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 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
59+ 0.56% |
$11.6K - $15.6K
|
10.6K
$3.58M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
59+ 6.53% |
$11.6K - $15.6K
|
963
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
58+ 4.35% |
$11.4K - $15.3K
|
1.39K
$470K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
58New |
$11.4K - $15.3K
|
58
$19.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
57+ 25.45% |
$11.2K - $15K
|
281
$95K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
57+ 7.02% |
$11.2K - $15K
|
869
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
56+ 3.32% |
$11.1K - $14.8K
|
1.74K
$590K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
56+ 3.02% |
$11.1K - $14.8K
|
1.91K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
55+ 0.59% |
$10.9K - $14.5K
|
9.32K
$3.15M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
54+ 4.15% |
$10.7K - $14.2K
|
1.36K
$459K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
54+ 1.24% |
$10.7K - $14.2K
|
4.41K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
54+ 2.08% |
$10.7K - $14.2K
|
2.65K
$896K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
53+ 1.64% |
$10.5K - $14K
|
3.29K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
53+ 1.66% |
$10.5K - $14K
|
3.25K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
53+ 4.27% |
$10.5K - $14K
|
1.29K
$438K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
53+ 0.94% |
$10.5K - $14K
|
5.71K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
52+ 2.45% |
$10.3K - $13.7K
|
2.18K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
52+ 0.79% |
$10.3K - $13.7K
|
6.65K
$2.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
52+ 5.74% |
$10.3K - $13.7K
|
958
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
52+ 0.75% |
$10.3K - $13.7K
|
6.99K
$2.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
51+ 0.77% |
$10.1K - $13.4K
|
6.7K
$2.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
50+ 3.19% |
$9.87K - $13.2K
|
1.62K
$547K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
50+ 3.39% |
$9.87K - $13.2K
|
1.53K
$516K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
50+ 1.7% |
$9.87K - $13.2K
|
2.99K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50+ 6.06% |
$9.87K - $13.2K
|
875
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
50+ 4.98% |
$9.87K - $13.2K
|
1.06K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 10.75% |
$9.87K - $13.2K
|
515
$174K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
50+ 1.43% |
$9.87K - $13.2K
|
3.54K
$1.2M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 10.75% |
$9.87K - $13.2K
|
515
$174K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
49+ 0.34% |
$9.67K - $12.9K
|
14.4K
$4.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 2.24% |
$9.67K - $12.9K
|
2.23K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
49+ 3.28% |
$9.67K - $12.9K
|
1.54K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
49+ 0.56% |
$9.67K - $12.9K
|
8.81K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
49+ 0.19% |
$9.67K - $12.9K
|
26.4K
$8.93M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
49+ 2.27% |
$9.67K - $12.9K
|
2.21K
$747K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
48+ 1.05% |
$9.47K - $12.7K
|
4.6K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
48+ 0.71% |
$9.47K - $12.7K
|
6.85K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
47+ 2.29% |
$9.28K - $12.4K
|
2.1K
$710K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
47+ 1.87% |
$9.28K - $12.4K
|
2.55K
$864K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
46+ 1.51% |
$9.08K - $12.1K
|
3.09K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.43% |
$8.88K - $11.9K
|
10.6K
$3.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
45+ 0.67% |
$8.88K - $11.9K
|
6.75K
$2.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
45+ 2.95% |
$8.88K - $11.9K
|
1.57K
$532K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
45+ 5.34% |
$8.88K - $11.9K
|
887
$300K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
44+ 0.64% |
$8.68K - $11.6K
|
6.89K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44+ 5.96% |
$8.68K - $11.6K
|
782
$264K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
44New |
$8.68K - $11.6K
|
44
$14.9K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
43+ 1.61% |
$8.49K - $11.3K
|
2.72K
$920K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
41+ 2.41% |
$8.09K - $10.8K
|
1.74K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
41+ 0.78% |
$8.09K - $10.8K
|
5.29K
$1.79M
|