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 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5+ 0.12% |
$769 - $1.37K
|
4.1K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
4+ 0.23% |
$615 - $1.1K
|
1.74K
$602K
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4+ 0.1% |
$615 - $1.1K
|
4.03K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
4+ 0.15% |
$615 - $1.1K
|
2.7K
$933K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.3% |
$615 - $1.1K
|
1.35K
$465K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.11% |
$615 - $1.1K
|
3.73K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.08% |
$615 - $1.1K
|
5.1K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 0.42% |
$615 - $1.1K
|
949
$328K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4+ 0.09% |
$615 - $1.1K
|
4.28K
$1.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$461 - $823
|
1.74K
$599K
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3+ 0.19% |
$461 - $823
|
1.58K
$544K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
3+ 0.23% |
$461 - $823
|
1.3K
$448K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3+ 0.16% |
$461 - $823
|
1.91K
$658K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
3+ 1.52% |
$461 - $823
|
201
$69.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3+ 0.13% |
$461 - $823
|
2.33K
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.03% |
$308 - $549
|
6.54K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.05% |
$308 - $549
|
4.15K
$1.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1+ 0.03% |
$154 - $274
|
2.98K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$154 - $274
|
5.03K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.0% |
$154 - $274
|
27.2K
$9.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.34% |
$154 - $274
|
296
$102K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1- 0.06% |
$154 - $274
|
1.7K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-1- -0.0% |
$154 - $274
|
32.1K
$11.1M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.06% |
$154 - $274
|
1.56K
$537K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2- 0.06% |
$308 - $549
|
3.48K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-3- 0.22% |
$461 - $823
|
1.35K
$467K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3- 0.09% |
$461 - $823
|
3.29K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3- 0.08% |
$461 - $823
|
3.7K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-4- 0.09% |
$615 - $1.1K
|
4.36K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4- 0.32% |
$615 - $1.1K
|
1.24K
$429K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-5- 0.05% |
$769 - $1.37K
|
9.76K
$3.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5- 0.04% |
$769 - $1.37K
|
14.1K
$4.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-5- 0.4% |
$769 - $1.37K
|
1.25K
$430K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$923 - $1.65K
|
4.28K
$1.48M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-6- 0.2% |
$923 - $1.65K
|
2.96K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-6- 0.14% |
$923 - $1.65K
|
4.21K
$1.45M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-7- 0.6% |
$1.08K - $1.92K
|
1.17K
$403K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-7- 0.04% |
$1.08K - $1.92K
|
18.4K
$6.35M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-7- 0.08% |
$1.08K - $1.92K
|
8.4K
$2.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7- 0.54% |
$1.08K - $1.92K
|
1.3K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7- 0.43% |
$1.08K - $1.92K
|
1.63K
$564K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.36% |
$1.23K - $2.2K
|
2.2K
$759K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-8- 0.36% |
$1.23K - $2.2K
|
2.21K
$762K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-8- 0.13% |
$1.23K - $2.2K
|
6.03K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.67% |
$1.23K - $2.2K
|
1.18K
$408K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-8- 0.66% |
$1.23K - $2.2K
|
1.2K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.17% |
$1.23K - $2.2K
|
4.64K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-8- 0.45% |
$1.23K - $2.2K
|
1.77K
$612K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-9- 0.01% |
$1.38K - $2.47K
|
86.3K
$29.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-9- 0.51% |
$1.38K - $2.47K
|
1.75K
$605K
|