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
|
Western Wealth Management, LLC
|
BUY
|
- |
756+ 4.73% |
$218K - $271K
|
16.8K
$9.53M
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
755New |
$218K - $271K
|
755
$430K
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
750+ 36.34% |
$216K - $269K
|
2.81K
$1.6M
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
746New |
$215K - $267K
|
746
$425K
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
745+ 99.73% |
$215K - $267K
|
1.49K
$849K
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
744New |
$215K - $267K
|
744
$423K
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
742+ 10.53% |
$214K - $266K
|
7.79K
$4.43M
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
741+ 3.11% |
$214K - $266K
|
24.6K
$14M
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
740New |
$213K - $265K
|
740
$421K
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
740New |
$213K - $265K
|
740
$421K
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
739New |
$213K - $265K
|
739
$421K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
738+ 2.27% |
$213K - $264K
|
33.2K
$18.9M
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
737New |
$213K - $264K
|
737
$420K
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
736+ 6.55% |
$212K - $264K
|
12K
$6.81M
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
733+ 7.37% |
$211K - $263K
|
10.7K
$6.08M
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
733+ 57.0% |
$211K - $263K
|
2.02K
$1.15M
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
732New |
$211K - $262K
|
732
$417K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
730+ 2.83% |
$210K - $262K
|
26.5K
$15.1M
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
727New |
$210K - $260K
|
727
$414K
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
725+ 9.87% |
$209K - $260K
|
8.07K
$4.59M
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
723New |
$208K - $259K
|
723
$412K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
722+ 45.7% |
$208K - $259K
|
2.3K
$1.31M
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
720New |
$208K - $258K
|
720
$410K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
720+ 5.75% |
$208K - $258K
|
13.2K
$7.54M
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
717New |
$207K - $257K
|
717
$408K
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
716+ 1.72% |
$206K - $257K
|
42.4K
$24.1M
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
713New |
$206K - $255K
|
713
$406K
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
713+ 7.13% |
$206K - $255K
|
10.7K
$6.1M
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
710+ 58.24% |
$205K - $254K
|
1.93K
$1.1M
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
709New |
$204K - $254K
|
709
$404K
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
708New |
$204K - $254K
|
708
$403K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
708+ 6.03% |
$204K - $254K
|
12.4K
$7.08M
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
707New |
$204K - $253K
|
707
$402K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
707+ 5.3% |
$204K - $253K
|
14K
$7.99M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
706+ 10.62% |
$204K - $253K
|
7.35K
$4.19M
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
704+ 15.48% |
$203K - $252K
|
5.25K
$2.99M
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
704New |
$203K - $252K
|
704
$401K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
704New |
$203K - $252K
|
704
$401K
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
703+ 13.44% |
$203K - $252K
|
5.93K
$3.38M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
701New |
$202K - $251K
|
701
$399K
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
700+ 693.07% |
$202K - $251K
|
801
$456K
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
700New |
$202K - $251K
|
700
$398K
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
700+ 7.0% |
$202K - $251K
|
10.7K
$6.09M
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
698New |
$201K - $250K
|
698
$397K
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
698+ 4.96% |
$201K - $250K
|
14.8K
$8.41M
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
697New |
$201K - $250K
|
697
$397K
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
693+ 33.9% |
$200K - $248K
|
2.74K
$1.56M
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
686New |
$198K - $246K
|
686
$390K
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
686New |
$198K - $246K
|
686
$390K
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
685New |
$198K - $245K
|
685
$390K
|