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 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
534+ 7.6% |
$105K - $141K
|
7.56K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
532+ 4.39% |
$105K - $140K
|
12.6K
$4.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
529+ 4.54% |
$104K - $139K
|
12.2K
$4.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
529+ 73.07% |
$104K - $139K
|
1.25K
$424K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
521+ 8.73% |
$103K - $137K
|
6.49K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
521+ 3.62% |
$103K - $137K
|
14.9K
$5.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
518+ 34.19% |
$102K - $137K
|
2.03K
$688K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
514+ 311.52% |
$101K - $136K
|
679
$230K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
513+ 31.53% |
$101K - $135K
|
2.14K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
511+ 6.94% |
$101K - $135K
|
7.87K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
510+ 4.44% |
$101K - $134K
|
12K
$4.06M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
501+ 16.76% |
$98.9K - $132K
|
3.49K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
501+ 61.55% |
$98.9K - $132K
|
1.32K
$445K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
500+ 54.17% |
$98.7K - $132K
|
1.42K
$482K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
500+ 30.9% |
$98.7K - $132K
|
2.12K
$717K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$98.7K - $132K
|
500
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
500New |
$98.7K - $132K
|
500
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
499+ 14.25% |
$98.5K - $132K
|
4K
$1.35M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
499New |
$98.5K - $132K
|
499
$169K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
495+ 19.57% |
$97.7K - $130K
|
3.02K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
493+ 33.38% |
$97.3K - $130K
|
1.97K
$667K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
489+ 22.08% |
$96.5K - $129K
|
2.7K
$916K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
485+ 24.62% |
$95.7K - $128K
|
2.46K
$831K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
484+ 1.0% |
$95.5K - $128K
|
49K
$16.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
479+ 2.47% |
$94.5K - $126K
|
19.8K
$6.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
475+ 41.45% |
$93.7K - $125K
|
1.62K
$549K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
474+ 7.46% |
$93.5K - $125K
|
6.83K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
473+ 0.07% |
$93.4K - $125K
|
682K
$231M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
473+ 24.96% |
$93.4K - $125K
|
2.37K
$802K
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
472+ 12.01% |
$93.2K - $124K
|
4.4K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
472New |
$93.2K - $124K
|
472
$160K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
468New |
$92.4K - $123K
|
468
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
468+ 55.19% |
$92.4K - $123K
|
1.32K
$446K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
466+ 26.6% |
$92K - $123K
|
2.22K
$751K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
463+ 12.92% |
$91.4K - $122K
|
4.05K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
457+ 0.08% |
$90.2K - $120K
|
571K
$193M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
454+ 13.82% |
$89.6K - $120K
|
3.74K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
453+ 13.04% |
$89.4K - $119K
|
3.93K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
451+ 0.96% |
$89K - $119K
|
47.3K
$16M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
450+ 54.35% |
$88.8K - $119K
|
1.28K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
450+ 7.86% |
$88.8K - $119K
|
6.18K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
449+ 20.7% |
$88.6K - $118K
|
2.62K
$886K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
448+ 14.83% |
$88.4K - $118K
|
3.47K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
448+ 35.58% |
$88.4K - $118K
|
1.71K
$578K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
447+ 6.96% |
$88.2K - $118K
|
6.87K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
446+ 29.44% |
$88K - $118K
|
1.96K
$664K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
445+ 2.23% |
$87.8K - $117K
|
20.4K
$6.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
444+ 6.85% |
$87.6K - $117K
|
6.92K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
441+ 19.64% |
$87K - $116K
|
2.69K
$909K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
440+ 8.1% |
$86.8K - $116K
|
5.87K
$1.99M
|