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 |
---|---|---|---|---|---|---|---|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500+ 6.77% |
$108K - $147K
|
7.88K
$2.62M
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
BUY
|
- |
500+ 7.04% |
$108K - $147K
|
7.6K
$2.53M
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
500+ 51.18% |
$108K - $147K
|
1.48K
$492K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
486+ 5.57% |
$105K - $143K
|
9.22K
$3.07M
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
484+ 12.44% |
$104K - $142K
|
4.38K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
484+ 12.5% |
$104K - $142K
|
4.36K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
481+ 4.18% |
$104K - $141K
|
12K
$3.99M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
481+ 17.77% |
$104K - $141K
|
3.19K
$1.06M
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
480+ 13.06% |
$103K - $141K
|
4.16K
$1.38M
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
479+ 9.73% |
$103K - $141K
|
5.4K
$1.8M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
476+ 3.93% |
$103K - $140K
|
12.6K
$4.19M
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
474+ 32.29% |
$102K - $139K
|
1.94K
$646K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
468+ 135.65% |
$101K - $137K
|
813
$271K
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
460+ 1.3% |
$99.1K - $135K
|
35.8K
$11.9M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
458+ 7.11% |
$98.7K - $134K
|
6.9K
$2.3M
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
457+ 11.86% |
$98.5K - $134K
|
4.31K
$1.43M
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
452+ 29.18% |
$97.4K - $133K
|
2K
$666K
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
452+ 17.17% |
$97.4K - $133K
|
3.08K
$1.03M
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
449+ 16.36% |
$96.8K - $132K
|
3.19K
$1.06M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
448+ 4.24% |
$96.5K - $131K
|
11K
$3.66M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
446+ 17.6% |
$96.1K - $131K
|
2.98K
$992K
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
445+ 9.63% |
$95.9K - $131K
|
5.06K
$1.69M
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
445New |
$95.9K - $131K
|
445
$148K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
443+ 0.4% |
$95.5K - $130K
|
112K
$37.3M
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
442+ 3.14% |
$95.2K - $130K
|
14.5K
$4.83M
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
441+ 4.23% |
$95K - $129K
|
10.9K
$3.62M
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
434+ 17.96% |
$93.5K - $127K
|
2.85K
$949K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
429+ 7.52% |
$92.4K - $126K
|
6.14K
$2.04M
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
423+ 11.6% |
$91.2K - $124K
|
4.07K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
422+ 18.71% |
$90.9K - $124K
|
2.68K
$891K
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
421+ 36.74% |
$90.7K - $123K
|
1.57K
$522K
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
414+ 47.86% |
$89.2K - $121K
|
1.28K
$426K
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
414+ 6.24% |
$89.2K - $121K
|
7.05K
$2.35M
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
414+ 0.94% |
$89.2K - $121K
|
44.4K
$14.8M
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
408+ 11.33% |
$87.9K - $120K
|
4.01K
$1.33M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
405+ 0.68% |
$87.3K - $119K
|
60.1K
$20M
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
403+ 10.43% |
$86.8K - $118K
|
4.27K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
402+ 10.46% |
$86.6K - $118K
|
4.24K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
402+ 15.27% |
$86.6K - $118K
|
3.04K
$1.01M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
401+ 6.24% |
$86.4K - $118K
|
6.82K
$2.27M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
401+ 0.87% |
$86.4K - $118K
|
46.7K
$15.5M
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
400+ 8.78% |
$86.2K - $117K
|
4.96K
$1.65M
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
396+ 4.78% |
$85.3K - $116K
|
8.68K
$2.89M
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
396+ 8.21% |
$85.3K - $116K
|
5.22K
$1.74M
|
|
Nov 13, 2023
Q3 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
395New |
$85.1K - $116K
|
395
$131K
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
391+ 39.94% |
$84.3K - $115K
|
1.37K
$456K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
391+ 8.86% |
$84.3K - $115K
|
4.81K
$1.6M
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
390+ 15.19% |
$84K - $114K
|
2.96K
$984K
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
385+ 13.35% |
$83K - $113K
|
3.27K
$1.09M
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
383+ 19.85% |
$82.5K - $112K
|
2.31K
$770K
|