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 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
232+ 9.39% |
$66.9K - $83.1K
|
2.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
232+ 1.97% |
$66.9K - $83.1K
|
12K
$6.85M
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
230+ 1.52% |
$66.3K - $82.4K
|
15.3K
$8.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
230+ 3.67% |
$66.3K - $82.4K
|
6.51K
$3.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
229+ 7.86% |
$66K - $82.1K
|
3.14K
$1.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
226+ 1.65% |
$65.2K - $81K
|
14K
$7.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
226+ 1.81% |
$65.2K - $81K
|
12.7K
$7.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
225+ 3.47% |
$64.9K - $80.6K
|
6.7K
$3.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
223+ 10.02% |
$64.3K - $79.9K
|
2.45K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
222+ 15.37% |
$64K - $79.5K
|
1.67K
$948K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
220New |
$63.4K - $78.8K
|
220
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
219+ 5.67% |
$63.1K - $78.5K
|
4.08K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
219+ 2.76% |
$63.1K - $78.5K
|
8.17K
$4.65M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
218+ 9.89% |
$62.9K - $78.1K
|
2.42K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
218+ 23.75% |
$62.9K - $78.1K
|
1.14K
$647K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
218+ 18.49% |
$62.9K - $78.1K
|
1.4K
$795K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
217+ 22.03% |
$62.6K - $77.8K
|
1.2K
$684K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
216+ 8.76% |
$62.3K - $77.4K
|
2.68K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
215+ 3.25% |
$62K - $77K
|
6.84K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
215+ 11.25% |
$62K - $77K
|
2.13K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
215+ 6.2% |
$62K - $77K
|
3.69K
$2.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
212+ 8.99% |
$61.1K - $76K
|
2.57K
$1.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
211+ 1.08% |
$60.8K - $75.6K
|
19.8K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
210+ 5.06% |
$60.6K - $75.2K
|
4.36K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
209+ 0.85% |
$60.3K - $74.9K
|
24.8K
$14.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
205+ 4.2% |
$59.1K - $73.5K
|
5.09K
$2.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
205+ 10.69% |
$59.1K - $73.5K
|
2.12K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
205+ 1.12% |
$59.1K - $73.5K
|
18.5K
$10.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
204+ 31.38% |
$58.8K - $73.1K
|
854
$486K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
204+ 5.15% |
$58.8K - $73.1K
|
4.17K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
204+ 14.93% |
$58.8K - $73.1K
|
1.57K
$894K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
203+ 12.19% |
$58.5K - $72.7K
|
1.87K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
200+ 6.67% |
$57.7K - $71.7K
|
3.2K
$1.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200+ 19.82% |
$57.7K - $71.7K
|
1.21K
$688K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
200+ 1.3% |
$57.7K - $71.7K
|
15.6K
$8.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
200+ 4.08% |
$57.7K - $71.7K
|
5.1K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
200+ 1.36% |
$57.7K - $71.7K
|
15K
$8.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
199+ 29.39% |
$57.4K - $71.3K
|
876
$499K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
195+ 14.75% |
$56.2K - $69.9K
|
1.52K
$863K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
195+ 15.96% |
$56.2K - $69.9K
|
1.42K
$807K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
193+ 6.24% |
$55.7K - $69.2K
|
3.28K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
192+ 2.05% |
$55.4K - $68.8K
|
9.54K
$5.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
192+ 9.13% |
$55.4K - $68.8K
|
2.3K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
192+ 1.79% |
$55.4K - $68.8K
|
10.9K
$6.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
191+ 11.89% |
$55.1K - $68.4K
|
1.8K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
191+ 10.39% |
$55.1K - $68.4K
|
2.03K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
190+ 7.13% |
$54.8K - $68.1K
|
2.86K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
190+ 7.03% |
$54.8K - $68.1K
|
2.89K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
189+ 1.14% |
$54.5K - $67.7K
|
16.8K
$9.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
189+ 1.12% |
$54.5K - $67.7K
|
17K
$9.67M
|