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 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
780+ 666.67% |
$168K - $229K
|
897
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
778New |
$168K - $228K
|
778
$259K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
774+ 7.15% |
$167K - $227K
|
11.6K
$3.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
772+ 9.6% |
$166K - $226K
|
8.81K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
771+ 2.52% |
$166K - $226K
|
31.4K
$10.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
762+ 4.99% |
$164K - $224K
|
16K
$5.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
761+ 24.76% |
$164K - $223K
|
3.83K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
758+ 2.27% |
$163K - $222K
|
34.1K
$11.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
753+ 69.85% |
$162K - $221K
|
1.83K
$610K
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
753+ 3.66% |
$162K - $221K
|
21.3K
$7.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
745+ 1.86% |
$161K - $219K
|
40.8K
$13.6M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
741+ 6.99% |
$160K - $217K
|
11.3K
$3.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
741+ 8.7% |
$160K - $217K
|
9.26K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
741+ 41.37% |
$160K - $217K
|
2.53K
$843K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
737+ 17.26% |
$159K - $216K
|
5.01K
$1.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
737+ 9.16% |
$159K - $216K
|
8.78K
$2.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
734+ 14.9% |
$158K - $215K
|
5.66K
$1.88M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
732+ 4.98% |
$158K - $215K
|
15.4K
$5.14M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
732+ 4.98% |
$158K - $215K
|
15.4K
$5.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
730+ 80.75% |
$157K - $214K
|
1.63K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
726+ 12.67% |
$156K - $213K
|
6.45K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
723+ 1.06% |
$156K - $212K
|
69.1K
$23M
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
718New |
$155K - $211K
|
718
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
709+ 4.19% |
$153K - $208K
|
17.6K
$5.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
703+ 1.44% |
$151K - $206K
|
49.5K
$16.5M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
701+ 24.14% |
$151K - $206K
|
3.61K
$1.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
700New |
$151K - $205K
|
700
$233K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
695+ 13.82% |
$150K - $204K
|
5.73K
$1.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
694+ 2.31% |
$150K - $204K
|
30.7K
$10.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
693+ 17.48% |
$149K - $203K
|
4.66K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
688+ 7.5% |
$148K - $202K
|
9.86K
$3.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
687+ 27.89% |
$148K - $202K
|
3.15K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
683+ 19.36% |
$147K - $200K
|
4.21K
$1.4M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
681+ 5.91% |
$147K - $200K
|
12.2K
$4.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
662+ 5.08% |
$143K - $194K
|
13.7K
$4.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
660+ 38.51% |
$142K - $194K
|
2.37K
$790K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
659+ 4.47% |
$142K - $193K
|
15.4K
$5.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
657+ 43.17% |
$142K - $193K
|
2.18K
$725K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
656+ 11.34% |
$141K - $192K
|
6.44K
$2.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
651+ 28.6% |
$140K - $191K
|
2.93K
$974K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
650+ 5.73% |
$140K - $191K
|
12K
$3.99M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
648+ 42.89% |
$140K - $190K
|
2.16K
$719K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
643+ 43.5% |
$139K - $189K
|
2.12K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
642+ 14.01% |
$138K - $188K
|
5.23K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
641+ 112.26% |
$138K - $188K
|
1.21K
$403K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
640+ 32.14% |
$138K - $188K
|
2.63K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
630+ 10.9% |
$136K - $185K
|
6.41K
$2.13M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
630+ 10.9% |
$136K - $185K
|
6.41K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
628+ 2.48% |
$135K - $184K
|
25.9K
$8.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
625+ 11.8% |
$135K - $183K
|
5.92K
$1.97M
|