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 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.03% |
$288 - $358
|
3.43K
$2.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.02% |
$288 - $358
|
5.05K
$3.45M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1+ 0.15% |
$288 - $358
|
669
$457K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$288 - $358
|
186M
$127B
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$288 - $358
|
1
$684
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.55% |
$288 - $358
|
180
$123K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1- 0.08% |
$288 - $358
|
1.3K
$886K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$288 - $358
|
2K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.1% |
$288 - $358
|
980
$670K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1- 0.02% |
$288 - $358
|
4.92K
$3.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.06% |
$288 - $358
|
1.64K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1- 0.04% |
$288 - $358
|
2.75K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$288 - $358
|
4.04K
$2.76M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-1- 0.01% |
$288 - $358
|
9.27K
$6.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2- 0.27% |
$577 - $717
|
740
$506K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-2- 0.17% |
$577 - $717
|
1.2K
$823K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2- 0.05% |
$577 - $717
|
4.19K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2- 0.28% |
$577 - $717
|
709
$485K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$577 - $717
|
7.31K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2- 0.19% |
$577 - $717
|
1.06K
$723K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2- 0.22% |
$577 - $717
|
901
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-3- 0.23% |
$865 - $1.07K
|
1.29K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3- 0.09% |
$865 - $1.07K
|
3.45K
$2.36M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 0.74% |
$865 - $1.07K
|
403
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-4- 0.08% |
$1.15K - $1.43K
|
4.73K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4- 0.16% |
$1.15K - $1.43K
|
2.53K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 0.23% |
$1.15K - $1.43K
|
1.71K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 3.94% |
$1.44K - $1.79K
|
122
$83.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.4% |
$1.44K - $1.79K
|
1.25K
$857K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5- 0.13% |
$1.44K - $1.79K
|
3.93K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-5- 0.4% |
$1.44K - $1.79K
|
1.25K
$852K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-5- 0.19% |
$1.44K - $1.79K
|
2.68K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5- 0.42% |
$1.44K - $1.79K
|
1.17K
$802K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-5- 0.44% |
$1.44K - $1.79K
|
1.14K
$777K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.34% |
$1.44K - $1.79K
|
1.47K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-5- 0.5% |
$1.44K - $1.79K
|
1K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-5- 0.51% |
$1.44K - $1.79K
|
973
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.23% |
$1.44K - $1.79K
|
2.17K
$1.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6- 2.48% |
$1.73K - $2.15K
|
236
$161K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-6- 0.36% |
$1.73K - $2.15K
|
1.64K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-6- 0.19% |
$1.73K - $2.15K
|
3.09K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-6- 0.02% |
$1.73K - $2.15K
|
24.7K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-6- 0.21% |
$1.73K - $2.15K
|
2.86K
$1.95M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6- 0.05% |
$1.73K - $2.15K
|
11.1K
$7.61M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-6- 0.07% |
$1.73K - $2.15K
|
8.8K
$6.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-7- 0.14% |
$2.02K - $2.51K
|
5.18K
$3.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 0.77% |
$2.02K - $2.51K
|
899
$615K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-7- 0.2% |
$2.02K - $2.51K
|
3.52K
$2.4M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-7- 0.78% |
$2.02K - $2.51K
|
886
$606K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-8- 0.37% |
$2.31K - $2.87K
|
2.14K
$1.46M
|