15% |
$22.5K - $27.9K
|
2.55K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
78+ 2.96% |
$22.5K - $27.9K
|
2.71K
$1.95M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
78+ 13.49% |
$22.5K - $27.9K
|
656
$472K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
76+ 6.91% |
$21.9K - $27.2K
|
1.18K
$846K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
76+ 3.19% |
$21.9K - $27.2K
|
2.46K
$1.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
74+ 9.23% |
$21.3K - $26.5K
|
876
$630K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
74+ 0.48% |
$21.3K - $26.5K
|
15.6K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
74+ 411.11% |
$21.3K - $26.5K
|
92
$66.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
74+ 0.23% |
$21.3K - $26.5K
|
31.8K
$22.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
73+ 5.78% |
$21K - $26.2K
|
1.34K
$960K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 8.2% |
$20.8K - $25.8K
|
950
$683K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
72+ 3.31% |
$20.8K - $25.8K
|
2.24K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
71+ 1.33% |
$20.5K - $25.4K
|
5.43K
$3.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
BUY
|
- |
70+ 0.88% |
$20.2K - $25.1K
|
7.98K
$5.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
70+ 4.12% |
$20.2K - $25.1K
|
1.77K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
69+ 0.76% |
$19.9K - $24.7K
|
9.15K
$6.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
69+ 6.06% |
$19.9K - $24.7K
|
1.21K
$869K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
69+ 0.54% |
$19.9K - $24.7K
|
12.9K
$9.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
69+ 0.07% |
$19.9K - $24.7K
|
96.6K
$69.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
68+ 8.58% |
$19.6K - $24.4K
|
861
$619K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
67+ 0.62% |
$19.3K - $24K
|
10.8K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
67+ 1.43% |
$19.3K - $24K
|
4.74K
$3.41M
|
|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
67+ 5.6% |
$19.3K - $24K
|
1.26K
$909K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
66+ 3.62% |
$19K - $23.6K
|
1.89K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
66+ 0.22% |
$19K - $23.6K
|
30.6K
$22M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
66+ 10.7% |
$19K - $23.6K
|
683
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
65+ 0.37% |
$18.7K - $23.3K
|
17.6K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
65+ 2.93% |
$18.7K - $23.3K
|
2.28K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
64+ 2.47% |
$18.5K - $22.9K
|
2.66K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
64+ 3.46% |
$18.5K - $22.9K
|
1.91K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64+ 5.8% |
$18.5K - $22.9K
|
1.17K
$839K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
63+ 10.16% |
$18.2K - $22.6K
|
683
$491K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
62+ 0.48% |
$17.9K - $22.2K
|
13K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
62+ 1.7% |
$17.9K - $22.2K
|
3.72K
$2.67M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 2.8% |
$17.9K - $22.2K
|
2.27K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
61+ 1.79% |
$17.6K - $21.9K
|
3.47K
$2.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
61+ 4.02% |
$17.6K - $21.9K
|
1.58K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
61+ 0.87% |
$17.6K - $21.9K
|
7.07K
$5.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61+ 5.03% |
$17.6K - $21.9K
|
1.27K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
61+ 0.54% |
$17.6K - $21.9K
|
11.3K
$8.11M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
60+ 1.41% |
$17.3K - $21.5K
|
4.31K
$3.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
59+ 4.18% |
$17K - $21.1K
|
1.47K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
59+ 0.65% |
$17K - $21.1K
|
9.1K
$6.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59+ 6.69% |
$17K - $21.1K
|
941
$677K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
58+ 4.19% |
$16.7K - $20.8K
|
1.44K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
57+ 5.32% |
$16.4K - $20.4K
|
1.13K
$811K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
57+ 0.09% |
$16.4K - $20.4K
|
61.6K
$44.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
55+ 4.12% |
$15.9K - $19.7K
|
1.39K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
55+ 18.39% |
$15.9K - $19.7K
|
354
$255K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
55+ 2.12% |
$15.9K - $19.7K
|
2.65K
$1.91M
|