Purchases and Sales Made in Q4 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.7K+ 23.76% |
$730K - $975K
|
19.3K
$6.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 147.96% |
$728K - $973K
|
6.18K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.65KNew |
$719K - $961K
|
3.65K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.6KNew |
$711K - $949K
|
3.6K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.6K+ 7.29% |
$710K - $949K
|
53K
$17.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.6K+ 7.7% |
$710K - $948K
|
50.3K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.59K+ 10.56% |
$708K - $946K
|
37.6K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.59K+ 2.4% |
$708K - $945K
|
153K
$51.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.58K+ 19.69% |
$707K - $944K
|
21.8K
$7.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.56K+ 21.73% |
$702K - $938K
|
19.9K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.55K+ 63.07% |
$701K - $936K
|
9.18K
$3.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.54KNew |
$698K - $933K
|
3.54K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.51KNew |
$694K - $926K
|
3.51K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.48K+ 1.22% |
$687K - $918K
|
289K
$98M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
3.47K+ 9.89% |
$685K - $915K
|
38.6K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.47K+ 12.59% |
$684K - $914K
|
31K
$10.5M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.45K+ 143.43% |
$681K - $910K
|
5.86K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.44K+ 13.56% |
$679K - $907K
|
28.8K
$9.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.44K+ 1.4% |
$679K - $907K
|
249K
$84.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.44K+ 90.52% |
$679K - $907K
|
7.24K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.43KNew |
$678K - $905K
|
3.43K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3.43KNew |
$677K - $904K
|
3.43K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.38K+ 136.17% |
$666K - $890K
|
5.86K
$1.98M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$660K - $882K
|
3.35K
$1.13M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.33KNew |
$657K - $878K
|
3.33K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.32KNew |
$655K - $875K
|
3.32K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
3.28KNew |
$647K - $864K
|
3.28K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.28K+ 0.76% |
$647K - $864K
|
433K
$147M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.27K+ 50.86% |
$645K - $862K
|
9.7K
$3.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.24KNew |
$639K - $854K
|
3.24K
$1.1M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
3.22KNew |
$635K - $848K
|
3.22K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.19K+ 7.41% |
$630K - $841K
|
46.2K
$15.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.18KNew |
$627K - $837K
|
3.18K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.15KNew |
$621K - $829K
|
3.15K
$1.07M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
3.12KNew |
$617K - $824K
|
3.12K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.12K+ 67.82% |
$615K - $821K
|
7.71K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.09K+ 44.42% |
$611K - $816K
|
10.1K
$3.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3.08KNew |
$608K - $812K
|
3.08K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.03K+ 171.7% |
$599K - $800K
|
4.8K
$1.63M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.03K+ 0.19% |
$598K - $799K
|
1.62M
$549M
|
|
|
Jan 17, 2024
Q4 2023
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
3.02KNew |
$595K - $795K
|
3.02K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
3.01KNew |
$593K - $793K
|
3.01K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.98KNew |
$589K - $786K
|
2.98K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.94KNew |
$580K - $775K
|
2.94K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.91K+ 7.85% |
$574K - $767K
|
40K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.91K+ 24.82% |
$574K - $767K
|
14.6K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.9K+ 0.61% |
$572K - $764K
|
479K
$162M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.89K+ 0.97% |
$569K - $761K
|
302K
$102M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.86KNew |
$564K - $754K
|
2.86K
$968K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.86KNew |
$564K - $753K
|
2.86K
$967K
|