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
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
46+ 2.99% |
$13.3K - $16.5K
|
1.58K
$885K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
46+ 0.57% |
$13.3K - $16.5K
|
8.17K
$4.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
46+ 2.41% |
$13.3K - $16.5K
|
1.96K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
46+ 0.23% |
$13.3K - $16.5K
|
20.2K
$11.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
45+ 0.32% |
$13K - $16.1K
|
14.1K
$7.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
45+ 80.36% |
$13K - $16.1K
|
101
$56.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
45+ 1.35% |
$13K - $16.1K
|
3.38K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
45+ 6.21% |
$13K - $16.1K
|
770
$431K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
45+ 0.21% |
$13K - $16.1K
|
21.8K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45+ 9.18% |
$13K - $16.1K
|
535
$299K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
45New |
$13K - $16.1K
|
45
$25.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
44+ 1.09% |
$12.7K - $15.8K
|
4.06K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
44+ 3.36% |
$12.7K - $15.8K
|
1.35K
$756K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
44+ 3.97% |
$12.7K - $15.8K
|
1.15K
$644K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
44+ 3.91% |
$12.7K - $15.8K
|
1.17K
$654K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
43+ 4.73% |
$12.4K - $15.4K
|
953
$533K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
43+ 1.46% |
$12.4K - $15.4K
|
2.98K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
43+ 4.0% |
$12.4K - $15.4K
|
1.12K
$625K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
42+ 2.4% |
$12.1K - $15K
|
1.79K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
42+ 0.48% |
$12.1K - $15K
|
8.84K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
42+ 0.92% |
$12.1K - $15K
|
4.63K
$2.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
41+ 0.89% |
$11.8K - $14.7K
|
4.62K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
41+ 3.2% |
$11.8K - $14.7K
|
1.32K
$740K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
41+ 2.47% |
$11.8K - $14.7K
|
1.7K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
41+ 1.33% |
$11.8K - $14.7K
|
3.13K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
40+ 4.76% |
$11.5K - $14.3K
|
881
$493K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
40+ 3.15% |
$11.5K - $14.3K
|
1.31K
$731K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
40New |
$11.5K - $14.3K
|
40
$22.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
39+ 14.18% |
$11.2K - $14K
|
314
$176K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
39+ 0.79% |
$11.2K - $14K
|
5K
$2.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
39+ 1.21% |
$11.2K - $14K
|
3.26K
$1.82M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
39+ 1.21% |
$11.2K - $14K
|
3.26K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
39+ 0.9% |
$11.2K - $14K
|
4.37K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
39+ 2.19% |
$11.2K - $14K
|
1.82K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
39+ 0.17% |
$11.2K - $14K
|
23.4K
$13.1M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39+ 37.86% |
$11.2K - $14K
|
142
$79.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 1.33% |
$11K - $13.6K
|
2.89K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
38+ 2.09% |
$11K - $13.6K
|
1.86K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
38+ 1.99% |
$11K - $13.6K
|
1.95K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
37+ 2.71% |
$10.7K - $13.3K
|
1.4K
$784K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
37+ 2.33% |
$10.7K - $13.3K
|
1.62K
$908K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
37+ 1.5% |
$10.7K - $13.3K
|
2.51K
$1.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
37+ 2.07% |
$10.7K - $13.3K
|
1.83K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
36+ 3.82% |
$10.4K - $12.9K
|
978
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 2.54% |
$10.4K - $12.9K
|
1.45K
$811K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
35+ 0.75% |
$10.1K - $12.5K
|
4.71K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
34+ 1.48% |
$9.8K - $12.2K
|
2.33K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
34+ 1.05% |
$9.8K - $12.2K
|
3.28K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
33+ 2.96% |
$9.52K - $11.8K
|
1.15K
$641K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
33+ 2.44% |
$9.52K - $11.8K
|
1.39K
$774K
|