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 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-408- 18.05% |
$66.3K - $101K
|
1.85K
$627K
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-410- 13.57% |
$66.6K - $102K
|
2.61K
$884K
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-412- 25.09% |
$67K - $102K
|
1.23K
$416K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-412- 1.43% |
$67K - $102K
|
28.5K
$9.65M
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-412- 2.26% |
$67K - $102K
|
17.8K
$6.04M
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-417- 18.47% |
$67.8K - $104K
|
1.84K
$623K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-421- 18.57% |
$68.4K - $105K
|
1.85K
$625K
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-421- 3.09% |
$68.4K - $105K
|
13.2K
$4.47M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-426- 8.49% |
$69.2K - $106K
|
4.59K
$1.55M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-427- 2.98% |
$69.4K - $106K
|
13.9K
$4.71M
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-431- 1.37% |
$70K - $107K
|
31K
$10.5M
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-432- 0.11% |
$70.2K - $107K
|
402K
$136M
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-434- 17.79% |
$70.5K - $108K
|
2.01K
$679K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-435- 51.18% |
$70.7K - $108K
|
415
$141K
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-439- 4.34% |
$71.3K - $109K
|
9.68K
$3.28M
|
|
Apr 11, 2024
Q1 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-441- 1.11% |
$71.7K - $110K
|
39.3K
$13.3M
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-441- 4.97% |
$71.7K - $110K
|
8.43K
$2.86M
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-445- 90.82% |
$72.3K - $111K
|
45
$15.2K
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-450- 26.6% |
$73.1K - $112K
|
1.24K
$421K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-452- 5.43% |
$73.5K - $112K
|
7.88K
$2.67M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-452- 5.3% |
$73.5K - $112K
|
8.07K
$2.73M
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-453- 4.73% |
$73.6K - $113K
|
9.12K
$3.09M
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-454- 7.15% |
$73.8K - $113K
|
5.9K
$2M
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-455- 60.67% |
$73.9K - $113K
|
295
$99.9K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-456- 33.07% |
$74.1K - $113K
|
923
$313K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-457- 3.89% |
$74.3K - $114K
|
11.3K
$3.83M
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-461- 6.72% |
$74.9K - $115K
|
6.4K
$2.17M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-469- 2.05% |
$76.2K - $117K
|
22.4K
$7.6M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-469- 9.53% |
$76.2K - $117K
|
4.45K
$1.51M
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-471- 10.07% |
$76.5K - $117K
|
4.21K
$1.42M
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-472- 23.25% |
$76.7K - $117K
|
1.56K
$528K
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-473- 6.23% |
$76.9K - $118K
|
7.12K
$2.41M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
SELL
|
- |
-474- 32.2% |
$77K - $118K
|
998
$338K
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-476- 19.69% |
$77.4K - $118K
|
1.94K
$657K
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-477- 11.14% |
$77.5K - $118K
|
3.81K
$1.29M
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-478- 33.83% |
$77.7K - $119K
|
935
$317K
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-480- 3.38% |
$78K - $119K
|
13.7K
$4.64M
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-484- 21.37% |
$78.7K - $120K
|
1.78K
$603K
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-486- 6.04% |
$79K - $121K
|
7.56K
$2.56M
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-490- 10.41% |
$79.6K - $122K
|
4.22K
$1.43M
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-490- 16.5% |
$79.6K - $122K
|
2.48K
$840K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-491- 15.76% |
$79.8K - $122K
|
2.62K
$888K
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-493- 9.05% |
$80.1K - $122K
|
4.96K
$1.68M
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-493- 34.4% |
$80.1K - $122K
|
940
$318K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-495- 16.31% |
$80.4K - $123K
|
2.54K
$860K
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-496- 16.67% |
$80.6K - $123K
|
2.48K
$840K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-499- 23.53% |
$81.1K - $124K
|
1.62K
$549K
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-500- 22.43% |
$81.3K - $124K
|
1.73K
$585K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-501- 3.72% |
$81.4K - $124K
|
13K
$4.39M
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-501- 4.11% |
$81.4K - $124K
|
11.7K
$3.96M
|