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 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20+ 2.0% |
$5.77K - $7.17K
|
1.02K
$571K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
20+ 1.43% |
$5.77K - $7.17K
|
1.42K
$795K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
20+ 1.11% |
$5.77K - $7.17K
|
1.82K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
20+ 1.11% |
$5.77K - $7.17K
|
1.82K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
20+ 2.1% |
$5.77K - $7.17K
|
973
$544K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
20New |
$5.77K - $7.17K
|
20
$11.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 1.34% |
$5.77K - $7.17K
|
1.51K
$844K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
20+ 2.12% |
$5.77K - $7.17K
|
962
$538K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
19+ 0.47% |
$5.48K - $6.81K
|
4.04K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
19+ 1.38% |
$5.48K - $6.81K
|
1.39K
$778K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
18+ 0.13% |
$5.19K - $6.45K
|
13.4K
$7.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
18+ 0.16% |
$5.19K - $6.45K
|
11.5K
$6.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
18+ 1.49% |
$5.19K - $6.45K
|
1.22K
$684K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.56% |
$5.19K - $6.45K
|
3.22K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
18+ 2.01% |
$5.19K - $6.45K
|
914
$511K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.28% |
$5.19K - $6.45K
|
6.55K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
18+ 0.57% |
$5.19K - $6.45K
|
3.18K
$1.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
18+ 1.85% |
$5.19K - $6.45K
|
991
$554K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
17+ 1.16% |
$4.9K - $6.09K
|
1.49K
$831K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
17+ 1.66% |
$4.9K - $6.09K
|
1.04K
$581K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
17+ 1.09% |
$4.9K - $6.09K
|
1.58K
$885K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
17+ 1.49% |
$4.9K - $6.09K
|
1.16K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
17+ 1.02% |
$4.9K - $6.09K
|
1.68K
$939K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
16+ 1.0% |
$4.61K - $5.73K
|
1.62K
$907K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
16+ 0.17% |
$4.61K - $5.73K
|
9.3K
$5.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
15+ 0.06% |
$4.33K - $5.37K
|
24.6K
$13.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
15+ 0.67% |
$4.33K - $5.37K
|
2.24K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
15+ 0.84% |
$4.33K - $5.37K
|
1.81K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
15+ 0.76% |
$4.33K - $5.37K
|
2K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15+ 1.12% |
$4.33K - $5.37K
|
1.36K
$760K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15+ 0.7% |
$4.33K - $5.37K
|
2.17K
$1.21M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
14+ 2.08% |
$4.04K - $5.02K
|
688
$385K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
BUY
|
- |
14+ 0.03% |
$4.04K - $5.02K
|
46.3K
$25.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14+ 0.96% |
$4.04K - $5.02K
|
1.47K
$823K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
14+ 0.67% |
$4.04K - $5.02K
|
2.09K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
14+ 0.48% |
$4.04K - $5.02K
|
2.91K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14+ 0.49% |
$4.04K - $5.02K
|
2.87K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.12% |
$3.75K - $4.66K
|
10.8K
$6.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
13+ 0.79% |
$3.75K - $4.66K
|
1.65K
$924K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13+ 0.61% |
$3.75K - $4.66K
|
2.14K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
13+ 1.42% |
$3.75K - $4.66K
|
931
$521K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13+ 0.45% |
$3.75K - $4.66K
|
2.89K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 2.73% |
$3.75K - $4.66K
|
489
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
13+ 0.93% |
$3.75K - $4.66K
|
1.42K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13New |
$3.75K - $4.66K
|
13
$7.27K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
12+ 1.15% |
$3.46K - $4.3K
|
1.06K
$590K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
12+ 0.87% |
$3.46K - $4.3K
|
1.4K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
12+ 0.54% |
$3.46K - $4.3K
|
2.23K
$1.25M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
12New |
$3.46K - $4.3K
|
12
$6.71K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
11+ 1.16% |
$3.17K - $3.94K
|
960
$537K
|