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 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
835+ 24.48% |
$165K - $220K
|
4.25K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
832New |
$164K - $219K
|
832
$282K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
830+ 14.66% |
$164K - $219K
|
6.49K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
826+ 27.22% |
$163K - $218K
|
3.86K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
815New |
$161K - $215K
|
815
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
811New |
$160K - $214K
|
811
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
811+ 18.61% |
$160K - $214K
|
5.17K
$1.75M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
810+ 24.85% |
$160K - $214K
|
4.07K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
806New |
$159K - $212K
|
806
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
805New |
$159K - $212K
|
805
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
805New |
$159K - $212K
|
805
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
800+ 3.51% |
$158K - $211K
|
23.6K
$7.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
800+ 0.86% |
$158K - $211K
|
93.9K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flight Deck Capital, LP
San Francisco, CA |
BUY
|
- |
800+ 6.5% |
$158K - $211K
|
13.1K
$4.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
798+ 7.98% |
$157K - $210K
|
10.8K
$3.66M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
797New |
$157K - $210K
|
797
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
791+ 30.93% |
$156K - $209K
|
3.35K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
784+ 12.23% |
$155K - $207K
|
7.19K
$2.44M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
784+ 12.23% |
$155K - $207K
|
7.19K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
783+ 28.16% |
$155K - $206K
|
3.56K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
773+ 36.33% |
$153K - $204K
|
2.9K
$982K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
762+ 9.29% |
$150K - $201K
|
8.96K
$3.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
760+ 7.26% |
$150K - $200K
|
11.2K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
760+ 1.0% |
$150K - $200K
|
77K
$26.1M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
760+ 7.26% |
$150K - $200K
|
11.2K
$3.8M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
753+ 28.62% |
$149K - $199K
|
3.38K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
745+ 1.3% |
$147K - $196K
|
57.9K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
744+ 4.45% |
$147K - $196K
|
17.5K
$5.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
741+ 65.34% |
$146K - $195K
|
1.88K
$635K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
739+ 8.18% |
$146K - $195K
|
9.77K
$3.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
738+ 53.48% |
$146K - $195K
|
2.12K
$717K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
725+ 6.99% |
$143K - $191K
|
11.1K
$3.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
716+ 4.16% |
$141K - $189K
|
17.9K
$6.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
708+ 11.36% |
$140K - $187K
|
6.94K
$2.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
707+ 3.83% |
$140K - $186K
|
19.2K
$6.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
705+ 25.85% |
$139K - $186K
|
3.43K
$1.16M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
702+ 1.37% |
$139K - $185K
|
51.8K
$17.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
701+ 1.31% |
$138K - $185K
|
54.3K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
695+ 12.87% |
$137K - $183K
|
6.1K
$2.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
688+ 8.23% |
$136K - $181K
|
9.05K
$3.06M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
683+ 23.81% |
$135K - $180K
|
3.55K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
682+ 34.92% |
$135K - $180K
|
2.64K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
678+ 9.07% |
$134K - $179K
|
8.15K
$2.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
677+ 37.55% |
$134K - $178K
|
2.48K
$840K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
674+ 22.35% |
$133K - $178K
|
3.69K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
665+ 4.6% |
$131K - $175K
|
15.1K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
664+ 20.35% |
$131K - $175K
|
3.93K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
663+ 13.93% |
$131K - $175K
|
5.42K
$1.84M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
661+ 8.0% |
$130K - $174K
|
8.92K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
660New |
$130K - $174K
|
660
$223K
|