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 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
15+ 0.28% |
$2.96K - $3.95K
|
5.34K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
15+ 1.87% |
$2.96K - $3.95K
|
816
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
15+ 0.22% |
$2.96K - $3.95K
|
6.68K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
15+ 0.51% |
$2.96K - $3.95K
|
2.95K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15+ 1.25% |
$2.96K - $3.95K
|
1.22K
$411K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
14+ 1.59% |
$2.76K - $3.69K
|
897
$303K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
14+ 3.26% |
$2.76K - $3.69K
|
443
$150K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.97% |
$2.76K - $3.69K
|
1.46K
$495K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14+ 0.58% |
$2.76K - $3.69K
|
2.41K
$816K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.49% |
$2.57K - $3.43K
|
2.66K
$899K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13+ 0.82% |
$2.57K - $3.43K
|
1.6K
$542K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
12+ 1.11% |
$2.37K - $3.16K
|
1.1K
$371K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12New |
$2.37K - $3.16K
|
12
$4.06K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$2.37K - $3.16K
|
2.84K
$960K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.1% |
$2.37K - $3.16K
|
11.8K
$3.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12+ 0.35% |
$2.37K - $3.16K
|
3.47K
$1.17M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
12+ 0.03% |
$2.37K - $3.16K
|
47.2K
$16M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 0.5% |
$2.17K - $2.9K
|
2.19K
$741K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
11+ 1.16% |
$2.17K - $2.9K
|
961
$325K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.79% |
$1.97K - $2.64K
|
1.27K
$430K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 0.32% |
$1.97K - $2.64K
|
3.17K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
10+ 0.49% |
$1.97K - $2.64K
|
2.05K
$695K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10+ 0.25% |
$1.97K - $2.64K
|
4.06K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10+ 0.2% |
$1.97K - $2.64K
|
4.97K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
9+ 0.76% |
$1.78K - $2.37K
|
1.19K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Finance, LLC
|
BUY
|
- |
9+ 0.27% |
$1.78K - $2.37K
|
3.39K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8+ 0.37% |
$1.58K - $2.11K
|
2.17K
$734K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
7+ 0.22% |
$1.38K - $1.85K
|
3.13K
$1.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
7+ 0.59% |
$1.38K - $1.85K
|
1.19K
$403K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
7+ 0.51% |
$1.38K - $1.85K
|
1.38K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.06% |
$1.38K - $1.85K
|
11.6K
$3.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.12% |
$1.38K - $1.85K
|
5.63K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
7+ 0.37% |
$1.38K - $1.85K
|
1.87K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7+ 0.35% |
$1.38K - $1.85K
|
2K
$677K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
6+ 4.88% |
$1.18K - $1.58K
|
129
$43.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 2.25% |
$1.18K - $1.58K
|
273
$92.3K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
6+ 0.63% |
$1.18K - $1.58K
|
961
$325K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 20.0% |
$1.18K - $1.58K
|
36
$12.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.09% |
$1.18K - $1.58K
|
7.03K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
6+ 0.16% |
$1.18K - $1.58K
|
3.65K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.71% |
$1.18K - $1.58K
|
848
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
6+ 4.76% |
$1.18K - $1.58K
|
132
$44.6K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 0.4% |
$1.18K - $1.58K
|
1.51K
$511K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.1% |
$987 - $1.32K
|
5.1K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$987 - $1.32K
|
34.8K
$11.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
5+ 0.51% |
$987 - $1.32K
|
984
$333K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
5+ 0.09% |
$987 - $1.32K
|
5.72K
$1.93M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5+ 0.26% |
$987 - $1.32K
|
1.91K
$646K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5+ 0.1% |
$987 - $1.32K
|
4.83K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$987 - $1.32K
|
5.11K
$1.73M
|