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 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.21KNew |
$259K - $581K
|
1.21K
$431K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-130- 5.5% |
$27.8K - $62.4K
|
2.24K
$795K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
223+ 2.44% |
$47.6K - $107K
|
9.36K
$3.33M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-30- 1.01% |
$6.41K - $14.4K
|
2.93K
$1.04M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
24.9K+ 8.36% |
$5.31M - $11.9M
|
323K
$115M
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
15+ 1.03% |
$3.2K - $7.2K
|
1.48K
$525K
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
49+ 0.79% |
$10.5K - $23.5K
|
6.29K
$2.24M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
330+ 9.97% |
$70.5K - $158K
|
3.64K
$1.29M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.32K+ 13.98% |
$282K - $634K
|
10.8K
$3.83M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-155- 2.35% |
$33.1K - $74.4K
|
6.44K
$2.29M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-520- 3.23% |
$111K - $250K
|
15.6K
$5.55M
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1- 0.11% |
$214 - $480
|
884
$315K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.04K- 99.9% |
$862K - $1.94M
|
4
$1.42K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
112+ 5.34% |
$23.9K - $53.7K
|
2.21K
$786K
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-988- 17.94% |
$211K - $474K
|
4.52K
$1.61M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 25.84% |
$567K - $1.27M
|
12.9K
$4.6M
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-200- 10.3% |
$42.7K - $96K
|
1.74K
$620K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
36+ 3.9% |
$7.69K - $17.3K
|
958
$341K
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
BUY
|
- |
517New |
$110K - $248K
|
517
$184K
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
247+ 29.2% |
$52.8K - $119K
|
1.09K
$389K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-80- 19.61% |
$17.1K - $38.4K
|
328
$117K
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.45KNew |
$310K - $695K
|
1.45K
$516K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.41K+ 4.06% |
$301K - $675K
|
36.1K
$12.8M
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-575- 7.01% |
$123K - $276K
|
7.62K
$2.71M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.57K- 76.26% |
$1.19M - $2.67M
|
1.73K
$617K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-224- 22.72% |
$47.9K - $107K
|
762
$271K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-7.62K- 8.84% |
$1.63M - $3.66M
|
78.6K
$28M
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-110- 5.67% |
$23.5K - $52.8K
|
1.83K
$652K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
77+ 0.54% |
$16.5K - $36.9K
|
14.3K
$5.1M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
757New |
$162K - $363K
|
757
$269K
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-224- 21.07% |
$47.9K - $107K
|
839
$299K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
970New |
$207K - $465K
|
970
$345K
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.13K+ 32.18% |
$1.31M - $2.94M
|
25.2K
$8.95M
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
727New |
$155K - $349K
|
727
$259K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
577New |
$123K - $277K
|
577
$205K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-193- 23.45% |
$41.2K - $92.6K
|
630
$224K
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3+ 0.04% |
$641 - $1.44K
|
8.35K
$2.97M
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
110+ 3.24% |
$23.5K - $52.8K
|
3.51K
$1.25M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
532New |
$114K - $255K
|
532
$189K
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
737New |
$157K - $354K
|
737
$262K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3+ 0.16% |
$641 - $1.44K
|
1.89K
$674K
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
203+ 8.29% |
$43.4K - $97.4K
|
2.65K
$944K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
931+ 21.23% |
$199K - $447K
|
5.32K
$1.89M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-122- 4.67% |
$26.1K - $58.5K
|
2.49K
$886K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
739New |
$158K - $355K
|
739
$263K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.12K- 32.9% |
$239K - $537K
|
2.28K
$813K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-71- 0.84% |
$15.2K - $34.1K
|
8.38K
$2.98M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
911New |
$195K - $437K
|
911
$324K
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
401+ 29.46% |
$85.7K - $192K
|
1.76K
$627K
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-260- 14.48% |
$55.5K - $125K
|
1.54K
$547K
|