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 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-203- 6.94% |
$31.2K - $55.7K
|
2.72K
$921K
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-204- 5.02% |
$31.4K - $56K
|
3.86K
$1.31M
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-205- 19.16% |
$31.5K - $56.3K
|
865
$293K
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-205- 0.66% |
$31.5K - $56.3K
|
30.9K
$10.5M
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-205- 0.66% |
$31.5K - $56.3K
|
30.9K
$10.5M
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-206- 3.87% |
$31.7K - $56.5K
|
5.12K
$1.73M
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-207- 35.38% |
$31.8K - $56.8K
|
378
$128K
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-208- 1.85% |
$32K - $57.1K
|
11K
$3.73M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-210- 1.21% |
$32.3K - $57.6K
|
17.2K
$5.83M
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-211- 17.75% |
$32.4K - $57.9K
|
978
$331K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-212- 1.14% |
$32.6K - $58.2K
|
18.3K
$6.21M
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-213- 1.7% |
$32.7K - $58.5K
|
12.3K
$4.17M
|
|
Aug 14, 2023
Q2 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-215- 2.58% |
$33.1K - $59K
|
8.12K
$2.75M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-215- 15.01% |
$33.1K - $59K
|
1.22K
$412K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-217- 1.42% |
$33.4K - $59.6K
|
15K
$5.09M
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-220- 12.03% |
$33.8K - $60.4K
|
1.61K
$545K
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-222- 7.71% |
$34.1K - $60.9K
|
2.66K
$899K
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-226- 15.44% |
$34.7K - $62K
|
1.24K
$419K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-227- 5.94% |
$34.9K - $62.3K
|
3.6K
$1.22M
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-227- 14.89% |
$34.9K - $62.3K
|
1.3K
$439K
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-230- 17.83% |
$35.4K - $63.1K
|
1.06K
$359K
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-232- 2.39% |
$35.7K - $63.7K
|
9.46K
$3.2M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-235- 0.64% |
$36.1K - $64.5K
|
36.5K
$12.4M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-235- 0.64% |
$36.1K - $64.5K
|
36.5K
$12.4M
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-239- 20.53% |
$36.7K - $65.6K
|
925
$313K
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-240- 19.4% |
$36.9K - $65.9K
|
997
$338K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-241- 0.2% |
$37.1K - $66.1K
|
118K
$40.1M
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-245- 6.89% |
$37.7K - $67.2K
|
3.31K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-245- 6.15% |
$37.7K - $67.2K
|
3.74K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-247- 10.46% |
$38K - $67.8K
|
2.11K
$716K
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-250- 5.53% |
$38.4K - $68.6K
|
4.27K
$1.44M
|
|
Aug 02, 2023
Q2 2023
|
Saybrook Capital
|
SELL
|
- |
-250- 20.41% |
$38.4K - $68.6K
|
975
$330K
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-250- 4.61% |
$38.4K - $68.6K
|
5.17K
$1.75M
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-250- 19.59% |
$38.4K - $68.6K
|
1.03K
$347K
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-250- 5.82% |
$38.4K - $68.6K
|
4.05K
$1.37M
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-254- 11.79% |
$39.1K - $69.7K
|
1.9K
$643K
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-257- 4.53% |
$39.5K - $70.5K
|
5.41K
$1.83M
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-257- 7.64% |
$39.5K - $70.5K
|
3.11K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-260- 9.98% |
$40K - $71.4K
|
2.35K
$794K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-261- 49.62% |
$40.1K - $71.6K
|
265
$89.7K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-261- 3.79% |
$40.1K - $71.6K
|
6.63K
$2.25M
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-265- 6.14% |
$40.7K - $72.7K
|
4.05K
$1.37M
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-268- 17.48% |
$41.2K - $73.6K
|
1.27K
$428K
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-270- 16.65% |
$41.5K - $74.1K
|
1.35K
$458K
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-272- 7.18% |
$41.8K - $74.7K
|
3.51K
$1.19M
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-274- 17.68% |
$42.1K - $75.2K
|
1.28K
$432K
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-275- 1.24% |
$42.3K - $75.5K
|
21.9K
$7.41M
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-275- 5.37% |
$42.3K - $75.5K
|
4.85K
$1.64M
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-275- 8.11% |
$42.3K - $75.5K
|
3.12K
$1.06M
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-275- 10.87% |
$42.3K - $75.5K
|
2.26K
$764K
|