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
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-33- 0.73% |
$6.51K - $8.7K
|
4.48K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-34- 3.04% |
$6.71K - $8.96K
|
1.09K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-34- 3.41% |
$6.71K - $8.96K
|
963
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-34- 0.2% |
$6.71K - $8.96K
|
17.1K
$5.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-34- 0.12% |
$6.71K - $8.96K
|
29.3K
$9.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-35- 1.15% |
$6.91K - $9.23K
|
3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-35- 2.55% |
$6.91K - $9.23K
|
1.34K
$456K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-36- 2.48% |
$7.1K - $9.49K
|
1.42K
$483K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-36- 0.3% |
$7.1K - $9.49K
|
12K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-36- 1.39% |
$7.1K - $9.49K
|
2.56K
$873K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-37- 0.45% |
$7.3K - $9.75K
|
8.13K
$2.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-37- 0.38% |
$7.3K - $9.75K
|
9.83K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-37- 0.08% |
$7.3K - $9.75K
|
48.7K
$16.6M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-37- 3.45% |
$7.3K - $9.75K
|
1.04K
$353K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-39- 0.95% |
$7.7K - $10.3K
|
4.06K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-39- 2.4% |
$7.7K - $10.3K
|
1.58K
$539K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-39- 0.59% |
$7.7K - $10.3K
|
6.55K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-39- 3.31% |
$7.7K - $10.3K
|
1.14K
$388K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-39- 0.59% |
$7.7K - $10.3K
|
6.55K
$2.23M
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-40- 3.33% |
$7.89K - $10.5K
|
1.16K
$396K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-40- 0.61% |
$7.89K - $10.5K
|
6.51K
$2.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-40- 0.56% |
$7.89K - $10.5K
|
7.13K
$2.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-40- 0.95% |
$7.89K - $10.5K
|
4.17K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-40- 3.51% |
$7.89K - $10.5K
|
1.1K
$374K
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-40- 1.45% |
$7.89K - $10.5K
|
2.72K
$924K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-40- 2.2% |
$7.89K - $10.5K
|
1.78K
$606K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-40- 3.85% |
$7.89K - $10.5K
|
1K
$340K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-41- 2.02% |
$8.09K - $10.8K
|
1.99K
$677K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-41- 0.4% |
$8.09K - $10.8K
|
10.2K
$3.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-41- 4.06% |
$8.09K - $10.8K
|
970
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.13% |
$8.09K - $10.8K
|
3.59K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42- 1.42% |
$8.29K - $11.1K
|
2.92K
$992K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-43- 2.73% |
$8.49K - $11.3K
|
1.53K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-43- 2.4% |
$8.49K - $11.3K
|
1.75K
$597K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-44- 0.49% |
$8.68K - $11.6K
|
8.9K
$3.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-44- 1.67% |
$8.68K - $11.6K
|
2.6K
$884K
|
|
|
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
$493K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-45- 3.76% |
$8.88K - $11.9K
|
1.15K
$392K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-45- 1.64% |
$8.88K - $11.9K
|
2.7K
$919K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-46- 1.33% |
$9.08K - $12.1K
|
3.41K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-46- 10.9% |
$9.08K - $12.1K
|
376
$128K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-46- 0.7% |
$9.08K - $12.1K
|
6.53K
$2.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-47- 0.55% |
$9.28K - $12.4K
|
8.45K
$2.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-47- 5.9% |
$9.28K - $12.4K
|
750
$255K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-47- 1.31% |
$9.28K - $12.4K
|
3.54K
$1.21M
|
|
|
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
$380K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-48- 4.05% |
$9.47K - $12.7K
|
1.14K
$387K
|