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
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11+ 0.73% |
$3.17K - $3.94K
|
1.52K
$850K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
11+ 0.93% |
$3.17K - $3.94K
|
1.19K
$666K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.2% |
$3.17K - $3.94K
|
5.45K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.3% |
$3.17K - $3.94K
|
3.65K
$2.04M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10+ 1.47% |
$2.88K - $3.58K
|
688
$385K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.89% |
$2.88K - $3.58K
|
1.13K
$632K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10+ 0.64% |
$2.88K - $3.58K
|
1.57K
$876K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 0.23% |
$2.88K - $3.58K
|
4.32K
$2.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
10+ 0.45% |
$2.88K - $3.58K
|
2.22K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 5.88% |
$2.88K - $3.58K
|
180
$101K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
10+ 0.11% |
$2.88K - $3.58K
|
9.33K
$5.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 1.08% |
$2.88K - $3.58K
|
933
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10+ 0.29% |
$2.88K - $3.58K
|
3.48K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10+ 0.78% |
$2.88K - $3.58K
|
1.29K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
10+ 0.65% |
$2.88K - $3.58K
|
1.54K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.8% |
$2.88K - $3.58K
|
1.26K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.13% |
$2.88K - $3.58K
|
7.44K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
10+ 0.48% |
$2.88K - $3.58K
|
2.08K
$1.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10+ 1.1% |
$2.88K - $3.58K
|
917
$513K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
10+ 1.0% |
$2.88K - $3.58K
|
1.01K
$564K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
9+ 0.37% |
$2.6K - $3.22K
|
2.44K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
9+ 0.03% |
$2.6K - $3.22K
|
33.5K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
9+ 0.5% |
$2.6K - $3.22K
|
1.82K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
9+ 1.03% |
$2.6K - $3.22K
|
886
$495K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9+ 2.69% |
$2.6K - $3.22K
|
343
$192K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
8+ 0.12% |
$2.31K - $2.87K
|
6.45K
$3.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8+ 0.38% |
$2.31K - $2.87K
|
2.12K
$1.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.05% |
$2.31K - $2.87K
|
16K
$8.95M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
8+ 3.56% |
$2.31K - $2.87K
|
233
$130K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.55% |
$2.31K - $2.87K
|
1.45K
$812K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
8+ 0.02% |
$2.31K - $2.87K
|
45K
$25.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
8+ 1.08% |
$2.31K - $2.87K
|
746
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8+ 0.07% |
$2.31K - $2.87K
|
10.9K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
8+ 1.0% |
$2.31K - $2.87K
|
806
$451K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
7+ 0.53% |
$2.02K - $2.51K
|
1.34K
$749K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
7+ 0.69% |
$2.02K - $2.51K
|
1.02K
$568K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
7+ 0.33% |
$2.02K - $2.51K
|
2.14K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
7+ 0.31% |
$2.02K - $2.51K
|
2.24K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7+ 0.95% |
$2.02K - $2.51K
|
744
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
7+ 0.21% |
$2.02K - $2.51K
|
3.3K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.92% |
$2.02K - $2.51K
|
767
$429K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6+ 1.27% |
$1.73K - $2.15K
|
478
$267K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6+ 0.61% |
$1.73K - $2.15K
|
988
$552K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6+ 0.45% |
$1.73K - $2.15K
|
1.34K
$746K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
6+ 0.16% |
$1.73K - $2.15K
|
3.72K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
6+ 0.36% |
$1.73K - $2.15K
|
1.68K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6+ 0.54% |
$1.73K - $2.15K
|
1.11K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.46% |
$1.73K - $2.15K
|
1.31K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6+ 2.79% |
$1.73K - $2.15K
|
221
$124K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5+ 0.23% |
$1.44K - $1.79K
|
2.2K
$1.23M
|