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 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-997- 3.83% |
$197K - $263K
|
25K
$8.51M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-998- 5.42% |
$197K - $263K
|
17.4K
$5.93M
|
|
Feb 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1K- 12.82% |
$197K - $264K
|
6.8K
$2.32M
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-1K- 40.0% |
$197K - $264K
|
1.5K
$511K
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.01K- 6.36% |
$199K - $266K
|
14.9K
$5.06M
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.01K- 6.91% |
$200K - $267K
|
13.6K
$4.64M
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.01K- 1.1% |
$200K - $267K
|
91.5K
$31.2M
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.02K- 25.24% |
$201K - $269K
|
3.02K
$1.03M
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.03K- 25.23% |
$203K - $272K
|
3.05K
$1.04M
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.04K- 33.99% |
$205K - $274K
|
2.02K
$688K
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-1.04K- 10.18% |
$206K - $275K
|
9.21K
$3.14M
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.06K- 16.46% |
$209K - $279K
|
5.37K
$1.83M
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-1.07K- 4.46% |
$212K - $283K
|
23K
$7.82M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.07K- 2.46% |
$212K - $283K
|
42.5K
$14.5M
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 6.26% |
$212K - $283K
|
16.1K
$5.48M
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-1.08K- 4.08% |
$212K - $283K
|
25.3K
$8.61M
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.09K- 15.82% |
$215K - $288K
|
5.81K
$1.98M
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.1K- 15.25% |
$217K - $289K
|
6.1K
$2.08M
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.1K- 10.64% |
$217K - $290K
|
9.25K
$3.15M
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.12K- 3.0% |
$221K - $296K
|
36.2K
$12.3M
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.13K- 10.2% |
$223K - $298K
|
9.97K
$3.39M
|
|
Feb 14, 2024
Q4 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-1.14K- 1.08% |
$225K - $301K
|
104K
$35.6M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.16K- 5.36% |
$229K - $306K
|
20.5K
$6.97M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.16K- 4.19% |
$229K - $306K
|
26.5K
$9.03M
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.16K- 52.34% |
$229K - $306K
|
1.06K
$360K
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 24.05% |
$230K - $307K
|
3.68K
$1.25M
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.17K- 22.25% |
$231K - $308K
|
4.08K
$1.39M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.17K- 2.39% |
$231K - $308K
|
47.8K
$16.3M
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.18K- 7.54% |
$232K - $310K
|
14.4K
$4.91M
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.18K- 9.19% |
$233K - $311K
|
11.7K
$3.97M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.19K- 14.1% |
$234K - $313K
|
7.23K
$2.46M
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.19K- 7.12% |
$234K - $313K
|
15.5K
$5.27M
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.19K- 15.73% |
$234K - $313K
|
6.36K
$2.17M
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.21K- 18.55% |
$238K - $318K
|
5.3K
$1.8M
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-1.21K- 31.6% |
$240K - $320K
|
2.63K
$895K
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.22K- 47.99% |
$240K - $320K
|
1.32K
$448K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.22K- 12.81% |
$241K - $321K
|
8.29K
$2.82M
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 6.87% |
$241K - $322K
|
16.6K
$5.64M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.25K- 16.79% |
$247K - $330K
|
6.21K
$2.11M
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.28K- 54.65% |
$253K - $337K
|
1.06K
$362K
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.3K- 52.36% |
$256K - $342K
|
1.18K
$402K
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.32K- 6.93% |
$261K - $348K
|
17.7K
$6.04M
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.33K- 1.31% |
$262K - $350K
|
100K
$34.1M
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.33K- 4.36% |
$263K - $351K
|
29.2K
$9.94M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.33K- 13.83% |
$263K - $352K
|
8.31K
$2.83M
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.34K- 11.99% |
$264K - $353K
|
9.82K
$3.34M
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.34K- 19.64% |
$264K - $353K
|
5.47K
$1.86M
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.34K- 25.14% |
$265K - $354K
|
4K
$1.36M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.38K- 2.16% |
$273K - $364K
|
62.5K
$21.3M
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 4.66% |
$274K - $365K
|
28.4K
$9.66M
|