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 |
|---|---|---|---|---|---|---|---|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
585New |
$169K - $210K
|
585
$333K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
584New |
$168K - $209K
|
584
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
584+ 3.44% |
$168K - $209K
|
17.6K
$9.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
583New |
$168K - $209K
|
583
$332K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
583+ 13.87% |
$168K - $209K
|
4.79K
$2.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
583New |
$168K - $209K
|
583
$332K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
582+ 11.36% |
$168K - $209K
|
5.71K
$3.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
580New |
$167K - $208K
|
580
$330K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
580New |
$167K - $208K
|
580
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
578New |
$167K - $207K
|
578
$329K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
577New |
$166K - $207K
|
577
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
577+ 21.23% |
$166K - $207K
|
3.3K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
574New |
$166K - $206K
|
574
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
571New |
$165K - $205K
|
571
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
570New |
$164K - $204K
|
570
$324K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
569+ 2.79% |
$164K - $204K
|
21K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
567+ 15.76% |
$163K - $203K
|
4.17K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
566+ 35.73% |
$163K - $203K
|
2.15K
$1.22M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
566+ 21.57% |
$163K - $203K
|
3.19K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
564+ 5.78% |
$163K - $202K
|
10.3K
$5.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
560+ 10.17% |
$161K - $201K
|
6.07K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
560+ 22.66% |
$161K - $201K
|
3.03K
$1.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
559New |
$161K - $200K
|
559
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
557+ 69.02% |
$161K - $200K
|
1.36K
$776K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
556+ 6.91% |
$160K - $199K
|
8.6K
$4.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
554+ 7.85% |
$160K - $199K
|
7.61K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
554+ 51.11% |
$160K - $199K
|
1.64K
$932K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
552+ 1.8% |
$159K - $198K
|
31.3K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
548+ 19.83% |
$158K - $196K
|
3.31K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
547+ 33.05% |
$158K - $196K
|
2.2K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
546+ 13.7% |
$157K - $196K
|
4.53K
$2.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
545+ 12.33% |
$157K - $195K
|
4.96K
$2.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
545+ 4.66% |
$157K - $195K
|
12.2K
$6.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
543+ 3.28% |
$157K - $195K
|
17.1K
$9.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
539New |
$155K - $193K
|
539
$307K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
539New |
$155K - $193K
|
539
$307K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
538+ 1.53% |
$155K - $193K
|
35.6K
$20.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
537+ 31.13% |
$155K - $192K
|
2.26K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
537+ 2.48% |
$155K - $192K
|
22.1K
$12.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
532+ 10.75% |
$153K - $191K
|
5.48K
$3.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
532+ 3.07% |
$153K - $191K
|
17.9K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
532+ 17.66% |
$153K - $191K
|
3.55K
$2.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
529+ 3.67% |
$153K - $190K
|
15K
$8.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
529+ 10.78% |
$153K - $190K
|
5.44K
$3.09M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
528+ 13.93% |
$152K - $189K
|
4.32K
$2.46M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 7.13% |
$151K - $188K
|
7.89K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
522+ 10.69% |
$151K - $187K
|
5.4K
$3.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
522+ 10.94% |
$151K - $187K
|
5.29K
$3.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
520+ 50.68% |
$150K - $186K
|
1.55K
$880K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
520+ 4.71% |
$150K - $186K
|
11.6K
$6.58M
|