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 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-240- 13.76% |
$47.4K - $63.3K
|
1.5K
$512K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-241- 2.4% |
$47.6K - $63.5K
|
9.8K
$3.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-243- 5.23% |
$48K - $64.1K
|
4.41K
$1.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-246- 1.15% |
$48.6K - $64.9K
|
21.2K
$7.22M
|
|
|
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
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-250- 11.6% |
$49.3K - $65.9K
|
1.91K
$649K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-251- 16.56% |
$49.5K - $66.2K
|
1.27K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-254- 4.59% |
$50.1K - $67K
|
5.28K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-255- 17.29% |
$50.3K - $67.2K
|
1.22K
$415K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-255- 3.66% |
$50.3K - $67.2K
|
6.71K
$2.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-256- 14.81% |
$50.5K - $67.5K
|
1.47K
$501K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-256- 3.5% |
$50.5K - $67.5K
|
7.07K
$2.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-264- 3.74% |
$52.1K - $69.6K
|
6.8K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-265- 3.19% |
$52.3K - $69.9K
|
8.04K
$2.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-265- 6.8% |
$52.3K - $69.9K
|
3.63K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-267- 9.34% |
$52.7K - $70.4K
|
2.59K
$882K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-267- 0.6% |
$52.7K - $70.4K
|
44.1K
$15M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-267- 2.74% |
$52.7K - $70.4K
|
9.49K
$3.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-269- 4.28% |
$53.1K - $70.9K
|
6.02K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-271- 2.19% |
$53.5K - $71.4K
|
12.1K
$4.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-272- 2.75% |
$53.7K - $71.7K
|
9.6K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-272- 6.84% |
$53.7K - $71.7K
|
3.71K
$1.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-273- 7.21% |
$53.9K - $72K
|
3.51K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-279- 6.67% |
$55.1K - $73.5K
|
3.9K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-280- 38.46% |
$55.3K - $73.8K
|
448
$153K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-282- 0.69% |
$55.7K - $74.3K
|
40.8K
$13.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-283- 9.53% |
$55.9K - $74.6K
|
2.69K
$915K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-284- 5.67% |
$56.1K - $74.9K
|
4.72K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-286- 1.85% |
$56.4K - $75.4K
|
15.2K
$5.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-289- 10.14% |
$57K - $76.2K
|
2.56K
$872K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-289- 1.31% |
$57K - $76.2K
|
21.7K
$7.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-294- 1.57% |
$58K - $77.5K
|
18.5K
$6.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-295- 5.77% |
$58.2K - $77.8K
|
4.82K
$1.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-296- 5.0% |
$58.4K - $78K
|
5.62K
$1.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-298- 7.99% |
$58.8K - $78.6K
|
3.43K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-298- 8.29% |
$58.8K - $78.6K
|
3.3K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-299- 8.73% |
$59K - $78.8K
|
3.13K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-300- 4.04% |
$59.2K - $79.1K
|
7.13K
$2.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-300- 3.67% |
$59.2K - $79.1K
|
7.88K
$2.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-300- 6.95% |
$59.2K - $79.1K
|
4.02K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-300- 18.23% |
$59.2K - $79.1K
|
1.35K
$458K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-300- 34.09% |
$59.2K - $79.1K
|
580
$197K
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-300- 37.5% |
$59.2K - $79.1K
|
500
$170K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-300- 21.26% |
$59.2K - $79.1K
|
1.11K
$378K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-300- 5.91% |
$59.2K - $79.1K
|
4.77K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-300- 2.43% |
$59.2K - $79.1K
|
12K
$4.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-301- 18.5% |
$59.4K - $79.3K
|
1.33K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-302- 3.72% |
$59.6K - $79.6K
|
7.82K
$2.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-303- 2.38% |
$59.8K - $79.9K
|
12.5K
$4.24M
|