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 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-149- 0.67% |
$43K - $53.4K
|
22K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-149- 12.8% |
$43K - $53.4K
|
1.02K
$568K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-151- 0.9% |
$43.5K - $54.1K
|
16.6K
$9.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-151- 3.97% |
$43.5K - $54.1K
|
3.65K
$2.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-152- 17.78% |
$43.8K - $54.5K
|
703
$393K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-153- 11.53% |
$44.1K - $54.8K
|
1.17K
$656K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-153- 1.63% |
$44.1K - $54.8K
|
9.21K
$5.15M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-154- 5.36% |
$44.4K - $55.2K
|
2.72K
$1.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-155- 8.33% |
$44.7K - $55.5K
|
1.71K
$954K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-156- 4.12% |
$45K - $55.9K
|
3.63K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-160- 6.59% |
$46.1K - $57.3K
|
2.27K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-160- 0.69% |
$46.1K - $57.3K
|
23.1K
$12.9M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-160- 3.73% |
$46.1K - $57.3K
|
4.13K
$2.31M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-160- 1.31% |
$46.1K - $57.3K
|
12K
$6.72M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-160- 11.77% |
$46.1K - $57.3K
|
1.2K
$670K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-162- 18.33% |
$46.7K - $58K
|
722
$404K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-164- 4.54% |
$47.3K - $58.8K
|
3.45K
$1.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-164- 2.2% |
$47.3K - $58.8K
|
7.3K
$4.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-165- 9.36% |
$47.6K - $59.1K
|
1.6K
$893K
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-165- 12.76% |
$47.6K - $59.1K
|
1.13K
$631K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-165- 2.73% |
$47.6K - $59.1K
|
5.89K
$3.29M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-167- 4.55% |
$48.2K - $59.8K
|
3.5K
$1.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-168- 19.6% |
$48.4K - $60.2K
|
689
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-168- 2.54% |
$48.4K - $60.2K
|
6.45K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-169- 6.2% |
$48.7K - $60.6K
|
2.56K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-170- 2.96% |
$49K - $60.9K
|
5.57K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-170- 11.15% |
$49K - $60.9K
|
1.36K
$758K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-171- 82.61% |
$49.3K - $61.3K
|
36
$20.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-172- 12.16% |
$49.6K - $61.6K
|
1.24K
$695K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-173- 1.36% |
$49.9K - $62K
|
12.6K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-174- 1.41% |
$50.2K - $62.3K
|
12.2K
$6.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-175- 2.79% |
$50.5K - $62.7K
|
6.09K
$3.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-175- 1.23% |
$50.5K - $62.7K
|
14.1K
$7.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-177- 1.87% |
$51K - $63.4K
|
9.29K
$5.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-179- 3.82% |
$51.6K - $64.1K
|
4.5K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-179- 6.79% |
$51.6K - $64.1K
|
2.46K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-179- 3.32% |
$51.6K - $64.1K
|
5.21K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-180- 7.66% |
$51.9K - $64.5K
|
2.17K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-181- 1.32% |
$52.2K - $64.9K
|
13.5K
$7.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-181- 4.77% |
$52.2K - $64.9K
|
3.61K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-182- 0.37% |
$52.5K - $65.2K
|
48.6K
$27.1M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-183- 0.27% |
$52.8K - $65.6K
|
68.3K
$38.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-184- 0.59% |
$53.1K - $65.9K
|
30.9K
$17.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-185- 13.21% |
$53.3K - $66.3K
|
1.22K
$679K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-187- 2.89% |
$53.9K - $67K
|
6.29K
$3.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-187- 13.77% |
$53.9K - $67K
|
1.17K
$655K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-188- 2.21% |
$54.2K - $67.4K
|
8.32K
$4.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-188- 0.42% |
$54.2K - $67.4K
|
45K
$25.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-190- 2.05% |
$54.8K - $68.1K
|
9.08K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-190- 16.83% |
$54.8K - $68.1K
|
939
$525K
|