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 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
908New |
$262K - $325K
|
908
$517K
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
906+ 0.2% |
$261K - $325K
|
445K
$253M
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
905New |
$261K - $324K
|
905
$515K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
900New |
$260K - $322K
|
900
$512K
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
890New |
$257K - $319K
|
890
$507K
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
890+ 3.74% |
$257K - $319K
|
24.7K
$14.1M
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
889+ 5.38% |
$256K - $319K
|
17.4K
$9.91M
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
888New |
$256K - $318K
|
888
$505K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
885+ 35.41% |
$255K - $317K
|
3.38K
$1.93M
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
876+ 35.03% |
$253K - $314K
|
3.38K
$1.92M
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
875+ 0.7% |
$252K - $314K
|
125K
$71.3M
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
874+ 20.05% |
$252K - $313K
|
5.23K
$2.98M
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
874+ 5.42% |
$252K - $313K
|
17K
$9.68M
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
868+ 1.81% |
$250K - $311K
|
48.7K
$27.7M
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
868New |
$250K - $311K
|
868
$494K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
867+ 3.96% |
$250K - $311K
|
22.7K
$12.9M
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
867+ 43.81% |
$250K - $311K
|
2.85K
$1.62M
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
859New |
$248K - $308K
|
859
$489K
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
850+ 4.39% |
$245K - $305K
|
20.2K
$11.5M
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
846New |
$244K - $303K
|
846
$482K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
843New |
$243K - $302K
|
843
$480K
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
842+ 6.93% |
$243K - $302K
|
13K
$7.39M
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
839+ 1.98% |
$242K - $301K
|
43.3K
$24.6M
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
839+ 34.89% |
$242K - $301K
|
3.24K
$1.85M
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
839+ 21.51% |
$242K - $301K
|
4.74K
$2.7M
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
830+ 0.75% |
$239K - $297K
|
111K
$63.2M
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
826New |
$238K - $296K
|
826
$470K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
821+ 16.89% |
$237K - $294K
|
5.68K
$3.23M
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
818+ 94.13% |
$236K - $293K
|
1.69K
$960K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
816+ 7.88% |
$235K - $292K
|
11.2K
$6.36M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
814+ 0.57% |
$235K - $292K
|
144K
$81.8M
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
814+ 2.49% |
$235K - $292K
|
33.5K
$19.1M
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
813New |
$234K - $291K
|
813
$463K
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
811+ 9.19% |
$234K - $291K
|
9.64K
$5.49M
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
808+ 6.73% |
$233K - $290K
|
12.8K
$7.3M
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
808New |
$233K - $290K
|
808
$460K
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
807+ 11.95% |
$233K - $289K
|
7.56K
$4.3M
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
805+ 6.25% |
$232K - $288K
|
13.7K
$7.79M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
804+ 12.84% |
$232K - $288K
|
7.07K
$4.02M
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
792+ 42.97% |
$228K - $284K
|
2.64K
$1.5M
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
790New |
$228K - $283K
|
790
$450K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
788+ 10.22% |
$227K - $282K
|
8.5K
$4.84M
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
788+ 10.22% |
$227K - $282K
|
8.5K
$4.84M
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
787+ 14.2% |
$227K - $282K
|
6.33K
$3.6M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
787+ 7.98% |
$227K - $282K
|
10.6K
$6.06M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
772New |
$223K - $277K
|
772
$439K
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
770New |
$222K - $276K
|
770
$438K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
765New |
$221K - $274K
|
765
$435K
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
765New |
$221K - $274K
|
765
$435K
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
761New |
$219K - $273K
|
761
$433K
|