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 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
65+ 2.93% |
$18.7K - $23.3K
|
2.28K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
64+ 2.47% |
$18.5K - $22.9K
|
2.66K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
64+ 3.46% |
$18.5K - $22.9K
|
1.91K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64+ 5.8% |
$18.5K - $22.9K
|
1.17K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
63+ 10.16% |
$18.2K - $22.6K
|
683
$382K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
62+ 0.48% |
$17.9K - $22.2K
|
13K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
62+ 1.7% |
$17.9K - $22.2K
|
3.72K
$2.08M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 2.8% |
$17.9K - $22.2K
|
2.27K
$1.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
61+ 1.79% |
$17.6K - $21.9K
|
3.47K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
61+ 4.02% |
$17.6K - $21.9K
|
1.58K
$882K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
61+ 0.87% |
$17.6K - $21.9K
|
7.07K
$3.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61+ 5.03% |
$17.6K - $21.9K
|
1.27K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
61+ 0.54% |
$17.6K - $21.9K
|
11.3K
$6.31M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
60+ 1.41% |
$17.3K - $21.5K
|
4.31K
$2.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
59+ 4.18% |
$17K - $21.1K
|
1.47K
$823K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
59+ 0.65% |
$17K - $21.1K
|
9.1K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59+ 6.69% |
$17K - $21.1K
|
941
$526K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
58+ 4.19% |
$16.7K - $20.8K
|
1.44K
$806K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
57+ 5.32% |
$16.4K - $20.4K
|
1.13K
$631K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
57+ 0.09% |
$16.4K - $20.4K
|
61.6K
$34.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
55+ 4.12% |
$15.9K - $19.7K
|
1.39K
$778K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
55+ 18.39% |
$15.9K - $19.7K
|
354
$198K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
55+ 2.12% |
$15.9K - $19.7K
|
2.65K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
55+ 2.35% |
$15.9K - $19.7K
|
2.39K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
55+ 0.87% |
$15.9K - $19.7K
|
6.37K
$3.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
55New |
$15.9K - $19.7K
|
55
$30.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
55+ 3.94% |
$15.9K - $19.7K
|
1.45K
$812K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
54+ 0.77% |
$15.6K - $19.3K
|
7.05K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
54+ 2.27% |
$15.6K - $19.3K
|
2.43K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
52+ 2.02% |
$15K - $18.6K
|
2.63K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
51+ 0.19% |
$14.7K - $18.3K
|
27.3K
$15.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
50+ 2.61% |
$14.4K - $17.9K
|
1.97K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
50+ 1.98% |
$14.4K - $17.9K
|
2.58K
$1.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
50+ 2.05% |
$14.4K - $17.9K
|
2.49K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
50+ 5.59% |
$14.4K - $17.9K
|
944
$528K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
50+ 5.76% |
$14.4K - $17.9K
|
918
$513K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
50+ 1.6% |
$14.4K - $17.9K
|
3.17K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
49+ 2.55% |
$14.1K - $17.6K
|
1.97K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
49+ 1.17% |
$14.1K - $17.6K
|
4.24K
$2.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
49+ 2.4% |
$14.1K - $17.6K
|
2.09K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
49+ 5.85% |
$14.1K - $17.6K
|
887
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
49+ 0.84% |
$14.1K - $17.6K
|
5.89K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
49+ 4.12% |
$14.1K - $17.6K
|
1.24K
$692K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
48+ 0.85% |
$13.8K - $17.2K
|
5.68K
$3.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
48+ 6.14% |
$13.8K - $17.2K
|
830
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
48+ 4.42% |
$13.8K - $17.2K
|
1.14K
$635K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
47+ 3.97% |
$13.6K - $16.8K
|
1.23K
$688K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
47+ 4.74% |
$13.6K - $16.8K
|
1.04K
$580K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 2.37% |
$13.6K - $16.8K
|
2.03K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
47+ 1.76% |
$13.6K - $16.8K
|
2.72K
$1.52M
|