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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
280New |
$55.3K - $73.8K
|
280
$94.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
278+ 7.48% |
$54.9K - $73.3K
|
4K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
277+ 1.21% |
$54.7K - $73K
|
23.1K
$7.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
277+ 0.74% |
$54.7K - $73K
|
37.8K
$12.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
273+ 11.77% |
$53.9K - $72K
|
2.59K
$878K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
271+ 1.71% |
$53.5K - $71.4K
|
16.2K
$5.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
269+ 19.69% |
$53.1K - $70.9K
|
1.64K
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
269+ 17.03% |
$53.1K - $70.9K
|
1.85K
$626K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
269New |
$53.1K - $70.9K
|
269
$91.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
269New |
$53.1K - $70.9K
|
269
$91.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
267New |
$52.7K - $70.4K
|
267
$90.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
266+ 1.66% |
$52.5K - $70.1K
|
16.3K
$5.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
266+ 20.29% |
$52.5K - $70.1K
|
1.58K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
262+ 3.82% |
$51.7K - $69.1K
|
7.12K
$2.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
260+ 32.46% |
$51.3K - $68.5K
|
1.06K
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
253+ 19.73% |
$49.9K - $66.7K
|
1.54K
$520K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
251New |
$49.5K - $66.2K
|
251
$85K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
251+ 5.04% |
$49.5K - $66.2K
|
5.23K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
250+ 9.35% |
$49.3K - $65.9K
|
2.93K
$990K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
250+ 4.97% |
$49.3K - $65.9K
|
5.28K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
250+ 9.02% |
$49.3K - $65.9K
|
3.02K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
249+ 2.12% |
$49.1K - $65.6K
|
12K
$4.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
249+ 25.38% |
$49.1K - $65.6K
|
1.23K
$416K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
248New |
$48.9K - $65.4K
|
248
$84K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
246+ 14.17% |
$48.6K - $64.9K
|
1.98K
$671K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
245+ 6.55% |
$48.4K - $64.6K
|
3.99K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
245+ 4.53% |
$48.4K - $64.6K
|
5.66K
$1.92M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
244+ 17.39% |
$48.2K - $64.3K
|
1.65K
$558K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
244+ 2.95% |
$48.2K - $64.3K
|
8.51K
$2.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
244+ 2.81% |
$48.2K - $64.3K
|
8.94K
$3.03M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
244+ 2.78% |
$48.2K - $64.3K
|
9.03K
$3.06M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
240+ 22.2% |
$47.4K - $63.3K
|
1.32K
$447K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
239+ 26.85% |
$47.2K - $63K
|
1.13K
$382K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
239New |
$47.2K - $63K
|
239
$80.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
238+ 0.34% |
$47K - $62.7K
|
70.1K
$23.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
235+ 3.43% |
$46.4K - $62K
|
7.09K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
235+ 1.1% |
$46.4K - $62K
|
21.6K
$7.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
232+ 5.39% |
$45.8K - $61.2K
|
4.53K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
232+ 5.41% |
$45.8K - $61.2K
|
4.52K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
231+ 0.7% |
$45.6K - $60.9K
|
33.2K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
231+ 10.75% |
$45.6K - $60.9K
|
2.38K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
230+ 4.98% |
$45.4K - $60.6K
|
4.85K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
226+ 9.04% |
$44.6K - $59.6K
|
2.73K
$923K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
225+ 26.01% |
$44.4K - $59.3K
|
1.09K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
225+ 15.08% |
$44.4K - $59.3K
|
1.72K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
225+ 13.17% |
$44.4K - $59.3K
|
1.93K
$654K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
225New |
$44.4K - $59.3K
|
225
$76.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
224+ 1.73% |
$44.2K - $59.1K
|
13.2K
$4.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
223+ 8.31% |
$44K - $58.8K
|
2.91K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
223+ 19.93% |
$44K - $58.8K
|
1.34K
$454K
|