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 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-791- 2.9% |
$228K - $283K
|
26.5K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-791- 3.5% |
$228K - $283K
|
21.8K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-794- 3.69% |
$229K - $285K
|
20.7K
$15.3M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-796- 1.64% |
$230K - $285K
|
47.8K
$35.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-797- 0.67% |
$230K - $286K
|
118K
$86.8M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-800- 28.52% |
$231K - $287K
|
2.01K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-813- 14.99% |
$234K - $291K
|
4.61K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-823- 2.47% |
$237K - $295K
|
32.5K
$24M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-825- 18.73% |
$238K - $296K
|
3.58K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-828- 34.12% |
$239K - $297K
|
1.6K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-847- 36.86% |
$244K - $303K
|
1.45K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-853- 13.27% |
$246K - $306K
|
5.58K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-855- 3.4% |
$247K - $306K
|
24.3K
$17.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-857- 4.87% |
$247K - $307K
|
16.7K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-865- 1.64% |
$249K - $310K
|
52K
$38.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
SELL
|
- |
-868- 1.72% |
$250K - $311K
|
49.7K
$36.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-877- 1.54% |
$253K - $314K
|
56.2K
$41.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-889- 46.72% |
$256K - $319K
|
1.01K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-900- 39.82% |
$260K - $322K
|
1.36K
$1M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-905- 12.28% |
$261K - $324K
|
6.46K
$4.76M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-914- 40.95% |
$264K - $328K
|
1.32K
$971K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-914- 3.91% |
$264K - $328K
|
22.5K
$16.6M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-919- 11.12% |
$265K - $329K
|
7.35K
$5.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-921- 21.51% |
$266K - $330K
|
3.36K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-925- 0.13% |
$267K - $331K
|
710K
$523M
|
|
|
Feb 14, 2024
Q4 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-928- 0.49% |
$268K - $333K
|
188K
$139M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-932- 7.64% |
$269K - $334K
|
11.3K
$8.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-932- 3.38% |
$269K - $334K
|
26.6K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-932- 2.13% |
$269K - $334K
|
42.8K
$31.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-936- 5.94% |
$270K - $335K
|
14.8K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-938- 10.54% |
$270K - $336K
|
7.96K
$5.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-959- 0.21% |
$277K - $344K
|
458K
$338M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-960- 39.18% |
$277K - $344K
|
1.49K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-960- 58.5% |
$277K - $344K
|
681
$502K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-983- 7.12% |
$283K - $352K
|
12.8K
$9.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-984- 1.13% |
$284K - $353K
|
86K
$63.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-985- 0.43% |
$284K - $353K
|
227K
$167M
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-991- 2.91% |
$286K - $355K
|
33.1K
$24.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-995- 0.58% |
$287K - $357K
|
171K
$126M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-996- 7.26% |
$287K - $357K
|
12.7K
$9.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-997- 20.84% |
$287K - $357K
|
3.79K
$2.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-1K- 7.69% |
$288K - $358K
|
12K
$8.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1K- 53.76% |
$288K - $358K
|
860
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1K- 50.08% |
$289K - $359K
|
998
$735K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1K- 46.11% |
$289K - $359K
|
1.17K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.02K- 8.97% |
$294K - $365K
|
10.3K
$7.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.02K- 31.59% |
$295K - $366K
|
2.21K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-1.03K- 43.29% |
$296K - $367K
|
1.34K
$989K
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-1.04K- 4.72% |
$299K - $372K
|
20.9K
$15.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.04K- 2.62% |
$300K - $372K
|
38.7K
$28.5M
|