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 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-795- 22.52% |
$122K - $218K
|
2.74K
$926K
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-800- 8.7% |
$123K - $220K
|
8.4K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-819- 4.32% |
$126K - $225K
|
18.2K
$6.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-822- 0.89% |
$126K - $226K
|
91.1K
$30.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-826- 26.46% |
$127K - $227K
|
2.3K
$777K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-840- 5.78% |
$129K - $231K
|
13.7K
$4.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-847- 4.88% |
$130K - $232K
|
16.5K
$5.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-852- 27.24% |
$131K - $234K
|
2.28K
$771K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-855- 14.37% |
$131K - $235K
|
5.1K
$1.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-883- 48.04% |
$136K - $242K
|
955
$323K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-883- 26.73% |
$136K - $242K
|
2.42K
$819K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-892- 56.92% |
$137K - $245K
|
675
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-893- 63.33% |
$137K - $245K
|
517
$175K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-897- 32.23% |
$138K - $246K
|
1.89K
$639K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-899- 2.93% |
$138K - $247K
|
29.8K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-903- 12.8% |
$139K - $248K
|
6.15K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-909- 17.55% |
$140K - $249K
|
4.27K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-910- 10.89% |
$140K - $250K
|
7.44K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-919- 4.33% |
$141K - $252K
|
20.3K
$6.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-926- 49.15% |
$142K - $254K
|
958
$324K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-933- 7.96% |
$143K - $256K
|
10.8K
$3.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-935- 16.23% |
$144K - $257K
|
4.83K
$1.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-944- 26.64% |
$145K - $259K
|
2.6K
$880K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-980- 2.06% |
$151K - $269K
|
46.7K
$15.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-991- 6.57% |
$152K - $272K
|
14.1K
$4.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-996- 92.82% |
$153K - $273K
|
77
$26.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1K- 14.86% |
$154K - $275K
|
5.74K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1K- 19.56% |
$154K - $276K
|
4.13K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 16.03% |
$155K - $277K
|
5.3K
$1.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.02K- 17.0% |
$156K - $279K
|
4.96K
$1.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.02K- 10.52% |
$156K - $279K
|
8.65K
$2.93M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.02K- 24.67% |
$156K - $279K
|
3.11K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.03K- 28.35% |
$158K - $281K
|
2.59K
$877K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.03K- 6.33% |
$159K - $284K
|
15.3K
$5.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.03K- 10.14% |
$159K - $284K
|
9.17K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-1.04K- 15.47% |
$159K - $285K
|
5.67K
$1.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 6.05% |
$160K - $286K
|
16.2K
$5.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.06K- 32.82% |
$164K - $292K
|
2.18K
$737K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.07K- 20.33% |
$164K - $293K
|
4.19K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.07K- 21.63% |
$165K - $294K
|
3.88K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 6.39% |
$169K - $301K
|
16.1K
$5.44M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.1K- 53.4% |
$169K - $301K
|
958
$324K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.1K- 51.07% |
$169K - $302K
|
1.05K
$357K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.1K- 11.04% |
$169K - $302K
|
8.88K
$3.01M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.12KClosed |
$172K - $307K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.13K- 13.74% |
$174K - $311K
|
7.11K
$2.41M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.14K- 2.58% |
$176K - $314K
|
43.1K
$14.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.15K- 6.72% |
$177K - $316K
|
16K
$5.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.18K- 59.63% |
$181K - $323K
|
796
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.19K- 17.81% |
$183K - $326K
|
5.48K
$1.86M
|