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 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
5+ 0.51% |
$987 - $1.32K
|
984
$333K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
CALL |
-100- 50.0% |
$19.7K - $26.4K
|
100
$33.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.63K- 60.67% |
$1.11M - $1.48M
|
3.65K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-18- 1.04% |
$3.55K - $4.75K
|
1.71K
$579K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
109+ 5.97% |
$21.5K - $28.7K
|
1.94K
$656K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
146+ 12.98% |
$28.8K - $38.5K
|
1.27K
$430K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-326- 3.53% |
$64.3K - $85.9K
|
8.9K
$3.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
20.1KNew |
$3.97M - $5.3M
|
20.1K
$6.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.03KNew |
$203K - $271K
|
1.03K
$348K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
845New |
$167K - $223K
|
845
$286K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
CALL |
100New |
$19.7K - $26.4K
|
100
$33.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
200+ 23.53% |
$39.5K - $52.7K
|
1.05K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
192+ 21.38% |
$37.9K - $50.6K
|
1.09K
$369K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-129- 12.84% |
$25.5K - $34K
|
876
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
100+ 7.75% |
$19.7K - $26.4K
|
1.39K
$471K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
20+ 2.42% |
$3.95K - $5.27K
|
848
$287K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
CALL |
200New |
$39.5K - $52.7K
|
200
$67.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
805New |
$159K - $212K
|
805
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12New |
$2.37K - $3.16K
|
12
$4.06K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-60- 5.97% |
$11.8K - $15.8K
|
945
$320K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-404- 23.7% |
$79.7K - $107K
|
1.3K
$441K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-158- 9.66% |
$31.2K - $41.7K
|
1.48K
$500K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.39K+ 20.01% |
$867K - $1.16M
|
26.3K
$8.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
135+ 12.76% |
$26.6K - $35.6K
|
1.19K
$404K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.09KNew |
$215K - $287K
|
1.09K
$369K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-105- 0.29% |
$20.7K - $27.7K
|
36.5K
$12.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
PUT |
45KNew |
$8.88M - $11.9M
|
45K
$15.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-310- 1.22% |
$61.2K - $81.7K
|
25.2K
$8.53M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-8.79K- 99.46% |
$1.73M - $2.32M
|
48
$16.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
14+ 1.59% |
$2.76K - $3.69K
|
897
$304K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.49% |
$2.57K - $3.43K
|
2.66K
$900K
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
100New |
$19.7K - $26.4K
|
100
$33.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-801Closed |
$173K - $235K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
28.9MNew |
$6.23B - $8.48B
|
28.9M
$9.79B
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-597- 28.52% |
$129K - $175K
|
1.5K
$507K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
810New |
$175K - $238K
|
810
$274K
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
205K+ 60.31% |
$44.1M - $60M
|
544K
$184M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
445New |
$95.9K - $131K
|
445
$151K
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-4.35KClosed |
$937K - $1.28M
|
0
$0
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
1KNew |
$215K - $293K
|
1K
$339K
|
|
|
Mar 11, 2024
Q3 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
40+ 4.48% |
$8.62K - $11.7K
|
933
$316K
|
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
900+ 56.93% |
$194K - $264K
|
2.48K
$840K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
14.7K+ 4.34% |
$3.17M - $4.31M
|
353K
$120M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
290New |
$62.5K - $85.1K
|
290
$98.2K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
849New |
$183K - $249K
|
849
$287K
|
|
|
Nov 22, 2023
Q3 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-65- 6.59% |
$14K - $19.1K
|
921
$312K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
780+ 666.67% |
$168K - $229K
|
897
$304K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
8+ 2.72% |
$1.72K - $2.35K
|
302
$102K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.22K- 87.04% |
$1.34M - $1.82M
|
925
$313K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
883New |
$190K - $259K
|
883
$299K
|
|