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
|
Vista Finance, LLC
|
BUY
|
- |
9+ 0.27% |
$1.78K - $2.37K
|
3.39K
$1.16M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
9+ 0.58% |
$1.78K - $2.37K
|
1.55K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8+ 0.37% |
$1.58K - $2.11K
|
2.17K
$740K
|
|
|
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
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.06% |
$1.38K - $1.85K
|
11.6K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.12% |
$1.38K - $1.85K
|
5.63K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
7+ 0.37% |
$1.38K - $1.85K
|
1.87K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7+ 0.35% |
$1.38K - $1.85K
|
2K
$682K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
6+ 4.88% |
$1.18K - $1.58K
|
129
$44K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 2.25% |
$1.18K - $1.58K
|
273
$93K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
6+ 0.63% |
$1.18K - $1.58K
|
961
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 20.0% |
$1.18K - $1.58K
|
36
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.09% |
$1.18K - $1.58K
|
7.03K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
6+ 0.16% |
$1.18K - $1.58K
|
3.65K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.71% |
$1.18K - $1.58K
|
848
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
6+ 4.76% |
$1.18K - $1.58K
|
132
$45K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 0.4% |
$1.18K - $1.58K
|
1.51K
$515K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.1% |
$987 - $1.32K
|
5.1K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$987 - $1.32K
|
34.8K
$11.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
5+ 0.51% |
$987 - $1.32K
|
984
$335K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
5+ 0.09% |
$987 - $1.32K
|
5.72K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5+ 0.26% |
$987 - $1.32K
|
1.91K
$651K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5+ 0.1% |
$987 - $1.32K
|
4.83K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$987 - $1.32K
|
5.11K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
5+ 0.59% |
$987 - $1.32K
|
851
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5+ 0.07% |
$987 - $1.32K
|
6.68K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$987 - $1.32K
|
1.44K
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
5+ 0.23% |
$987 - $1.32K
|
2.2K
$749K
|
|
|
Feb 05, 2024
Q4 2023
|
Af Advisors, Inc.
|
BUY
|
- |
5+ 0.35% |
$987 - $1.32K
|
1.41K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5+ 0.35% |
$987 - $1.32K
|
1.43K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
5+ 0.24% |
$987 - $1.32K
|
2.11K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
5+ 0.45% |
$987 - $1.32K
|
1.11K
$379K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4+ 0.05% |
$789 - $1.05K
|
7.4K
$2.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.33% |
$789 - $1.05K
|
1.22K
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4+ 0.25% |
$789 - $1.05K
|
1.58K
$537K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.09% |
$789 - $1.05K
|
4.28K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4+ 0.32% |
$789 - $1.05K
|
1.27K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4+ 0.35% |
$789 - $1.05K
|
1.16K
$396K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
3+ 0.1% |
$592 - $791
|
2.97K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3+ 0.36% |
$592 - $791
|
830
$283K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
3+ 0.3% |
$592 - $791
|
993
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.09% |
$592 - $791
|
3.23K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3+ 4.55% |
$592 - $791
|
69
$23.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.41% |
$395 - $527
|
495
$169K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2+ 0.21% |
$395 - $527
|
973
$332K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.16% |
$395 - $527
|
1.27K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.24% |
$395 - $527
|
835
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2+ 0.19% |
$395 - $527
|
1.06K
$361K
|