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
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
137+ 3.08% |
$27K - $36.1K
|
4.59K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
136+ 9.41% |
$26.8K - $35.9K
|
1.58K
$535K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
135+ 12.76% |
$26.6K - $35.6K
|
1.19K
$404K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
135+ 8.95% |
$26.6K - $35.6K
|
1.64K
$557K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
135+ 1.28% |
$26.6K - $35.6K
|
10.7K
$3.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
135+ 1.9% |
$26.6K - $35.6K
|
7.24K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
135+ 6.18% |
$26.6K - $35.6K
|
2.32K
$785K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
134+ 2.41% |
$26.4K - $35.3K
|
5.7K
$1.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
131+ 9.44% |
$25.9K - $34.5K
|
1.52K
$514K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
131+ 0.0% |
$25.9K - $34.5K
|
230M
$77.8B
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
131+ 1.04% |
$25.9K - $34.5K
|
12.7K
$4.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
129+ 24.81% |
$25.5K - $34K
|
649
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
129+ 3.14% |
$25.5K - $34K
|
4.24K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
129+ 3.56% |
$25.5K - $34K
|
3.75K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
128+ 1.46% |
$25.3K - $33.7K
|
8.89K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
128+ 1.85% |
$25.3K - $33.7K
|
7.05K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
128New |
$25.3K - $33.7K
|
128
$43.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
127+ 8.26% |
$25.1K - $33.5K
|
1.67K
$564K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
126+ 4.22% |
$24.9K - $33.2K
|
3.11K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
125+ 14.3% |
$24.7K - $33K
|
999
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
124+ 2.8% |
$24.5K - $32.7K
|
4.55K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
124+ 15.94% |
$24.5K - $32.7K
|
902
$305K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
123+ 2.46% |
$24.3K - $32.4K
|
5.13K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
122+ 1.72% |
$24.1K - $32.2K
|
7.2K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
120+ 3.43% |
$23.7K - $31.6K
|
3.62K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
120+ 4.17% |
$23.7K - $31.6K
|
3K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
119+ 4.35% |
$23.5K - $31.4K
|
2.85K
$966K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
118+ 3.63% |
$23.3K - $31.1K
|
3.37K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
118+ 6.36% |
$23.3K - $31.1K
|
1.97K
$668K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
117+ 2.21% |
$23.1K - $30.8K
|
5.41K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
117+ 0.09% |
$23.1K - $30.8K
|
132K
$44.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
117+ 2.78% |
$23.1K - $30.8K
|
4.32K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
116+ 1.66% |
$22.9K - $30.6K
|
7.1K
$2.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
114+ 1.32% |
$22.5K - $30.1K
|
8.76K
$2.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
114+ 0.48% |
$22.5K - $30.1K
|
23.7K
$8.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
113+ 6.36% |
$22.3K - $29.8K
|
1.89K
$640K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
113+ 1.26% |
$22.3K - $29.8K
|
9.07K
$3.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
112+ 11.85% |
$22.1K - $29.5K
|
1.06K
$358K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
112+ 11.2% |
$22.1K - $29.5K
|
1.11K
$377K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.02% |
$21.7K - $29K
|
10.9K
$3.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
110+ 12.29% |
$21.7K - $29K
|
1.01K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
110+ 6.97% |
$21.7K - $29K
|
1.69K
$572K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
109+ 5.97% |
$21.5K - $28.7K
|
1.94K
$656K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
109+ 0.4% |
$21.5K - $28.7K
|
27.4K
$9.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
108+ 11.96% |
$21.3K - $28.5K
|
1.01K
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
107+ 5.2% |
$21.1K - $28.2K
|
2.16K
$732K
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
106+ 12.9% |
$20.9K - $27.9K
|
928
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
105+ 1.66% |
$20.7K - $27.7K
|
6.42K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
105+ 1.93% |
$20.7K - $27.7K
|
5.54K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
102+ 11.92% |
$20.1K - $26.9K
|
958
$324K
|