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 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-123- 10.27% |
$35.5K - $44.1K
|
1.08K
$773K
|
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-123- 14.25% |
$35.5K - $44.1K
|
740
$532K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-124- 6.41% |
$35.8K - $44.4K
|
1.81K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-124- 5.06% |
$35.8K - $44.4K
|
2.33K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-125- 2.61% |
$36K - $44.8K
|
4.67K
$3.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-125- 58.14% |
$36K - $44.8K
|
90
$64.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-125- 2.2% |
$36K - $44.8K
|
5.55K
$3.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-126- 2.97% |
$36.3K - $45.1K
|
4.12K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Forest Avenue Capital Management LP
Coconut Grove, FL |
SELL
|
- |
-126- 0.33% |
$36.3K - $45.1K
|
37.7K
$27.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-127- 3.55% |
$36.6K - $45.5K
|
3.45K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-128- 16.62% |
$36.9K - $45.9K
|
642
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-129- 1.77% |
$37.2K - $46.2K
|
7.14K
$5.14M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-131- 3.71% |
$37.8K - $46.9K
|
3.4K
$2.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-133- 0.08% |
$38.4K - $47.7K
|
167K
$120M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-134- 4.24% |
$38.6K - $48K
|
3.03K
$2.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-137- 12.69% |
$39.5K - $49.1K
|
943
$678K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-138- 2.61% |
$39.8K - $49.4K
|
5.16K
$3.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-138- 1.64% |
$39.8K - $49.4K
|
8.29K
$5.96M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-140- 0.95% |
$40.4K - $50.2K
|
14.6K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-141- 19.8% |
$40.7K - $50.5K
|
571
$411K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-141- 1.79% |
$40.7K - $50.5K
|
7.74K
$5.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-141- 3.38% |
$40.7K - $50.5K
|
4.03K
$2.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-143- 23.52% |
$41.2K - $51.2K
|
465
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-143- 2.45% |
$41.2K - $51.2K
|
5.71K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-143- 1.49% |
$41.2K - $51.2K
|
9.43K
$6.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-143- 12.67% |
$41.2K - $51.2K
|
986
$709K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-144- 3.84% |
$41.5K - $51.6K
|
3.61K
$2.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-145- 0.4% |
$41.8K - $52K
|
35.7K
$25.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-146- 7.95% |
$42.1K - $52.3K
|
1.69K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-148- 4.27% |
$42.7K - $53K
|
3.32K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-149- 0.67% |
$43K - $53.4K
|
22K
$15.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-149- 12.8% |
$43K - $53.4K
|
1.02K
$730K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-151- 0.9% |
$43.5K - $54.1K
|
16.6K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-151- 3.97% |
$43.5K - $54.1K
|
3.65K
$2.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-152- 17.78% |
$43.8K - $54.5K
|
703
$505K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-153- 11.53% |
$44.1K - $54.8K
|
1.17K
$844K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-153- 1.63% |
$44.1K - $54.8K
|
9.21K
$6.62M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-154- 5.36% |
$44.4K - $55.2K
|
2.72K
$1.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-155- 8.33% |
$44.7K - $55.5K
|
1.71K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-156- 4.12% |
$45K - $55.9K
|
3.63K
$2.61M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-160- 6.59% |
$46.1K - $57.3K
|
2.27K
$1.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-160- 0.69% |
$46.1K - $57.3K
|
23.1K
$16.6M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-160- 3.73% |
$46.1K - $57.3K
|
4.13K
$2.97M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-160- 1.31% |
$46.1K - $57.3K
|
12K
$8.64M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-160- 11.77% |
$46.1K - $57.3K
|
1.2K
$862K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-162- 18.33% |
$46.7K - $58K
|
722
$519K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-164- 4.54% |
$47.3K - $58.8K
|
3.45K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-164- 2.2% |
$47.3K - $58.8K
|
7.3K
$5.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-165- 9.36% |
$47.6K - $59.1K
|
1.6K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-165- 12.76% |
$47.6K - $59.1K
|
1.13K
$811K
|