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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
20+ 9.17% |
$4.44K - $8.56K
|
238
$81.1K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
20+ 2.02% |
$4.44K - $8.56K
|
1.01K
$344K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
20+ 0.9% |
$4.44K - $8.56K
|
2.23K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
20+ 0.6% |
$4.44K - $8.56K
|
3.33K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
19+ 1.71% |
$4.22K - $8.14K
|
1.13K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
19+ 2.79% |
$4.22K - $8.14K
|
701
$239K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
19+ 0.7% |
$4.22K - $8.14K
|
2.75K
$936K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 0.45% |
$4K - $7.71K
|
4.02K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
18+ 0.44% |
$4K - $7.71K
|
4.07K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
18+ 4.17% |
$4K - $7.71K
|
450
$153K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
18+ 2.12% |
$4K - $7.71K
|
868
$296K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
18+ 0.38% |
$4K - $7.71K
|
4.71K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
18+ 0.14% |
$4K - $7.71K
|
13.1K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
18+ 31.58% |
$4K - $7.71K
|
75
$25.6K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
18+ 1.03% |
$4K - $7.71K
|
1.76K
$601K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
17+ 1.91% |
$3.78K - $7.28K
|
907
$309K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
17+ 0.46% |
$3.78K - $7.28K
|
3.73K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
17+ 1.01% |
$3.78K - $7.28K
|
1.7K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
17+ 0.21% |
$3.78K - $7.28K
|
8.25K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
16+ 2.23% |
$3.55K - $6.85K
|
733
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.54% |
$3.55K - $6.85K
|
3K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16+ 1.95% |
$3.55K - $6.85K
|
838
$286K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
16+ 1.81% |
$3.55K - $6.85K
|
901
$307K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
16+ 4.16% |
$3.55K - $6.85K
|
401
$137K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
16+ 0.77% |
$3.55K - $6.85K
|
2.09K
$712K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
15+ 1.7% |
$3.33K - $6.42K
|
899
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14+ 1.77% |
$3.11K - $6K
|
805
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
14+ 1.0% |
$3.11K - $6K
|
1.42K
$482K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
14+ 1.21% |
$3.11K - $6K
|
1.17K
$398K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
14+ 0.18% |
$3.11K - $6K
|
7.66K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
13+ 0.29% |
$2.89K - $5.57K
|
4.47K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13+ 1.31% |
$2.89K - $5.57K
|
1.01K
$343K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13+ 0.9% |
$2.89K - $5.57K
|
1.46K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12+ 0.59% |
$2.67K - $5.14K
|
2.06K
$703K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
12+ 0.44% |
$2.67K - $5.14K
|
2.71K
$925K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
12+ 0.49% |
$2.67K - $5.14K
|
2.45K
$836K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.0% |
$2.67K - $5.14K
|
1.22K
$415K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
12+ 1.39% |
$2.67K - $5.14K
|
875
$298K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
12New |
$2.67K - $5.14K
|
12
$4.09K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
12+ 100.0% |
$2.67K - $5.14K
|
24
$8.18K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
12+ 1.38% |
$2.67K - $5.14K
|
881
$300K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12+ 0.08% |
$2.67K - $5.14K
|
15K
$5.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
11+ 1.34% |
$2.44K - $4.71K
|
831
$283K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
11+ 0.87% |
$2.44K - $4.71K
|
1.28K
$437K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
10New |
$2.22K - $4.28K
|
10
$3.41K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
10+ 0.62% |
$2.22K - $4.28K
|
1.63K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10New |
$2.22K - $4.28K
|
10
$3.41K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
10New |
$2.22K - $4.28K
|
10
$3.41K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10+ 0.46% |
$2.22K - $4.28K
|
2.19K
$746K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10+ 1.3% |
$2.22K - $4.28K
|
782
$267K
|