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 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-40- 1.45% |
$7.89K - $10.5K
|
2.72K
$919K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-40- 2.2% |
$7.89K - $10.5K
|
1.78K
$602K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-41- 2.02% |
$8.09K - $10.8K
|
1.99K
$673K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-41- 0.4% |
$8.09K - $10.8K
|
10.2K
$3.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-41- 4.06% |
$8.09K - $10.8K
|
970
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.13% |
$8.09K - $10.8K
|
3.59K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42- 1.42% |
$8.29K - $11.1K
|
2.92K
$987K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-43- 2.73% |
$8.49K - $11.3K
|
1.53K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-43- 2.4% |
$8.49K - $11.3K
|
1.75K
$593K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-44- 0.49% |
$8.68K - $11.6K
|
8.9K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-44- 1.67% |
$8.68K - $11.6K
|
2.6K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.34% |
$8.68K - $11.6K
|
3.24K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-45- 1.04% |
$8.88K - $11.9K
|
4.3K
$1.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-45- 3.01% |
$8.88K - $11.9K
|
1.45K
$491K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-45- 3.76% |
$8.88K - $11.9K
|
1.15K
$390K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-45- 1.64% |
$8.88K - $11.9K
|
2.7K
$914K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-46- 1.33% |
$9.08K - $12.1K
|
3.41K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-46- 10.9% |
$9.08K - $12.1K
|
376
$127K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-46- 0.7% |
$9.08K - $12.1K
|
6.53K
$2.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-47- 0.55% |
$9.28K - $12.4K
|
8.45K
$2.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-47- 5.9% |
$9.28K - $12.4K
|
750
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-47- 1.31% |
$9.28K - $12.4K
|
3.54K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-48- 1.34% |
$9.47K - $12.7K
|
3.53K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-48- 4.12% |
$9.47K - $12.7K
|
1.12K
$378K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-48- 4.05% |
$9.47K - $12.7K
|
1.14K
$385K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-49- 0.73% |
$9.67K - $12.9K
|
6.69K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-49- 0.91% |
$9.67K - $12.9K
|
5.36K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-49- 1.43% |
$9.67K - $12.9K
|
3.38K
$1.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-50- 4.86% |
$9.87K - $13.2K
|
979
$331K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 0.71% |
$9.87K - $13.2K
|
7.04K
$2.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-50- 7.85% |
$9.87K - $13.2K
|
587
$199K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-50- 1.64% |
$9.87K - $13.2K
|
2.99K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
SELL
|
- |
-50- 5.35% |
$9.87K - $13.2K
|
885
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 1.08% |
$9.87K - $13.2K
|
4.6K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-50- 2.22% |
$9.87K - $13.2K
|
2.2K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 1.0% |
$9.87K - $13.2K
|
4.94K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 1.6% |
$9.87K - $13.2K
|
3.08K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-51- 0.26% |
$10.1K - $13.4K
|
19.9K
$6.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-51- 0.18% |
$10.1K - $13.4K
|
28.3K
$9.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-52- 57.14% |
$10.3K - $13.7K
|
39
$13.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-52- 4.26% |
$10.3K - $13.7K
|
1.17K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-52- 1.46% |
$10.3K - $13.7K
|
3.51K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-52- 0.21% |
$10.3K - $13.7K
|
24.4K
$8.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-53- 1.72% |
$10.5K - $14K
|
3.03K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-54- 41.86% |
$10.7K - $14.2K
|
75
$25.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-55- 1.75% |
$10.9K - $14.5K
|
3.08K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-55- 0.92% |
$10.9K - $14.5K
|
5.9K
$2M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-56- 5.28% |
$11.1K - $14.8K
|
1.01K
$340K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-57- 6.14% |
$11.2K - $15K
|
872
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-57- 1.8% |
$11.2K - $15K
|
3.1K
$1.05M
|