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 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-377- 3.43% |
$74.4K - $99.4K
|
10.6K
$3.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-377- 6.19% |
$74.4K - $99.4K
|
5.72K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-381- 3.83% |
$75.2K - $100K
|
9.57K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-383- 1.44% |
$75.6K - $101K
|
26.1K
$8.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-384- 3.28% |
$75.8K - $101K
|
11.3K
$3.85M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-387- 13.27% |
$76.4K - $102K
|
2.53K
$861K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-387- 21.57% |
$76.4K - $102K
|
1.41K
$479K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-389- 2.54% |
$76.8K - $103K
|
14.9K
$5.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-389- 26.61% |
$76.8K - $103K
|
1.07K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-395- 9.1% |
$78K - $104K
|
3.95K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-399- 1.64% |
$78.7K - $105K
|
23.9K
$8.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-400- 38.72% |
$78.9K - $105K
|
633
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-404- 7.6% |
$79.7K - $107K
|
4.92K
$1.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-404- 23.7% |
$79.7K - $107K
|
1.3K
$443K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-410- 21.35% |
$80.9K - $108K
|
1.51K
$514K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-412- 5.27% |
$81.3K - $109K
|
7.4K
$2.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-416- 6.42% |
$82.1K - $110K
|
6.06K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-416- 28.55% |
$82.1K - $110K
|
1.04K
$354K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-418- 17.51% |
$82.5K - $110K
|
1.97K
$670K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-420- 9.84% |
$82.9K - $111K
|
3.85K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-420- 13.99% |
$82.9K - $111K
|
2.58K
$879K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-423- 13.24% |
$83.5K - $112K
|
2.77K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-423- 21.31% |
$83.5K - $112K
|
1.56K
$532K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-426- 2.51% |
$84.1K - $112K
|
16.6K
$5.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-429- 16.94% |
$84.7K - $113K
|
2.1K
$716K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-430- 1.43% |
$84.9K - $113K
|
29.6K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-430- 13.94% |
$84.9K - $113K
|
2.66K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-436- 3.44% |
$86K - $115K
|
12.3K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-440- 7.35% |
$86.8K - $116K
|
5.55K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-441- 10.28% |
$87K - $116K
|
3.85K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-444- 30.58% |
$87.6K - $117K
|
1.01K
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-445- 5.07% |
$87.8K - $117K
|
8.33K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-446- 7.25% |
$88K - $118K
|
5.71K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-446- 3.53% |
$88K - $118K
|
12.2K
$4.16M
|
|
|
Apr 15, 2025
Q4 2023
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-447- 21.53% |
$88.2K - $118K
|
1.63K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-455- 13.47% |
$89.8K - $120K
|
2.92K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-455- 8.72% |
$89.8K - $120K
|
4.76K
$1.62M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-457- 2.98% |
$90.2K - $120K
|
14.9K
$5.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-461- 2.57% |
$91K - $122K
|
17.5K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-461- 7.31% |
$91K - $122K
|
5.84K
$1.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-465- 16.86% |
$91.8K - $123K
|
2.29K
$781K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-465- 57.2% |
$91.8K - $123K
|
348
$118K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-469- 60.52% |
$92.6K - $124K
|
306
$104K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-472- 6.42% |
$93.2K - $124K
|
6.88K
$2.34M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-472- 7.88% |
$93.2K - $124K
|
5.52K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-476- 10.01% |
$93.9K - $125K
|
4.28K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-480- 0.87% |
$94.7K - $127K
|
54.5K
$18.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-483- 78.79% |
$95.3K - $127K
|
130
$44.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-488- 5.62% |
$96.3K - $129K
|
8.19K
$2.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-488- 29.12% |
$96.3K - $129K
|
1.19K
$404K
|