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 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.95K+ 337.72% |
$977K - $1.31M
|
6.42K
$2.17M
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.95K+ 117.43% |
$976K - $1.3M
|
9.16K
$3.1M
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.93K+ 103.62% |
$973K - $1.3M
|
9.68K
$3.28M
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.91KNew |
$970K - $1.3M
|
4.91K
$1.66M
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
4.91K+ 37.3% |
$969K - $1.29M
|
18.1K
$6.12M
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
4.89KNew |
$964K - $1.29M
|
4.89K
$1.65M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.78K+ 4.4% |
$943K - $1.26M
|
113K
$38.4M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.78K+ 1.21% |
$942K - $1.26M
|
401K
$136M
|
|
Feb 07, 2024
Q4 2023
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
4.7K+ 3.28% |
$928K - $1.24M
|
148K
$50.2M
|
|
Feb 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
4.68K+ 11.85% |
$924K - $1.23M
|
44.2K
$15M
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.68KNew |
$923K - $1.23M
|
4.68K
$1.58M
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.67KNew |
$921K - $1.23M
|
4.67K
$1.58M
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.55KNew |
$899K - $1.2M
|
4.55K
$1.54M
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.55K+ 11.39% |
$898K - $1.2M
|
44.5K
$15.1M
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.49KNew |
$887K - $1.18M
|
4.49K
$1.52M
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.48KNew |
$883K - $1.18M
|
4.48K
$1.52M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.39K+ 20.01% |
$867K - $1.16M
|
26.3K
$8.92M
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.38KNew |
$865K - $1.15M
|
4.38K
$1.48M
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
4.36KNew |
$861K - $1.15M
|
4.36K
$1.48M
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.36KNew |
$860K - $1.15M
|
4.36K
$1.47M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.35K+ 21.16% |
$859K - $1.15M
|
24.9K
$8.44M
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.32K+ 7.75% |
$852K - $1.14M
|
60.1K
$20.3M
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
4.29KNew |
$847K - $1.13M
|
4.29K
$1.45M
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.29KNew |
$846K - $1.13M
|
4.29K
$1.45M
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.28KNew |
$845K - $1.13M
|
4.28K
$1.45M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.23K+ 38.8% |
$835K - $1.12M
|
15.1K
$5.13M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.18K+ 1.65% |
$824K - $1.1M
|
258K
$87.3M
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.17KNew |
$823K - $1.1M
|
4.17K
$1.41M
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
4.16KNew |
$821K - $1.1M
|
4.16K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.14K+ 23.96% |
$817K - $1.09M
|
21.4K
$7.25M
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
4.1K+ 25.9% |
$808K - $1.08M
|
19.9K
$6.74M
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.02K+ 57.8% |
$793K - $1.06M
|
11K
$3.71M
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
4.02K+ 28.62% |
$792K - $1.06M
|
18K
$6.11M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.99K+ 6.28% |
$787K - $1.05M
|
67.5K
$22.8M
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.96K+ 9.35% |
$782K - $1.04M
|
46.4K
$15.7M
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.96K+ 6.45% |
$782K - $1.04M
|
65.5K
$22.2M
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.94KNew |
$778K - $1.04M
|
3.94K
$1.34M
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.93K+ 3.51% |
$776K - $1.04M
|
116K
$39.2M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.9K+ 4.72% |
$769K - $1.03M
|
86.4K
$29.3M
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.87KNew |
$764K - $1.02M
|
3.87K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.82K+ 501.05% |
$755K - $1.01M
|
4.59K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.81K+ 20.09% |
$752K - $1M
|
22.8K
$7.71M
|
|
Feb 14, 2024
Q4 2023
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
BUY
|
- |
3.8K+ 13.1% |
$750K - $1M
|
32.8K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.8KNew |
$749K - $1M
|
3.8K
$1.29M
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.76KNew |
$742K - $991K
|
3.76K
$1.27M
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
3.74K+ 23.74% |
$739K - $986K
|
19.5K
$6.6M
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.74K+ 39.69% |
$737K - $985K
|
13.1K
$4.45M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.73K+ 13.07% |
$737K - $984K
|
32.3K
$10.9M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3.72K+ 11.01% |
$734K - $980K
|
37.5K
$12.7M
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.71KNew |
$732K - $978K
|
3.71K
$1.26M
|