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 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
7+ 0.53% |
$2.02K - $2.51K
|
1.34K
$915K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
7+ 0.69% |
$2.02K - $2.51K
|
1.02K
$694K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
7+ 0.33% |
$2.02K - $2.51K
|
2.14K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
7+ 0.31% |
$2.02K - $2.51K
|
2.24K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7+ 0.95% |
$2.02K - $2.51K
|
744
$509K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
7+ 0.21% |
$2.02K - $2.51K
|
3.3K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.92% |
$2.02K - $2.51K
|
767
$524K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6+ 1.27% |
$1.73K - $2.15K
|
478
$327K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6+ 0.61% |
$1.73K - $2.15K
|
988
$675K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6+ 0.45% |
$1.73K - $2.15K
|
1.34K
$913K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
6+ 0.16% |
$1.73K - $2.15K
|
3.72K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
6+ 0.36% |
$1.73K - $2.15K
|
1.68K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6+ 0.54% |
$1.73K - $2.15K
|
1.11K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.46% |
$1.73K - $2.15K
|
1.31K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6+ 2.79% |
$1.73K - $2.15K
|
221
$151K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5+ 0.23% |
$1.44K - $1.79K
|
2.2K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 0.42% |
$1.44K - $1.79K
|
1.19K
$812K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5+ 0.15% |
$1.44K - $1.79K
|
3.29K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$1.44K - $1.79K
|
6K
$4.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.49% |
$1.44K - $1.79K
|
1.03K
$701K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.52% |
$1.44K - $1.79K
|
967
$661K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.13% |
$1.44K - $1.79K
|
3.98K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
5+ 0.59% |
$1.44K - $1.79K
|
852
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.11% |
$1.44K - $1.79K
|
4.55K
$3.11M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 1.09% |
$1.44K - $1.79K
|
463
$316K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.24% |
$1.15K - $1.43K
|
1.68K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4+ 0.23% |
$1.15K - $1.43K
|
1.74K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
4+ 0.57% |
$1.15K - $1.43K
|
705
$482K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.06% |
$1.15K - $1.43K
|
6.4K
$4.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4New |
$1.15K - $1.43K
|
4
$2.73K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
4+ 0.29% |
$1.15K - $1.43K
|
1.39K
$951K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
4+ 0.15% |
$1.15K - $1.43K
|
2.7K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.24% |
$1.15K - $1.43K
|
1.7K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4+ 0.04% |
$1.15K - $1.43K
|
9.9K
$6.77M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 0.21% |
$1.15K - $1.43K
|
1.9K
$1.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.01% |
$865 - $1.07K
|
34.1K
$23.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
3+ 1.07% |
$865 - $1.07K
|
283
$193K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.27% |
$865 - $1.07K
|
1.11K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$865 - $1.07K
|
12.3K
$8.42M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$865 - $1.07K
|
12.3K
$8.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
2+ 0.09% |
$577 - $717
|
2.27K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$577 - $717
|
2.65K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
2+ 0.1% |
$577 - $717
|
1.92K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2+ 0.18% |
$577 - $717
|
1.11K
$758K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.08% |
$577 - $717
|
2.62K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$288 - $358
|
714
$488K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1+ 0.03% |
$288 - $358
|
3.22K
$2.2M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.73% |
$288 - $358
|
138
$94.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.1% |
$288 - $358
|
1.01K
$692K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$288 - $358
|
2.27K
$1.55M
|