Purchases and Sales Made in Q4 2021 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
780New |
$605K - $959K
|
780
$264K
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
771+ 12.94% |
$598K - $948K
|
6.73K
$2.28M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
768+ 6.33% |
$595K - $945K
|
12.9K
$4.37M
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
766+ 76.98% |
$594K - $942K
|
1.76K
$596K
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
765New |
$593K - $941K
|
765
$259K
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
763New |
$591K - $938K
|
763
$258K
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
762New |
$591K - $937K
|
762
$258K
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
761+ 23.49% |
$590K - $936K
|
4K
$1.35M
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
759+ 75.75% |
$588K - $934K
|
1.76K
$596K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
754New |
$585K - $927K
|
754
$255K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
752New |
$583K - $925K
|
752
$255K
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
750New |
$581K - $922K
|
750
$254K
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
746New |
$578K - $918K
|
746
$253K
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
746+ 9.56% |
$578K - $918K
|
8.55K
$2.89M
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
745+ 75.56% |
$578K - $916K
|
1.73K
$586K
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
740New |
$574K - $910K
|
740
$251K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
737+ 9.38% |
$571K - $906K
|
8.59K
$2.91M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
736New |
$571K - $905K
|
736
$249K
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
734New |
$569K - $903K
|
734
$249K
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
728New |
$564K - $895K
|
728
$246K
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
725New |
$562K - $892K
|
725
$245K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
720+ 5.75% |
$558K - $886K
|
13.2K
$4.48M
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
712+ 10.99% |
$552K - $876K
|
7.19K
$2.44M
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
709+ 21.85% |
$550K - $872K
|
3.95K
$1.34M
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
704New |
$546K - $866K
|
704
$238K
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
695New |
$539K - $855K
|
695
$235K
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
BUY
|
- |
690New |
$535K - $849K
|
690
$234K
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
684New |
$530K - $841K
|
684
$232K
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
684+ 81.33% |
$530K - $841K
|
1.53K
$516K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
682+ 9.96% |
$529K - $839K
|
7.53K
$2.55M
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
682+ 12.09% |
$529K - $839K
|
6.32K
$2.14M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
681+ 12.87% |
$528K - $838K
|
5.97K
$2.02M
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
681+ 136.2% |
$528K - $838K
|
1.18K
$400K
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
675New |
$523K - $830K
|
675
$229K
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
670+ 39.83% |
$519K - $824K
|
2.35K
$796K
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
670+ 16.29% |
$519K - $824K
|
4.78K
$1.62M
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
668+ 100.3% |
$518K - $822K
|
1.33K
$452K
|
|
Feb 14, 2022
Q4 2021
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
666+ 1.69% |
$516K - $819K
|
40.1K
$13.6M
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
660New |
$512K - $812K
|
660
$223K
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
655New |
$508K - $806K
|
655
$222K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
653+ 62.25% |
$506K - $803K
|
1.7K
$576K
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
652New |
$505K - $802K
|
652
$221K
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
650New |
$504K - $799K
|
650
$220K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
648+ 21.27% |
$502K - $797K
|
3.7K
$1.25M
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
646New |
$501K - $795K
|
646
$219K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
643+ 0.71% |
$498K - $791K
|
90.6K
$30.7M
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
640+ 7.13% |
$496K - $787K
|
9.61K
$3.25M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
639+ 4.17% |
$495K - $786K
|
16K
$5.4M
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
636New |
$493K - $782K
|
636
$215K
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
631New |
$489K - $776K
|
631
$214K
|