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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
75+ 0.93% |
$8.11K - $16.1K
|
8.18K
$2.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
75+ 0.79% |
$8.11K - $16.1K
|
9.56K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
74+ 2.08% |
$8K - $15.9K
|
3.62K
$1.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
72+ 2.22% |
$7.78K - $15.4K
|
3.32K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
72+ 10.64% |
$7.78K - $15.4K
|
749
$254K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
70+ 5.16% |
$7.57K - $15K
|
1.43K
$483K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
70+ 1.37% |
$7.57K - $15K
|
5.18K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
70+ 3.39% |
$7.57K - $15K
|
2.13K
$723K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 1.94% |
$7.24K - $14.4K
|
3.52K
$1.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
67+ 1.73% |
$7.24K - $14.4K
|
3.93K
$1.33M
|
|
|
Aug 14, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
66+ 0.17% |
$7.13K - $14.1K
|
37.8K
$12.8M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
66+ 2.56% |
$7.13K - $14.1K
|
2.64K
$894K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
65+ 29.28% |
$7.03K - $13.9K
|
287
$97.2K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 1.46% |
$6.92K - $13.7K
|
4.45K
$1.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
63+ 30.88% |
$6.81K - $13.5K
|
267
$90.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
63+ 2.93% |
$6.81K - $13.5K
|
2.21K
$749K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
63+ 1.5% |
$6.81K - $13.5K
|
4.25K
$1.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
62+ 0.96% |
$6.7K - $13.3K
|
6.54K
$2.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
62+ 1.13% |
$6.7K - $13.3K
|
5.53K
$1.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
60New |
$6.49K - $12.9K
|
60
$20.3K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
60+ 1.06% |
$6.49K - $12.9K
|
5.72K
$1.94M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
60+ 2.06% |
$6.49K - $12.9K
|
2.98K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
60+ 8.58% |
$6.49K - $12.9K
|
759
$257K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
60+ 2.43% |
$6.49K - $12.9K
|
2.53K
$855K
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.63% |
$6.38K - $12.6K
|
9.39K
$3.18M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
59+ 0.44% |
$6.38K - $12.6K
|
13.5K
$4.57M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
58+ 2.63% |
$6.27K - $12.4K
|
2.26K
$765K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
57+ 0.95% |
$6.16K - $12.2K
|
6.04K
$2.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
56+ 2.06% |
$6.05K - $12K
|
2.77K
$938K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
56+ 1.28% |
$6.05K - $12K
|
4.45K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
55+ 2.8% |
$5.95K - $11.8K
|
2.02K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
54+ 2.38% |
$5.84K - $11.6K
|
2.32K
$787K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
54+ 0.29% |
$5.84K - $11.6K
|
18.9K
$6.41M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
52+ 4.18% |
$5.62K - $11.1K
|
1.3K
$439K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
52+ 1.8% |
$5.62K - $11.1K
|
2.94K
$996K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
51+ 850.0% |
$5.51K - $10.9K
|
57
$19.3K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
51+ 21.52% |
$5.51K - $10.9K
|
288
$97.5K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
50+ 2.27% |
$5.41K - $10.7K
|
2.26K
$764K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
50+ 1.16% |
$5.41K - $10.7K
|
4.37K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
50+ 4.4% |
$5.41K - $10.7K
|
1.19K
$402K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
49+ 1.1% |
$5.3K - $10.5K
|
4.52K
$1.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
49+ 1.5% |
$5.3K - $10.5K
|
3.32K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
48+ 1.35% |
$5.19K - $10.3K
|
3.62K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
47+ 0.55% |
$5.08K - $10.1K
|
8.53K
$2.89M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
47+ 1.33% |
$5.08K - $10.1K
|
3.57K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
46+ 1.03% |
$4.97K - $9.86K
|
4.52K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.01% |
$4.97K - $9.86K
|
2.33K
$790K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45+ 166.67% |
$4.86K - $9.64K
|
72
$24.4K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
45+ 2.61% |
$4.86K - $9.64K
|
1.77K
$598K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
45+ 2.9% |
$4.86K - $9.64K
|
1.6K
$541K
|