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 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
5+ 0.59% |
$987 - $1.32K
|
851
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5+ 0.07% |
$987 - $1.32K
|
6.68K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$987 - $1.32K
|
1.44K
$487K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
5+ 0.23% |
$987 - $1.32K
|
2.2K
$744K
|
|
|
Feb 05, 2024
Q4 2023
|
Af Advisors, Inc.
|
BUY
|
- |
5+ 0.35% |
$987 - $1.32K
|
1.41K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5+ 0.35% |
$987 - $1.32K
|
1.43K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
5+ 0.24% |
$987 - $1.32K
|
2.11K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
5+ 0.45% |
$987 - $1.32K
|
1.11K
$377K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4+ 0.05% |
$789 - $1.05K
|
7.4K
$2.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.33% |
$789 - $1.05K
|
1.22K
$412K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4+ 0.25% |
$789 - $1.05K
|
1.58K
$533K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.09% |
$789 - $1.05K
|
4.28K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4+ 0.32% |
$789 - $1.05K
|
1.27K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4+ 0.35% |
$789 - $1.05K
|
1.16K
$394K
|
|
|
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
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
3+ 0.3% |
$592 - $791
|
993
$336K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.09% |
$592 - $791
|
3.23K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3+ 4.55% |
$592 - $791
|
69
$23.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.41% |
$395 - $527
|
495
$168K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2+ 0.21% |
$395 - $527
|
973
$329K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.16% |
$395 - $527
|
1.27K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.24% |
$395 - $527
|
835
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2+ 0.19% |
$395 - $527
|
1.06K
$359K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2New |
$395 - $527
|
2
$677
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 2.9% |
$395 - $527
|
71
$24K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$197 - $264
|
1.14K
$384K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1+ 0.55% |
$197 - $264
|
182
$61.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$197 - $264
|
1.81K
$612K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1+ 0.1% |
$197 - $264
|
962
$326K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1+ 0.06% |
$197 - $264
|
1.59K
$538K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
1+ 6.25% |
$197 - $264
|
17
$5.76K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1+ 0.06% |
$197 - $264
|
1.6K
$542K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$197 - $264
|
3.17K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.0% |
$197 - $264
|
96.2K
$32.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
1+ 0.05% |
$197 - $264
|
2.19K
$742K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.03% |
$197 - $264
|
3.38K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1- 0.05% |
$197 - $264
|
2.09K
$709K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1- 0.07% |
$197 - $264
|
1.5K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1- 0.06% |
$197 - $264
|
1.62K
$550K
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1- -0.0% |
$197 - $264
|
27.2K
$9.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1- 0.1% |
$197 - $264
|
970
$328K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2- 0.06% |
$395 - $527
|
3.42K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-2- 0.11% |
$395 - $527
|
1.86K
$630K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2- 0.44% |
$395 - $527
|
448
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2- 0.16% |
$395 - $527
|
1.22K
$413K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 1.33% |
$592 - $791
|
223
$75.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-3- 3.61% |
$592 - $791
|
80
$27.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3- 0.12% |
$592 - $791
|
2.6K
$881K
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-3- 0.12% |
$592 - $791
|
2.48K
$839K
|