Purchases and Sales Made in Q3 2021 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
106+ 17.04% |
$68.2K - $83.9K
|
728
$246K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
105+ 6.35% |
$67.6K - $83.1K
|
1.76K
$595K
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
104+ 10.79% |
$66.9K - $82.3K
|
1.07K
$362K
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
104+ 33.55% |
$66.9K - $82.3K
|
414
$140K
|
|
Nov 23, 2022
Q3 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
102+ 1.0% |
$65.6K - $80.7K
|
10.3K
$3.5M
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
101+ 13.0% |
$65K - $79.9K
|
878
$297K
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
101+ 6.67% |
$65K - $79.9K
|
1.62K
$547K
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
101+ 6.13% |
$65K - $79.9K
|
1.75K
$592K
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
100+ 6.85% |
$64.3K - $79.1K
|
1.56K
$528K
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
100+ 4.34% |
$64.3K - $79.1K
|
2.4K
$814K
|
|
Nov 10, 2021
Q3 2021
|
Proem Advisors LLC
|
BUY
|
- |
100+ 2.7% |
$64.3K - $79.1K
|
3.8K
$1.29M
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
100+ 4.6% |
$64.3K - $79.1K
|
2.28K
$770K
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
99+ 1.58% |
$63.7K - $78.3K
|
6.37K
$2.16M
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
96+ 14.29% |
$61.8K - $76K
|
768
$260K
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
96+ 2.94% |
$61.8K - $76K
|
3.36K
$1.14M
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
95+ 10.66% |
$61.1K - $75.2K
|
986
$334K
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
95+ 365.38% |
$61.1K - $75.2K
|
121
$41K
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
95+ 2.49% |
$61.1K - $75.2K
|
3.91K
$1.33M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
95+ 84.07% |
$61.1K - $75.2K
|
208
$70.4K
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
94+ 5.62% |
$60.5K - $74.4K
|
1.77K
$598K
|
|
Oct 21, 2021
Q3 2021
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
92+ 27.06% |
$59.2K - $72.8K
|
432
$146K
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
BUY
|
- |
92+ 2.38% |
$59.2K - $72.8K
|
3.96K
$1.34M
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
92+ 18.18% |
$59.2K - $72.8K
|
598
$202K
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
92+ 150.82% |
$59.2K - $72.8K
|
153
$51.8K
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
91+ 12.59% |
$58.5K - $72K
|
814
$276K
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
90+ 5.33% |
$57.9K - $71.2K
|
1.78K
$603K
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
90+ 18.11% |
$57.9K - $71.2K
|
587
$199K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
89+ 10.97% |
$57.3K - $70.4K
|
900
$305K
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
88+ 2.89% |
$56.6K - $69.6K
|
3.13K
$1.06M
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
87+ 16.35% |
$56K - $68.8K
|
619
$210K
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
85+ 6.24% |
$54.7K - $67.3K
|
1.45K
$490K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
85+ 11.14% |
$54.7K - $67.3K
|
848
$287K
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
85+ 5.21% |
$54.7K - $67.3K
|
1.72K
$582K
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
83+ 6.68% |
$53.4K - $65.7K
|
1.33K
$449K
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
83+ 6.85% |
$53.4K - $65.7K
|
1.29K
$438K
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
82+ 0.79% |
$52.8K - $64.9K
|
10.4K
$3.54M
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
81New |
$52.1K - $64.1K
|
81
$27.4K
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
81+ 16.53% |
$52.1K - $64.1K
|
571
$193K
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
81+ 9.0% |
$52.1K - $64.1K
|
981
$332K
|
|
Nov 15, 2021
Q3 2021
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
81+ 0.75% |
$52.1K - $64.1K
|
10.9K
$3.68M
|
|
Oct 15, 2021
Q3 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
80+ 14.76% |
$51.5K - $63.3K
|
622
$211K
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
80+ 2.7% |
$51.5K - $63.3K
|
3.05K
$1.03M
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
79+ 11.38% |
$50.8K - $62.5K
|
773
$262K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
78+ 41.49% |
$50.2K - $61.7K
|
266
$90.1K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
78+ 3.3% |
$50.2K - $61.7K
|
2.45K
$828K
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
77+ 15.49% |
$49.5K - $60.9K
|
574
$194K
|
|
Oct 26, 2021
Q3 2021
|
Tcw Group Inc
|
BUY
|
- |
75+ 0.3% |
$48.3K - $59.4K
|
25.1K
$8.51M
|
|
Nov 01, 2021
Q3 2021
|
Searcy Financial Services Inc
|
BUY
|
- |
75+ 7.06% |
$48.3K - $59.4K
|
1.14K
$385K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
74+ 9.16% |
$47.6K - $58.6K
|
882
$299K
|
|
Nov 12, 2021
Q3 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
74New |
$47.6K - $58.6K
|
74
$25.1K
|