Purchases and Sales Made in Q3 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
915New |
$197K - $268K
|
915
$326K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
906New |
$195K - $266K
|
906
$322K
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
904New |
$195K - $265K
|
904
$322K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
903+ 115.03% |
$195K - $265K
|
1.69K
$601K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
901+ 32.62% |
$194K - $264K
|
3.66K
$1.3M
|
|
Nov 03, 2023
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
900+ 56.93% |
$194K - $264K
|
2.48K
$883K
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
900+ 56.93% |
$194K - $264K
|
2.48K
$883K
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
899New |
$194K - $264K
|
899
$320K
|
|
Oct 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
896+ 0.63% |
$193K - $263K
|
143K
$51M
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
896+ 6.8% |
$193K - $263K
|
14.1K
$5.01M
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
894New |
$193K - $262K
|
894
$318K
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
890+ 1.9% |
$192K - $261K
|
47.6K
$16.9M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
888+ 3.83% |
$191K - $260K
|
24K
$8.56M
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
888New |
$191K - $260K
|
888
$316K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
887+ 22.09% |
$191K - $260K
|
4.9K
$1.74M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
883New |
$190K - $259K
|
883
$314K
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
883New |
$190K - $259K
|
883
$314K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
882New |
$190K - $259K
|
882
$314K
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
881+ 10.61% |
$190K - $258K
|
9.18K
$3.27M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
879New |
$189K - $258K
|
879
$313K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
875+ 9.08% |
$189K - $257K
|
10.5K
$3.74M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
874+ 0.86% |
$188K - $256K
|
102K
$36.3M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
870+ 94.77% |
$187K - $255K
|
1.79K
$636K
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
867+ 3.6% |
$187K - $254K
|
25K
$8.89M
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
856New |
$184K - $251K
|
856
$305K
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
855+ 5.38% |
$184K - $251K
|
16.8K
$5.96M
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
850New |
$183K - $249K
|
850
$302K
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
849New |
$183K - $249K
|
849
$302K
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
849New |
$183K - $249K
|
849
$302K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
846New |
$182K - $248K
|
846
$301K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
844+ 3.21% |
$182K - $248K
|
27.1K
$9.64M
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
844+ 5.68% |
$182K - $248K
|
15.7K
$5.59M
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
842New |
$181K - $247K
|
842
$300K
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
837New |
$180K - $246K
|
837
$298K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
829+ 0.66% |
$179K - $243K
|
127K
$45.2M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
829+ 7.54% |
$179K - $243K
|
11.8K
$4.21M
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
828New |
$178K - $243K
|
828
$295K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
827+ 10.89% |
$178K - $243K
|
8.42K
$3M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
817+ 9.14% |
$176K - $240K
|
9.75K
$3.47M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
816+ 4.26% |
$176K - $239K
|
20K
$7.11M
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
815New |
$176K - $239K
|
815
$290K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
815+ 8.96% |
$176K - $239K
|
9.92K
$3.53M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
814New |
$175K - $239K
|
814
$290K
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
813+ 16.06% |
$175K - $238K
|
5.88K
$2.09M
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
810+ 3.79% |
$175K - $238K
|
22.2K
$7.9M
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
810+ 6.66% |
$175K - $238K
|
13K
$4.62M
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
810New |
$175K - $238K
|
810
$288K
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
810New |
$175K - $238K
|
810
$288K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
808+ 4.2% |
$174K - $237K
|
20K
$7.13M
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
806New |
$174K - $236K
|
806
$287K
|