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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-26- 0.95% |
$4K - $7.14K
|
2.7K
$915K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-26- 0.29% |
$4K - $7.14K
|
9.09K
$3.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-27- 0.33% |
$4.15K - $7.41K
|
8.04K
$2.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-27- 0.69% |
$4.15K - $7.41K
|
3.88K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-28- 1.65% |
$4.31K - $7.68K
|
1.67K
$564K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-28- 0.19% |
$4.31K - $7.68K
|
15.1K
$5.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-28- 0.19% |
$4.31K - $7.68K
|
14.5K
$4.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-30- 1.09% |
$4.61K - $8.23K
|
2.73K
$924K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 2.51% |
$4.61K - $8.23K
|
1.17K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-30- 1.21% |
$4.61K - $8.23K
|
2.46K
$832K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-30- 1.1% |
$4.61K - $8.23K
|
2.71K
$916K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-31- 0.34% |
$4.77K - $8.51K
|
9.2K
$3.11M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-31- 1.21% |
$4.77K - $8.51K
|
2.54K
$858K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-32- 0.14% |
$4.92K - $8.78K
|
23.5K
$7.95M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-33- 3.06% |
$5.07K - $9.06K
|
1.05K
$355K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-34- 42.5% |
$5.23K - $9.33K
|
46
$15.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-34- 0.73% |
$5.23K - $9.33K
|
4.65K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-35- 0.15% |
$5.38K - $9.61K
|
23.2K
$7.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-35- 0.78% |
$5.38K - $9.61K
|
4.45K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-35- 0.98% |
$5.38K - $9.61K
|
3.55K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-35- 21.47% |
$5.38K - $9.61K
|
128
$43.3K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-36- 2.67% |
$5.54K - $9.88K
|
1.31K
$445K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-36- 0.78% |
$5.54K - $9.88K
|
4.6K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-36- 0.97% |
$5.54K - $9.88K
|
3.68K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-36- 1.62% |
$5.54K - $9.88K
|
2.19K
$740K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-37- 1.8% |
$5.69K - $10.2K
|
2.02K
$683K
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-37- 2.35% |
$5.69K - $10.2K
|
1.54K
$520K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-37- 4.84% |
$5.69K - $10.2K
|
728
$246K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-37- 0.11% |
$5.69K - $10.2K
|
34.5K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-37- 0.29% |
$5.69K - $10.2K
|
12.6K
$4.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-37- 1.43% |
$5.69K - $10.2K
|
2.55K
$863K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-37- 0.11% |
$5.69K - $10.2K
|
34.5K
$11.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-38- 2.66% |
$5.84K - $10.4K
|
1.39K
$470K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-38- 1.66% |
$5.84K - $10.4K
|
2.25K
$760K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-39- 3.46% |
$6K - $10.7K
|
1.09K
$368K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-40- 0.35% |
$6.15K - $11K
|
11.5K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 4.89% |
$6.15K - $11K
|
778
$263K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-41- 1.07% |
$6.3K - $11.3K
|
3.79K
$1.28M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-42- 1.08% |
$6.46K - $11.5K
|
3.84K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-43- 1.67% |
$6.61K - $11.8K
|
2.54K
$858K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-43- 3.05% |
$6.61K - $11.8K
|
1.37K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-44- 0.24% |
$6.77K - $12.1K
|
18.6K
$6.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-45- 60.0% |
$6.92K - $12.4K
|
30
$10.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-45- 86.54% |
$6.92K - $12.4K
|
7
$2.37K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-45- 3.85% |
$6.92K - $12.4K
|
1.13K
$381K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-45- 62.5% |
$6.92K - $12.4K
|
27
$9.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-46- 2.18% |
$7.07K - $12.6K
|
2.07K
$700K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-48- 1.34% |
$7.38K - $13.2K
|
3.54K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-48- 0.44% |
$7.38K - $13.2K
|
10.9K
$3.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-49- 4.04% |
$7.53K - $13.4K
|
1.16K
$394K
|