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 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
61+ 0.84% |
$9.38K - $16.7K
|
7.35K
$2.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
61+ 2.12% |
$9.38K - $16.7K
|
2.93K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
61+ 6.01% |
$9.38K - $16.7K
|
1.08K
$371K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
61+ 0.33% |
$9.38K - $16.7K
|
18.5K
$6.39M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
61+ 6.01% |
$9.38K - $16.7K
|
1.08K
$371K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
60+ 2.18% |
$9.23K - $16.5K
|
2.81K
$970K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
60New |
$9.23K - $16.5K
|
60
$20.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
60+ 2.1% |
$9.23K - $16.5K
|
2.91K
$1M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
60New |
$9.23K - $16.5K
|
60
$20.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
60+ 1.26% |
$9.23K - $16.5K
|
4.82K
$1.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
59+ 3.25% |
$9.07K - $16.2K
|
1.87K
$647K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
59+ 3.64% |
$9.07K - $16.2K
|
1.68K
$580K
|
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
59+ 4.57% |
$9.07K - $16.2K
|
1.35K
$466K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
58+ 2.67% |
$8.92K - $15.9K
|
2.23K
$770K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
57+ 1.07% |
$8.76K - $15.6K
|
5.4K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
56+ 2.12% |
$8.61K - $15.4K
|
2.69K
$930K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
55+ 2.74% |
$8.46K - $15.1K
|
2.06K
$711K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
55+ 6.17% |
$8.46K - $15.1K
|
946
$327K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
54+ 2.26% |
$8.3K - $14.8K
|
2.44K
$843K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
54+ 4.03% |
$8.3K - $14.8K
|
1.39K
$481K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54+ 1.19% |
$8.3K - $14.8K
|
4.6K
$1.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
53+ 0.8% |
$8.15K - $14.5K
|
6.64K
$2.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
53+ 3.75% |
$8.15K - $14.5K
|
1.47K
$506K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
53+ 1.36% |
$8.15K - $14.5K
|
3.94K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
52+ 2.92% |
$8K - $14.3K
|
1.83K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
51+ 0.97% |
$7.84K - $14K
|
5.29K
$1.83M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
51+ 3.19% |
$7.84K - $14K
|
1.65K
$570K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
50+ 4.97% |
$7.69K - $13.7K
|
1.06K
$365K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
50+ 0.94% |
$7.69K - $13.7K
|
5.37K
$1.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
50+ 0.76% |
$7.69K - $13.7K
|
6.59K
$2.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
50+ 3.47% |
$7.69K - $13.7K
|
1.49K
$514K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 0.47% |
$7.69K - $13.7K
|
10.6K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
50+ 2.84% |
$7.69K - $13.7K
|
1.81K
$625K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
50+ 4.66% |
$7.69K - $13.7K
|
1.12K
$387K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.63% |
$7.69K - $13.7K
|
7.93K
$2.74M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
50+ 11.44% |
$7.69K - $13.7K
|
487
$168K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
49+ 0.72% |
$7.53K - $13.4K
|
6.84K
$2.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
49+ 0.25% |
$7.53K - $13.4K
|
19.7K
$6.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
48+ 0.63% |
$7.38K - $13.2K
|
7.71K
$2.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48+ 0.25% |
$7.38K - $13.2K
|
19.2K
$6.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
47+ 0.92% |
$7.23K - $12.9K
|
5.18K
$1.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
47+ 27.33% |
$7.23K - $12.9K
|
219
$75.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
46+ 3.03% |
$7.07K - $12.6K
|
1.56K
$539K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
46+ 0.67% |
$7.07K - $12.6K
|
6.96K
$2.4M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 0.36% |
$7.07K - $12.6K
|
13K
$4.47M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
45+ 1.52% |
$6.92K - $12.4K
|
3K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
45+ 0.95% |
$6.92K - $12.4K
|
4.8K
$1.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
45+ 1.98% |
$6.92K - $12.4K
|
2.32K
$799K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
45+ 4.39% |
$6.92K - $12.4K
|
1.07K
$369K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
44+ 2.3% |
$6.77K - $12.1K
|
1.96K
$675K
|