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 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
20+ 1.96% |
$3.95K - $5.27K
|
1.04K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20+ 0.14% |
$3.95K - $5.27K
|
14.3K
$4.88M
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
20+ 1.03% |
$3.95K - $5.27K
|
1.97K
$671K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.71% |
$3.75K - $5.01K
|
2.68K
$913K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
19+ 2.1% |
$3.75K - $5.01K
|
924
$315K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
19+ 1.58% |
$3.75K - $5.01K
|
1.22K
$416K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
19+ 0.84% |
$3.75K - $5.01K
|
2.28K
$777K
|
|
|
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
$442K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
17+ 0.51% |
$3.36K - $4.48K
|
3.35K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17+ 0.33% |
$3.36K - $4.48K
|
5.1K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
17+ 0.55% |
$3.36K - $4.48K
|
3.1K
$1.06M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
17New |
$3.36K - $4.48K
|
17
$5.79K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
16+ 26.67% |
$3.16K - $4.22K
|
76
$25.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
16+ 0.66% |
$3.16K - $4.22K
|
2.43K
$827K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
16+ 0.38% |
$3.16K - $4.22K
|
4.25K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16+ 1.86% |
$3.16K - $4.22K
|
876
$298K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
16+ 0.38% |
$3.16K - $4.22K
|
4.25K
$1.45M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
16+ 0.98% |
$3.16K - $4.22K
|
1.64K
$560K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
15+ 0.28% |
$2.96K - $3.95K
|
5.34K
$1.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
15+ 1.87% |
$2.96K - $3.95K
|
816
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
15+ 0.22% |
$2.96K - $3.95K
|
6.68K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
15+ 0.51% |
$2.96K - $3.95K
|
2.95K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15+ 1.25% |
$2.96K - $3.95K
|
1.22K
$414K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
14+ 1.59% |
$2.76K - $3.69K
|
897
$305K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
14+ 3.26% |
$2.76K - $3.69K
|
443
$151K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.97% |
$2.76K - $3.69K
|
1.46K
$498K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14+ 0.58% |
$2.76K - $3.69K
|
2.41K
$822K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.49% |
$2.57K - $3.43K
|
2.66K
$905K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13+ 0.82% |
$2.57K - $3.43K
|
1.6K
$546K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
12+ 1.11% |
$2.37K - $3.16K
|
1.1K
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12New |
$2.37K - $3.16K
|
12
$4.09K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$2.37K - $3.16K
|
2.84K
$966K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.1% |
$2.37K - $3.16K
|
11.8K
$4M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12+ 0.35% |
$2.37K - $3.16K
|
3.47K
$1.18M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
12+ 0.03% |
$2.37K - $3.16K
|
47.2K
$16.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 0.5% |
$2.17K - $2.9K
|
2.19K
$746K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
11+ 1.16% |
$2.17K - $2.9K
|
961
$327K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.79% |
$1.97K - $2.64K
|
1.27K
$433K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 0.32% |
$1.97K - $2.64K
|
3.17K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
10+ 0.49% |
$1.97K - $2.64K
|
2.05K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10+ 0.25% |
$1.97K - $2.64K
|
4.06K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10+ 0.2% |
$1.97K - $2.64K
|
4.97K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
9+ 0.76% |
$1.78K - $2.37K
|
1.19K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Finance, LLC
|
BUY
|
- |
9+ 0.27% |
$1.78K - $2.37K
|
3.39K
$1.15M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
9+ 0.58% |
$1.78K - $2.37K
|
1.55K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8+ 0.37% |
$1.58K - $2.11K
|
2.17K
$739K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
7+ 0.22% |
$1.38K - $1.85K
|
3.13K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
7+ 0.59% |
$1.38K - $1.85K
|
1.19K
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
7+ 0.51% |
$1.38K - $1.85K
|
1.38K
$470K
|