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
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 0.42% |
$1.44K - $1.79K
|
1.19K
$664K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5+ 0.15% |
$1.44K - $1.79K
|
3.29K
$1.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$1.44K - $1.79K
|
6K
$3.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.49% |
$1.44K - $1.79K
|
1.03K
$573K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.52% |
$1.44K - $1.79K
|
967
$541K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.13% |
$1.44K - $1.79K
|
3.98K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
5+ 0.59% |
$1.44K - $1.79K
|
852
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.11% |
$1.44K - $1.79K
|
4.55K
$2.54M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 1.09% |
$1.44K - $1.79K
|
463
$259K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.24% |
$1.15K - $1.43K
|
1.68K
$937K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4+ 0.23% |
$1.15K - $1.43K
|
1.74K
$975K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
4+ 0.57% |
$1.15K - $1.43K
|
705
$394K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.06% |
$1.15K - $1.43K
|
6.4K
$3.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4New |
$1.15K - $1.43K
|
4
$2.24K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
4+ 0.29% |
$1.15K - $1.43K
|
1.39K
$778K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
4+ 0.15% |
$1.15K - $1.43K
|
2.7K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.24% |
$1.15K - $1.43K
|
1.7K
$951K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4+ 0.04% |
$1.15K - $1.43K
|
9.9K
$5.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.01% |
$865 - $1.07K
|
34.1K
$19.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
3+ 1.07% |
$865 - $1.07K
|
283
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.27% |
$865 - $1.07K
|
1.11K
$618K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$865 - $1.07K
|
12.3K
$6.88M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$865 - $1.07K
|
12.3K
$6.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
2+ 0.09% |
$577 - $717
|
2.27K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$577 - $717
|
2.65K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
2+ 0.1% |
$577 - $717
|
1.92K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2+ 0.18% |
$577 - $717
|
1.11K
$620K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.08% |
$577 - $717
|
2.62K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$288 - $358
|
714
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1+ 0.03% |
$288 - $358
|
3.22K
$1.8M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.73% |
$288 - $358
|
138
$77.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.1% |
$288 - $358
|
1.01K
$566K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$288 - $358
|
2.27K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.03% |
$288 - $358
|
3.43K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.02% |
$288 - $358
|
5.05K
$2.82M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1+ 0.15% |
$288 - $358
|
669
$374K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$288 - $358
|
186M
$104B
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$288 - $358
|
1
$559
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.55% |
$288 - $358
|
180
$101K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1- 0.08% |
$288 - $358
|
1.3K
$725K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$288 - $358
|
2K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.1% |
$288 - $358
|
980
$548K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1- 0.02% |
$288 - $358
|
4.92K
$2.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.06% |
$288 - $358
|
1.64K
$917K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1- 0.04% |
$288 - $358
|
2.75K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$288 - $358
|
4.04K
$2.26M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-1- 0.01% |
$288 - $358
|
9.27K
$5.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2- 0.27% |
$577 - $717
|
740
$414K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-2- 0.17% |
$577 - $717
|
1.2K
$673K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2- 0.05% |
$577 - $717
|
4.19K
$2.34M
|