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 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-207- 9.75% |
$40.9K - $54.6K
|
1.92K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-207- 3.38% |
$40.9K - $54.6K
|
5.92K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-209- 2.91% |
$41.2K - $55.1K
|
6.98K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-210- 29.79% |
$41.4K - $55.4K
|
495
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-210- 0.09% |
$41.4K - $55.4K
|
230K
$77.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-211- 7.5% |
$41.6K - $55.6K
|
2.6K
$882K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-212- 14.79% |
$41.8K - $55.9K
|
1.22K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-213- 5.02% |
$42K - $56.2K
|
4.03K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-214- 0.62% |
$42.2K - $56.4K
|
34.5K
$11.7M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-217- 2.54% |
$42.8K - $57.2K
|
8.33K
$2.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-218- 2.04% |
$43K - $57.5K
|
10.5K
$3.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-221- 11.84% |
$43.6K - $58.3K
|
1.65K
$557K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-223- 0.16% |
$44K - $58.8K
|
142K
$48.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-225- 13.58% |
$44.4K - $59.3K
|
1.43K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-225- 63.03% |
$44.4K - $59.3K
|
132
$44.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-225- 2.08% |
$44.4K - $59.3K
|
10.6K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-230- 8.9% |
$45.4K - $60.6K
|
2.36K
$797K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-232- 20.03% |
$45.8K - $61.2K
|
926
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-235- 3.08% |
$46.4K - $62K
|
7.39K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-235- 10.12% |
$46.4K - $62K
|
2.09K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-235- 3.64% |
$46.4K - $62K
|
6.22K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-238- 8.89% |
$47K - $62.7K
|
2.44K
$826K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-240- 13.76% |
$47.4K - $63.3K
|
1.5K
$509K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-241- 2.4% |
$47.6K - $63.5K
|
9.8K
$3.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-243- 5.23% |
$48K - $64.1K
|
4.41K
$1.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-246- 1.15% |
$48.6K - $64.9K
|
21.2K
$7.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-247- 7.08% |
$48.7K - $65.1K
|
3.24K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-250- 13.48% |
$49.3K - $65.9K
|
1.61K
$543K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-250- 11.6% |
$49.3K - $65.9K
|
1.91K
$645K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-251- 16.56% |
$49.5K - $66.2K
|
1.27K
$428K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-254- 4.59% |
$50.1K - $67K
|
5.28K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-255- 17.29% |
$50.3K - $67.2K
|
1.22K
$413K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-255- 3.66% |
$50.3K - $67.2K
|
6.71K
$2.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-256- 14.81% |
$50.5K - $67.5K
|
1.47K
$498K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-256- 3.5% |
$50.5K - $67.5K
|
7.07K
$2.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-264- 3.74% |
$52.1K - $69.6K
|
6.8K
$2.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-265- 3.19% |
$52.3K - $69.9K
|
8.04K
$2.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-265- 6.8% |
$52.3K - $69.9K
|
3.63K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-267- 9.34% |
$52.7K - $70.4K
|
2.59K
$877K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-267- 0.6% |
$52.7K - $70.4K
|
44.1K
$14.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-267- 2.74% |
$52.7K - $70.4K
|
9.49K
$3.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-269- 4.28% |
$53.1K - $70.9K
|
6.02K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-271- 2.19% |
$53.5K - $71.4K
|
12.1K
$4.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-272- 2.75% |
$53.7K - $71.7K
|
9.6K
$3.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-272- 6.84% |
$53.7K - $71.7K
|
3.71K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-273- 7.21% |
$53.9K - $72K
|
3.51K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-279- 6.67% |
$55.1K - $73.5K
|
3.9K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-280- 38.46% |
$55.3K - $73.8K
|
448
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-282- 0.69% |
$55.7K - $74.3K
|
40.8K
$13.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-283- 9.53% |
$55.9K - $74.6K
|
2.69K
$909K
|