Purchases and Sales Made in Q4 2022 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
92+ 2.47% |
$10K - $22.9K
|
3.82K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
92+ 2.06% |
$10K - $22.9K
|
4.55K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
92+ 15.65% |
$10K - $22.9K
|
680
$230K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
90+ 28.57% |
$9.82K - $22.4K
|
405
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
90+ 0.63% |
$9.82K - $22.4K
|
14.4K
$4.88M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
89+ 2.03% |
$9.71K - $22.2K
|
4.47K
$1.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
89+ 0.5% |
$9.71K - $22.2K
|
17.7K
$6.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
88+ 3.85% |
$9.6K - $22K
|
2.37K
$803K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
88+ 4.0% |
$9.6K - $22K
|
2.29K
$774K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
87+ 4.02% |
$9.49K - $21.7K
|
2.25K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
82+ 8.66% |
$8.95K - $20.5K
|
1.03K
$348K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
81+ 1.85% |
$8.84K - $20.2K
|
4.47K
$1.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
81+ 3.39% |
$8.84K - $20.2K
|
2.47K
$837K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
BUY
|
- |
80+ 1.23% |
$8.73K - $20K
|
6.59K
$2.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
80+ 2.77% |
$8.73K - $20K
|
2.97K
$1M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
80+ 4.07% |
$8.73K - $20K
|
2.05K
$692K
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
80+ 3.45% |
$8.73K - $20K
|
2.4K
$811K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
79+ 13.34% |
$8.62K - $19.7K
|
671
$227K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
78+ 0.65% |
$8.51K - $19.5K
|
12K
$4.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
78+ 0.58% |
$8.51K - $19.5K
|
13.4K
$4.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
77+ 2.05% |
$8.4K - $19.2K
|
3.84K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
77+ 1.99% |
$8.4K - $19.2K
|
3.95K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
76+ 2.48% |
$8.29K - $19K
|
3.14K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
75+ 3.14% |
$8.18K - $18.7K
|
2.47K
$835K
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
73New |
$7.96K - $18.2K
|
73
$24.7K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
73+ 3.83% |
$7.96K - $18.2K
|
1.98K
$670K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
72+ 3.82% |
$7.86K - $18K
|
1.96K
$662K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
71+ 3.9% |
$7.75K - $17.7K
|
1.89K
$640K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 1.1% |
$7.75K - $17.7K
|
6.55K
$2.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
70+ 1.7% |
$7.64K - $17.5K
|
4.2K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
69+ 6.43% |
$7.53K - $17.2K
|
1.14K
$387K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
68+ 3.0% |
$7.42K - $17K
|
2.33K
$790K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
68+ 0.43% |
$7.42K - $17K
|
15.9K
$5.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
66+ 22.0% |
$7.2K - $16.5K
|
366
$124K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
64+ 6.18% |
$6.98K - $16K
|
1.1K
$372K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
64+ 0.72% |
$6.98K - $16K
|
8.92K
$3.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
63+ 34.81% |
$6.87K - $15.7K
|
244
$82.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
62+ 0.22% |
$6.76K - $15.5K
|
27.9K
$9.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
60+ 2.62% |
$6.55K - $15K
|
2.35K
$794K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
60+ 2.67% |
$6.55K - $15K
|
2.31K
$782K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
60New |
$6.55K - $15K
|
60
$20.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.85% |
$6.55K - $15K
|
2.17K
$733K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
58+ 1.88% |
$6.33K - $14.5K
|
3.14K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
56+ 35.67% |
$6.11K - $14K
|
213
$72.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
55+ 2.76% |
$6K - $13.7K
|
2.05K
$694K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
55+ 1.76% |
$6K - $13.7K
|
3.18K
$1.08M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52+ 4.86% |
$5.67K - $13K
|
1.12K
$380K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
51+ 1.16% |
$5.56K - $12.7K
|
4.44K
$1.5M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.36% |
$5.46K - $12.5K
|
3.73K
$1.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50+ 2.32% |
$5.46K - $12.5K
|
2.21K
$747K
|