Purchases and Sales Made in Q1 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q1 2023. The information is specifically focused on institutions that hold shares of Tesla, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 1.9% |
$116K - $229K
|
57.5K
$19.5M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$116K - $229K
|
1.07K
$362K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.07K+ 33.33% |
$116K - $229K
|
4.28K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.07KNew |
$116K - $229K
|
1.07K
$362K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.07K+ 9.22% |
$115K - $229K
|
12.7K
$4.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.06KNew |
$115K - $228K
|
1.06K
$360K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.06K+ 40.06% |
$115K - $228K
|
3.71K
$1.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.06K+ 55.43% |
$115K - $227K
|
2.98K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.06K+ 26.61% |
$115K - $227K
|
5.05K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.06KNew |
$115K - $227K
|
1.06K
$359K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.06KNew |
$114K - $227K
|
1.06K
$359K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.05K+ 0.72% |
$114K - $226K
|
147K
$49.9M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.05KNew |
$114K - $226K
|
1.05K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.05KNew |
$114K - $226K
|
1.05K
$357K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.05K+ 6.91% |
$114K - $225K
|
16.3K
$5.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.05KNew |
$114K - $225K
|
1.05K
$356K
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.05KNew |
$114K - $225K
|
1.05K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.05KNew |
$114K - $225K
|
1.05K
$356K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.05KNew |
$113K - $224K
|
1.05K
$355K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.04K+ 35.58% |
$113K - $224K
|
3.98K
$1.35M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
1.04KNew |
$113K - $223K
|
1.04K
$353K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.04K+ 2.49% |
$113K - $223K
|
42.9K
$14.5M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.04KNew |
$113K - $223K
|
1.04K
$353K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.04KNew |
$113K - $223K
|
1.04K
$352K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.04K+ 16.23% |
$112K - $223K
|
7.45K
$2.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.04K+ 28.27% |
$112K - $222K
|
4.71K
$1.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.03KNew |
$111K - $220K
|
1.03K
$348K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.03KNew |
$111K - $220K
|
1.03K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.03KNew |
$111K - $220K
|
1.03K
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.02K+ 7.67% |
$111K - $219K
|
14.4K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1.02KNew |
$111K - $219K
|
1.02K
$346K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.02K+ 47.71% |
$110K - $219K
|
3.16K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.02KNew |
$110K - $218K
|
1.02K
$345K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.02K+ 10.92% |
$110K - $218K
|
10.3K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.02KNew |
$110K - $218K
|
1.02K
$344K
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.02KNew |
$110K - $217K
|
1.02K
$344K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.01KNew |
$110K - $217K
|
1.01K
$343K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
1.01K+ 5.96% |
$110K - $217K
|
18K
$6.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1.01KNew |
$109K - $217K
|
1.01K
$342K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
1.01K+ 52.69% |
$109K - $216K
|
2.93K
$991K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.01K+ 9.12% |
$109K - $216K
|
12.1K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.01KNew |
$109K - $216K
|
1.01K
$341K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.01KNew |
$109K - $216K
|
1.01K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.01KNew |
$109K - $216K
|
1.01K
$341K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
1.01KNew |
$109K - $216K
|
1.01K
$341K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 5.51% |
$108K - $215K
|
19.2K
$6.51M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1K+ 39.68% |
$108K - $215K
|
3.53K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1KNew |
$108K - $214K
|
1K
$339K
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
BUY
|
- |
1KNew |
$108K - $214K
|
1K
$339K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
995+ 3.94% |
$108K - $213K
|
26.3K
$8.9M
|