Purchases and Sales Made in Q2 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
843New |
$130K - $231K
|
843
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
843New |
$130K - $231K
|
843
$285K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
840New |
$129K - $231K
|
840
$284K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
840New |
$129K - $231K
|
840
$284K
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
836New |
$129K - $229K
|
836
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
836+ 10.32% |
$129K - $229K
|
8.93K
$3.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
834+ 22.46% |
$128K - $229K
|
4.55K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
834New |
$128K - $229K
|
834
$282K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
832New |
$128K - $228K
|
832
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
832+ 2.12% |
$128K - $228K
|
40K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
832New |
$128K - $228K
|
832
$281K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
831+ 1.69% |
$128K - $228K
|
49.9K
$16.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
831New |
$128K - $228K
|
831
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
830+ 69.63% |
$128K - $228K
|
2.02K
$684K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
830+ 564.63% |
$128K - $228K
|
977
$330K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
829New |
$127K - $228K
|
829
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
829New |
$127K - $228K
|
829
$280K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
826New |
$127K - $227K
|
826
$279K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
826+ 10.45% |
$127K - $227K
|
8.73K
$2.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
823+ 9.04% |
$127K - $226K
|
9.93K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
823+ 2.36% |
$127K - $226K
|
35.7K
$12.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
822New |
$126K - $226K
|
822
$278K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
822New |
$126K - $226K
|
822
$278K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
821+ 396.62% |
$126K - $225K
|
1.03K
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
820+ 38.43% |
$126K - $225K
|
2.95K
$999K
|
|
|
Aug 11, 2023
Q2 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
820New |
$126K - $225K
|
820
$277K
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
817New |
$126K - $224K
|
817
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
817New |
$126K - $224K
|
817
$276K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
816New |
$125K - $224K
|
816
$276K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
814+ 19.89% |
$125K - $223K
|
4.91K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
814+ 67.95% |
$125K - $223K
|
2.01K
$681K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
813New |
$125K - $223K
|
813
$275K
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
813New |
$125K - $223K
|
813
$275K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
813New |
$125K - $223K
|
813
$275K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
811New |
$125K - $223K
|
811
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
810New |
$125K - $222K
|
810
$274K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
809New |
$124K - $222K
|
809
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
809+ 2.17% |
$124K - $222K
|
38K
$12.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
808+ 9.66% |
$124K - $222K
|
9.18K
$3.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
806New |
$124K - $221K
|
806
$273K
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
BUY
|
- |
805New |
$124K - $221K
|
805
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
805New |
$124K - $221K
|
805
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
805New |
$124K - $221K
|
805
$272K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
804+ 2.85% |
$124K - $221K
|
29K
$9.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
804+ 12.5% |
$124K - $221K
|
7.24K
$2.45M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
801New |
$123K - $220K
|
801
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
800+ 58.95% |
$123K - $220K
|
2.16K
$730K
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
798New |
$123K - $219K
|
798
$270K
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
798New |
$123K - $219K
|
798
$270K
|
|
|
Jul 05, 2023
Q2 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
797New |
$123K - $219K
|
797
$270K
|