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 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
101+ 8.27% |
$19.9K - $26.6K
|
1.32K
$448K
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
100New |
$19.7K - $26.4K
|
100
$33.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
100+ 7.75% |
$19.7K - $26.4K
|
1.39K
$471K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
100+ 1.29% |
$19.7K - $26.4K
|
7.85K
$2.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
100+ 6.85% |
$19.7K - $26.4K
|
1.56K
$528K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100New |
$19.7K - $26.4K
|
100
$33.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 111.11% |
$19.7K - $26.4K
|
190
$64.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
100+ 1.96% |
$19.7K - $26.4K
|
5.2K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
100+ 2.08% |
$19.7K - $26.4K
|
4.9K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Spark Investment Management LLC
New York, NY |
BUY
|
- |
100+ 1.69% |
$19.7K - $26.4K
|
6K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
100+ 1.35% |
$19.7K - $26.4K
|
7.5K
$2.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
99+ 1.17% |
$19.5K - $26.1K
|
8.53K
$2.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
99+ 1.29% |
$19.5K - $26.1K
|
7.76K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
98+ 3.46% |
$19.3K - $25.8K
|
2.93K
$993K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
97+ 11.35% |
$19.1K - $25.6K
|
952
$322K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
96+ 5.42% |
$18.9K - $25.3K
|
1.87K
$632K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
96+ 4.13% |
$18.9K - $25.3K
|
2.42K
$819K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
96New |
$18.9K - $25.3K
|
96
$32.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
95+ 5.85% |
$18.7K - $25K
|
1.72K
$582K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
95+ 2.13% |
$18.7K - $25K
|
4.55K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
95+ 2.57% |
$18.7K - $25K
|
3.79K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
94+ 6.91% |
$18.6K - $24.8K
|
1.45K
$492K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
93+ 1.06% |
$18.4K - $24.5K
|
8.88K
$3M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
93+ 9.18% |
$18.4K - $24.5K
|
1.11K
$374K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
92+ 1.81% |
$18.2K - $24.3K
|
5.18K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
92+ 4.78% |
$18.2K - $24.3K
|
2.02K
$683K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
91+ 3.02% |
$18K - $24K
|
3.11K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
91+ 202.22% |
$18K - $24K
|
136
$46K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
91+ 8.0% |
$18K - $24K
|
1.23K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
91+ 0.5% |
$18K - $24K
|
18.2K
$6.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
91+ 2.26% |
$18K - $24K
|
4.11K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
91+ 1820.0% |
$18K - $24K
|
96
$32.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
89+ 4.45% |
$17.6K - $23.5K
|
2.09K
$707K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
89+ 3.2% |
$17.6K - $23.5K
|
2.87K
$972K
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
88+ 10.77% |
$17.4K - $23.2K
|
905
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
88+ 0.55% |
$17.4K - $23.2K
|
16K
$5.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
87+ 3.42% |
$17.2K - $22.9K
|
2.63K
$892K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
87+ 5.93% |
$17.2K - $22.9K
|
1.55K
$526K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
86+ 4.84% |
$17K - $22.7K
|
1.86K
$631K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
86+ 1.7% |
$17K - $22.7K
|
5.14K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
86+ 3.7% |
$17K - $22.7K
|
2.41K
$816K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
85+ 5.74% |
$16.8K - $22.4K
|
1.57K
$530K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
84+ 7.23% |
$16.6K - $22.1K
|
1.25K
$422K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
84+ 5.9% |
$16.6K - $22.1K
|
1.51K
$511K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
84+ 2.22% |
$16.6K - $22.1K
|
3.87K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
84+ 0.45% |
$16.6K - $22.1K
|
18.9K
$6.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
83+ 4.3% |
$16.4K - $21.9K
|
2.01K
$681K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
83+ 6.32% |
$16.4K - $21.9K
|
1.4K
$473K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
83+ 9.95% |
$16.4K - $21.9K
|
917
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
82+ 4.87% |
$16.2K - $21.6K
|
1.77K
$598K
|