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 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.52KNew |
$301K - $402K
|
1.52K
$516K
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.51KNew |
$297K - $397K
|
1.51K
$510K
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.5K+ 1.74% |
$296K - $395K
|
87.5K
$29.6M
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.47KNew |
$291K - $388K
|
1.47K
$499K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.47K+ 880.24% |
$290K - $388K
|
1.64K
$554K
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.45K+ 99.86% |
$287K - $383K
|
2.91K
$984K
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.44KNew |
$284K - $379K
|
1.44K
$487K
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.44KNew |
$283K - $378K
|
1.44K
$486K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.43KNew |
$282K - $376K
|
1.43K
$483K
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.43KNew |
$281K - $376K
|
1.43K
$482K
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.42KNew |
$281K - $375K
|
1.42K
$482K
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.41K+ 2011.43% |
$278K - $371K
|
1.48K
$500K
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.4K+ 67.05% |
$277K - $370K
|
3.5K
$1.18M
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.4KNew |
$277K - $370K
|
1.4K
$475K
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.4KNew |
$277K - $370K
|
1.4K
$475K
|
|
Feb 08, 2024
Q4 2023
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.4K+ 1.44% |
$276K - $369K
|
98.4K
$33.3M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.4K+ 46.02% |
$276K - $369K
|
4.44K
$1.5M
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.4K+ 32.33% |
$276K - $368K
|
5.71K
$1.93M
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.39K+ 10.89% |
$275K - $367K
|
14.2K
$4.81M
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.39K+ 1.36% |
$275K - $367K
|
104K
$35.3M
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.39K+ 8.75% |
$274K - $365K
|
17.2K
$5.83M
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.38KNew |
$272K - $364K
|
1.38K
$467K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.38K+ 10.63% |
$272K - $364K
|
14.4K
$4.86M
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.37KNew |
$271K - $362K
|
1.37K
$465K
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.37KNew |
$270K - $361K
|
1.37K
$464K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.36KNew |
$269K - $359K
|
1.36K
$461K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.36K+ 18.99% |
$269K - $359K
|
8.53K
$2.89M
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.36K+ 24.86% |
$268K - $358K
|
6.83K
$2.31M
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.35KNew |
$267K - $357K
|
1.35K
$458K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.35KNew |
$265K - $355K
|
1.35K
$455K
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.33K+ 55.3% |
$262K - $349K
|
3.72K
$1.26M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.32K+ 13.12% |
$261K - $349K
|
11.4K
$3.87M
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.32K+ 220.0% |
$261K - $348K
|
1.92K
$650K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 3.88% |
$260K - $347K
|
35.3K
$11.9M
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31K+ 15.07% |
$258K - $344K
|
9.97K
$3.38M
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.3K+ 27.33% |
$257K - $344K
|
6.08K
$2.06M
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
1.3KNew |
$257K - $343K
|
1.3K
$441K
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.3K+ 79.56% |
$257K - $343K
|
2.93K
$993K
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.3K+ 57.17% |
$257K - $343K
|
3.57K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.3KNew |
$256K - $342K
|
1.3K
$439K
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.3KNew |
$256K - $342K
|
1.3K
$439K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.27K+ 16.12% |
$251K - $335K
|
9.16K
$3.1M
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 16.11% |
$251K - $335K
|
9.16K
$3.1M
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 16.03% |
$250K - $334K
|
9.18K
$3.11M
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.26K+ 52.54% |
$249K - $333K
|
3.67K
$1.24M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.26K+ 194.75% |
$249K - $333K
|
1.91K
$647K
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.26KNew |
$249K - $332K
|
1.26K
$427K
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.26KNew |
$249K - $332K
|
1.26K
$427K
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.26K+ 84.0% |
$249K - $332K
|
2.76K
$935K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.25K+ 10.0% |
$247K - $330K
|
13.7K
$4.65M
|