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 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
28+ 1.25% |
$5.53K - $7.38K
|
2.26K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
28+ 0.91% |
$5.53K - $7.38K
|
3.12K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
27+ 0.96% |
$5.33K - $7.12K
|
2.83K
$959K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
27+ 1.9% |
$5.33K - $7.12K
|
1.45K
$490K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
27+ 0.68% |
$5.33K - $7.12K
|
3.99K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.1% |
$5.13K - $6.85K
|
2.38K
$805K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.14% |
$5.13K - $6.85K
|
2.3K
$778K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
26+ 0.53% |
$5.13K - $6.85K
|
4.93K
$1.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
26+ 2.93% |
$5.13K - $6.85K
|
914
$309K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
26+ 2.75% |
$5.13K - $6.85K
|
972
$329K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
25+ 2.0% |
$4.93K - $6.59K
|
1.27K
$431K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
25+ 3.1% |
$4.93K - $6.59K
|
832
$281K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
25+ 4.17% |
$4.93K - $6.59K
|
625
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
25+ 12.63% |
$4.93K - $6.59K
|
223
$75.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
25+ 2.56% |
$4.93K - $6.59K
|
1K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
25+ 1.38% |
$4.93K - $6.59K
|
1.84K
$622K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25+ 1.53% |
$4.93K - $6.59K
|
1.65K
$559K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
25+ 1.51% |
$4.93K - $6.59K
|
1.68K
$569K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
24New |
$4.74K - $6.33K
|
24
$8.12K
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
24+ 0.5% |
$4.74K - $6.33K
|
4.82K
$1.63M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
23+ 0.68% |
$4.54K - $6.06K
|
3.42K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 48.94% |
$4.54K - $6.06K
|
70
$23.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
23+ 2.02% |
$4.54K - $6.06K
|
1.16K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
23+ 0.72% |
$4.54K - $6.06K
|
3.21K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
22+ 0.54% |
$4.34K - $5.8K
|
4.09K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
21+ 16.67% |
$4.14K - $5.54K
|
147
$49.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
21+ 0.22% |
$4.14K - $5.54K
|
9.68K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
21+ 1.99% |
$4.14K - $5.54K
|
1.07K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
21+ 1.2% |
$4.14K - $5.54K
|
1.77K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21+ 2.21% |
$4.14K - $5.54K
|
972
$329K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
20+ 2.42% |
$3.95K - $5.27K
|
848
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
20+ 0.94% |
$3.95K - $5.27K
|
2.14K
$724K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
20+ 1.96% |
$3.95K - $5.27K
|
1.04K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20+ 0.14% |
$3.95K - $5.27K
|
14.3K
$4.85M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.71% |
$3.75K - $5.01K
|
2.68K
$907K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
19+ 2.1% |
$3.75K - $5.01K
|
924
$313K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
19+ 1.58% |
$3.75K - $5.01K
|
1.22K
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
19+ 0.84% |
$3.75K - $5.01K
|
2.28K
$772K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
18+ 0.6% |
$3.55K - $4.75K
|
3K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
18+ 1.41% |
$3.55K - $4.75K
|
1.3K
$439K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
17+ 0.51% |
$3.36K - $4.48K
|
3.35K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17+ 0.33% |
$3.36K - $4.48K
|
5.1K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
17+ 0.55% |
$3.36K - $4.48K
|
3.1K
$1.05M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
17New |
$3.36K - $4.48K
|
17
$5.75K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
16+ 26.67% |
$3.16K - $4.22K
|
76
$25.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
16+ 0.66% |
$3.16K - $4.22K
|
2.43K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
16+ 0.38% |
$3.16K - $4.22K
|
4.25K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16+ 1.86% |
$3.16K - $4.22K
|
876
$296K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
16+ 0.38% |
$3.16K - $4.22K
|
4.25K
$1.44M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
16+ 0.98% |
$3.16K - $4.22K
|
1.64K
$556K
|