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 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
122+ 12.91% |
$35.2K - $43.7K
|
1.07K
$597K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
121+ 1.49% |
$34.9K - $43.4K
|
8.24K
$4.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
121+ 5.24% |
$34.9K - $43.4K
|
2.43K
$1.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
120+ 10.62% |
$34.6K - $43K
|
1.25K
$699K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
118+ 0.49% |
$34K - $42.3K
|
24.1K
$13.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
118+ 1.46% |
$34K - $42.3K
|
8.22K
$4.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
118+ 6.48% |
$34K - $42.3K
|
1.94K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
118+ 5.68% |
$34K - $42.3K
|
2.2K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
117+ 2.38% |
$33.7K - $41.9K
|
5.04K
$2.82M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
116+ 4.07% |
$33.4K - $41.6K
|
2.96K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
116+ 5.68% |
$33.4K - $41.6K
|
2.16K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
116+ 0.16% |
$33.4K - $41.6K
|
72.6K
$40.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
115+ 1.3% |
$33.2K - $41.2K
|
9K
$5.03M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
115+ 14.37% |
$33.2K - $41.2K
|
915
$512K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
114+ 0.4% |
$32.9K - $40.8K
|
28.7K
$16M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
112+ 8.74% |
$32.3K - $40.1K
|
1.39K
$779K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
112+ 4.24% |
$32.3K - $40.1K
|
2.76K
$1.54M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112+ 1.77% |
$32.3K - $40.1K
|
6.43K
$3.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
110+ 0.91% |
$31.7K - $39.4K
|
12.2K
$6.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
109+ 16.17% |
$31.4K - $39.1K
|
783
$438K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
108+ 10.64% |
$31.1K - $38.7K
|
1.12K
$628K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
108+ 4.39% |
$31.1K - $38.7K
|
2.57K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
108+ 1.28% |
$31.1K - $38.7K
|
8.55K
$4.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
107+ 14.38% |
$30.9K - $38.3K
|
851
$476K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
106+ 0.29% |
$30.6K - $38K
|
36.7K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
106+ 2.75% |
$30.6K - $38K
|
3.96K
$2.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
105+ 10.58% |
$30.3K - $37.6K
|
1.1K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
105+ 7.14% |
$30.3K - $37.6K
|
1.58K
$881K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
104+ 62.65% |
$30K - $37.3K
|
270
$151K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
104+ 2.23% |
$30K - $37.3K
|
4.76K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
103+ 0.15% |
$29.7K - $36.9K
|
70.3K
$39.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
102+ 8.8% |
$29.4K - $36.5K
|
1.26K
$705K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
101+ 1.32% |
$29.1K - $36.2K
|
7.73K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
101+ 11.4% |
$29.1K - $36.2K
|
987
$552K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
101+ 1.92% |
$29.1K - $36.2K
|
5.36K
$3M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
101+ 0.64% |
$29.1K - $36.2K
|
15.9K
$8.9M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 36.36% |
$28.8K - $35.8K
|
375
$210K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 2.13% |
$28.8K - $35.8K
|
4.8K
$2.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
100New |
$28.8K - $35.8K
|
100
$55.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
100+ 27.25% |
$28.8K - $35.8K
|
467
$261K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
100+ 0.39% |
$28.8K - $35.8K
|
25.6K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Advisers LTD
|
BUY
|
- |
100+ 1.64% |
$28.8K - $35.8K
|
6.2K
$3.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
97+ 11.24% |
$28K - $34.8K
|
960
$537K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
97+ 4.92% |
$28K - $34.8K
|
2.07K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
94+ 7.35% |
$27.1K - $33.7K
|
1.37K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94+ 2.43% |
$27.1K - $33.7K
|
3.97K
$2.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
92+ 0.45% |
$26.5K - $33K
|
20.6K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
90New |
$26K - $32.2K
|
90
$50.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
90+ 0.36% |
$26K - $32.2K
|
25.2K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
90+ 1.09% |
$26K - $32.2K
|
8.35K
$4.67M
|