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
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
434+ 15.2% |
$85.7K - $114K
|
3.29K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
431+ 12.14% |
$85.1K - $114K
|
3.98K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
431+ 5.6% |
$85.1K - $114K
|
8.12K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
430+ 52.57% |
$84.9K - $113K
|
1.25K
$423K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
428+ 11.42% |
$84.5K - $113K
|
4.18K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
425+ 40.36% |
$83.9K - $112K
|
1.48K
$500K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
423+ 7.47% |
$83.5K - $112K
|
6.09K
$2.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
423+ 1.04% |
$83.5K - $112K
|
41.3K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
421+ 16.75% |
$83.1K - $111K
|
2.93K
$993K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
420+ 18.96% |
$82.9K - $111K
|
2.64K
$892K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
420+ 5.99% |
$82.9K - $111K
|
7.43K
$2.51M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
418+ 1306.25% |
$82.5K - $110K
|
450
$152K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
417+ 2452.94% |
$82.3K - $110K
|
434
$147K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
416+ 5.88% |
$82.1K - $110K
|
7.49K
$2.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
414+ 5.71% |
$81.7K - $109K
|
7.67K
$2.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
413+ 5.57% |
$81.5K - $109K
|
7.83K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
411+ 8.68% |
$81.1K - $108K
|
5.15K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
410+ 11.95% |
$80.9K - $108K
|
3.84K
$1.3M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
410New |
$80.9K - $108K
|
410
$139K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
405+ 5.65% |
$79.9K - $107K
|
7.57K
$2.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
400+ 30.58% |
$78.9K - $105K
|
1.71K
$578K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
399New |
$78.7K - $105K
|
399
$135K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
398+ 24.08% |
$78.5K - $105K
|
2.05K
$694K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
397+ 0.75% |
$78.4K - $105K
|
53.4K
$18.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
393+ 3.28% |
$77.6K - $104K
|
12.4K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
391+ 7.59% |
$77.2K - $103K
|
5.54K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
390+ 13.44% |
$77K - $103K
|
3.29K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
384+ 24.55% |
$75.8K - $101K
|
1.95K
$660K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
382+ 0.44% |
$75.4K - $101K
|
87.5K
$29.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
381New |
$75.2K - $100K
|
381
$129K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
381+ 2.94% |
$75.2K - $100K
|
13.3K
$4.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
378+ 2.0% |
$74.6K - $99.6K
|
19.2K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
377+ 2.15% |
$74.4K - $99.4K
|
17.9K
$6.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
376+ 10.76% |
$74.2K - $99.1K
|
3.87K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
376+ 3.46% |
$74.2K - $99.1K
|
11.2K
$3.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
375+ 5.08% |
$74K - $98.9K
|
7.76K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
375+ 48.2% |
$74K - $98.9K
|
1.15K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
374+ 4.95% |
$73.8K - $98.6K
|
7.93K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
370+ 3.65% |
$73K - $97.5K
|
10.5K
$3.56M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
370+ 39.53% |
$73K - $97.5K
|
1.31K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
366+ 9.46% |
$72.2K - $96.5K
|
4.23K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
363+ 43.37% |
$71.6K - $95.7K
|
1.2K
$406K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
362+ 3.91% |
$71.4K - $95.4K
|
9.61K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
360+ 7.31% |
$71K - $94.9K
|
5.28K
$1.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
358+ 5.46% |
$70.7K - $94.4K
|
6.91K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
358+ 4.39% |
$70.7K - $94.4K
|
8.52K
$2.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
355+ 19.34% |
$70.1K - $93.6K
|
2.19K
$742K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
350+ 5.31% |
$69.1K - $92.3K
|
6.94K
$2.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
350+ 1.15% |
$69.1K - $92.3K
|
30.9K
$10.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
349+ 13.72% |
$68.9K - $92K
|
2.89K
$980K
|