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 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
101+ 1.92% |
$29.1K - $36.2K
|
5.36K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
101+ 0.64% |
$29.1K - $36.2K
|
15.9K
$10.9M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 36.36% |
$28.8K - $35.8K
|
375
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 2.13% |
$28.8K - $35.8K
|
4.8K
$3.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
100New |
$28.8K - $35.8K
|
100
$68.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
100+ 27.25% |
$28.8K - $35.8K
|
467
$319K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
100+ 0.39% |
$28.8K - $35.8K
|
25.6K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Advisers LTD
|
BUY
|
- |
100+ 1.64% |
$28.8K - $35.8K
|
6.2K
$4.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
97+ 11.24% |
$28K - $34.8K
|
960
$656K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
97+ 4.92% |
$28K - $34.8K
|
2.07K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
94+ 7.35% |
$27.1K - $33.7K
|
1.37K
$939K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94+ 2.43% |
$27.1K - $33.7K
|
3.97K
$2.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
92+ 0.45% |
$26.5K - $33K
|
20.6K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
90New |
$26K - $32.2K
|
90
$61.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
90+ 0.36% |
$26K - $32.2K
|
25.2K
$17.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
90+ 1.09% |
$26K - $32.2K
|
8.35K
$5.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
89+ 9.99% |
$25.7K - $31.9K
|
980
$670K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
89+ 2.99% |
$25.7K - $31.9K
|
3.06K
$2.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
87+ 6.56% |
$25.1K - $31.2K
|
1.41K
$966K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
87+ 1.33% |
$25.1K - $31.2K
|
6.65K
$4.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
87+ 8.96% |
$25.1K - $31.2K
|
1.06K
$723K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
85+ 10.64% |
$24.5K - $30.5K
|
884
$604K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 1.88% |
$24.5K - $30.5K
|
4.61K
$3.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
85+ 4.68% |
$24.5K - $30.5K
|
1.9K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
85+ 0.57% |
$24.5K - $30.5K
|
15K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
85+ 5.56% |
$24.5K - $30.5K
|
1.62K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
85+ 4.49% |
$24.5K - $30.5K
|
1.98K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
85+ 3.31% |
$24.5K - $30.5K
|
2.65K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
85+ 9.05% |
$24.5K - $30.5K
|
1.02K
$700K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
85+ 772.73% |
$24.5K - $30.5K
|
96
$65.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
84+ 0.86% |
$24.2K - $30.1K
|
9.85K
$6.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
83+ 2.27% |
$23.9K - $29.7K
|
3.73K
$2.55M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
83+ 3.52% |
$23.9K - $29.7K
|
2.44K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
82+ 3.67% |
$23.6K - $29.4K
|
2.32K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
81+ 0.32% |
$23.4K - $29K
|
25.7K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
81+ 6.33% |
$23.4K - $29K
|
1.36K
$930K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
80+ 8.53% |
$23.1K - $28.7K
|
1.02K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
80+ 8.72% |
$23.1K - $28.7K
|
997
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
80+ 6.02% |
$23.1K - $28.7K
|
1.41K
$963K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
79+ 3.65% |
$22.8K - $28.3K
|
2.25K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
79+ 2.38% |
$22.8K - $28.3K
|
3.4K
$2.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
78+ 3.15% |
$22.5K - $27.9K
|
2.55K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
78+ 2.96% |
$22.5K - $27.9K
|
2.71K
$1.85M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
78+ 13.49% |
$22.5K - $27.9K
|
656
$448K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
76+ 6.91% |
$21.9K - $27.2K
|
1.18K
$804K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
76+ 3.19% |
$21.9K - $27.2K
|
2.46K
$1.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
74+ 9.23% |
$21.3K - $26.5K
|
876
$599K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
74+ 0.48% |
$21.3K - $26.5K
|
15.6K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
74+ 411.11% |
$21.3K - $26.5K
|
92
$62.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
74+ 0.23% |
$21.3K - $26.5K
|
31.8K
$21.7M
|