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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
40+ 30.77% |
$8.89K - $17.1K
|
170
$56.5K
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-460- 48.47% |
$102K - $197K
|
489
$162K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-3.08K- 36.16% |
$684K - $1.32M
|
5.44K
$1.81M
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
989+ 79.76% |
$220K - $424K
|
2.23K
$740K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
391+ 19.0% |
$86.9K - $167K
|
2.45K
$813K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.35K+ 35.98% |
$1.63M - $3.15M
|
27.8K
$9.23M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-667- 5.58% |
$148K - $286K
|
11.3K
$3.75M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
42+ 2.85% |
$9.33K - $18K
|
1.52K
$504K
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-30- 0.94% |
$6.66K - $12.8K
|
3.16K
$1.05M
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
67+ 5.24% |
$14.9K - $28.7K
|
1.35K
$447K
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
357+ 63.41% |
$79.3K - $153K
|
920
$306K
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
564+ 34.04% |
$125K - $242K
|
2.22K
$738K
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-4.15K- 82.98% |
$921K - $1.77M
|
850
$282K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.01% |
$1.11K - $2.14K
|
36.3K
$12.1M
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-16- 13.56% |
$3.55K - $6.85K
|
102
$33.9K
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
861New |
$191K - $369K
|
861
$286K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
658+ 121.18% |
$146K - $282K
|
1.2K
$399K
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-786- 35.07% |
$175K - $337K
|
1.46K
$483K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.4K+ 213.52% |
$2.52M - $4.86M
|
16.7K
$5.54M
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.01K+ 127.18% |
$223K - $431K
|
1.8K
$597K
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-145- 4.4% |
$32.2K - $62.1K
|
3.15K
$1.05M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-212- 35.51% |
$47.1K - $90.8K
|
385
$128K
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
54+ 5.14% |
$12K - $23.1K
|
1.1K
$367K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13.3K- 20.83% |
$2.94M - $5.67M
|
50.4K
$16.7M
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-127- 0.73% |
$28.2K - $54.4K
|
17.2K
$5.7M
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
347+ 9.59% |
$77.1K - $149K
|
3.97K
$1.32M
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-72- 4.15% |
$16K - $30.8K
|
1.66K
$552K
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
55+ 3.57% |
$12.2K - $23.6K
|
1.6K
$530K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-3.94K- 79.51% |
$875K - $1.69M
|
1.02K
$337K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
567+ 146.51% |
$126K - $243K
|
954
$317K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
35+ 8.35% |
$7.78K - $15K
|
454
$151K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
414+ 2.72% |
$92K - $177K
|
15.6K
$5.19M
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
27+ 40.91% |
$6K - $11.6K
|
93
$30.9K
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
20New |
$4.44K - $8.56K
|
20
$6.64K
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-98- 5.34% |
$21.8K - $42K
|
1.74K
$577K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.1K- 27.19% |
$1.8M - $3.47M
|
21.7K
$7.21M
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
140+ 15.84% |
$31.1K - $60K
|
1.02K
$340K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-83- 1.38% |
$18.4K - $35.5K
|
5.94K
$1.97M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.79K- 0.52% |
$397K - $764K
|
342K
$114M
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
43+ 2.07% |
$9.55K - $18.4K
|
2.12K
$703K
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
372+ 27.03% |
$82.6K - $159K
|
1.75K
$581K
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
44+ 2.18% |
$9.77K - $18.8K
|
2.06K
$684K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-45- 4.79% |
$10K - $19.3K
|
895
$297K
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
275+ 2.91% |
$61.1K - $118K
|
9.71K
$3.22M
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.04K- 22.92% |
$453K - $873K
|
6.86K
$2.28M
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.28% |
$9.55K - $18.4K
|
3.33K
$1.1M
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
100+ 2.82% |
$22.2K - $42.8K
|
3.65K
$1.21M
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-120- 5.64% |
$26.7K - $51.4K
|
2.01K
$667K
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
30+ 1.26% |
$6.66K - $12.8K
|
2.42K
$803K
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-946- 16.38% |
$210K - $405K
|
4.83K
$1.6M
|