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 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-23- 0.35% |
$6.63K - $8.24K
|
6.55K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-23- 1.27% |
$6.63K - $8.24K
|
1.8K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-24- 2.87% |
$6.92K - $8.6K
|
811
$453K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-24- 0.84% |
$6.92K - $8.6K
|
2.83K
$1.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-24- 0.84% |
$6.92K - $8.6K
|
2.83K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-24- 3.07% |
$6.92K - $8.6K
|
759
$424K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-24- 0.55% |
$6.92K - $8.6K
|
4.35K
$2.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-24- 0.66% |
$6.92K - $8.6K
|
3.63K
$2.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-24- 0.68% |
$6.92K - $8.6K
|
3.49K
$1.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-25- 3.02% |
$7.21K - $8.96K
|
804
$450K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-25- 1.25% |
$7.21K - $8.96K
|
1.98K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-25- 2.06% |
$7.21K - $8.96K
|
1.19K
$665K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-25- 3.0% |
$7.21K - $8.96K
|
808
$452K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-25- 6.58% |
$7.21K - $8.96K
|
355
$198K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-25- 0.1% |
$7.21K - $8.96K
|
25.3K
$14.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-25- 0.14% |
$7.21K - $8.96K
|
17.8K
$9.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-25- 9.26% |
$7.21K - $8.96K
|
245
$137K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 1.09% |
$7.21K - $8.96K
|
2.27K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-25- 0.44% |
$7.21K - $8.96K
|
5.7K
$3.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-26- 1.43% |
$7.5K - $9.32K
|
1.79K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-26- 1.0% |
$7.5K - $9.32K
|
2.57K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-26- 1.61% |
$7.5K - $9.32K
|
1.59K
$891K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.25% |
$7.5K - $9.32K
|
2.05K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-26- 0.49% |
$7.5K - $9.32K
|
5.32K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-26- 0.27% |
$7.5K - $9.32K
|
9.6K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-27- 1.14% |
$7.79K - $9.67K
|
2.34K
$1.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-28- 5.19% |
$8.07K - $10K
|
511
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-28- 0.42% |
$8.07K - $10K
|
6.72K
$3.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-28- 2.39% |
$8.07K - $10K
|
1.14K
$639K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-29- 1.53% |
$8.36K - $10.4K
|
1.87K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-29- 0.86% |
$8.36K - $10.4K
|
3.34K
$1.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-30- 0.3% |
$8.65K - $10.7K
|
10K
$5.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-30- 1.08% |
$8.65K - $10.7K
|
2.74K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-30- 1.4% |
$8.65K - $10.7K
|
2.11K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-30- 3.19% |
$8.65K - $10.7K
|
909
$508K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-31- 0.84% |
$8.94K - $11.1K
|
3.65K
$2.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-31- 5.04% |
$8.94K - $11.1K
|
584
$327K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-31- 1.81% |
$8.94K - $11.1K
|
1.68K
$939K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-31- 1.77% |
$8.94K - $11.1K
|
1.72K
$963K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-32- 0.85% |
$9.23K - $11.5K
|
3.72K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-32- 0.16% |
$9.23K - $11.5K
|
20.1K
$11.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-32- 0.45% |
$9.23K - $11.5K
|
7.05K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-32- 0.2% |
$9.23K - $11.5K
|
15.6K
$8.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-33- 0.54% |
$9.52K - $11.8K
|
6.03K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-33- 1.04% |
$9.52K - $11.8K
|
3.15K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-33- 2.06% |
$9.52K - $11.8K
|
1.57K
$878K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-34- 0.65% |
$9.8K - $12.2K
|
5.17K
$2.89M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-34- 43.04% |
$9.8K - $12.2K
|
45
$25.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-34- 0.56% |
$9.8K - $12.2K
|
6.06K
$3.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 0.28% |
$10.1K - $12.5K
|
12.6K
$7.07M
|