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 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
70+ 7.72% |
$15.1K - $20.5K
|
977
$325K
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
70+ 2.67% |
$15.1K - $20.5K
|
2.69K
$895K
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
70+ 2.49% |
$15.1K - $20.5K
|
2.88K
$958K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
70+ 42.42% |
$15.1K - $20.5K
|
235
$78.2K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
70New |
$15.1K - $20.5K
|
70
$23.3K
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
BUY
|
- |
69+ 6.18% |
$14.9K - $20.2K
|
1.19K
$394K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
69+ 94.52% |
$14.9K - $20.2K
|
142
$47.3K
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
69+ 1.36% |
$14.9K - $20.2K
|
5.16K
$1.72M
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
68+ 0.64% |
$14.7K - $19.9K
|
10.7K
$3.57M
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
67+ 7.08% |
$14.4K - $19.7K
|
1.01K
$337K
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
67+ 3.68% |
$14.4K - $19.7K
|
1.89K
$628K
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
67+ 1.51% |
$14.4K - $19.7K
|
4.51K
$1.5M
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
66+ 2.19% |
$14.2K - $19.4K
|
3.08K
$1.02M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
66+ 7.29% |
$14.2K - $19.4K
|
971
$323K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
65+ 3.94% |
$14K - $19.1K
|
1.72K
$571K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
65+ 2.68% |
$14K - $19.1K
|
2.49K
$830K
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
65+ 7.15% |
$14K - $19.1K
|
974
$324K
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
65+ 3.4% |
$14K - $19.1K
|
1.97K
$657K
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
64+ 7.13% |
$13.8K - $18.8K
|
961
$320K
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
64+ 0.5% |
$13.8K - $18.8K
|
12.8K
$4.26M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
64+ 4.09% |
$13.8K - $18.8K
|
1.63K
$542K
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
63+ 6.91% |
$13.6K - $18.5K
|
975
$325K
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
63+ 0.92% |
$13.6K - $18.5K
|
6.89K
$2.29M
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
63+ 5.61% |
$13.6K - $18.5K
|
1.19K
$394K
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
62+ 0.49% |
$13.4K - $18.2K
|
12.8K
$4.27M
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
62+ 1.5% |
$13.4K - $18.2K
|
4.2K
$1.4M
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
61+ 0.96% |
$13.1K - $17.9K
|
6.43K
$2.14M
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
61+ 3.36% |
$13.1K - $17.9K
|
1.88K
$625K
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
61+ 1.77% |
$13.1K - $17.9K
|
3.5K
$1.17M
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
60+ 5.13% |
$12.9K - $17.6K
|
1.23K
$409K
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 2.58% |
$12.9K - $17.6K
|
2.39K
$795K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
60+ 3.27% |
$12.9K - $17.6K
|
1.89K
$630K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
60New |
$12.9K - $17.6K
|
60
$20K
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
59+ 1.68% |
$12.7K - $17.3K
|
3.58K
$1.19M
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
59+ 0.89% |
$12.7K - $17.3K
|
6.7K
$2.23M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
59+ 2.28% |
$12.7K - $17.3K
|
2.65K
$882K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
58+ 0.73% |
$12.5K - $17K
|
8.05K
$2.68M
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
58+ 5.53% |
$12.5K - $17K
|
1.11K
$369K
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
55+ 3.51% |
$11.9K - $16.1K
|
1.62K
$539K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
55+ 3.7% |
$11.9K - $16.1K
|
1.54K
$514K
|
|
Nov 13, 2023
Q3 2023
|
Granger Management LLC
|
BUY
|
- |
55+ 3.3% |
$11.9K - $16.1K
|
1.72K
$573K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
54+ 72.0% |
$11.6K - $15.8K
|
129
$42.9K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
54+ 1.25% |
$11.6K - $15.8K
|
4.37K
$1.46M
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
54+ 0.29% |
$11.6K - $15.8K
|
18.9K
$6.28M
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
53+ 5.39% |
$11.4K - $15.5K
|
1.04K
$345K
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
53+ 4.48% |
$11.4K - $15.5K
|
1.24K
$411K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
53+ 139.47% |
$11.4K - $15.5K
|
91
$30.3K
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
53+ 1.89% |
$11.4K - $15.5K
|
2.86K
$951K
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
52+ 0.55% |
$11.2K - $15.3K
|
9.48K
$3.16M
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
52+ 6.4% |
$11.2K - $15.3K
|
865
$288K
|