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
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.45KNew |
$418K - $520K
|
1.45K
$833K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.45KNew |
$418K - $520K
|
1.45K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.44KNew |
$416K - $517K
|
1.44K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.44K+ 52.81% |
$415K - $515K
|
4.16K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.44K+ 6.15% |
$415K - $515K
|
24.8K
$14.3M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$414K - $515K
|
1.44K
$825K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.43K+ 2.52% |
$413K - $514K
|
58.3K
$33.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.43KNew |
$411K - $511K
|
1.43K
$819K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.41K+ 140.0% |
$408K - $507K
|
2.42K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.41K+ 5.77% |
$406K - $505K
|
25.8K
$14.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.41KNew |
$405K - $504K
|
1.41K
$807K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.4KNew |
$404K - $502K
|
1.4K
$805K
|
|
|
Feb 13, 2024
Q4 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1.4K+ 34.15% |
$404K - $502K
|
5.5K
$3.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.4K+ 12.56% |
$403K - $501K
|
12.5K
$7.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.4K+ 31.57% |
$403K - $500K
|
5.82K
$3.34M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.39KNew |
$401K - $499K
|
1.39K
$799K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.39K+ 4.23% |
$399K - $496K
|
34.1K
$19.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.38KNew |
$397K - $494K
|
1.38K
$791K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.37K+ 20.51% |
$396K - $492K
|
8.06K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.37KNew |
$395K - $491K
|
1.37K
$787K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
1.37K+ 5.13% |
$394K - $489K
|
27.9K
$16.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.35KNew |
$389K - $484K
|
1.35K
$775K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.35KNew |
$389K - $484K
|
1.35K
$775K
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.35K+ 10.85% |
$388K - $482K
|
13.7K
$7.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.34KNew |
$388K - $482K
|
1.34K
$772K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.34K+ 2.9% |
$387K - $481K
|
47.6K
$27.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.34K+ 12.45% |
$387K - $481K
|
12.1K
$6.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.32KNew |
$381K - $474K
|
1.32K
$760K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.32K+ 15.89% |
$381K - $473K
|
9.64K
$5.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.32K+ 4.66% |
$380K - $472K
|
29.6K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.32K+ 40.34% |
$379K - $472K
|
4.58K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.32K+ 194.81% |
$379K - $471K
|
1.99K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.31K+ 13.28% |
$379K - $470K
|
11.2K
$6.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.31K+ 39.0% |
$377K - $469K
|
4.66K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.31KNew |
$377K - $468K
|
1.31K
$751K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.31KNew |
$376K - $468K
|
1.31K
$749K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.3K+ 2.33% |
$374K - $465K
|
57K
$32.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1.3KNew |
$373K - $464K
|
1.3K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.29K+ 10.7% |
$372K - $463K
|
13.4K
$7.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.29KNew |
$372K - $462K
|
1.29K
$741K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 19.49% |
$369K - $459K
|
7.85K
$4.51M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
1.28K+ 0.35% |
$369K - $458K
|
363K
$208M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.28K+ 41.15% |
$368K - $458K
|
4.38K
$2.52M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1.27K+ 61.3% |
$366K - $455K
|
3.34K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
1.27KNew |
$365K - $453K
|
1.27K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.26K+ 125.32% |
$364K - $452K
|
2.27K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.26K+ 26.25% |
$362K - $450K
|
6.04K
$3.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.25K+ 13.5% |
$361K - $448K
|
10.5K
$6.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.25K+ 4.46% |
$360K - $448K
|
29.2K
$16.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.25KNew |
$360K - $447K
|
1.25K
$716K
|