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 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
107+ 2.87% |
$23.1K - $31.4K
|
3.83K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
107+ 3.04% |
$23.1K - $31.4K
|
3.62K
$1.21M
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
105+ 6.47% |
$22.6K - $30.8K
|
1.73K
$575K
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
105+ 11.33% |
$22.6K - $30.8K
|
1.03K
$344K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
105New |
$22.6K - $30.8K
|
105
$35K
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
104+ 8.91% |
$22.4K - $30.5K
|
1.27K
$423K
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
104+ 1.57% |
$22.4K - $30.5K
|
6.74K
$2.24M
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.27% |
$22.4K - $30.5K
|
3.29K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
104+ 10.25% |
$22.4K - $30.5K
|
1.12K
$373K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
103+ 1.3% |
$22.2K - $30.2K
|
8.04K
$2.68M
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
103+ 4.1% |
$22.2K - $30.2K
|
2.61K
$870K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
103+ 3.78% |
$22.2K - $30.2K
|
2.83K
$940K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
102+ 6.23% |
$22K - $29.9K
|
1.74K
$579K
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
102+ 1.86% |
$22K - $29.9K
|
5.6K
$1.86M
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
101+ 1.74% |
$21.8K - $29.6K
|
5.89K
$1.96M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
101+ 8.94% |
$21.8K - $29.6K
|
1.23K
$410K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
100New |
$21.5K - $29.3K
|
100
$33.3K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 3.41% |
$21.5K - $29.3K
|
3.03K
$1.01M
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
100+ 1111.11% |
$21.5K - $29.3K
|
109
$36.3K
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
100+ 6.56% |
$21.5K - $29.3K
|
1.63K
$541K
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
100+ 9.06% |
$21.5K - $29.3K
|
1.2K
$401K
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
100+ 3.73% |
$21.5K - $29.3K
|
2.78K
$926K
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 25.64% |
$21.5K - $29.3K
|
490
$163K
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
100+ 4.87% |
$21.5K - $29.3K
|
2.16K
$717K
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
100+ 3.03% |
$21.5K - $29.3K
|
3.4K
$1.13M
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
100+ 3.81% |
$21.5K - $29.3K
|
2.73K
$907K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100+ 3.83% |
$21.5K - $29.3K
|
2.71K
$901K
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
100+ 1.12% |
$21.5K - $29.3K
|
9.03K
$3.01M
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
100+ 3.57% |
$21.5K - $29.3K
|
2.9K
$965K
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
100+ 3.65% |
$21.5K - $29.3K
|
2.84K
$945K
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
100+ 0.68% |
$21.5K - $29.3K
|
14.8K
$4.94M
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 14.81% |
$21.5K - $29.3K
|
775
$258K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 11.9% |
$21.5K - $29.3K
|
940
$313K
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
100+ 1.92% |
$21.5K - $29.3K
|
5.32K
$1.77M
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
99+ 12.3% |
$21.3K - $29K
|
904
$301K
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
98+ 1.99% |
$21.1K - $28.7K
|
5.02K
$1.67M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
98+ 10.03% |
$21.1K - $28.7K
|
1.08K
$358K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
98+ 0.64% |
$21.1K - $28.7K
|
15.4K
$5.11M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
97+ 12.26% |
$20.9K - $28.5K
|
888
$296K
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
97+ 4.54% |
$20.9K - $28.5K
|
2.23K
$743K
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
97+ 2.01% |
$20.9K - $28.5K
|
4.92K
$1.64M
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
96+ 2.13% |
$20.7K - $28.2K
|
4.6K
$1.53M
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
96+ 11.51% |
$20.7K - $28.2K
|
930
$310K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
95+ 0.7% |
$20.5K - $27.9K
|
13.6K
$4.53M
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
95+ 11.98% |
$20.5K - $27.9K
|
888
$296K
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
95+ 1.09% |
$20.5K - $27.9K
|
8.83K
$2.94M
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
94+ 1.65% |
$20.3K - $27.6K
|
5.81K
$1.93M
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
93+ 3.26% |
$20K - $27.3K
|
2.95K
$981K
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
93+ 2.8% |
$20K - $27.3K
|
3.41K
$1.14M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
93+ 1.34% |
$20K - $27.3K
|
7.01K
$2.33M
|