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 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-564- 28.2% |
$61K - $121K
|
1.44K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-565- 1.43% |
$61.1K - $121K
|
39K
$13.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-570- 27.86% |
$61.6K - $122K
|
1.48K
$500K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-587- 9.65% |
$63.5K - $126K
|
5.49K
$1.86M
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-588- 6.06% |
$63.6K - $126K
|
9.11K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-591- 13.75% |
$63.9K - $127K
|
3.71K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-593- 2.01% |
$64.1K - $127K
|
28.8K
$9.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-598- 15.42% |
$64.6K - $128K
|
3.28K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-600- 6.12% |
$64.9K - $129K
|
9.2K
$3.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-602- 21.74% |
$65.1K - $129K
|
2.17K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-602- 10.75% |
$65.1K - $129K
|
5K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-612- 15.97% |
$66.2K - $131K
|
3.22K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-612- 6.21% |
$66.2K - $131K
|
9.24K
$3.13M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-615- 1.94% |
$66.5K - $132K
|
31.1K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-615- 13.06% |
$66.5K - $132K
|
4.09K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-618- 1.41% |
$66.8K - $132K
|
43.4K
$14.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-620- 24.49% |
$67K - $133K
|
1.91K
$647K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-628- 2.89% |
$67.9K - $135K
|
21.1K
$7.15M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-637- 41.28% |
$68.9K - $136K
|
906
$307K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-638- 17.01% |
$69K - $137K
|
3.11K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-647- 17.62% |
$69.9K - $139K
|
3.03K
$1.02M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-648Closed |
$70K - $139K
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-662- 22.11% |
$71.6K - $142K
|
2.33K
$790K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-680- 29.59% |
$73.5K - $146K
|
1.62K
$548K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-683- 33.75% |
$73.8K - $146K
|
1.34K
$454K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-685- 3.3% |
$74K - $147K
|
20.1K
$6.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-688- 29.01% |
$74.4K - $147K
|
1.68K
$570K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-693- 3.4% |
$74.9K - $148K
|
19.7K
$6.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-701- 26.19% |
$75.8K - $150K
|
1.98K
$669K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-703- 19.99% |
$76K - $151K
|
2.81K
$952K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-710- 6.39% |
$76.8K - $152K
|
10.4K
$3.52M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-729- 99.86% |
$78.8K - $156K
|
1
$339
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-733- 12.49% |
$79.2K - $157K
|
5.13K
$1.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-737- 5.55% |
$79.7K - $158K
|
12.5K
$4.25M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-738- 1.7% |
$79.8K - $158K
|
42.6K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-738- 18.41% |
$79.8K - $158K
|
3.27K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-739- 4.87% |
$79.9K - $158K
|
14.4K
$4.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-748- 28.04% |
$80.9K - $160K
|
1.92K
$650K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-765- 6.22% |
$82.7K - $164K
|
11.5K
$3.91M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-772- 12.13% |
$83.5K - $165K
|
5.59K
$1.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-773- 8.91% |
$83.6K - $166K
|
7.91K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-775- 22.02% |
$83.8K - $166K
|
2.75K
$929K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-784- 10.54% |
$84.8K - $168K
|
6.65K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-802- 17.64% |
$86.7K - $172K
|
3.75K
$1.27M
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-803- 12.69% |
$86.8K - $172K
|
5.52K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-804- 28.7% |
$86.9K - $172K
|
2K
$676K
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-814- 2.34% |
$88K - $174K
|
34K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-824- 45.18% |
$89.1K - $177K
|
1K
$339K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-828- 46.03% |
$89.5K - $177K
|
971
$329K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-840- 11.29% |
$90.8K - $180K
|
6.6K
$2.23M
|