Purchases and Sales Made in Q2 2024 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q2 2024. 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 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
95+ 0.12% |
$13.5K - $18.8K
|
82.5K
$27.9M
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93+ 35.36% |
$13.2K - $18.4K
|
356
$120K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
93+ 0.69% |
$13.2K - $18.4K
|
13.6K
$4.62M
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
93+ 3.24% |
$13.2K - $18.4K
|
2.96K
$1M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
90+ 7.35% |
$12.8K - $17.8K
|
1.31K
$444K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
90New |
$12.8K - $17.8K
|
90
$30.4K
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
90+ 3.93% |
$12.8K - $17.8K
|
2.38K
$805K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
89+ 23.42% |
$12.6K - $17.6K
|
469
$159K
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
88+ 4.55% |
$12.5K - $17.4K
|
2.02K
$684K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
87+ 0.73% |
$12.4K - $17.2K
|
12K
$4.06M
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
87New |
$12.4K - $17.2K
|
87
$29.4K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
86+ 1433.33% |
$12.2K - $17K
|
92
$31.1K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
85+ 4.09% |
$12.1K - $16.8K
|
2.16K
$731K
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
85+ 5.91% |
$12.1K - $16.8K
|
1.52K
$515K
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
85+ 1.83% |
$12.1K - $16.8K
|
4.72K
$1.6M
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
84+ 3.39% |
$11.9K - $16.6K
|
2.56K
$867K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
84+ 1.82% |
$11.9K - $16.6K
|
4.69K
$1.59M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
83New |
$11.8K - $16.4K
|
83
$28.1K
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
83+ 1.66% |
$11.8K - $16.4K
|
5.07K
$1.71M
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
82+ 5.85% |
$11.6K - $16.2K
|
1.48K
$502K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
81+ 5.73% |
$11.5K - $16K
|
1.49K
$505K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
81+ 11.07% |
$11.5K - $16K
|
813
$275K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
81+ 168.75% |
$11.5K - $16K
|
129
$43.6K
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
80+ 6.6% |
$11.4K - $15.8K
|
1.29K
$437K
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
80+ 4.41% |
$11.4K - $15.8K
|
1.89K
$641K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
80+ 9.51% |
$11.4K - $15.8K
|
921
$312K
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
78+ 0.31% |
$11.1K - $15.4K
|
25.3K
$8.56M
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
78+ 1.86% |
$11.1K - $15.4K
|
4.28K
$1.45M
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
BUY
|
- |
78+ 0.1% |
$11.1K - $15.4K
|
78.3K
$26.5M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
77+ 0.41% |
$10.9K - $15.2K
|
19.1K
$6.45M
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
77+ 5.99% |
$10.9K - $15.2K
|
1.36K
$461K
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
75+ 1.44% |
$10.7K - $14.8K
|
5.29K
$1.79M
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
75+ 4.42% |
$10.7K - $14.8K
|
1.77K
$599K
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
75+ 2.5% |
$10.7K - $14.8K
|
3.08K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
73+ 317.39% |
$10.4K - $14.4K
|
96
$32.5K
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
73+ 3.05% |
$10.4K - $14.4K
|
2.47K
$835K
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
72+ 3.84% |
$10.2K - $14.2K
|
1.95K
$659K
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
72+ 0.6% |
$10.2K - $14.2K
|
12.1K
$4.09M
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
71+ 8.09% |
$10.1K - $14K
|
949
$321K
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
70+ 2.14% |
$9.94K - $13.9K
|
3.34K
$1.13M
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
70+ 4.49% |
$9.94K - $13.9K
|
1.63K
$551K
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
70+ 3.15% |
$9.94K - $13.9K
|
2.3K
$776K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
70+ 1.26% |
$9.94K - $13.9K
|
5.62K
$1.9M
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
69+ 4.36% |
$9.8K - $13.7K
|
1.65K
$559K
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
69+ 0.65% |
$9.8K - $13.7K
|
10.7K
$3.62M
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
69+ 1.46% |
$9.8K - $13.7K
|
4.8K
$1.62M
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
69+ 1.09% |
$9.8K - $13.7K
|
6.37K
$2.16M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
68+ 35.79% |
$9.66K - $13.5K
|
258
$87.3K
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
68+ 3.48% |
$9.66K - $13.5K
|
2.02K
$685K
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
67+ 2.86% |
$9.52K - $13.3K
|
2.41K
$814K
|