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 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
373+ 5.58% |
$108K - $134K
|
7.06K
$4.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
370+ 8.69% |
$107K - $133K
|
4.63K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
370+ 14.12% |
$107K - $133K
|
2.99K
$2.04M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
370+ 8.69% |
$107K - $133K
|
4.63K
$3.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
369+ 1.3% |
$106K - $132K
|
28.8K
$19.7M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
369+ 2.34% |
$106K - $132K
|
16.1K
$11M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
369+ 1.27% |
$106K - $132K
|
29.3K
$20M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
369+ 1.27% |
$106K - $132K
|
29.3K
$20M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
367+ 5.08% |
$106K - $132K
|
7.59K
$5.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
365+ 8.51% |
$105K - $131K
|
4.65K
$3.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
365+ 6.14% |
$105K - $131K
|
6.31K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
364+ 4.68% |
$105K - $130K
|
8.14K
$5.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
361+ 7.16% |
$104K - $129K
|
5.4K
$3.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
361+ 11.03% |
$104K - $129K
|
3.63K
$2.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
360+ 16.18% |
$104K - $129K
|
2.59K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
360+ 14.63% |
$104K - $129K
|
2.82K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
360New |
$104K - $129K
|
360
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Clearline Capital LP
New York, NY |
BUY
|
- |
360+ 0.75% |
$104K - $129K
|
48.2K
$32.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
356+ 3.32% |
$103K - $128K
|
11.1K
$7.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
352+ 10.67% |
$101K - $126K
|
3.65K
$2.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
351+ 0.37% |
$101K - $126K
|
95.5K
$65.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
351+ 9.92% |
$101K - $126K
|
3.89K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
349+ 7.76% |
$101K - $125K
|
4.85K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
348+ 2.25% |
$100K - $125K
|
15.8K
$10.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
347+ 3.48% |
$100K - $124K
|
10.3K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
346+ 11.59% |
$99.8K - $124K
|
3.33K
$2.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
343+ 2.65% |
$98.9K - $123K
|
13.3K
$9.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
343+ 9.22% |
$98.9K - $123K
|
4.06K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
343+ 3.61% |
$98.9K - $123K
|
9.85K
$6.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
342+ 8.24% |
$98.6K - $123K
|
4.49K
$3.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
341+ 0.09% |
$98.3K - $122K
|
389K
$266M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
338New |
$97.5K - $121K
|
338
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
336+ 35.9% |
$96.9K - $120K
|
1.27K
$869K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
336+ 23.38% |
$96.9K - $120K
|
1.77K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
334+ 0.05% |
$96.3K - $120K
|
654K
$447M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
334+ 42.71% |
$96.3K - $120K
|
1.12K
$763K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
333+ 1.47% |
$96K - $119K
|
23.1K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
333+ 0.56% |
$96K - $119K
|
60.1K
$41.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
331+ 14.42% |
$95.4K - $119K
|
2.63K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
330+ 7.89% |
$95.2K - $118K
|
4.51K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
330+ 30.14% |
$95.2K - $118K
|
1.43K
$974K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
329+ 92.94% |
$94.9K - $118K
|
683
$467K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
326+ 10.3% |
$94K - $117K
|
3.49K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
324+ 47.44% |
$93.4K - $116K
|
1.01K
$688K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
323+ 2.54% |
$93.1K - $116K
|
13K
$8.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
322+ 1.53% |
$92.8K - $115K
|
21.4K
$14.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
320+ 22.28% |
$92.3K - $115K
|
1.76K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
316+ 3.28% |
$91.1K - $113K
|
9.94K
$6.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
315+ 21.28% |
$90.8K - $113K
|
1.8K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
314+ 5.67% |
$90.5K - $113K
|
5.86K
$4M
|