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 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-65- 1.18% |
$18.7K - $23.3K
|
5.45K
$3.72M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 5.57% |
$18.7K - $23.3K
|
1.1K
$753K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-66- 1.03% |
$19K - $23.6K
|
6.37K
$4.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-66- 0.33% |
$19K - $23.6K
|
19.7K
$13.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-66- 1.24% |
$19K - $23.6K
|
5.25K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-66- 9.85% |
$19K - $23.6K
|
604
$413K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-66- 8.75% |
$19K - $23.6K
|
688
$470K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-67- 4.06% |
$19.3K - $24K
|
1.58K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-67- 2.17% |
$19.3K - $24K
|
3.03K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-67- 0.43% |
$19.3K - $24K
|
15.6K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-67- 6.65% |
$19.3K - $24K
|
941
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-67- 5.54% |
$19.3K - $24K
|
1.14K
$781K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-67- 2.1% |
$19.3K - $24K
|
3.13K
$2.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-68- 6.88% |
$19.6K - $24.4K
|
920
$629K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-68- 7.61% |
$19.6K - $24.4K
|
825
$564K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-68- 0.76% |
$19.6K - $24.4K
|
8.88K
$6.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-68- 1.08% |
$19.6K - $24.4K
|
6.21K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-68- 2.57% |
$19.6K - $24.4K
|
2.58K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-69- 0.45% |
$19.9K - $24.7K
|
15.2K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-69- 2.72% |
$19.9K - $24.7K
|
2.47K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-70- 7.64% |
$20.2K - $25.1K
|
846
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-70- 2.78% |
$20.2K - $25.1K
|
2.45K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-70- 1.89% |
$20.2K - $25.1K
|
3.64K
$2.49M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-70- 9.6% |
$20.2K - $25.1K
|
659
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-71- 45.22% |
$20.5K - $25.4K
|
86
$58.8K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-71- 9.61% |
$20.5K - $25.4K
|
668
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-72- 1.06% |
$20.8K - $25.8K
|
6.74K
$4.61M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-73- 54.89% |
$21K - $26.2K
|
60
$41K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-73- 1.78% |
$21K - $26.2K
|
4.04K
$2.76M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-73- 0.44% |
$21K - $26.2K
|
16.5K
$11.3M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-74- 7.44% |
$21.3K - $26.5K
|
920
$629K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-75- 5.83% |
$21.6K - $26.9K
|
1.21K
$828K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-75- 7.63% |
$21.6K - $26.9K
|
908
$621K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-75- 1.39% |
$21.6K - $26.9K
|
5.32K
$3.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-75- 86.21% |
$21.6K - $26.9K
|
12
$8.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-75- 5.35% |
$21.6K - $26.9K
|
1.33K
$906K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 7.18% |
$21.6K - $26.9K
|
970
$663K
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-75- 0.17% |
$21.6K - $26.9K
|
43K
$29.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-76- 1.25% |
$21.9K - $27.2K
|
5.98K
$4.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-76- 2.05% |
$21.9K - $27.2K
|
3.63K
$2.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-76- 1.74% |
$21.9K - $27.2K
|
4.29K
$2.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-78- 1.21% |
$22.5K - $27.9K
|
6.38K
$4.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-78- 7.18% |
$22.5K - $27.9K
|
1.01K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-78- 60.94% |
$22.5K - $27.9K
|
50
$34.2K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-79- 10.85% |
$22.8K - $28.3K
|
649
$444K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-80- 6.03% |
$23.1K - $28.7K
|
1.25K
$852K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-80- 11.76% |
$23.1K - $28.7K
|
600
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-80- 10.08% |
$23.1K - $28.7K
|
714
$488K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-80- 4.13% |
$23.1K - $28.7K
|
1.86K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-80- 10.08% |
$23.1K - $28.7K
|
714
$488K
|