Purchases and Sales Made in Q1 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q1 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.86K+ 175.0% |
$309K - $612K
|
4.49K
$1.58M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.85K+ 18.93% |
$308K - $611K
|
17.9K
$6.32M
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.84K+ 132.52% |
$307K - $608K
|
4.98K
$1.75M
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.82K+ 83.81% |
$305K - $604K
|
6.19K
$2.18M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 14.82% |
$305K - $604K
|
21.8K
$7.7M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.8K+ 31.34% |
$302K - $599K
|
11.7K
$4.13M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.77K+ 9.11% |
$299K - $593K
|
33.1K
$11.7M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.75K+ 4.49% |
$297K - $589K
|
64K
$22.6M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.73K+ 11.07% |
$295K - $584K
|
27.4K
$9.65M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.72K+ 73.18% |
$294K - $582K
|
6.43K
$2.27M
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 18.91% |
$292K - $579K
|
17K
$5.99M
|
|
May 11, 2023
Q1 2023
|
Granite Point Capital Management, L.P.
|
BUY
|
- |
2.7KNew |
$292K - $578K
|
2.7K
$952K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.7K+ 5.97% |
$292K - $578K
|
47.9K
$16.9M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.66K+ 40.81% |
$287K - $569K
|
9.17K
$3.23M
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.65K+ 84.19% |
$286K - $567K
|
5.79K
$2.04M
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.64K+ 30.15% |
$285K - $565K
|
11.4K
$4.01M
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2.63K+ 10.1% |
$285K - $564K
|
28.7K
$10.1M
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.63KNew |
$284K - $564K
|
2.63K
$928K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.62K+ 64.35% |
$284K - $562K
|
6.7K
$2.36M
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.62K+ 43.42% |
$283K - $560K
|
8.64K
$3.05M
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.61K+ 13.36% |
$282K - $559K
|
22.2K
$7.81M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.61K+ 7.94% |
$282K - $558K
|
35.4K
$12.5M
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.59K+ 9.13% |
$280K - $555K
|
31K
$10.9M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
2.56K+ 16.14% |
$277K - $549K
|
18.5K
$6.51M
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 57.06% |
$277K - $549K
|
7.05K
$2.49M
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.55K+ 19.5% |
$276K - $547K
|
15.6K
$5.52M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.53K+ 7.31% |
$273K - $541K
|
37.1K
$13.1M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.52KNew |
$272K - $539K
|
2.52K
$887K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.51K+ 37.99% |
$271K - $538K
|
9.12K
$3.22M
|
|
May 15, 2023
Q1 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
2.5KNew |
$270K - $536K
|
2.5K
$881K
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.49KNew |
$269K - $533K
|
2.49K
$878K
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
2.47K+ 22.86% |
$266K - $528K
|
13.2K
$4.67M
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.46K+ 103.79% |
$266K - $528K
|
4.84K
$1.71M
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.46K+ 69.25% |
$266K - $528K
|
6.02K
$2.12M
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.42KNew |
$261K - $518K
|
2.42K
$852K
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$261K - $517K
|
2.41K
$851K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.4K+ 87.79% |
$260K - $515K
|
5.14K
$1.81M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.39K+ 5.21% |
$258K - $512K
|
48.2K
$17M
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.38K+ 0.76% |
$257K - $510K
|
317K
$112M
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.36K+ 0.35% |
$255K - $505K
|
669K
$236M
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.35KNew |
$254K - $504K
|
2.35K
$829K
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$254K - $503K
|
2.35K
$828K
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.34KNew |
$253K - $501K
|
2.34K
$825K
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.33K+ 41.6% |
$252K - $500K
|
7.94K
$2.8M
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.33K+ 101.13% |
$252K - $499K
|
4.64K
$1.63M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.31K+ 4.91% |
$250K - $495K
|
49.4K
$17.4M
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.31K+ 116.67% |
$250K - $495K
|
4.29K
$1.51M
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.31KNew |
$250K - $495K
|
2.31K
$814K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.31K+ 356.33% |
$250K - $495K
|
2.96K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.31K+ 12.04% |
$249K - $494K
|
21.5K
$7.57M
|