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 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
25+ 0.6% |
$7.21K - $8.96K
|
4.21K
$3.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25+ 10.29% |
$7.21K - $8.96K
|
268
$193K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
25+ 3.88% |
$7.21K - $8.96K
|
670
$482K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
25+ 0.51% |
$7.21K - $8.96K
|
4.9K
$3.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
25+ 83.33% |
$7.21K - $8.96K
|
55
$39.5K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
25+ 1.6% |
$7.21K - $8.96K
|
1.59K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
25+ 0.19% |
$7.21K - $8.96K
|
12.9K
$9.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
25+ 25.0% |
$7.21K - $8.96K
|
125
$89.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
24+ 0.6% |
$6.92K - $8.6K
|
4.05K
$2.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
24+ 0.51% |
$6.92K - $8.6K
|
4.73K
$3.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
24+ 300.0% |
$6.92K - $8.6K
|
32
$23K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24+ 2.68% |
$6.92K - $8.6K
|
918
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
24+ 2.0% |
$6.92K - $8.6K
|
1.22K
$880K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
23+ 0.77% |
$6.63K - $8.24K
|
3.01K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
23+ 2.05% |
$6.63K - $8.24K
|
1.14K
$822K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
23+ 1.21% |
$6.63K - $8.24K
|
1.93K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
23+ 0.52% |
$6.63K - $8.24K
|
4.48K
$3.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
23+ 1.04% |
$6.63K - $8.24K
|
2.23K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23+ 1.65% |
$6.63K - $8.24K
|
1.42K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
22+ 3.33% |
$6.34K - $7.88K
|
683
$491K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22+ 1.04% |
$6.34K - $7.88K
|
2.14K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
22+ 0.69% |
$6.34K - $7.88K
|
3.2K
$2.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
22New |
$6.34K - $7.88K
|
22
$15.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
22+ 1.1% |
$6.34K - $7.88K
|
2.02K
$1.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 1.2% |
$6.06K - $7.52K
|
1.77K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21+ 0.61% |
$6.06K - $7.52K
|
3.46K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
21+ 30.43% |
$6.06K - $7.52K
|
90
$64.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20+ 2.0% |
$5.77K - $7.17K
|
1.02K
$735K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
20+ 1.43% |
$5.77K - $7.17K
|
1.42K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
20+ 1.11% |
$5.77K - $7.17K
|
1.82K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
20+ 1.11% |
$5.77K - $7.17K
|
1.82K
$1.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
20+ 2.1% |
$5.77K - $7.17K
|
973
$700K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
20New |
$5.77K - $7.17K
|
20
$14.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 1.34% |
$5.77K - $7.17K
|
1.51K
$1.09M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
20+ 2.12% |
$5.77K - $7.17K
|
962
$692K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
19+ 0.47% |
$5.48K - $6.81K
|
4.04K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
19+ 1.38% |
$5.48K - $6.81K
|
1.39K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
18+ 0.13% |
$5.19K - $6.45K
|
13.4K
$9.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
18+ 0.16% |
$5.19K - $6.45K
|
11.5K
$8.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
18+ 1.49% |
$5.19K - $6.45K
|
1.22K
$880K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.56% |
$5.19K - $6.45K
|
3.22K
$2.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
18+ 2.01% |
$5.19K - $6.45K
|
914
$657K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.28% |
$5.19K - $6.45K
|
6.55K
$4.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
18+ 0.57% |
$5.19K - $6.45K
|
3.18K
$2.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
18+ 1.85% |
$5.19K - $6.45K
|
991
$713K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
17+ 1.16% |
$4.9K - $6.09K
|
1.49K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
17+ 1.66% |
$4.9K - $6.09K
|
1.04K
$747K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
17+ 1.09% |
$4.9K - $6.09K
|
1.58K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
17+ 1.49% |
$4.9K - $6.09K
|
1.16K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
17+ 1.02% |
$4.9K - $6.09K
|
1.68K
$1.21M
|