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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
107+ 3.53% |
$11.6K - $22.9K
|
3.14K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
107+ 2.47% |
$11.6K - $22.9K
|
4.44K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
107+ 1.13% |
$11.6K - $22.9K
|
9.61K
$3.25M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
106+ 3.28% |
$11.5K - $22.7K
|
3.34K
$1.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
104+ 8.93% |
$11.2K - $22.3K
|
1.27K
$429K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
104+ 1.62% |
$11.2K - $22.3K
|
6.51K
$2.2M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
104+ 4.52% |
$11.2K - $22.3K
|
2.4K
$814K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
103+ 5.1% |
$11.1K - $22.1K
|
2.12K
$719K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
103+ 2.34% |
$11.1K - $22.1K
|
4.51K
$1.53M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 9.09% |
$10.8K - $21.4K
|
1.2K
$406K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
100+ 2.44% |
$10.8K - $21.4K
|
4.2K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100+ 4.05% |
$10.8K - $21.4K
|
2.57K
$871K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
97+ 48.02% |
$10.5K - $20.8K
|
299
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
97+ 3.83% |
$10.5K - $20.8K
|
2.63K
$890K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
97+ 1.8% |
$10.5K - $20.8K
|
5.49K
$1.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
97+ 4.33% |
$10.5K - $20.8K
|
2.34K
$791K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
96+ 3.87% |
$10.4K - $20.6K
|
2.58K
$873K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
96+ 3.94% |
$10.4K - $20.6K
|
2.53K
$857K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
95+ 3.28% |
$10.3K - $20.4K
|
2.99K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
95+ 1.62% |
$10.3K - $20.4K
|
5.96K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
95+ 5.36% |
$10.3K - $20.4K
|
1.87K
$632K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
94+ 6.07% |
$10.2K - $20.1K
|
1.64K
$556K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
93+ 3.72% |
$10.1K - $19.9K
|
2.6K
$879K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
93+ 7.45% |
$10.1K - $19.9K
|
1.34K
$454K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
91+ 0.59% |
$9.84K - $19.5K
|
15.5K
$5.24M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
87+ 1.09% |
$9.4K - $18.6K
|
8.05K
$2.72M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
87+ 5.92% |
$9.4K - $18.6K
|
1.56K
$527K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
87+ 6.05% |
$9.4K - $18.6K
|
1.53K
$516K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
86+ 13.98% |
$9.3K - $18.4K
|
701
$237K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
85New |
$9.19K - $18.2K
|
85
$28.8K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
84+ 0.3% |
$9.08K - $18K
|
28.5K
$9.65M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
82+ 11.53% |
$8.86K - $17.6K
|
793
$269K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
81+ 1.58% |
$8.76K - $17.4K
|
5.21K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
81+ 0.62% |
$8.76K - $17.4K
|
13.1K
$4.45M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
81+ 2.0% |
$8.76K - $17.4K
|
4.14K
$1.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
80New |
$8.65K - $17.1K
|
80
$27.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
80+ 13.01% |
$8.65K - $17.1K
|
695
$235K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
80+ 400.0% |
$8.65K - $17.1K
|
100
$33.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
80+ 1.89% |
$8.65K - $17.1K
|
4.31K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
80+ 2.88% |
$8.65K - $17.1K
|
2.86K
$967K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
79+ 0.22% |
$8.54K - $16.9K
|
36.8K
$12.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
79+ 0.51% |
$8.54K - $16.9K
|
15.7K
$5.31M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
79+ 0.22% |
$8.54K - $16.9K
|
36.8K
$12.4M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
77+ 7.73% |
$8.32K - $16.5K
|
1.07K
$363K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
76+ 7.32% |
$8.22K - $16.3K
|
1.11K
$377K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
75+ 2.4% |
$8.11K - $16.1K
|
3.2K
$1.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
75+ 2.79% |
$8.11K - $16.1K
|
2.76K
$934K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
75+ 1.98% |
$8.11K - $16.1K
|
3.86K
$1.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
75+ 0.92% |
$8.11K - $16.1K
|
8.26K
$2.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
75+ 0.66% |
$8.11K - $16.1K
|
11.4K
$3.86M
|