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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
708+ 6.53% |
$109K - $194K
|
11.5K
$3.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
705+ 72.61% |
$108K - $193K
|
1.68K
$578K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
700+ 30.22% |
$108K - $192K
|
3.02K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
692+ 10.34% |
$106K - $190K
|
7.38K
$2.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
691+ 16.81% |
$106K - $190K
|
4.8K
$1.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
689+ 36.88% |
$106K - $189K
|
2.56K
$883K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
686+ 11.6% |
$105K - $188K
|
6.6K
$2.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
680+ 15.23% |
$105K - $187K
|
5.15K
$1.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
680+ 7.32% |
$105K - $187K
|
9.97K
$3.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
678+ 2.52% |
$104K - $186K
|
27.5K
$9.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
677+ 16.62% |
$104K - $186K
|
4.75K
$1.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
674+ 13.25% |
$104K - $185K
|
5.76K
$1.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
668+ 10.99% |
$103K - $183K
|
6.75K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
665+ 16.85% |
$102K - $183K
|
4.61K
$1.59M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
657+ 9.9% |
$101K - $180K
|
7.29K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
651+ 1.16% |
$100K - $179K
|
56.8K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
647+ 31.09% |
$99.5K - $178K
|
2.73K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
647+ 35.94% |
$99.5K - $178K
|
2.45K
$845K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
644+ 26.77% |
$99K - $177K
|
3.05K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
641+ 0.9% |
$98.6K - $176K
|
71.8K
$24.8M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
633+ 10.61% |
$97.3K - $174K
|
6.6K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
627+ 29.35% |
$96.4K - $172K
|
2.76K
$954K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
623+ 41.92% |
$95.8K - $171K
|
2.11K
$728K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
622+ 16.83% |
$95.6K - $171K
|
4.32K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
614+ 2.55% |
$94.4K - $169K
|
24.7K
$8.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
613+ 34.44% |
$94.2K - $168K
|
2.39K
$826K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
608+ 16.23% |
$93.5K - $167K
|
4.35K
$1.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
605+ 29.89% |
$93K - $166K
|
2.63K
$907K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
604+ 14.33% |
$92.9K - $166K
|
4.82K
$1.66M
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
603+ 32.32% |
$92.7K - $165K
|
2.47K
$852K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
600+ 14.51% |
$92.3K - $165K
|
4.74K
$1.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
596+ 10.23% |
$91.6K - $164K
|
6.42K
$2.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
595+ 5.22% |
$91.5K - $163K
|
12K
$4.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
595+ 15.67% |
$91.5K - $163K
|
4.39K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
587+ 35.81% |
$90.3K - $161K
|
2.23K
$768K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
585+ 67.63% |
$89.9K - $161K
|
1.45K
$500K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
583+ 20.17% |
$89.6K - $160K
|
3.47K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
582+ 18.91% |
$89.5K - $160K
|
3.66K
$1.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
571+ 18.78% |
$87.8K - $157K
|
3.61K
$1.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
571+ 1.82% |
$87.8K - $157K
|
32K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
571+ 12.85% |
$87.8K - $157K
|
5.02K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
570+ 51.12% |
$87.6K - $156K
|
1.69K
$582K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
569+ 2.33% |
$87.5K - $156K
|
25K
$8.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
567+ 13.99% |
$87.2K - $156K
|
4.62K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
566+ 11.15% |
$87K - $155K
|
5.64K
$1.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
561+ 35.71% |
$86.3K - $154K
|
2.13K
$736K
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
558+ 5.91% |
$85.8K - $153K
|
10K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
558+ 4.42% |
$85.8K - $153K
|
13.2K
$4.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
556+ 1.02% |
$85.5K - $153K
|
55.3K
$19.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
555+ 27.26% |
$85.3K - $152K
|
2.59K
$894K
|