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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
926New |
$183K - $244K
|
926
$314K
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
925+ 93.81% |
$183K - $244K
|
1.91K
$647K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
924+ 26.5% |
$182K - $244K
|
4.41K
$1.49M
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
923New |
$182K - $243K
|
923
$313K
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
922+ 35.14% |
$182K - $243K
|
3.55K
$1.2M
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
921New |
$182K - $243K
|
921
$312K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
921+ 28.69% |
$182K - $243K
|
4.13K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
920+ 370.97% |
$182K - $243K
|
1.17K
$395K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
912New |
$180K - $240K
|
912
$309K
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
911New |
$180K - $240K
|
911
$308K
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
910+ 0.63% |
$180K - $240K
|
144K
$48.9M
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
909New |
$179K - $240K
|
909
$308K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
909+ 3.5% |
$179K - $240K
|
26.9K
$9.09M
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
909New |
$179K - $240K
|
909
$308K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
906+ 1.08% |
$179K - $239K
|
84.8K
$28.7M
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
901+ 28.22% |
$178K - $238K
|
4.09K
$1.39M
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
901New |
$178K - $238K
|
901
$305K
|
|
Feb 14, 2024
Q4 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
893New |
$176K - $235K
|
893
$302K
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
892New |
$176K - $235K
|
892
$302K
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
892New |
$176K - $235K
|
892
$302K
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
892+ 22.52% |
$176K - $235K
|
4.85K
$1.64M
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
886New |
$175K - $234K
|
886
$300K
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
885New |
$175K - $233K
|
885
$300K
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
884New |
$174K - $233K
|
884
$299K
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
883New |
$174K - $233K
|
883
$299K
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
883+ 0.4% |
$174K - $233K
|
224K
$75.9M
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
882+ 28.94% |
$174K - $233K
|
3.93K
$1.33M
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
876New |
$173K - $231K
|
876
$297K
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
874+ 76.2% |
$172K - $230K
|
2.02K
$684K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
873+ 5.21% |
$172K - $230K
|
17.6K
$5.97M
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
871New |
$172K - $230K
|
871
$295K
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
869New |
$172K - $229K
|
869
$294K
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
866+ 6.16% |
$171K - $228K
|
14.9K
$5.06M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
865+ 7.58% |
$171K - $228K
|
12.3K
$4.16M
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
865+ 6.71% |
$171K - $228K
|
13.8K
$4.66M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
863+ 19.91% |
$170K - $228K
|
5.2K
$1.76M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
861+ 0.99% |
$170K - $227K
|
88K
$29.8M
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
858New |
$169K - $226K
|
858
$291K
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
854New |
$169K - $225K
|
854
$289K
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
852New |
$168K - $225K
|
852
$288K
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
852+ 85.63% |
$168K - $225K
|
1.85K
$625K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
849New |
$168K - $224K
|
849
$287K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
848+ 13.14% |
$167K - $224K
|
7.3K
$2.47M
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
846+ 6.92% |
$167K - $223K
|
13.1K
$4.43M
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
845New |
$167K - $223K
|
845
$286K
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
842New |
$166K - $222K
|
842
$285K
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
842New |
$166K - $222K
|
842
$285K
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
838New |
$165K - $221K
|
838
$284K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
836+ 6.6% |
$165K - $220K
|
13.5K
$4.57M
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
836New |
$165K - $220K
|
836
$283K
|