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
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.59K- 45.78% |
$583K - $891K
|
4.25K
$1.44M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.62K- 40.17% |
$588K - $899K
|
5.39K
$1.83M
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-3.63K- 64.48% |
$590K - $902K
|
2K
$678K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.76K- 13.31% |
$610K - $933K
|
24.5K
$8.28M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.79K- 1.14% |
$616K - $942K
|
330K
$112M
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.8K- 19.54% |
$617K - $943K
|
15.6K
$5.3M
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.81K- 26.14% |
$620K - $947K
|
10.8K
$3.65M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.82K- 7.16% |
$621K - $949K
|
49.6K
$16.8M
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-3.95K- 3.86% |
$642K - $981K
|
98.5K
$33.3M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.97K- 16.78% |
$646K - $987K
|
19.7K
$6.67M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-3.99K- 23.71% |
$648K - $991K
|
12.8K
$4.34M
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.06K- 57.2% |
$659K - $1.01M
|
3.04K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.1K- 23.32% |
$667K - $1.02M
|
13.5K
$4.57M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.15K- 23.11% |
$674K - $1.03M
|
13.8K
$4.67M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.2K- 27.13% |
$683K - $1.04M
|
11.3K
$3.82M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.22K- 46.11% |
$686K - $1.05M
|
4.93K
$1.67M
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4.25K- 21.96% |
$690K - $1.06M
|
15.1K
$5.11M
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-4.3K- 4.59% |
$699K - $1.07M
|
89.5K
$30.3M
|
|
May 15, 2024
Q1 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-4.32K- 55.19% |
$701K - $1.07M
|
3.5K
$1.19M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.34K- 9.17% |
$705K - $1.08M
|
43K
$14.6M
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.4K- 1.18% |
$715K - $1.09M
|
367K
$124M
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.4K- 64.74% |
$715K - $1.09M
|
2.4K
$811K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.42K- 8.11% |
$718K - $1.1M
|
50K
$16.9M
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.42K- 5.24% |
$718K - $1.1M
|
79.9K
$27M
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.46K- 20.63% |
$725K - $1.11M
|
17.2K
$5.81M
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.48K- 7.34% |
$727K - $1.11M
|
56.5K
$19.1M
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-4.53K- 37.14% |
$736K - $1.13M
|
7.67K
$2.6M
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.57K- 35.49% |
$743K - $1.14M
|
8.32K
$2.82M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.6K- 10.52% |
$747K - $1.14M
|
39.1K
$13.2M
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.61K- 32.51% |
$749K - $1.14M
|
9.57K
$3.24M
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.61K- 41.03% |
$750K - $1.15M
|
6.63K
$2.24M
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.69K- 50.72% |
$762K - $1.17M
|
4.56K
$1.54M
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.7K- 80.18% |
$764K - $1.17M
|
1.16K
$393K
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 54.49% |
$776K - $1.19M
|
3.99K
$1.35M
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-4.81K- 76.11% |
$782K - $1.19M
|
1.51K
$511K
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4.82K- 65.3% |
$784K - $1.2M
|
2.56K
$868K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.83K- 5.02% |
$785K - $1.2M
|
91.3K
$30.9M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.84K- 14.99% |
$787K - $1.2M
|
27.5K
$9.3M
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
SELL
|
- |
-4.87K- 23.69% |
$792K - $1.21M
|
15.7K
$5.31M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.92K- 17.07% |
$799K - $1.22M
|
23.9K
$8.09M
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.04K- 77.29% |
$819K - $1.25M
|
1.48K
$502K
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-5.05K- 52.13% |
$820K - $1.25M
|
4.64K
$1.57M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5.08K- 73.49% |
$826K - $1.26M
|
1.83K
$621K
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.13K- 55.14% |
$833K - $1.27M
|
4.17K
$1.41M
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-5.22K- 71.01% |
$848K - $1.3M
|
2.13K
$721K
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-5.35K- 18.39% |
$869K - $1.33M
|
23.7K
$8.03M
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.43K- 79.53% |
$882K - $1.35M
|
1.4K
$473K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.48K- 12.45% |
$890K - $1.36M
|
38.5K
$13M
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-5.58K- 95.06% |
$906K - $1.39M
|
290
$98.2K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.68K- 10.1% |
$924K - $1.41M
|
50.6K
$17.1M
|