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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-52- 3.55% |
$15K - $18.6K
|
1.41K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-52- 34.21% |
$15K - $18.6K
|
100
$56.9K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-52- 0.96% |
$15K - $18.6K
|
5.34K
$3.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-53- 1.2% |
$15.3K - $19K
|
4.36K
$2.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-53- 0.4% |
$15.3K - $19K
|
13.2K
$7.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-53- 32.52% |
$15.3K - $19K
|
110
$62.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-54- 2.06% |
$15.6K - $19.3K
|
2.57K
$1.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-55- 3.81% |
$15.9K - $19.7K
|
1.39K
$790K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-55- 6.48% |
$15.9K - $19.7K
|
794
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-55- 4.21% |
$15.9K - $19.7K
|
1.25K
$712K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-55- 3.33% |
$15.9K - $19.7K
|
1.6K
$908K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-56- 1.24% |
$16.1K - $20.1K
|
4.46K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-56- 3.23% |
$16.1K - $20.1K
|
1.68K
$955K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-57- 2.25% |
$16.4K - $20.4K
|
2.48K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-57- 0.42% |
$16.4K - $20.4K
|
13.6K
$7.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-57- 2.89% |
$16.4K - $20.4K
|
1.92K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-58- 4.46% |
$16.7K - $20.8K
|
1.24K
$706K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-59- 0.56% |
$17K - $21.1K
|
10.4K
$5.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-59- 1.35% |
$17K - $21.1K
|
4.3K
$2.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-60- 0.69% |
$17.3K - $21.5K
|
8.65K
$4.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-60- 2.65% |
$17.3K - $21.5K
|
2.21K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 1.16% |
$17.3K - $21.5K
|
5.13K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-60- 2.3% |
$17.3K - $21.5K
|
2.55K
$1.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.97% |
$17.6K - $21.9K
|
6.23K
$3.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-61- 3.38% |
$17.6K - $21.9K
|
1.74K
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-61- 0.1% |
$17.6K - $21.9K
|
60.1K
$34.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-62- 4.84% |
$17.9K - $22.2K
|
1.22K
$694K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-62- 2.27% |
$17.9K - $22.2K
|
2.67K
$1.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-63- 2.56% |
$18.2K - $22.6K
|
2.4K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-63- 0.62% |
$18.2K - $22.6K
|
10.1K
$5.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-64- 6.46% |
$18.5K - $22.9K
|
926
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-64- 0.3% |
$18.5K - $22.9K
|
21.5K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-64- 1.43% |
$18.5K - $22.9K
|
4.43K
$2.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-65- 1.18% |
$18.7K - $23.3K
|
5.45K
$3.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 5.57% |
$18.7K - $23.3K
|
1.1K
$627K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-66- 1.03% |
$19K - $23.6K
|
6.37K
$3.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-66- 0.33% |
$19K - $23.6K
|
19.7K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-66- 1.24% |
$19K - $23.6K
|
5.25K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-66- 9.85% |
$19K - $23.6K
|
604
$344K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-66- 8.75% |
$19K - $23.6K
|
688
$392K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-67- 4.06% |
$19.3K - $24K
|
1.58K
$901K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-67- 2.17% |
$19.3K - $24K
|
3.03K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-67- 0.43% |
$19.3K - $24K
|
15.6K
$8.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-67- 6.65% |
$19.3K - $24K
|
941
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-67- 5.54% |
$19.3K - $24K
|
1.14K
$651K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-67- 2.1% |
$19.3K - $24K
|
3.13K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-68- 6.88% |
$19.6K - $24.4K
|
920
$524K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-68- 7.61% |
$19.6K - $24.4K
|
825
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-68- 0.76% |
$19.6K - $24.4K
|
8.88K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-68- 1.08% |
$19.6K - $24.4K
|
6.21K
$3.53M
|