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 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
160+ 2.64% |
$46.1K - $57.3K
|
6.22K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
160+ 0.41% |
$46.1K - $57.3K
|
39.2K
$26.8M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
159+ 10.77% |
$45.8K - $57K
|
1.64K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
158+ 8.99% |
$45.6K - $56.6K
|
1.92K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
157+ 4.54% |
$45.3K - $56.3K
|
3.62K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
157+ 21.9% |
$45.3K - $56.3K
|
874
$597K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
155+ 0.75% |
$44.7K - $55.5K
|
20.7K
$14.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
154+ 2.81% |
$44.4K - $55.2K
|
5.63K
$3.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
152+ 6.62% |
$43.8K - $54.5K
|
2.45K
$1.67M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
150+ 112.78% |
$43.3K - $53.7K
|
283
$193K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
150New |
$43.3K - $53.7K
|
150
$103K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
150+ 1.2% |
$43.3K - $53.7K
|
12.7K
$8.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
150+ 51.02% |
$43.3K - $53.7K
|
444
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
150+ 2.24% |
$43.3K - $53.7K
|
6.85K
$4.68M
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
150+ 9.71% |
$43.3K - $53.7K
|
1.7K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
149+ 5.53% |
$43K - $53.4K
|
2.85K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
147+ 11.83% |
$42.4K - $52.7K
|
1.39K
$950K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
147+ 4.28% |
$42.4K - $52.7K
|
3.58K
$2.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
147+ 7.99% |
$42.4K - $52.7K
|
1.99K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
147+ 7.04% |
$42.4K - $52.7K
|
2.24K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
146+ 1.09% |
$42.1K - $52.3K
|
13.6K
$9.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
145+ 13.6% |
$41.8K - $52K
|
1.21K
$828K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
145+ 5.85% |
$41.8K - $52K
|
2.62K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
145+ 322.22% |
$41.8K - $52K
|
190
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
145+ 0.11% |
$41.8K - $52K
|
133K
$90.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
144New |
$41.5K - $51.6K
|
144
$98.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
144+ 15.16% |
$41.5K - $51.6K
|
1.09K
$748K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
142+ 18.51% |
$40.9K - $50.9K
|
909
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
141+ 0.25% |
$40.7K - $50.5K
|
57.6K
$39.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
141New |
$40.7K - $50.5K
|
141
$96.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
140+ 10.79% |
$40.4K - $50.2K
|
1.44K
$983K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
139+ 0.63% |
$40.1K - $49.8K
|
22.4K
$15.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
138+ 3.79% |
$39.8K - $49.4K
|
3.78K
$2.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
138New |
$39.8K - $49.4K
|
138
$94.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
137+ 3.27% |
$39.5K - $49.1K
|
4.32K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
137+ 0.76% |
$39.5K - $49.1K
|
18.1K
$12.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
136+ 10.78% |
$39.2K - $48.7K
|
1.4K
$956K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
135+ 2.55% |
$38.9K - $48.4K
|
5.42K
$3.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
134New |
$38.6K - $48K
|
134
$91.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
133+ 11.8% |
$38.4K - $47.7K
|
1.26K
$861K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
133+ 12.09% |
$38.4K - $47.7K
|
1.23K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
133+ 2.38% |
$38.4K - $47.7K
|
5.72K
$3.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
132+ 3.42% |
$38.1K - $47.3K
|
3.99K
$2.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
131+ 2.91% |
$37.8K - $46.9K
|
4.64K
$3.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
131+ 68.59% |
$37.8K - $46.9K
|
322
$220K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
130+ 6.16% |
$37.5K - $46.6K
|
2.24K
$1.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
130+ 16.09% |
$37.5K - $46.6K
|
938
$641K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
130+ 3.05% |
$37.5K - $46.6K
|
4.4K
$3.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
129+ 3.68% |
$37.2K - $46.2K
|
3.63K
$2.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
129+ 6.42% |
$37.2K - $46.2K
|
2.14K
$1.46M
|