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 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.39K- 8.6% |
$275K - $367K
|
14.8K
$5.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.4K- 8.96% |
$277K - $369K
|
14.2K
$4.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.41K- 28.62% |
$277K - $370K
|
3.5K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.42K- 19.05% |
$281K - $375K
|
6.05K
$2.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.44K- 2.52% |
$285K - $380K
|
55.9K
$19M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.45K- 6.4% |
$285K - $381K
|
21.1K
$7.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 12.91% |
$287K - $383K
|
9.81K
$3.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.46K- 24.46% |
$287K - $384K
|
4.49K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.47K- 4.19% |
$291K - $388K
|
33.7K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.49K- 2.4% |
$294K - $393K
|
60.7K
$20.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.5K- 9.55% |
$295K - $395K
|
14.2K
$4.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.51K- 1.13% |
$297K - $397K
|
131K
$44.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.52K- 33.05% |
$300K - $400K
|
3.08K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.52K- 0.67% |
$300K - $401K
|
226K
$77.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.53K- 53.16% |
$302K - $403K
|
1.35K
$459K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.54K- 40.95% |
$305K - $407K
|
2.23K
$758K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.54K- 4.8% |
$305K - $407K
|
30.6K
$10.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.55K- 9.12% |
$305K - $408K
|
15.4K
$5.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.55K- 9.11% |
$306K - $409K
|
15.5K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-1.58K- 9.25% |
$312K - $417K
|
15.5K
$5.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.6K- 60.5% |
$315K - $421K
|
1.04K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.62K- 1.16% |
$320K - $428K
|
139K
$47.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.65K- 29.38% |
$325K - $434K
|
3.96K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.66K- 13.63% |
$327K - $437K
|
10.5K
$3.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.66K- 3.36% |
$328K - $438K
|
47.8K
$16.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.67K- 18.76% |
$330K - $441K
|
7.24K
$2.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.68K- 10.81% |
$331K - $442K
|
13.8K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.68K- 1.47% |
$331K - $442K
|
113K
$38.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1.68K- 18.35% |
$331K - $442K
|
7.46K
$2.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.68K- 5.02% |
$332K - $444K
|
31.9K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.69K- 7.41% |
$333K - $445K
|
21.1K
$7.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.77K- 2.82% |
$350K - $467K
|
61.1K
$20.8M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.78K- 8.41% |
$351K - $469K
|
19.4K
$6.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 26.66% |
$356K - $475K
|
4.96K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.83K- 5.97% |
$362K - $483K
|
28.9K
$9.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.84K- 13.96% |
$363K - $485K
|
11.3K
$3.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.84K- 6.34% |
$363K - $485K
|
27.2K
$9.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.88K- 1.66% |
$370K - $494K
|
111K
$37.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.88K- 67.71% |
$372K - $496K
|
898
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.92K- 20.63% |
$379K - $507K
|
7.4K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.93K- 58.11% |
$381K - $508K
|
1.39K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.95K- 67.93% |
$384K - $513K
|
919
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-1.95K- 8.23% |
$385K - $515K
|
21.8K
$7.41M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 31.73% |
$387K - $517K
|
4.22K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1.98K- 22.38% |
$390K - $521K
|
6.85K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.99K- 4.6% |
$394K - $526K
|
41.3K
$14.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 12.5% |
$411K - $549K
|
14.6K
$4.96M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-2.1K- 3.83% |
$414K - $553K
|
52.7K
$17.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.11K- 5.88% |
$416K - $556K
|
33.8K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.12K- 36.79% |
$418K - $558K
|
3.64K
$1.24M
|