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 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
271+ 27.07% |
$58.4K - $79.5K
|
1.27K
$439K
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
270+ 17.48% |
$58.2K - $79.2K
|
1.82K
$626K
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
269+ 14.32% |
$58K - $78.9K
|
2.15K
$741K
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
267+ 23.5% |
$57.5K - $78.3K
|
1.4K
$484K
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
261New |
$56.2K - $76.6K
|
261
$90.1K
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
BUY
|
- |
260+ 6.33% |
$56K - $76.3K
|
4.37K
$1.51M
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
259+ 5.7% |
$55.8K - $76K
|
4.81K
$1.66M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
255New |
$54.9K - $74.8K
|
255
$88K
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
253+ 14.25% |
$54.5K - $74.2K
|
2.03K
$700K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
253+ 3.43% |
$54.5K - $74.2K
|
7.62K
$2.63M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
252+ 1.55% |
$54.3K - $73.9K
|
16.5K
$5.69M
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
252+ 14.47% |
$54.3K - $73.9K
|
1.99K
$688K
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
250+ 7.11% |
$53.9K - $73.3K
|
3.76K
$1.3M
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
250+ 4.03% |
$53.9K - $73.3K
|
6.46K
$2.23M
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
249+ 2.73% |
$53.7K - $73K
|
9.37K
$3.23M
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
249+ 4.24% |
$53.7K - $73K
|
6.13K
$2.11M
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
249+ 13.54% |
$53.7K - $73K
|
2.09K
$721K
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
248+ 1.55% |
$53.4K - $72.7K
|
16.3K
$5.61M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
245+ 19.48% |
$52.8K - $71.9K
|
1.5K
$519K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
242+ 0.96% |
$52.1K - $71K
|
25.4K
$8.76M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
241+ 11.4% |
$51.9K - $70.7K
|
2.36K
$813K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
239+ 2.84% |
$51.5K - $70.1K
|
8.65K
$2.98M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
239New |
$51.5K - $70.1K
|
239
$82.5K
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
238+ 1.01% |
$51.3K - $69.8K
|
23.7K
$8.19M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
233+ 12.04% |
$50.2K - $68.3K
|
2.17K
$749K
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
233+ 9.7% |
$50.2K - $68.3K
|
2.63K
$909K
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
233+ 7.96% |
$50.2K - $68.3K
|
3.16K
$1.09M
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
230+ 14.49% |
$49.6K - $67.5K
|
1.82K
$627K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
229+ 3.52% |
$49.3K - $67.2K
|
6.74K
$2.32M
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
228+ 3.25% |
$49.1K - $66.9K
|
7.25K
$2.5M
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
227+ 21.21% |
$48.9K - $66.6K
|
1.3K
$448K
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
227+ 1.85% |
$48.9K - $66.6K
|
12.5K
$4.32M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
226+ 0.88% |
$48.7K - $66.3K
|
26K
$8.98M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
223+ 20.38% |
$48.1K - $65.4K
|
1.32K
$455K
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
222+ 1.57% |
$47.8K - $65.1K
|
14.4K
$4.96M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
222+ 24.1% |
$47.8K - $65.1K
|
1.14K
$395K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
220New |
$47.4K - $64.5K
|
220
$75.9K
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
218+ 2.63% |
$47K - $63.9K
|
8.5K
$2.93M
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
218+ 9.09% |
$47K - $63.9K
|
2.62K
$903K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
216+ 27.87% |
$46.5K - $63.4K
|
991
$342K
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
214+ 6.73% |
$46.1K - $62.8K
|
3.39K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
214+ 18.01% |
$46.1K - $62.8K
|
1.4K
$484K
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
213+ 13.46% |
$45.9K - $62.5K
|
1.8K
$620K
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
211+ 7.8% |
$45.5K - $61.9K
|
2.92K
$1.01M
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
210+ 23.89% |
$45.3K - $61.6K
|
1.09K
$376K
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
210New |
$45.3K - $61.6K
|
210
$72.5K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
208+ 32.96% |
$44.8K - $61K
|
839
$290K
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
206+ 8.98% |
$44.4K - $60.4K
|
2.5K
$863K
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
206+ 11.48% |
$44.4K - $60.4K
|
2K
$690K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
205+ 1.14% |
$44.2K - $60.1K
|
18.2K
$6.28M
|