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 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.06K- 26.66% |
$307K - $381K
|
2.92K
$2.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.07K- 5.04% |
$307K - $382K
|
20.1K
$14.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.07K- 5.19% |
$309K - $383K
|
19.5K
$14.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 14.27% |
$309K - $384K
|
6.43K
$4.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.08K- 5.61% |
$312K - $388K
|
18.2K
$13.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.09K- 1.47% |
$315K - $391K
|
73.2K
$53.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.09K- 15.62% |
$315K - $392K
|
5.91K
$4.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.1K- 43.21% |
$317K - $394K
|
1.45K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.1K- 5.57% |
$318K - $395K
|
18.7K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.11K- 2.66% |
$319K - $396K
|
40.4K
$29.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.11K- 18.86% |
$320K - $398K
|
4.78K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.12K- 41.08% |
$322K - $400K
|
1.6K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.13K- 13.93% |
$325K - $404K
|
6.97K
$5.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.17K- 5.4% |
$336K - $418K
|
20.4K
$15M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.17K- 4.72% |
$337K - $419K
|
23.6K
$17.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.18K- 17.12% |
$340K - $423K
|
5.71K
$4.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.19K- 19.75% |
$342K - $425K
|
4.82K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-1.19K- 0.29% |
$343K - $426K
|
407K
$299M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.2K- 8.56% |
$346K - $430K
|
12.8K
$9.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-1.2K- 0.78% |
$346K - $430K
|
152K
$112M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.21K- 1.61% |
$349K - $433K
|
73.9K
$54.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.21K- 4.71% |
$349K - $433K
|
24.5K
$18M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.21K- 0.97% |
$349K - $434K
|
123K
$90.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.22K- 4.88% |
$350K - $435K
|
23.7K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.22K- 7.83% |
$350K - $435K
|
14.3K
$10.5M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.22K- 26.41% |
$351K - $436K
|
3.39K
$2.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 5.77% |
$351K - $437K
|
19.9K
$14.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.23K- 9.27% |
$356K - $442K
|
12.1K
$8.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.24K- 11.37% |
$358K - $444K
|
9.66K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.24K- 36.87% |
$358K - $445K
|
2.13K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.27K- 55.54% |
$366K - $455K
|
1.02K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-1.27K- 3.98% |
$366K - $455K
|
30.7K
$22.6M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.29K- 5.87% |
$372K - $462K
|
20.7K
$15.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.29K- 15.39% |
$372K - $462K
|
7.09K
$5.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-1.29K- 27.14% |
$373K - $463K
|
3.47K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 5.63% |
$374K - $464K
|
21.7K
$16M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.31K- 1.46% |
$378K - $469K
|
88.5K
$65.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1.32K- 24.75% |
$379K - $472K
|
4K
$2.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 10.18% |
$382K - $475K
|
11.7K
$8.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.35K- 15.29% |
$390K - $485K
|
7.5K
$5.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.39K- 13.61% |
$400K - $497K
|
8.81K
$6.49M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.39K- 28.68% |
$402K - $499K
|
3.47K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.4K- 58.66% |
$403K - $500K
|
984
$725K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1.41K- 10.37% |
$407K - $506K
|
12.2K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.42K- 3.07% |
$408K - $507K
|
44.6K
$32.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.42K- 14.22% |
$409K - $508K
|
8.55K
$6.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 18.82% |
$410K - $509K
|
6.13K
$4.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.42K- 22.17% |
$410K - $510K
|
5K
$3.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.43K- 3.06% |
$413K - $514K
|
45.4K
$33.4M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-1.44K- 2.29% |
$415K - $516K
|
61.3K
$45.2M
|