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 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.93K+ 3.73% |
$604K - $1.08M
|
109K
$37M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.91K+ 13.22% |
$601K - $1.07M
|
33.5K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
3.9KNew |
$600K - $1.07M
|
3.9K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.85K+ 164.3% |
$592K - $1.06M
|
6.19K
$2.1M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.83K+ 337.48% |
$588K - $1.05M
|
4.96K
$1.68M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
BUY
|
- |
3.82KNew |
$588K - $1.05M
|
3.82K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.81K+ 205.39% |
$586K - $1.05M
|
5.67K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
3.8K+ 95.0% |
$584K - $1.04M
|
7.8K
$2.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.78KNew |
$581K - $1.04M
|
3.78K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.77K+ 60.29% |
$579K - $1.03M
|
10K
$3.39M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
3.69K+ 74.49% |
$567K - $1.01M
|
8.63K
$2.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.66K+ 43.04% |
$563K - $1M
|
12.2K
$4.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.63K+ 13.83% |
$559K - $997K
|
29.9K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.6K+ 222.5% |
$554K - $988K
|
5.22K
$1.77M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.59K+ 54.0% |
$551K - $984K
|
10.2K
$3.46M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.51K+ 32.28% |
$540K - $964K
|
14.4K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$538K - $961K
|
3.5K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.42K+ 16.42% |
$526K - $939K
|
24.3K
$8.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
3.38KNew |
$519K - $927K
|
3.38K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.34K+ 104.22% |
$513K - $915K
|
6.54K
$2.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
3.29K+ 21.0% |
$506K - $904K
|
19K
$6.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.29K+ 6.18% |
$506K - $904K
|
56.6K
$19.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.24KNew |
$498K - $889K
|
3.24K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
3.22KNew |
$496K - $885K
|
3.22K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.22K+ 8.38% |
$495K - $884K
|
41.7K
$14.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.21K+ 34.68% |
$493K - $880K
|
12.5K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.17K+ 79.61% |
$487K - $869K
|
7.15K
$2.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.16K+ 62.71% |
$485K - $866K
|
8.19K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
3.14K+ 38.72% |
$482K - $861K
|
11.2K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.13K+ 17.19% |
$482K - $860K
|
21.4K
$7.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.13KNew |
$480K - $858K
|
3.13K
$1.06M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.11K+ 18.78% |
$478K - $854K
|
19.7K
$6.66M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.11K+ 6.32% |
$477K - $852K
|
52.2K
$17.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.09K+ 18.69% |
$476K - $849K
|
19.6K
$6.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.08K+ 3.37% |
$474K - $846K
|
94.6K
$32M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.08K+ 11.1% |
$473K - $844K
|
30.8K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.08K+ 16.86% |
$473K - $844K
|
21.3K
$7.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.07K+ 0.42% |
$472K - $842K
|
727K
$246M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.06K+ 122.13% |
$471K - $841K
|
5.57K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.05K+ 54.29% |
$470K - $838K
|
8.68K
$2.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 3.96% |
$464K - $828K
|
79.3K
$26.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3K+ 77.04% |
$462K - $824K
|
6.9K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$461K - $823K
|
3K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
2.99K+ 436.35% |
$460K - $820K
|
3.67K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.98K+ 106.65% |
$458K - $818K
|
5.78K
$1.96M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.98K+ 106.65% |
$458K - $818K
|
5.78K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.97K+ 13.83% |
$456K - $814K
|
24.4K
$8.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.95K+ 4754.84% |
$453K - $809K
|
3.01K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.93KNew |
$451K - $805K
|
2.93K
$993K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.9K+ 56.37% |
$446K - $796K
|
8.05K
$2.72M
|