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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-284- 5.67% |
$56.1K - $74.9K
|
4.72K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-286- 1.85% |
$56.4K - $75.4K
|
15.2K
$5.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-289- 10.14% |
$57K - $76.2K
|
2.56K
$884K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-289- 1.31% |
$57K - $76.2K
|
21.7K
$7.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-294- 1.57% |
$58K - $77.5K
|
18.5K
$6.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-295- 5.77% |
$58.2K - $77.8K
|
4.82K
$1.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-296- 5.0% |
$58.4K - $78K
|
5.62K
$1.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-298- 7.99% |
$58.8K - $78.6K
|
3.43K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-298- 8.29% |
$58.8K - $78.6K
|
3.3K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-299- 8.73% |
$59K - $78.8K
|
3.13K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-300- 4.04% |
$59.2K - $79.1K
|
7.13K
$2.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-300- 3.67% |
$59.2K - $79.1K
|
7.88K
$2.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-300- 6.95% |
$59.2K - $79.1K
|
4.02K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-300- 18.23% |
$59.2K - $79.1K
|
1.35K
$465K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-300- 34.09% |
$59.2K - $79.1K
|
580
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-300- 37.5% |
$59.2K - $79.1K
|
500
$173K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-300- 21.26% |
$59.2K - $79.1K
|
1.11K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-300- 5.91% |
$59.2K - $79.1K
|
4.77K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-300- 2.43% |
$59.2K - $79.1K
|
12K
$4.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-301- 18.5% |
$59.4K - $79.3K
|
1.33K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-302- 3.72% |
$59.6K - $79.6K
|
7.82K
$2.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-303- 2.38% |
$59.8K - $79.9K
|
12.5K
$4.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-303- 16.84% |
$59.8K - $79.9K
|
1.5K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-303- 2.02% |
$59.8K - $79.9K
|
14.7K
$5.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-307- 0.31% |
$60.6K - $80.9K
|
98.5K
$34M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-308- 10.39% |
$60.8K - $81.2K
|
2.66K
$916K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-309- 1.3% |
$61K - $81.5K
|
23.4K
$8.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-310- 1.22% |
$61.2K - $81.7K
|
25.2K
$8.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-310- 3.45% |
$61.2K - $81.7K
|
8.68K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-311- 6.06% |
$61.4K - $82K
|
4.82K
$1.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-313- 1.3% |
$61.8K - $82.5K
|
23.8K
$8.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-313- 0.08% |
$61.8K - $82.5K
|
377K
$130M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-314- 11.93% |
$62K - $82.8K
|
2.32K
$800K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-315- 3.78% |
$62.2K - $83K
|
8.02K
$2.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-316- 9.02% |
$62.4K - $83.3K
|
3.19K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-316- 18.73% |
$62.4K - $83.3K
|
1.37K
$473K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-318- 2.65% |
$62.8K - $83.8K
|
11.7K
$4.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-319- 22.97% |
$63K - $84.1K
|
1.07K
$369K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-319- 0.37% |
$63K - $84.1K
|
86.5K
$29.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-321- 6.68% |
$63.4K - $84.6K
|
4.49K
$1.55M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-321- 6.68% |
$63.4K - $84.6K
|
4.49K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-324- 1.17% |
$63.9K - $85.4K
|
27.4K
$9.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-325- 1.01% |
$64.1K - $85.7K
|
31.9K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-325- 11.98% |
$64.1K - $85.7K
|
2.39K
$824K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-325- 11.44% |
$64.1K - $85.7K
|
2.52K
$868K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-325- 34.57% |
$64.1K - $85.7K
|
615
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-326- 3.53% |
$64.3K - $85.9K
|
8.9K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-327- 25.71% |
$64.5K - $86.2K
|
945
$326K
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-331- 0.91% |
$65.3K - $87.3K
|
36.1K
$12.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-334- 4.49% |
$65.9K - $88K
|
7.1K
$2.45M
|