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 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.43K+ 4.96% |
$702K - $872K
|
51.5K
$29.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
2.43K+ 15.34% |
$701K - $871K
|
18.3K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.41K+ 0.05% |
$696K - $864K
|
4.74M
$2.72B
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.4K+ 21.5% |
$691K - $859K
|
13.5K
$7.78M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.39KNew |
$690K - $857K
|
2.39K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.38K+ 13.06% |
$685K - $851K
|
20.6K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.38K+ 317.22% |
$685K - $851K
|
3.13K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.37K+ 142.04% |
$684K - $850K
|
4.04K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.37K+ 100.0% |
$684K - $850K
|
4.74K
$2.72M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.37KNew |
$683K - $849K
|
2.37K
$1.36M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.36KNew |
$680K - $845K
|
2.36K
$1.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.35K+ 1.93% |
$679K - $843K
|
124K
$71.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.35KNew |
$676K - $841K
|
2.35K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.32K+ 58.11% |
$669K - $832K
|
6.32K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.32K+ 18.02% |
$668K - $830K
|
15.2K
$8.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
2.32K+ 36.86% |
$668K - $830K
|
8.6K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.3K+ 7.25% |
$664K - $825K
|
34.1K
$19.6M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.3K+ 8.66% |
$663K - $823K
|
28.8K
$16.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.3K+ 2.66% |
$662K - $823K
|
88.8K
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.29K+ 0.6% |
$661K - $822K
|
384K
$220M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.27KNew |
$655K - $814K
|
2.27K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.27K+ 52.89% |
$654K - $812K
|
6.55K
$3.76M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
2.26KNew |
$653K - $811K
|
2.26K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.24K+ 69.85% |
$646K - $803K
|
5.45K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.24KNew |
$646K - $803K
|
2.24K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
2.24K+ 3.48% |
$646K - $803K
|
66.6K
$38.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.24K+ 5.87% |
$644K - $801K
|
40.3K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.22K+ 8.79% |
$640K - $795K
|
27.5K
$15.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.22K+ 25.97% |
$639K - $794K
|
10.7K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.2K+ 4.02% |
$634K - $788K
|
56.9K
$32.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 6.88% |
$631K - $784K
|
34K
$19.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
2.19K+ 79.12% |
$631K - $784K
|
4.95K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.19K+ 26.09% |
$631K - $784K
|
10.6K
$6.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
2.13K+ 7.48% |
$615K - $764K
|
30.7K
$17.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.13K+ 85.38% |
$615K - $764K
|
4.63K
$2.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.13K+ 61.24% |
$614K - $763K
|
5.61K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.09KNew |
$603K - $750K
|
2.09K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.09K+ 54.11% |
$601K - $747K
|
5.94K
$3.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
2.08K+ 35.63% |
$601K - $746K
|
7.93K
$4.55M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.08K+ 34.95% |
$599K - $744K
|
8.02K
$4.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.07K+ 30.75% |
$597K - $742K
|
8.81K
$5.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
2.07K+ 13.2% |
$596K - $741K
|
17.7K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.07K+ 488.18% |
$595K - $740K
|
2.49K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.06K+ 31.8% |
$594K - $738K
|
8.54K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.06KNew |
$593K - $737K
|
2.06K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
BUY
|
- |
2.04K+ 49.62% |
$588K - $731K
|
6.15K
$3.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.03K+ 9.97% |
$585K - $727K
|
22.4K
$12.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.03KNew |
$585K - $727K
|
2.03K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.03K+ 20.7% |
$584K - $726K
|
11.8K
$6.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.02KNew |
$584K - $725K
|
2.02K
$1.16M
|