Latest Institutional Transactions on Tesla, Inc. (TSLA)
This table provides information on the latest institutional transactions involving Tesla, Inc. (TSLA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
362+ 3.45% |
$77.3K - $174K
|
10.8K
$4.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
598New |
$128K - $287K
|
598
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-64- 3.47% |
$13.7K - $30.7K
|
1.78K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
918+ 71.27% |
$196K - $441K
|
2.21K
$858K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
760+ 3.48% |
$162K - $365K
|
22.6K
$8.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
5.65KNew |
$1.21M - $2.71M
|
5.65K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-646- 15.45% |
$138K - $310K
|
3.54K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3+ 0.07% |
$641 - $1.44K
|
4.49K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-252- 2.01% |
$53.8K - $121K
|
12.3K
$4.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.1KNew |
$235K - $528K
|
1.1K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-880- 8.21% |
$188K - $422K
|
9.84K
$3.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-289- 4.02% |
$61.7K - $139K
|
6.91K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.08KNew |
$231K - $519K
|
1.08K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
25+ 0.72% |
$5.34K - $12K
|
3.51K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-90- 3.74% |
$19.2K - $43.2K
|
2.32K
$902K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.59K+ 11.18% |
$339K - $762K
|
15.8K
$6.15M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-378- 8.7% |
$80.8K - $181K
|
3.97K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-295- 26.92% |
$63K - $142K
|
801
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-31- 2.47% |
$6.62K - $14.9K
|
1.23K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
701New |
$150K - $336K
|
701
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.7K- 34.93% |
$363K - $816K
|
3.17K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-12- 0.94% |
$2.56K - $5.76K
|
1.27K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-3.19K- 21.58% |
$681K - $1.53M
|
11.6K
$4.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-555- 14.18% |
$119K - $266K
|
3.36K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.37KNew |
$292K - $656K
|
1.37K
$532K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
953New |
$204K - $457K
|
953
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
3.65KNew |
$779K - $1.75M
|
3.65K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
716New |
$153K - $344K
|
716
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
440New |
$94K - $211K
|
440
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
32+ 2.47% |
$6.84K - $15.4K
|
1.33K
$518K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
382+ 1.54% |
$81.6K - $183K
|
25.2K
$9.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.52KNew |
$324K - $727K
|
1.52K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
80+ 7.12% |
$17.1K - $38.4K
|
1.2K
$468K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.44K+ 105.44% |
$307K - $689K
|
2.8K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-95- 3.47% |
$20.3K - $45.6K
|
2.64K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
50New |
$10.7K - $24K
|
50
$19.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
14+ 3.2% |
$2.99K - $6.72K
|
451
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-158- 5.69% |
$33.8K - $75.8K
|
2.62K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
180+ 14.5% |
$38.5K - $86.4K
|
1.42K
$553K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.46% |
$1.07K - $2.4K
|
1.08K
$422K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.65K+ 13.62% |
$1.85M - $4.15M
|
72.2K
$28.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
300+ 21.98% |
$64.1K - $144K
|
1.67K
$648K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.64M- 99.75% |
$1.85B - $4.15B
|
21.9K
$8.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13K- 31.81% |
$2.78M - $6.23M
|
27.9K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.23% |
$19.9K - $44.6K
|
7.44K
$2.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.42K- 5.88% |
$304K - $683K
|
22.8K
$8.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.66K+ 11.25% |
$356K - $798K
|
16.5K
$6.4M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-131- 2.47% |
$28K - $62.9K
|
5.17K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-474- 34.3% |
$101K - $227K
|
908
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
773New |
$165K - $371K
|
773
$301K
|