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 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
50+ 5.59% |
$14.4K - $17.9K
|
944
$645K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
50+ 5.76% |
$14.4K - $17.9K
|
918
$627K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
50+ 1.6% |
$14.4K - $17.9K
|
3.17K
$2.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
49+ 2.55% |
$14.1K - $17.6K
|
1.97K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
49+ 1.17% |
$14.1K - $17.6K
|
4.24K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
49+ 2.4% |
$14.1K - $17.6K
|
2.09K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
49+ 5.85% |
$14.1K - $17.6K
|
887
$606K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
49+ 0.84% |
$14.1K - $17.6K
|
5.89K
$4.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
49+ 4.12% |
$14.1K - $17.6K
|
1.24K
$846K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
48+ 0.85% |
$13.8K - $17.2K
|
5.68K
$3.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
48+ 6.14% |
$13.8K - $17.2K
|
830
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
48+ 4.42% |
$13.8K - $17.2K
|
1.14K
$776K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
47+ 3.97% |
$13.6K - $16.8K
|
1.23K
$841K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
47+ 4.74% |
$13.6K - $16.8K
|
1.04K
$710K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 2.37% |
$13.6K - $16.8K
|
2.03K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
47+ 1.76% |
$13.6K - $16.8K
|
2.72K
$1.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
46+ 2.99% |
$13.3K - $16.5K
|
1.58K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
46+ 0.57% |
$13.3K - $16.5K
|
8.17K
$5.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
46+ 2.41% |
$13.3K - $16.5K
|
1.96K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
46+ 0.23% |
$13.3K - $16.5K
|
20.2K
$13.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
45+ 0.32% |
$13K - $16.1K
|
14.1K
$9.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
45+ 80.36% |
$13K - $16.1K
|
101
$69K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
45+ 1.35% |
$13K - $16.1K
|
3.38K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
45+ 6.21% |
$13K - $16.1K
|
770
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
45+ 0.21% |
$13K - $16.1K
|
21.8K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45+ 9.18% |
$13K - $16.1K
|
535
$366K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
45New |
$13K - $16.1K
|
45
$30.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
44+ 1.09% |
$12.7K - $15.8K
|
4.06K
$2.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
44+ 3.36% |
$12.7K - $15.8K
|
1.35K
$924K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
44+ 3.97% |
$12.7K - $15.8K
|
1.15K
$787K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
44+ 3.91% |
$12.7K - $15.8K
|
1.17K
$799K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
43+ 4.73% |
$12.4K - $15.4K
|
953
$651K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
43+ 1.46% |
$12.4K - $15.4K
|
2.98K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
43+ 4.0% |
$12.4K - $15.4K
|
1.12K
$764K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
42+ 2.4% |
$12.1K - $15K
|
1.79K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
42+ 0.48% |
$12.1K - $15K
|
8.84K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
42+ 0.92% |
$12.1K - $15K
|
4.63K
$3.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
41+ 0.89% |
$11.8K - $14.7K
|
4.62K
$3.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
41+ 3.2% |
$11.8K - $14.7K
|
1.32K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
41+ 2.47% |
$11.8K - $14.7K
|
1.7K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
41+ 1.33% |
$11.8K - $14.7K
|
3.13K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
40+ 4.76% |
$11.5K - $14.3K
|
881
$602K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
40+ 3.15% |
$11.5K - $14.3K
|
1.31K
$894K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
40New |
$11.5K - $14.3K
|
40
$27.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
39+ 14.18% |
$11.2K - $14K
|
314
$215K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
39+ 0.79% |
$11.2K - $14K
|
5K
$3.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
39+ 1.21% |
$11.2K - $14K
|
3.26K
$2.23M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
39+ 1.21% |
$11.2K - $14K
|
3.26K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
39+ 0.9% |
$11.2K - $14K
|
4.37K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
39+ 2.19% |
$11.2K - $14K
|
1.82K
$1.24M
|