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 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
1.05K+ 14.43% |
$303K - $376K
|
8.33K
$4.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
1.05K+ 1.09% |
$303K - $376K
|
97.7K
$55.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.04K+ 14.02% |
$301K - $374K
|
8.49K
$4.83M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.02K+ 2.59% |
$295K - $367K
|
40.6K
$23.1M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.02KNew |
$295K - $366K
|
1.02K
$582K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.02KNew |
$294K - $365K
|
1.02K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.02KNew |
$294K - $365K
|
1.02K
$581K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.02KNew |
$293K - $364K
|
1.02K
$579K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$293K - $364K
|
1.02K
$578K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.01K+ 1.03% |
$292K - $363K
|
99.7K
$56.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.01KNew |
$292K - $363K
|
1.01K
$576K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 71.8% |
$292K - $362K
|
2.42K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.01K+ 28.82% |
$291K - $362K
|
4.51K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.01K+ 3.91% |
$291K - $362K
|
26.8K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.01KNew |
$291K - $362K
|
1.01K
$574K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
1.01K+ 3.47% |
$290K - $360K
|
30K
$17.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
1.01KNew |
$290K - $360K
|
1.01K
$572K
|
|
|
Jan 25, 2024
Q4 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
1KNew |
$288K - $358K
|
1K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
1K+ 12.5% |
$288K - $358K
|
9K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
998+ 15.1% |
$288K - $358K
|
7.61K
$4.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
988New |
$285K - $354K
|
988
$562K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
986+ 96.48% |
$284K - $353K
|
2.01K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
985+ 25.5% |
$284K - $353K
|
4.85K
$2.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
982+ 38.12% |
$283K - $352K
|
3.56K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
982+ 20.08% |
$283K - $352K
|
5.87K
$3.34M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
981New |
$283K - $352K
|
981
$558K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
979+ 33.25% |
$282K - $351K
|
3.92K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
979New |
$282K - $351K
|
979
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
979New |
$282K - $351K
|
979
$557K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
972New |
$280K - $348K
|
972
$553K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
971+ 80.05% |
$280K - $348K
|
2.18K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
971+ 49.31% |
$280K - $348K
|
2.94K
$1.67M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
971+ 3.09% |
$280K - $348K
|
32.4K
$18.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
967New |
$279K - $346K
|
967
$550K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
964+ 3.16% |
$278K - $345K
|
31.4K
$17.9M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
961New |
$277K - $344K
|
961
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
950+ 95.0% |
$274K - $340K
|
1.95K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Barrier Capital Management, LLC
San Francisco, CA |
BUY
|
- |
950+ 3.84% |
$274K - $340K
|
25.7K
$14.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
947+ 39.94% |
$273K - $339K
|
3.32K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
945+ 12.79% |
$272K - $339K
|
8.34K
$4.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
939+ 116.07% |
$271K - $336K
|
1.75K
$995K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
938New |
$270K - $336K
|
938
$534K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
937New |
$270K - $336K
|
937
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
925New |
$267K - $331K
|
925
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
919+ 26.29% |
$265K - $329K
|
4.42K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
917+ 53.07% |
$264K - $329K
|
2.65K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
916+ 64.69% |
$264K - $328K
|
2.33K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
915+ 34.86% |
$264K - $328K
|
3.54K
$2.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
914New |
$264K - $328K
|
914
$520K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
913New |
$263K - $327K
|
913
$520K
|