Purchases and Sales Made in Q2 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
BUY
|
- |
44+ 0.06% |
$6.77K - $12.1K
|
68.7K
$23.3M
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
44+ 0.17% |
$6.77K - $12.1K
|
26K
$8.82M
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
43+ 3.1% |
$6.61K - $11.8K
|
1.43K
$485K
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
43+ 1.39% |
$6.61K - $11.8K
|
3.14K
$1.06M
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
43+ 2.75% |
$6.61K - $11.8K
|
1.61K
$543K
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
43+ 0.72% |
$6.61K - $11.8K
|
6K
$2.03M
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
42+ 2.63% |
$6.46K - $11.5K
|
1.64K
$556K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
42+ 5.53% |
$6.46K - $11.5K
|
801
$271K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
42+ 0.76% |
$6.46K - $11.5K
|
5.6K
$1.9M
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
41+ 1.05% |
$6.3K - $11.3K
|
3.95K
$1.34M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
41+ 0.23% |
$6.3K - $11.3K
|
18.1K
$6.12M
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
40+ 1.31% |
$6.15K - $11K
|
3.09K
$1.05M
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
40+ 1.37% |
$6.15K - $11K
|
2.97K
$1M
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
40+ 2.78% |
$6.15K - $11K
|
1.48K
$500K
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
40+ 3.06% |
$6.15K - $11K
|
1.35K
$456K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
40+ 1.37% |
$6.15K - $11K
|
2.96K
$1M
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
39+ 0.43% |
$6K - $10.7K
|
9.15K
$3.1M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
38+ 2.82% |
$5.84K - $10.4K
|
1.39K
$470K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
38+ 0.12% |
$5.84K - $10.4K
|
31.9K
$10.8M
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
38+ 1.44% |
$5.84K - $10.4K
|
2.68K
$907K
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
36+ 3.35% |
$5.54K - $9.88K
|
1.11K
$376K
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
BUY
|
- |
36+ 3.57% |
$5.54K - $9.88K
|
1.04K
$353K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
36+ 0.66% |
$5.54K - $9.88K
|
5.5K
$1.86M
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
36+ 1.59% |
$5.54K - $9.88K
|
2.3K
$780K
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
35+ 1.32% |
$5.38K - $9.61K
|
2.69K
$912K
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
35+ 2.27% |
$5.38K - $9.61K
|
1.58K
$535K
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
35+ 0.77% |
$5.38K - $9.61K
|
4.55K
$1.54M
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
35+ 0.78% |
$5.38K - $9.61K
|
4.52K
$1.53M
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
34+ 1.92% |
$5.23K - $9.33K
|
1.8K
$611K
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
33+ 1.41% |
$5.07K - $9.06K
|
2.37K
$803K
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
33+ 0.82% |
$5.07K - $9.06K
|
4.05K
$1.37M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
32+ 4.69% |
$4.92K - $8.78K
|
714
$242K
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
32+ 0.39% |
$4.92K - $8.78K
|
8.28K
$2.8M
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
32+ 1.75% |
$4.92K - $8.78K
|
1.86K
$629K
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
32+ 0.65% |
$4.92K - $8.78K
|
4.92K
$1.67M
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
32+ 2.66% |
$4.92K - $8.78K
|
1.23K
$417K
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
32+ 0.65% |
$4.92K - $8.78K
|
4.92K
$1.67M
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
31+ 2.05% |
$4.77K - $8.51K
|
1.54K
$523K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
31+ 1.21% |
$4.77K - $8.51K
|
2.59K
$877K
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
31+ 2.3% |
$4.77K - $8.51K
|
1.38K
$467K
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
31+ 2.78% |
$4.77K - $8.51K
|
1.15K
$388K
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
31+ 0.7% |
$4.77K - $8.51K
|
4.46K
$1.51M
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
30+ 0.52% |
$4.61K - $8.23K
|
5.76K
$1.95M
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
30New |
$4.61K - $8.23K
|
30
$10.2K
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
30+ 0.4% |
$4.61K - $8.23K
|
7.62K
$2.58M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
30+ 9.17% |
$4.61K - $8.23K
|
357
$121K
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
30+ 2.29% |
$4.61K - $8.23K
|
1.34K
$454K
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
30+ 2.11% |
$4.61K - $8.23K
|
1.45K
$491K
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
29+ 0.23% |
$4.46K - $7.96K
|
12.9K
$4.36M
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
28+ 2.43% |
$4.31K - $7.68K
|
1.18K
$400K
|