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 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-540- 25.44% |
$83K - $148K
|
1.58K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-543- 26.4% |
$83.5K - $149K
|
1.51K
$513K
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-545- 25.44% |
$83.8K - $150K
|
1.6K
$541K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-550- 8.38% |
$84.6K - $151K
|
6.01K
$2.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-556- 12.67% |
$85.5K - $153K
|
3.83K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-571- 2.84% |
$87.8K - $157K
|
19.5K
$6.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-574- 41.38% |
$88.3K - $158K
|
813
$275K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-592- 7.85% |
$91K - $162K
|
6.95K
$2.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-598- 32.08% |
$91.9K - $164K
|
1.27K
$429K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-603- 14.2% |
$92.7K - $165K
|
3.64K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-604- 1.31% |
$92.9K - $166K
|
45.5K
$15.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-606- 3.65% |
$93.2K - $166K
|
16K
$5.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-607- 19.46% |
$93.3K - $167K
|
2.51K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-607- 3.46% |
$93.3K - $167K
|
16.9K
$5.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-617- 23.45% |
$94.9K - $169K
|
2.01K
$682K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-634- 1.33% |
$97.5K - $174K
|
46.9K
$15.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-639- 14.26% |
$98.2K - $175K
|
3.84K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-644- 2.04% |
$99K - $177K
|
31K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-646- 2.1% |
$99.3K - $177K
|
30.2K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-652- 18.21% |
$100K - $179K
|
2.93K
$991K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-658- 34.27% |
$101K - $181K
|
1.26K
$427K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-663- 32.44% |
$102K - $182K
|
1.38K
$468K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-677- 29.14% |
$104K - $186K
|
1.65K
$557K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-683- 1.58% |
$105K - $187K
|
42.7K
$14.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-684- 35.77% |
$105K - $188K
|
1.23K
$416K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-689- 10.79% |
$106K - $189K
|
5.7K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-689- 4.07% |
$106K - $189K
|
16.2K
$5.5M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-694- 13.47% |
$107K - $190K
|
4.46K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-694- 1.54% |
$107K - $190K
|
44.5K
$15.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-700- 17.99% |
$108K - $192K
|
3.19K
$1.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-700- 5.39% |
$108K - $192K
|
12.3K
$4.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-701- 5.77% |
$108K - $192K
|
11.4K
$3.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-719- 12.34% |
$111K - $197K
|
5.11K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-720- 3.56% |
$111K - $198K
|
19.5K
$6.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-725- 44.84% |
$111K - $199K
|
892
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-730- 4.84% |
$112K - $200K
|
14.4K
$4.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-736- 8.25% |
$113K - $202K
|
8.19K
$2.77M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-738- 6.71% |
$113K - $203K
|
10.3K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-745- 24.16% |
$115K - $204K
|
2.34K
$792K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-748- 75.56% |
$115K - $205K
|
242
$81.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-750- 0.33% |
$115K - $206K
|
230K
$77.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-756- 5.15% |
$116K - $207K
|
13.9K
$4.71M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-758- 3.42% |
$117K - $208K
|
21.4K
$7.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-765- 48.3% |
$118K - $210K
|
819
$277K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-767- 4.45% |
$118K - $211K
|
16.5K
$5.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-772- 43.86% |
$119K - $212K
|
988
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-778- 2.04% |
$120K - $214K
|
37.4K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-783- 5.79% |
$120K - $215K
|
12.7K
$4.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-783- 6.28% |
$120K - $215K
|
11.7K
$3.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-787- 99.24% |
$121K - $216K
|
6
$2.03K
|