Purchases and Sales Made in Q1 2025 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q1 2025. 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 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
34+ 3.14% |
$7.55K - $14.6K
|
1.12K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
33+ 3.62% |
$7.33K - $14.1K
|
944
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
33New |
$7.33K - $14.1K
|
33
$11.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
33New |
$7.33K - $14.1K
|
33
$11.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
33+ 0.77% |
$7.33K - $14.1K
|
4.31K
$1.47M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
32+ 1.99% |
$7.11K - $13.7K
|
1.64K
$560K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
32+ 1.37% |
$7.11K - $13.7K
|
2.37K
$807K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
32+ 2.66% |
$7.11K - $13.7K
|
1.24K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
32+ 1.2% |
$7.11K - $13.7K
|
2.7K
$922K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
31+ 0.03% |
$6.89K - $13.3K
|
117K
$39.9M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
31+ 1.98% |
$6.89K - $13.3K
|
1.59K
$543K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
31+ 2.34% |
$6.89K - $13.3K
|
1.36K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
31+ 0.84% |
$6.89K - $13.3K
|
3.73K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
31+ 0.49% |
$6.89K - $13.3K
|
6.42K
$2.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
30+ 3.88% |
$6.66K - $12.8K
|
804
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
30+ 1.26% |
$6.66K - $12.8K
|
2.42K
$824K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
30+ 40.0% |
$6.66K - $12.8K
|
105
$35.8K
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
30+ 9.26% |
$6.66K - $12.8K
|
354
$121K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30+ 0.05% |
$6.66K - $12.8K
|
59.1K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
29+ 2.97% |
$6.44K - $12.4K
|
1K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
28+ 0.54% |
$6.22K - $12K
|
5.24K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28+ 93.33% |
$6.22K - $12K
|
58
$19.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
27+ 40.91% |
$6K - $11.6K
|
93
$31.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
26+ 0.74% |
$5.78K - $11.1K
|
3.54K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
26+ 5.31% |
$5.78K - $11.1K
|
516
$176K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
26+ 0.7% |
$5.78K - $11.1K
|
3.76K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
26+ 0.36% |
$5.78K - $11.1K
|
7.19K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
26+ 0.09% |
$5.78K - $11.1K
|
27.9K
$9.52M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
26+ 2.15% |
$5.78K - $11.1K
|
1.24K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
25+ 1.53% |
$5.55K - $10.7K
|
1.66K
$564K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
25New |
$5.55K - $10.7K
|
25
$8.52K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 1.69% |
$5.55K - $10.7K
|
1.51K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
24+ 5.15% |
$5.33K - $10.3K
|
490
$167K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
24New |
$5.33K - $10.3K
|
24
$8.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
23+ 0.7% |
$5.11K - $9.85K
|
3.32K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
23+ 2.17% |
$5.11K - $9.85K
|
1.08K
$369K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
23+ 4.36% |
$5.11K - $9.85K
|
550
$187K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
22+ 1.39% |
$4.89K - $9.42K
|
1.61K
$549K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
22+ 0.79% |
$4.89K - $9.42K
|
2.79K
$951K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
21+ 1.49% |
$4.67K - $8.99K
|
1.43K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
21+ 21.0% |
$4.67K - $8.99K
|
121
$41.2K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
21+ 0.64% |
$4.67K - $8.99K
|
3.31K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
21+ 1.51% |
$4.67K - $8.99K
|
1.41K
$482K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
20+ 7.19% |
$4.44K - $8.56K
|
298
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
20+ 14.6% |
$4.44K - $8.56K
|
157
$53.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
20+ 0.59% |
$4.44K - $8.56K
|
3.41K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
20New |
$4.44K - $8.56K
|
20
$6.82K
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
BUY
|
- |
20New |
$4.44K - $8.56K
|
20
$6.82K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20+ 0.76% |
$4.44K - $8.56K
|
2.65K
$902K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
20+ 1.74% |
$4.44K - $8.56K
|
1.17K
$399K
|