Purchases and Sales Made in Q1 2024 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q1 2024. 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 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
23+ 0.52% |
$3.74K - $5.71K
|
4.44K
$1.58M
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 5.52% |
$3.74K - $5.71K
|
440
$157K
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
22+ 1.52% |
$3.58K - $5.47K
|
1.47K
$525K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
22+ 0.2% |
$3.58K - $5.47K
|
11.2K
$4.01M
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
21+ 0.53% |
$3.41K - $5.22K
|
3.97K
$1.42M
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
21+ 1.49% |
$3.41K - $5.22K
|
1.43K
$511K
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 0.41% |
$3.41K - $5.22K
|
5.12K
$1.83M
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
21+ 4.18% |
$3.41K - $5.22K
|
523
$187K
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
21+ 1.83% |
$3.41K - $5.22K
|
1.17K
$418K
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
20+ 1.72% |
$3.25K - $4.97K
|
1.18K
$422K
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
20+ 1.24% |
$3.25K - $4.97K
|
1.64K
$584K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.96% |
$3.25K - $4.97K
|
2.11K
$752K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 1.32% |
$3.25K - $4.97K
|
1.53K
$546K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 150.0% |
$2.93K - $4.47K
|
30
$10.7K
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
18+ 0.11% |
$2.93K - $4.47K
|
16.1K
$5.73M
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
18+ 0.63% |
$2.93K - $4.47K
|
2.86K
$1.02M
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
17+ 7.62% |
$2.76K - $4.22K
|
240
$85.7K
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
17+ 0.4% |
$2.76K - $4.22K
|
4.27K
$1.52M
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
16+ 0.46% |
$2.6K - $3.97K
|
3.48K
$1.24M
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
16+ 0.61% |
$2.6K - $3.97K
|
2.66K
$948K
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
16+ 0.82% |
$2.6K - $3.97K
|
1.98K
$706K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16+ 266.67% |
$2.6K - $3.97K
|
22
$7.85K
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
16+ 1.19% |
$2.6K - $3.97K
|
1.36K
$484K
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
15+ 0.59% |
$2.44K - $3.73K
|
2.55K
$911K
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.45% |
$2.44K - $3.73K
|
3.36K
$1.2M
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
15+ 3.99% |
$2.44K - $3.73K
|
391
$140K
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
15+ 2.4% |
$2.44K - $3.73K
|
640
$228K
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
15+ 0.31% |
$2.44K - $3.73K
|
4.85K
$1.73M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 2.28% |
$2.28K - $3.48K
|
627
$224K
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
14+ 0.35% |
$2.28K - $3.48K
|
4.02K
$1.43M
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
14+ 0.87% |
$2.28K - $3.48K
|
1.62K
$578K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
14New |
$2.28K - $3.48K
|
14
$5K
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13+ 0.1% |
$2.11K - $3.23K
|
12.5K
$4.48M
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
13+ 2.75% |
$2.11K - $3.23K
|
485
$173K
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
13+ 1.03% |
$2.11K - $3.23K
|
1.27K
$454K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 41.94% |
$2.11K - $3.23K
|
44
$15.7K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
13+ 0.11% |
$2.11K - $3.23K
|
11.8K
$4.21M
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12+ 2.56% |
$1.95K - $2.98K
|
481
$172K
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
12+ 0.37% |
$1.95K - $2.98K
|
3.27K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
12+ 2.76% |
$1.95K - $2.98K
|
446
$159K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
11+ 1.53% |
$1.79K - $2.73K
|
731
$261K
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
10+ 2.75% |
$1.63K - $2.48K
|
373
$133K
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$1.63K - $2.48K
|
4.76K
$1.7M
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
10+ 0.62% |
$1.63K - $2.48K
|
1.63K
$582K
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10+ 0.47% |
$1.63K - $2.48K
|
2.15K
$767K
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
10+ 0.63% |
$1.63K - $2.48K
|
1.59K
$566K
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
10+ 47.62% |
$1.63K - $2.48K
|
31
$11.1K
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 1.61% |
$1.63K - $2.48K
|
632
$226K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9+ 0.19% |
$1.46K - $2.24K
|
4.69K
$1.67M
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 6.52% |
$1.46K - $2.24K
|
147
$52.5K
|