Purchases and Sales Made in Q1 2024 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q1 2024. 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 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-42- 0.75% |
$6.83K - $10.4K
|
5.59K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-42- 2.26% |
$6.83K - $10.4K
|
1.82K
$619K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-42- 8.9% |
$6.83K - $10.4K
|
430
$146K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-42- 1.16% |
$6.83K - $10.4K
|
3.59K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-42- 3.13% |
$6.83K - $10.4K
|
1.3K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-43- 2.47% |
$6.99K - $10.7K
|
1.7K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-44- 0.71% |
$7.15K - $10.9K
|
6.18K
$2.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-45- 0.89% |
$7.31K - $11.2K
|
5K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-45- 1.82% |
$7.31K - $11.2K
|
2.42K
$824K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-45- 2.45% |
$7.31K - $11.2K
|
1.8K
$611K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-45- 0.72% |
$7.31K - $11.2K
|
6.18K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 5.14% |
$7.31K - $11.2K
|
831
$283K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-46- 0.36% |
$7.48K - $11.4K
|
12.9K
$4.38M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-46- 1.49% |
$7.48K - $11.4K
|
3.04K
$1.04M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-47- 10.83% |
$7.64K - $11.7K
|
387
$132K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-48- 0.4% |
$7.8K - $11.9K
|
12.1K
$4.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-49- 0.19% |
$7.96K - $12.2K
|
25.4K
$8.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-49- 3.1% |
$7.96K - $12.2K
|
1.53K
$522K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-50- 0.69% |
$8.13K - $12.4K
|
7.18K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-50- 41.67% |
$8.13K - $12.4K
|
70
$23.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-50- 0.84% |
$8.13K - $12.4K
|
5.87K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-50- 4.02% |
$8.13K - $12.4K
|
1.19K
$406K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 1.13% |
$8.13K - $12.4K
|
4.38K
$1.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
SELL
|
- |
-51- 0.95% |
$8.29K - $12.7K
|
5.29K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-51- 0.91% |
$8.29K - $12.7K
|
5.52K
$1.88M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-52- 0.25% |
$8.45K - $12.9K
|
20.4K
$6.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-53- 0.87% |
$8.61K - $13.2K
|
6.03K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-53- 0.72% |
$8.61K - $13.2K
|
7.33K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-53- 0.91% |
$8.61K - $13.2K
|
5.79K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-54- 7.95% |
$8.78K - $13.4K
|
625
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-54- 0.53% |
$8.78K - $13.4K
|
10.1K
$3.45M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-54- 2.2% |
$8.78K - $13.4K
|
2.4K
$818K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-55- 1.67% |
$8.94K - $13.7K
|
3.23K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-55- 0.41% |
$8.94K - $13.7K
|
13.3K
$4.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-56- 0.7% |
$9.1K - $13.9K
|
7.97K
$2.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-57- 2.25% |
$9.26K - $14.2K
|
2.48K
$844K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-58- 1.32% |
$9.43K - $14.4K
|
4.33K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-59- 7.82% |
$9.59K - $14.7K
|
695
$237K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-59- 4.94% |
$9.59K - $14.7K
|
1.14K
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-60- 0.23% |
$9.75K - $14.9K
|
26.3K
$8.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-60- 1.73% |
$9.75K - $14.9K
|
3.41K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-60- 2.5% |
$9.75K - $14.9K
|
2.34K
$796K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-60- 0.9% |
$9.75K - $14.9K
|
6.62K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-60- 4.54% |
$9.75K - $14.9K
|
1.26K
$429K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-60- 32.79% |
$9.75K - $14.9K
|
123
$41.9K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-61- 3.1% |
$9.91K - $15.2K
|
1.91K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-63- 0.34% |
$10.2K - $15.7K
|
18.5K
$6.29M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-64- 4.97% |
$10.4K - $15.9K
|
1.22K
$417K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-64- 3.94% |
$10.4K - $15.9K
|
1.56K
$531K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-64- 2.18% |
$10.4K - $15.9K
|
2.87K
$977K
|