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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-149- 4.77% |
$24.2K - $37K
|
2.97K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-150- 11.65% |
$24.4K - $37.3K
|
1.14K
$385K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-150- 3.11% |
$24.4K - $37.3K
|
4.67K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-150- 10.68% |
$24.4K - $37.3K
|
1.26K
$425K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-150- 10.27% |
$24.4K - $37.3K
|
1.31K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-150- 1.96% |
$24.4K - $37.3K
|
7.49K
$2.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-151- 7.03% |
$24.5K - $37.5K
|
2K
$676K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-152- 10.67% |
$24.7K - $37.8K
|
1.27K
$431K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-153- 5.17% |
$24.9K - $38K
|
2.81K
$951K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-153- 7.7% |
$24.9K - $38K
|
1.84K
$621K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-153- 2.95% |
$24.9K - $38K
|
5.03K
$1.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-155- 4.07% |
$25.2K - $38.5K
|
3.65K
$1.24M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-156- 1.29% |
$25.4K - $38.8K
|
12K
$4.05M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-156- 9.81% |
$25.4K - $38.8K
|
1.43K
$486K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-159- 12.11% |
$25.8K - $39.5K
|
1.15K
$391K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-160- 7.62% |
$26K - $39.7K
|
1.94K
$657K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-162- 1.35% |
$26.3K - $40.2K
|
11.8K
$4M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-163- 4.06% |
$26.5K - $40.5K
|
3.86K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-164- 1.84% |
$26.7K - $40.7K
|
8.76K
$2.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-165- 7.39% |
$26.8K - $41K
|
2.07K
$701K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-165- 2.64% |
$26.8K - $41K
|
6.07K
$2.06M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-165- 3.67% |
$26.8K - $41K
|
4.33K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-166- 5.13% |
$27K - $41.2K
|
3.07K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-166- 2.73% |
$27K - $41.2K
|
5.92K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-166- 1.14% |
$27K - $41.2K
|
14.4K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-167- 9.39% |
$27.1K - $41.5K
|
1.61K
$546K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-169- 0.55% |
$27.5K - $42K
|
30.8K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-169- 0.34% |
$27.5K - $42K
|
48.8K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-172- 8.82% |
$28K - $42.7K
|
1.78K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-173- 5.62% |
$28.1K - $43K
|
2.9K
$983K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-174- 3.49% |
$28.3K - $43.2K
|
4.81K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-175- 10.03% |
$28.4K - $43.5K
|
1.57K
$532K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-176- 2.02% |
$28.6K - $43.7K
|
8.55K
$2.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-177- 2.58% |
$28.8K - $44K
|
6.67K
$2.26M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-179- 7.15% |
$29.1K - $44.5K
|
2.33K
$788K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-180- 8.43% |
$29.3K - $44.7K
|
1.96K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-180- 1.55% |
$29.3K - $44.7K
|
11.4K
$3.86M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-182- 1.0% |
$29.6K - $45.2K
|
18.1K
$6.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-184- 0.53% |
$29.9K - $45.7K
|
34.7K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-184- 22.55% |
$29.9K - $45.7K
|
632
$214K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-185- 7.88% |
$30.1K - $46K
|
2.16K
$732K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-185- 1.5% |
$30.1K - $46K
|
12.2K
$4.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-188- 3.24% |
$30.6K - $46.7K
|
5.62K
$1.9M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-190- 11.54% |
$30.9K - $47.2K
|
1.46K
$493K
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-190- 3.88% |
$30.9K - $47.2K
|
4.71K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-193- 9.39% |
$31.4K - $47.9K
|
1.86K
$630K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-195- 1.4% |
$31.7K - $48.4K
|
13.8K
$4.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-195- 3.39% |
$31.7K - $48.4K
|
5.56K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-195- 5.36% |
$31.7K - $48.4K
|
3.44K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-200- 1.91% |
$32.5K - $49.7K
|
10.3K
$3.47M
|