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 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
39+ 0.17% |
$11.2K - $14K
|
23.4K
$16M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39+ 37.86% |
$11.2K - $14K
|
142
$97.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 1.33% |
$11K - $13.6K
|
2.89K
$1.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
38+ 2.09% |
$11K - $13.6K
|
1.86K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
38+ 1.99% |
$11K - $13.6K
|
1.95K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
37+ 2.71% |
$10.7K - $13.3K
|
1.4K
$958K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
37+ 2.33% |
$10.7K - $13.3K
|
1.62K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
37+ 1.5% |
$10.7K - $13.3K
|
2.51K
$1.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
37+ 2.07% |
$10.7K - $13.3K
|
1.83K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
36+ 3.82% |
$10.4K - $12.9K
|
978
$669K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 2.54% |
$10.4K - $12.9K
|
1.45K
$992K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
35+ 0.75% |
$10.1K - $12.5K
|
4.71K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
34+ 1.48% |
$9.8K - $12.2K
|
2.33K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
34+ 1.05% |
$9.8K - $12.2K
|
3.28K
$2.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
33+ 2.96% |
$9.52K - $11.8K
|
1.15K
$784K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
33+ 2.44% |
$9.52K - $11.8K
|
1.39K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
33+ 2.92% |
$9.52K - $11.8K
|
1.16K
$795K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.84% |
$9.23K - $11.5K
|
1.77K
$1.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
32New |
$9.23K - $11.5K
|
32
$21.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
31+ 1.71% |
$8.94K - $11.1K
|
1.84K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
31+ 3.86% |
$8.94K - $11.1K
|
835
$571K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
30+ 0.22% |
$8.65K - $10.7K
|
13.7K
$9.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
30+ 2.72% |
$8.65K - $10.7K
|
1.13K
$775K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
29+ 1.84% |
$8.36K - $10.4K
|
1.6K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.94% |
$8.07K - $10K
|
1.47K
$1M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
28+ 3.99% |
$8.07K - $10K
|
730
$499K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28+ 3.95% |
$8.07K - $10K
|
736
$503K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
28+ 0.25% |
$8.07K - $10K
|
11.2K
$7.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
28+ 3.0% |
$8.07K - $10K
|
960
$656K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 9.3% |
$8.07K - $10K
|
329
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
28+ 0.36% |
$8.07K - $10K
|
7.78K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
28+ 2.47% |
$8.07K - $10K
|
1.16K
$793K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27+ 0.31% |
$7.79K - $9.67K
|
8.76K
$5.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
27+ 1.78% |
$7.79K - $9.67K
|
1.55K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27+ 0.59% |
$7.79K - $9.67K
|
4.57K
$3.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
27New |
$7.79K - $9.67K
|
27
$18.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
26+ 2.04% |
$7.5K - $9.32K
|
1.3K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26+ 2.6% |
$7.5K - $9.32K
|
1.03K
$701K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
25+ 0.07% |
$7.21K - $8.96K
|
38.4K
$26.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
25+ 0.6% |
$7.21K - $8.96K
|
4.21K
$2.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25+ 10.29% |
$7.21K - $8.96K
|
268
$183K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
25+ 3.88% |
$7.21K - $8.96K
|
670
$458K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
25+ 0.51% |
$7.21K - $8.96K
|
4.9K
$3.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
25+ 83.33% |
$7.21K - $8.96K
|
55
$37.6K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
25+ 1.6% |
$7.21K - $8.96K
|
1.59K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
25+ 0.19% |
$7.21K - $8.96K
|
12.9K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
25+ 25.0% |
$7.21K - $8.96K
|
125
$85.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
24+ 0.6% |
$6.92K - $8.6K
|
4.05K
$2.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
24+ 0.51% |
$6.92K - $8.6K
|
4.73K
$3.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
24+ 300.0% |
$6.92K - $8.6K
|
32
$21.9K
|