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 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-45- 5.55% |
$13K - $16.1K
|
766
$524K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-46- 2.65% |
$13.3K - $16.5K
|
1.69K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-46- 5.67% |
$13.3K - $16.5K
|
766
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-47- 0.45% |
$13.6K - $16.8K
|
10.3K
$7.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-48- 1.04% |
$13.8K - $17.2K
|
4.55K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-48- 1.18% |
$13.8K - $17.2K
|
4.03K
$2.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-50- 0.32% |
$14.4K - $17.9K
|
15.7K
$10.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 3.67% |
$14.4K - $17.9K
|
1.31K
$897K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-50- 29.76% |
$14.4K - $17.9K
|
118
$80.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-50- 2.07% |
$14.4K - $17.9K
|
2.37K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 0.27% |
$14.4K - $17.9K
|
18.8K
$12.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-50- 2.6% |
$14.4K - $17.9K
|
1.88K
$1.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-50- 2.91% |
$14.4K - $17.9K
|
1.67K
$1.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-50- 4.84% |
$14.4K - $17.9K
|
982
$671K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-51- 46.79% |
$14.7K - $18.3K
|
58
$39.6K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-52- 2.92% |
$15K - $18.6K
|
1.73K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-52- 1.21% |
$15K - $18.6K
|
4.25K
$2.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-52- 3.55% |
$15K - $18.6K
|
1.41K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-52- 34.21% |
$15K - $18.6K
|
100
$68.4K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-52- 0.96% |
$15K - $18.6K
|
5.34K
$3.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-53- 1.2% |
$15.3K - $19K
|
4.36K
$2.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-53- 0.4% |
$15.3K - $19K
|
13.2K
$9M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-53- 32.52% |
$15.3K - $19K
|
110
$75.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-54- 2.06% |
$15.6K - $19.3K
|
2.57K
$1.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-55- 3.81% |
$15.9K - $19.7K
|
1.39K
$949K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-55- 6.48% |
$15.9K - $19.7K
|
794
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-55- 4.21% |
$15.9K - $19.7K
|
1.25K
$854K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-55- 3.33% |
$15.9K - $19.7K
|
1.6K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-56- 1.24% |
$16.1K - $20.1K
|
4.46K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-56- 3.23% |
$16.1K - $20.1K
|
1.68K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-57- 2.25% |
$16.4K - $20.4K
|
2.48K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-57- 0.42% |
$16.4K - $20.4K
|
13.6K
$9.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-57- 2.89% |
$16.4K - $20.4K
|
1.92K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-58- 4.46% |
$16.7K - $20.8K
|
1.24K
$848K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-59- 0.56% |
$17K - $21.1K
|
10.4K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-59- 1.35% |
$17K - $21.1K
|
4.3K
$2.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-60- 0.69% |
$17.3K - $21.5K
|
8.65K
$5.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-60- 2.65% |
$17.3K - $21.5K
|
2.21K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 1.16% |
$17.3K - $21.5K
|
5.13K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-60- 2.3% |
$17.3K - $21.5K
|
2.55K
$1.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.97% |
$17.6K - $21.9K
|
6.23K
$4.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-61- 3.38% |
$17.6K - $21.9K
|
1.74K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-61- 0.1% |
$17.6K - $21.9K
|
60.1K
$41.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-62- 4.84% |
$17.9K - $22.2K
|
1.22K
$833K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-62- 2.27% |
$17.9K - $22.2K
|
2.67K
$1.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-63- 2.56% |
$18.2K - $22.6K
|
2.4K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-63- 0.62% |
$18.2K - $22.6K
|
10.1K
$6.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-64- 6.46% |
$18.5K - $22.9K
|
926
$633K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-64- 0.3% |
$18.5K - $22.9K
|
21.5K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-64- 1.43% |
$18.5K - $22.9K
|
4.43K
$3.03M
|