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 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-103- 14.45% |
$29.7K - $36.9K
|
610
$417K
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-103- 9.66% |
$29.7K - $36.9K
|
963
$658K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-103- 1.23% |
$29.7K - $36.9K
|
8.29K
$5.66M
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-104- 3.76% |
$30K - $37.3K
|
2.66K
$1.82M
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-105- 7.01% |
$30.3K - $37.6K
|
1.39K
$952K
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-105- 6.16% |
$30.3K - $37.6K
|
1.6K
$1.09M
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-105- 5.69% |
$30.3K - $37.6K
|
1.74K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-105- 8.29% |
$30.3K - $37.6K
|
1.16K
$794K
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-105- 0.28% |
$30.3K - $37.6K
|
37.6K
$25.7M
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-106- 1.11% |
$30.6K - $38K
|
9.47K
$6.47M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-106- 1.36% |
$30.6K - $38K
|
7.67K
$5.24M
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-106- 2.63% |
$30.6K - $38K
|
3.93K
$2.69M
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-107- 0.32% |
$30.9K - $38.3K
|
33.1K
$22.6M
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-108- 2.51% |
$31.1K - $38.7K
|
4.2K
$2.87M
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-108- 0.57% |
$31.1K - $38.7K
|
18.7K
$12.8M
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-110- 1.44% |
$31.7K - $39.4K
|
7.54K
$5.16M
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-110- 2.8% |
$31.7K - $39.4K
|
3.82K
$2.61M
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-111- 1.88% |
$32K - $39.8K
|
5.8K
$3.96M
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-111- 2.39% |
$32K - $39.8K
|
4.53K
$3.09M
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-111- 1.45% |
$32K - $39.8K
|
7.56K
$5.17M
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-114- 0.5% |
$32.9K - $40.8K
|
22.8K
$15.6M
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-114- 2.29% |
$32.9K - $40.8K
|
4.87K
$3.33M
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-114- 3.69% |
$32.9K - $40.8K
|
2.98K
$2.04M
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-114- 9.16% |
$32.9K - $40.8K
|
1.13K
$772K
|
|
Jan 10, 2024
Q4 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-115- 0.82% |
$33.2K - $41.2K
|
13.9K
$9.48M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-115- 1.42% |
$33.2K - $41.2K
|
7.99K
$5.46M
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-116- 1.85% |
$33.4K - $41.6K
|
6.15K
$4.2M
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-116- 2.28% |
$33.4K - $41.6K
|
4.96K
$3.39M
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-117- 9.77% |
$33.7K - $41.9K
|
1.08K
$739K
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-117- 10.46% |
$33.7K - $41.9K
|
1K
$685K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-117- 8.18% |
$33.7K - $41.9K
|
1.31K
$898K
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-118- 2.03% |
$34K - $42.3K
|
5.71K
$3.9M
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-119- 1.9% |
$34.3K - $42.6K
|
6.16K
$4.21M
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-120- 1.16% |
$34.6K - $43K
|
10.2K
$6.98M
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-120- 2.57% |
$34.6K - $43K
|
4.54K
$3.1M
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-121- 1.59% |
$34.9K - $43.4K
|
7.48K
$5.11M
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-122- 3.06% |
$35.2K - $43.7K
|
3.87K
$2.64M
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-123- 30.22% |
$35.5K - $44.1K
|
284
$194K
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-123- 10.27% |
$35.5K - $44.1K
|
1.08K
$735K
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-123- 14.25% |
$35.5K - $44.1K
|
740
$506K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-124- 6.41% |
$35.8K - $44.4K
|
1.81K
$1.24M
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-124- 5.06% |
$35.8K - $44.4K
|
2.33K
$1.59M
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-125- 2.61% |
$36K - $44.8K
|
4.67K
$3.19M
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-125- 58.14% |
$36K - $44.8K
|
90
$61.5K
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-125- 2.2% |
$36K - $44.8K
|
5.55K
$3.8M
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-126- 2.97% |
$36.3K - $45.1K
|
4.12K
$2.82M
|
|
Feb 14, 2024
Q4 2023
|
Forest Avenue Capital Management LP
Coconut Grove, FL |
SELL
|
- |
-126- 0.33% |
$36.3K - $45.1K
|
37.7K
$25.8M
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-127- 3.55% |
$36.6K - $45.5K
|
3.45K
$2.36M
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-128- 16.62% |
$36.9K - $45.9K
|
642
$439K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-129- 1.77% |
$37.2K - $46.2K
|
7.14K
$4.88M
|