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 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
89+ 9.99% |
$25.7K - $31.9K
|
980
$548K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
89+ 2.99% |
$25.7K - $31.9K
|
3.06K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
87+ 6.56% |
$25.1K - $31.2K
|
1.41K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
87+ 1.33% |
$25.1K - $31.2K
|
6.65K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
87+ 8.96% |
$25.1K - $31.2K
|
1.06K
$592K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
85+ 10.64% |
$24.5K - $30.5K
|
884
$494K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 1.88% |
$24.5K - $30.5K
|
4.61K
$2.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
85+ 4.68% |
$24.5K - $30.5K
|
1.9K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
85+ 0.57% |
$24.5K - $30.5K
|
15K
$8.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
85+ 5.56% |
$24.5K - $30.5K
|
1.62K
$903K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
85+ 4.49% |
$24.5K - $30.5K
|
1.98K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
85+ 3.31% |
$24.5K - $30.5K
|
2.65K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
85+ 9.05% |
$24.5K - $30.5K
|
1.02K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
85+ 772.73% |
$24.5K - $30.5K
|
96
$53.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
84+ 0.86% |
$24.2K - $30.1K
|
9.85K
$5.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
83+ 2.27% |
$23.9K - $29.7K
|
3.73K
$2.09M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
83+ 3.52% |
$23.9K - $29.7K
|
2.44K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
82+ 3.67% |
$23.6K - $29.4K
|
2.32K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
81+ 0.32% |
$23.4K - $29K
|
25.7K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
81+ 6.33% |
$23.4K - $29K
|
1.36K
$761K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
80+ 8.53% |
$23.1K - $28.7K
|
1.02K
$569K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
80+ 8.72% |
$23.1K - $28.7K
|
997
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
80+ 6.02% |
$23.1K - $28.7K
|
1.41K
$788K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
79+ 3.65% |
$22.8K - $28.3K
|
2.25K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
79+ 2.38% |
$22.8K - $28.3K
|
3.4K
$1.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
78+ 3.15% |
$22.5K - $27.9K
|
2.55K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
78+ 2.96% |
$22.5K - $27.9K
|
2.71K
$1.52M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
78+ 13.49% |
$22.5K - $27.9K
|
656
$367K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
76+ 6.91% |
$21.9K - $27.2K
|
1.18K
$658K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
76+ 3.19% |
$21.9K - $27.2K
|
2.46K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
74+ 9.23% |
$21.3K - $26.5K
|
876
$490K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
74+ 0.48% |
$21.3K - $26.5K
|
15.6K
$8.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
74+ 411.11% |
$21.3K - $26.5K
|
92
$51.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
74+ 0.23% |
$21.3K - $26.5K
|
31.8K
$17.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
73+ 5.78% |
$21K - $26.2K
|
1.34K
$746K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 8.2% |
$20.8K - $25.8K
|
950
$531K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
72+ 3.31% |
$20.8K - $25.8K
|
2.24K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
71+ 1.33% |
$20.5K - $25.4K
|
5.43K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
BUY
|
- |
70+ 0.88% |
$20.2K - $25.1K
|
7.98K
$4.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
70+ 4.12% |
$20.2K - $25.1K
|
1.77K
$990K
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
69+ 0.76% |
$19.9K - $24.7K
|
9.15K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
69+ 6.06% |
$19.9K - $24.7K
|
1.21K
$675K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
69+ 0.54% |
$19.9K - $24.7K
|
12.9K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
69+ 0.07% |
$19.9K - $24.7K
|
96.6K
$54M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
68+ 8.58% |
$19.6K - $24.4K
|
861
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
67+ 0.62% |
$19.3K - $24K
|
10.8K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
67+ 1.43% |
$19.3K - $24K
|
4.74K
$2.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
66+ 3.62% |
$19K - $23.6K
|
1.89K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
66+ 0.22% |
$19K - $23.6K
|
30.6K
$17.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
65+ 0.37% |
$18.7K - $23.3K
|
17.6K
$9.84M
|