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 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
519New |
$150K - $186K
|
519
$295K
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
518+ 9.16% |
$149K - $186K
|
6.17K
$3.51M
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
516+ 38.77% |
$149K - $185K
|
1.85K
$1.05M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
513+ 7.85% |
$148K - $184K
|
7.05K
$4.01M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
505+ 0.69% |
$146K - $181K
|
73.2K
$41.7M
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
503+ 64.49% |
$145K - $180K
|
1.28K
$730K
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
BUY
|
- |
500+ 50.0% |
$144K - $179K
|
1.5K
$854K
|
|
Feb 06, 2024
Q4 2023
|
Gavilan Investment Partners LLC
Burlingame, CA |
BUY
|
- |
500+ 0.55% |
$144K - $179K
|
91K
$51.8M
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
499+ 15.05% |
$144K - $179K
|
3.81K
$2.17M
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
498+ 14.12% |
$144K - $178K
|
4.03K
$2.29M
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
497+ 21.42% |
$143K - $178K
|
2.82K
$1.6M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
491New |
$142K - $176K
|
491
$279K
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
491New |
$142K - $176K
|
491
$279K
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
489+ 30.54% |
$141K - $175K
|
2.09K
$1.19M
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
489New |
$141K - $175K
|
489
$278K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
488+ 127.08% |
$141K - $175K
|
872
$496K
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
485+ 36.47% |
$140K - $174K
|
1.82K
$1.03M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
485+ 7.71% |
$140K - $174K
|
6.77K
$3.85M
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
482+ 4.33% |
$139K - $173K
|
11.6K
$6.61M
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
481+ 1.09% |
$139K - $172K
|
44.8K
$25.5M
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
480+ 287.43% |
$138K - $172K
|
647
$368K
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
478+ 2.49% |
$138K - $171K
|
19.7K
$11.2M
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
477+ 15.37% |
$138K - $171K
|
3.58K
$2.04M
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
477+ 1.93% |
$138K - $171K
|
25.2K
$14.4M
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
477+ 1.73% |
$138K - $171K
|
28.1K
$16M
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
473+ 29.09% |
$136K - $169K
|
2.1K
$1.19M
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
472+ 14.46% |
$136K - $169K
|
3.74K
$2.13M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
469+ 52.0% |
$135K - $168K
|
1.37K
$780K
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
468+ 15.82% |
$135K - $168K
|
3.43K
$1.95M
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
464+ 2.79% |
$134K - $166K
|
17.1K
$9.71M
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
459+ 60.88% |
$132K - $164K
|
1.21K
$690K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
456+ 3.14% |
$131K - $163K
|
15K
$8.53M
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
455+ 15.77% |
$131K - $163K
|
3.34K
$1.9M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
455New |
$131K - $163K
|
455
$259K
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
455+ 23.16% |
$131K - $163K
|
2.42K
$1.38M
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
452+ 1.06% |
$130K - $162K
|
43K
$24.4M
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
450+ 7.22% |
$130K - $161K
|
6.69K
$3.81M
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
447+ 20.29% |
$129K - $160K
|
2.65K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
447+ 16.42% |
$129K - $160K
|
3.17K
$1.8M
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
445+ 18.84% |
$128K - $159K
|
2.81K
$1.6M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
438+ 1.5% |
$126K - $157K
|
29.7K
$16.9M
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
438+ 44.92% |
$126K - $157K
|
1.41K
$804K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
438+ 5.08% |
$126K - $157K
|
9.06K
$5.16M
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
434+ 1.55% |
$125K - $156K
|
28.4K
$16.2M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
433New |
$125K - $155K
|
433
$246K
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
432+ 3.86% |
$125K - $155K
|
11.6K
$6.62M
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
425+ 8.63% |
$123K - $152K
|
5.35K
$3.04M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
424+ 1.79% |
$122K - $152K
|
24.1K
$13.7M
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
421+ 40.33% |
$121K - $151K
|
1.47K
$834K
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
421+ 2.84% |
$121K - $151K
|
15.3K
$8.68M
|