Latest Institutional Transactions on Tesla, Inc. (TSLA)
This table provides information on the latest institutional transactions involving Tesla, Inc. (TSLA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.37K- 37.9% |
$455K - $625K
|
3.89K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-70- 4.63% |
$13.4K - $18.4K
|
1.44K
$488K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$575 - $790
|
1.7K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.27K+ 2.79% |
$244K - $335K
|
47K
$15.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.82K+ 11.68% |
$350K - $480K
|
17.4K
$5.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
CALL |
1.4KNew |
$268K - $369K
|
1.4K
$474K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
8.57KNew |
$1.64M - $2.26M
|
8.57K
$2.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.19KNew |
$229K - $314K
|
1.19K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.47KNew |
$282K - $386K
|
1.47K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.09K+ 36.24% |
$209K - $287K
|
4.09K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
158+ 1.12% |
$30.3K - $41.6K
|
14.3K
$4.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-915Closed |
$175K - $241K
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
261+ 6.12% |
$50K - $68.7K
|
4.53K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.73K- 46.13% |
$331K - $455K
|
2.02K
$682K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.2K+ 13.81% |
$2.15M - $2.95M
|
92.2K
$31.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
113+ 2.97% |
$21.7K - $29.7K
|
3.92K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-75- 5.21% |
$14.4K - $19.7K
|
1.37K
$462K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
7.64KNew |
$1.47M - $2.01M
|
7.64K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
588+ 9.43% |
$113K - $155K
|
6.82K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-10- 0.74% |
$1.92K - $2.63K
|
1.35K
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-85- 3.61% |
$16.3K - $22.4K
|
2.27K
$768K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-133- 2.14% |
$25.5K - $35K
|
6.09K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.66K+ 10.11% |
$1.47M - $2.02M
|
83.4K
$28.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.43K+ 20.38% |
$274K - $376K
|
8.43K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-497- 9.84% |
$95.3K - $131K
|
4.56K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.42K- 14.76% |
$272K - $373K
|
8.18K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
284+ 2.59% |
$54.5K - $74.8K
|
11.2K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-50- 4.26% |
$9.59K - $13.2K
|
1.13K
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-42- 3.45% |
$8.05K - $11.1K
|
1.18K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-9.78K- 41.25% |
$1.88M - $2.58M
|
13.9K
$4.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-253- 8.77% |
$48.5K - $66.6K
|
2.63K
$890K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5+ 0.26% |
$959 - $1.32K
|
1.94K
$657K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
200+ 8.08% |
$38.4K - $52.7K
|
2.67K
$904K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
201+ 4.03% |
$38.5K - $52.9K
|
5.19K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
26+ 0.8% |
$4.99K - $6.84K
|
3.28K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-726K- 13.65% |
$139M - $191M
|
4.59M
$1.55B
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
529+ 10.91% |
$101K - $139K
|
5.38K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-79- 4.24% |
$15.1K - $20.8K
|
1.79K
$604K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
581+ 12.14% |
$111K - $153K
|
5.37K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
325+ 7.51% |
$62.3K - $85.6K
|
4.65K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
28+ 0.92% |
$5.37K - $7.37K
|
3.08K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
217+ 8.69% |
$41.6K - $57.1K
|
2.71K
$918K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.12K+ 8.83% |
$215K - $295K
|
13.8K
$4.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-8- 0.33% |
$1.53K - $2.11K
|
2.4K
$812K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.87KNew |
$934K - $1.28M
|
4.87K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-156- 8.76% |
$29.9K - $41.1K
|
1.63K
$550K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
866New |
$166K - $228K
|
866
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-29- 0.61% |
$5.56K - $7.63K
|
4.69K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
85+ 18.12% |
$16.3K - $22.4K
|
554
$187K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-350- 1.92% |
$67.1K - $92.1K
|
17.8K
$6.03M
|