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 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-736- 8.25% |
$113K - $202K
|
8.19K
$2.28M
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-738- 6.71% |
$113K - $203K
|
10.3K
$2.86M
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-745- 24.16% |
$115K - $204K
|
2.34K
$651K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-748- 75.56% |
$115K - $205K
|
242
$67.4K
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-750- 0.33% |
$115K - $206K
|
230K
$64M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-756- 5.15% |
$116K - $207K
|
13.9K
$3.88M
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-758- 3.42% |
$117K - $208K
|
21.4K
$5.97M
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-765- 48.3% |
$118K - $210K
|
819
$228K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-767- 4.45% |
$118K - $211K
|
16.5K
$4.59M
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-772- 43.86% |
$119K - $212K
|
988
$275K
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-778- 2.04% |
$120K - $214K
|
37.4K
$10.4M
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-783- 5.79% |
$120K - $215K
|
12.7K
$3.55M
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-783- 6.28% |
$120K - $215K
|
11.7K
$3.25M
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-787- 99.24% |
$121K - $216K
|
6
$1.67K
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-795- 22.52% |
$122K - $218K
|
2.74K
$761K
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-800- 8.7% |
$123K - $220K
|
8.4K
$2.34M
|
|
Aug 14, 2023
Q2 2023
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-819- 4.32% |
$126K - $225K
|
18.2K
$5.06M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-822- 0.89% |
$126K - $226K
|
91.1K
$25.4M
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-826- 26.46% |
$127K - $227K
|
2.3K
$639K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-840- 5.78% |
$129K - $231K
|
13.7K
$3.81M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-847- 4.88% |
$130K - $232K
|
16.5K
$4.6M
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-852- 27.24% |
$131K - $234K
|
2.28K
$634K
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-855- 14.37% |
$131K - $235K
|
5.1K
$1.42M
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-883- 48.04% |
$136K - $242K
|
955
$266K
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-883- 26.73% |
$136K - $242K
|
2.42K
$674K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-892- 56.92% |
$137K - $245K
|
675
$188K
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-893- 63.33% |
$137K - $245K
|
517
$144K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-897- 32.23% |
$138K - $246K
|
1.89K
$525K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-899- 2.93% |
$138K - $247K
|
29.8K
$8.3M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-903- 12.8% |
$139K - $248K
|
6.15K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-909- 17.55% |
$140K - $249K
|
4.27K
$1.19M
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-910- 10.89% |
$140K - $250K
|
7.44K
$2.07M
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-919- 4.33% |
$141K - $252K
|
20.3K
$5.65M
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-926- 49.15% |
$142K - $254K
|
958
$267K
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-933- 7.96% |
$143K - $256K
|
10.8K
$3M
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-935- 16.23% |
$144K - $257K
|
4.83K
$1.34M
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-944- 26.64% |
$145K - $259K
|
2.6K
$724K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-980- 2.06% |
$151K - $269K
|
46.7K
$13M
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-988- 18.34% |
$152K - $271K
|
4.4K
$1.22M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-991- 6.57% |
$152K - $272K
|
14.1K
$3.92M
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-996- 92.82% |
$153K - $273K
|
77
$21.4K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1K- 14.86% |
$154K - $275K
|
5.74K
$1.6M
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1K- 19.56% |
$154K - $276K
|
4.13K
$1.15M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 16.03% |
$155K - $277K
|
5.3K
$1.47M
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.02K- 17.0% |
$156K - $279K
|
4.96K
$1.38M
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.02K- 10.52% |
$156K - $279K
|
8.65K
$2.41M
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.02K- 24.67% |
$156K - $279K
|
3.11K
$865K
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.03K- 28.35% |
$158K - $281K
|
2.59K
$721K
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.03K- 6.33% |
$159K - $284K
|
15.3K
$4.25M
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.03K- 10.14% |
$159K - $284K
|
9.17K
$2.55M
|