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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-93- 3.15% |
$18.4K - $24.5K
|
2.86K
$912K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-19- 0.05% |
$3.75K - $5.01K
|
37.6K
$12M
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-9- 0.94% |
$1.78K - $2.37K
|
952
$304K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.23K+ 38.8% |
$835K - $1.12M
|
15.1K
$4.84M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
CALL |
300New |
$59.2K - $79.1K
|
300
$95.8K
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
315+ 16.29% |
$62.2K - $83K
|
2.25K
$718K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
239New |
$47.2K - $63K
|
239
$76.3K
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.32K+ 220.0% |
$261K - $348K
|
1.92K
$613K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$98.7K - $132K
|
500
$160K
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.21KNew |
$239K - $320K
|
1.21K
$387K
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
925+ 93.81% |
$183K - $244K
|
1.91K
$610K
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
852New |
$168K - $225K
|
852
$272K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
11.2K+ 10.25% |
$2.21M - $2.95M
|
120K
$38.5M
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
65+ 7.53% |
$12.8K - $17.1K
|
928
$296K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
865+ 7.58% |
$171K - $228K
|
12.3K
$3.92M
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
CALL |
1KNew |
$197K - $264K
|
1K
$319K
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
143+ 13.02% |
$28.2K - $37.7K
|
1.24K
$396K
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
10+ 0.49% |
$1.97K - $2.64K
|
2.05K
$656K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
28+ 0.88% |
$5.53K - $7.38K
|
3.2K
$1.02M
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
PUT |
-400- 44.44% |
$78.9K - $105K
|
500
$160K
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
269+ 19.69% |
$53.1K - $70.9K
|
1.64K
$522K
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
11.3KNew |
$2.23M - $2.97M
|
11.3K
$3.6M
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-195- 12.92% |
$38.5K - $51.4K
|
1.31K
$420K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
251New |
$49.5K - $66.2K
|
251
$80.2K
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
87+ 5.93% |
$17.2K - $22.9K
|
1.55K
$496K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
PUT |
4.5KNew |
$888K - $1.19M
|
4.5K
$1.44M
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
340New |
$67.1K - $89.6K
|
340
$109K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.16K- 5.36% |
$229K - $306K
|
20.5K
$6.54M
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100New |
$19.7K - $26.4K
|
100
$31.9K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-52- 57.14% |
$10.3K - $13.7K
|
39
$12.5K
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
11.3KNew |
$2.23M - $2.98M
|
11.3K
$3.61M
|
|
Jan 29, 2024
Q4 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
2.32KNew |
$458K - $612K
|
2.32K
$742K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
906+ 1.08% |
$179K - $239K
|
84.8K
$27.1M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-70- 4.06% |
$13.8K - $18.5K
|
1.66K
$529K
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.18KNew |
$232K - $310K
|
1.18K
$376K
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
112+ 11.2% |
$22.1K - $29.5K
|
1.11K
$355K
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
PUT |
-300- 25.0% |
$59.2K - $79.1K
|
900
$287K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-27- 0.51% |
$5.33K - $7.12K
|
5.3K
$1.69M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-100- 60.61% |
$19.7K - $26.4K
|
65
$20.8K
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
86+ 4.84% |
$17K - $22.7K
|
1.86K
$595K
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-255- 17.29% |
$50.3K - $67.2K
|
1.22K
$390K
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-25- 1.06% |
$4.93K - $6.59K
|
2.33K
$744K
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-7- 0.64% |
$1.38K - $1.85K
|
1.09K
$347K
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-1K- 4.27% |
$197K - $264K
|
22.4K
$7.15M
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.16KNew |
$229K - $306K
|
1.16K
$371K
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-102- 2.52% |
$20.1K - $26.9K
|
3.95K
$1.26M
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.6KNew |
$711K - $949K
|
3.6K
$1.15M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
3.6KNew |
$710K - $949K
|
3.6K
$1.15M
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.53K- 53.16% |
$302K - $403K
|
1.35K
$431K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
CALL |
-100- 50.0% |
$19.7K - $26.4K
|
100
$31.9K
|